Small Business Onboarding Specialist

Added
less than a minute ago
Type
Full time
Salary
Salary not provided

Related skills

crm hubspot salesforce onboarding invoicing

📋 Description

  • Own the customer journey through the first 90 days
  • Run consultative conversations and product demos
  • Guide small business setup and adoption
  • Manage personal pipeline and opportunities
  • Lead 1:1 and group onboarding sessions
  • Cover core workflows: invoicing, bills, payments, bank feeds

🎯 Requirements

  • Excellent communication; translate accounting concepts
  • Self-motivated; manage workload with minimal oversight
  • Target-driven; metrics matter
  • Curious about small business workflows and accounting
  • Success in sales or onboarding; manage own pipeline
  • Comfortable with CRM systems (Salesforce or HubSpot)

🎁 Benefits

  • Hybrid working style
  • 3 days in office, 2 days remote
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