Responding to inbound interest and conducting discovery to understand the unique workflows and needs of prospective small businesses.
Owning a personal pipeline to progress opportunities from initial discovery through to subscription using tools like Salesforce.
Leading 1:1 or small-group onboarding sessions via webinar to help new users master key features like bank feeds, invoicing, and reporting.
Identifying and presenting ecosystem apps or additional services that align with a customer's specific business goals.

A background in onboarding or sales-generating roles where you have successfully managed a personal pipeline.
You bring a natural ability to simplify complex concepts, making them easy for small business owners to understand and act upon.
Comfortable and energised by working in a high-activity environment driven by targets and data.
Your organisational skills allow you to independently prioritise a varied workload while maintaining high attention to detail.
Enjoy collaborating with cross-functional teams to share customer feedback and improve internal best practices.
Curiosity for small business accounting processes, such as reconciliations and bills.

Small Business Onboarding Specialist

Key skills