Sales Onboarding Specialist

Sales Onboarding Specialist

Payrate: $10 - $11 / Hour

Position Overview:

We're looking for a sales-driven, tech-savvy professional with a strong background in sales, account management, and client onboarding. The ideal candidate excels at building client relationships, identifying growth opportunities, and using their technical knowledge to help clients succeed while driving revenue and retention for AI Answering.

Key Responsibilities

Technical Onboarding & Implementation

• Lead new client onboarding, platform setup, configuration, and implementation.

• Guide clients through the onboarding process and ensure their AI answering solution is properly

configured for their business needs.

• Gather client requirements and coordinate technical needs, integrations, workflows, and

customizations with the development team.

• Troubleshoot onboarding issues and coordinate resolutions with internal technical resources.

• Train clients and their teams on platform functionality, best practices, and ongoing use.

Client Success & Account Management

• Build and maintain strong relationships with clients throughout their customer journey.

• Serve as a primary point of contact for onboarding questions, product education, and ongoing

support.

• Monitor client satisfaction, adoption, and engagement to help ensure retention.

• Proactively identify challenges, resolve concerns, and improve the overall client experience.

• Maintain accurate client records, onboarding progress, and account communications.

Sales & Revenue Growth

Identify opportunities to upsell additional features, services, and solutions based on client needs.

• Support account expansion, renewals, and long-term customer retention.

• Use consultative selling techniques to demonstrate the value of AI Answering's products.

• Build trust with clients and identify opportunities to expand relationships.

• Collaborate with the sales team to ensure a smooth transition from prospect to onboarded customer.

Marketing & Customer Experience

• Provide feedback on client needs, common questions, and market trends to support marketing and product development.

• Assist with client testimonials, case studies, referrals, and other customer advocacy initiatives.

• Help develop onboarding resources, training materials, and educational content.

•

Identify opportunities to improve onboarding processes, customer communications, and client

engagement.

Qualifications

• Proven experience in sales, customer onboarding, customer success, account management, or a

related role.

• Strong technical aptitude and the ability to learn and explain software platforms, integrations, and

AI-powered tools.

• Excellent communication, presentation, relationship-building, and problem-solving skills.

• Experience managing multiple client accounts and projects simultaneously.

• Strong organizational skills and attention to detail.

• A proactive, solutions-oriented mindset with the ability to work independently and collaboratively.

• Comfortable working in a fast-paced, growing technology company.

Preferred Qualifications

• Experience in SaaS, technology, AI, automation, or software implementation.

• Background in marketing, customer acquisition, or revenue growth.

• Experience with CRM platforms, workflow automation, APIs, or third-party software integrations.

• Experience working with professional service businesses, healthcare practices, law firms, real estate

companies, or home service businesses.

• Demonstrated success in client retention, upselling, and account expansion.