Instant Teams

Sales and Onboarding Specialist – Guides

Instant Teams

full-time

Posted on:

Location Type: Remote

Location: California • Illinois • United States

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Salary

💰 $57,000 per year

About the role

  • Manage account configurations for prospective customers, ensuring customers roll out product features correctly.
  • Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process.
  • Serves as a subject matter expert on all products and delivers confident instructions that educate and enable new users, illustrating the benefits of certain features, effectively communicating value to customers, and instilling confidence and belief in their account configuration.
  • Handle communications with assigned sales leads through email and scheduled calls (Zoom).
  • Bring your own personality to develop rapport and meaningful relationships with businesses, building connections and gaining trust.
  • Collect product feedback from businesses and share it with the relevant teams.
  • Be proactive in self-education when product updates are released.
  • Manage the customer's business challenges and present clear, ROI-driven strategies.
  • Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero.
  • Take responsibility, initiative, and coordinate internally to ensure support is always covered.
  • Understand the product, its value, and keep up to date with evolving features/company changes.
  • Conduct training sessions and Q&As with admins and decision makers.
  • Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling.

Requirements

  • 2+ years of experience in B2B sales, preferably in SaaS or tech sales (3+ preferred)
  • Skilled communicator in both written and verbal formats with the ability to simplify complex sales or product details for customers and teammates
  • Comfort with using tools such as CRMs (Hubspot), Zoom, Gong, and other digital platforms
  • Ability to learn quickly and adapt in a fast-paced environment
  • Ability to identify answers quickly and thrive under pressure.
  • Team player mentality with a passion for helping businesses grow
  • Have the inclination to be hands-on in all aspects of the role.
  • Strong technical aptitude in software
Benefits
  • Personal and professional development programming by department discretion
  • Employee Assistance Program
  • PerkSpot
  • PTO accrual begins upon hire
  • 401k
  • Health, Dental, and Vision Insurance enrollment
  • Short Term Disability
  • Long Term Disability
  • Life Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B salesSaaS salesaccount configurationproduct trainingintegration managementROI-driven strategiesproduct feedback collectiontechnical aptitudesales process management
Soft Skills
communicationrelationship buildingproactive learningteam playeradaptabilityproblem-solvinginitiativetrust buildingcustomer education