Sales And Onboarding Specialist

Remote

Full Time

Mid Level

Overview:

Instant Teams is hiring a team of Guides to join our sales team. Being a member of the sales and onboarding team, you will be the frontline expert helping leads learn the benefits of a suite of products. You will educate new leads on how to navigate our platform, achieve their business goals, and derive maximum value from our expense management and travel solutions. You will blend product knowledge, problem-solving skills, and a drive to close new business to ensure an exceptional user experience across all touchpoints. You will own the sales and onboarding experience for new leads, supporting the deployment of the product across businesses, and ensuring the company is set up for success. You will be a good fit for this role if you are a proactive, sales-minded professional who thrives in a fast-paced, technology-driven environment.

Salary: $57,000/annually + uncapped commission (paid monthly)

Training Schedule:

5 weeks in your assigned shift time
Encouraged to expense lunch up to $20/day during training

Post-Training Schedule:

Availability between the hours of 2am - 4pm EST
3 positions open
4am - 12pm EST (2)
2pm - 10pm EST (1)
- 12-hour availability, true flexibility in the salary life, 8 hours of consecutive calls

Day in the Life:

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.

Must-Haves:

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.
You thrive in an environment with minimal supervision and can stay on task and find ways to fill your extra time constructively without a direct manager
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

Preferred:

2+ years of experience in a sales onboarding role in SaaS or FinTech solutions
Prior exposure to Expensify as a platform (user or advocate)
Familiarity with commission-based structures or working in high-performance sales teams
Surface knowledge of accounting practices

Benefits:

Personal and professional development programming by department discretion
Employee Assistance Program
PerkSpot
BetterHelp
PTO accrual begins upon hire
401k
Health, Dental, and Vision Insurance enrollment
Short Term Disability
Long Term Disability
Life Insurance

Due to specific position requirements, we cannot hire from the following locations for this opportunity: Europe, California, Iowa, Illinois, Massachusetts, Montana, New York, Washington, D.C., Washington, and Rhode Island.

________________________________________________________________________________

Notes

Other Duties

This is not necessarily a complete list of responsibilities, skills, duties, or requirements associated with the job. While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change, (i.e., emergencies, changes in personnel, workload, rush jobs, or technological developments.)

EEO and Harassment Statement

Instant Teams provides equal employment opportunities (EEO) to all applicants, contractors, and employees without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. This policy applies to all terms and conditions of work, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Instant Teams expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instant Teams’ contractors and employees to perform their job duties may result in discipline up to and including discharge.

About Us

As a customer experience (CX) marketplace, Instant Teams partners with nation's top brands and companies through a suite of talent solutions that range from building out remote support teams to identifying a direct hire - all by sourcing from their remarkable and diverse talent community. As a mission-centric company, they have a proven track record of generating thousands of remote job opportunities and have significantly improved the financial well-being of military families, generating over $40 million in economic impact.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. If hired, are you able to provide documentation to prove the eligibility requirements?*

As a remote-first company, we have embraced remote professionals working and living across the U.S. and in some other countries. Where are you currently physically located in the world? (State in the U.S. or Country if outside the U.S./OCONUS)*

To support our mission, we would love to know your military connection - use the drop-down below to indicate:*

Due to this position being remote, we must confirm a few more details. Can you confirm, if hired, that you have a quiet background, high-speed internet, and a dedicated space to perform your work? **

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Invitation for Job Applicants to Self-Identify as a U.S. Veteran

A “disabled veteran” is one of the following:
- a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
- a person who was discharged or released from active duty because of a service-connected disability.
A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran status

I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE
I AM NOT A PROTECTED VETERAN
I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability

Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Please check one of the boxes below:

YES, I HAVE A DISABILITY, OR HAVE HAD ONE IN THE PAST NO, I DO NOT HAVE A DISABILITY AND HAVE NOT HAD ONE IN THE PAST I DO NOT WANT TO ANSWER

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Name	Date

Human Check*

Submit Application