Sales Onboarding Advocate

📋 Description

• Handle high-volume customer interactions across phone and email with small business owners guiding
• Own your ticket queue the way a seller owns their opportunity pipeline.
• Proactively position plan upgrades and surface cross-sell opportunities for Health Insurance
• Catch tax discrepancies live, troubleshoot unfamiliar state portals in real time, and make the
• Configure sick time, PTO, and overtime policies to keep companies compliant from day one.
• Collaborate with Risk team and other specialists as needed for customer handoffs.

🎯 Requirements

• 1+ years in a high-volume sales or customer service role with cross-selling, upselling, or meeting
• New graduates welcome if they can translate prior internship or work experience
• Eagerness to learn about tax codes, compliance rules, and payroll
• Customer obsession and consultative trust-building
• Goal-oriented and competitive drive
• Strong communication across phone, email, and chat

🎁 Benefits

• Competitive base pay
• Benefits
• Equity (RSUs)
• Total Rewards philosophy