Small Business Onboarding Specialist
Core
Own the customer experience from first contact through early journey stages, combining sales, conversion, and onboarding for new small business subscribers.
Role type
Customer Onboarding Specialist (Sales/Success hybrid)
Builds
Platform adoption and retention for small business customers
Domain
SaaS / Small Business Accounting
Deliverable
product features
Required skills
Customer onboarding, sales conversion, account management, product demonstrations, CRM management, small business workflow knowledge, basic accounting processes (invoicing, reconciliations), cross-functional collaboration
Preferred skills
Simplifying complex concepts, managing varied workloads independently, attention to detail
Technologies
Google Meet, webinar platforms, Salesforce, HubSpot
Responsibilities
Deliver tailored product demonstrations and discovery sessions, guide new subscribers through setup milestones (bank feeds, invoicing, bills, reconciliations), utilize CRM systems to track interactions and manage pipelines, identify opportunities for connected ecosystem apps and facilitate handoffs
Seniority
Individual Contributor, entry-to-mid level
