Enterprise Onboarding Specialist
Job Description:
• Lead new seller onboarding
• Guide sellers through onboarding milestones and expectations maintaining consistent communication throughout for both existing + new integrations
• Conduct Trainings for AR teams, Sales teams, and administrators
• Ensure all questions are answered and areas of friction smoothed for customers in the onboarding process
• Support high-payment-volume sellers, multi-entity structures, and advanced AR workflows
• Contribute to documentation and processes that allow Wholesail to scale new integrations
• Partner with Sales to make the transition seamless across the sales → implementation process
• Collaborate with the existing Onboarding Specialist to share learnings and balance workload
• Provide Customer Success with a complete, clean handoff at go-live
• Communicate seller insights, trends, and opportunities to Product and Engineering
Requirements:
• 2 to 5 years of experience in onboarding, implementation, sales/solutions engineering.
• Excellent verbal and written communication skills
• Comfortable with SQL, JSON, & manipulating data sets in tools like Excel or Google Sheets
• Bonus: Familiar with Python, ERP and/or Accounting Software
• Strong project management and organizational abilities
• Comfortable leading customer-facing calls and managing expectations
• High attention to detail and reliable follow-through
• Experience with integrations, data troubleshooting, or API-based tools
• Prior involvement in process or documentation improvement
Benefits:
• Work with experienced tech startup founders and a customer-centric team
• Compensation based on experience $85k-$105k
• Medical, dental, vision, short-term disability insurance and 401K.
• $100 per month phone stipend
• $50 reimbursable monthly expense for work-from-home internet.
• 15 PTO (Paid Time Off) and 5 paid sick days per year, plus paid holidays.
• $500 reimbursable towards a work-from-home office setup.
• Equity
Apply Now
Apply Now
• Lead new seller onboarding
• Guide sellers through onboarding milestones and expectations maintaining consistent communication throughout for both existing + new integrations
• Conduct Trainings for AR teams, Sales teams, and administrators
• Ensure all questions are answered and areas of friction smoothed for customers in the onboarding process
• Support high-payment-volume sellers, multi-entity structures, and advanced AR workflows
• Contribute to documentation and processes that allow Wholesail to scale new integrations
• Partner with Sales to make the transition seamless across the sales → implementation process
• Collaborate with the existing Onboarding Specialist to share learnings and balance workload
• Provide Customer Success with a complete, clean handoff at go-live
• Communicate seller insights, trends, and opportunities to Product and Engineering
Requirements:
• 2 to 5 years of experience in onboarding, implementation, sales/solutions engineering.
• Excellent verbal and written communication skills
• Comfortable with SQL, JSON, & manipulating data sets in tools like Excel or Google Sheets
• Bonus: Familiar with Python, ERP and/or Accounting Software
• Strong project management and organizational abilities
• Comfortable leading customer-facing calls and managing expectations
• High attention to detail and reliable follow-through
• Experience with integrations, data troubleshooting, or API-based tools
• Prior involvement in process or documentation improvement
Benefits:
• Work with experienced tech startup founders and a customer-centric team
• Compensation based on experience $85k-$105k
• Medical, dental, vision, short-term disability insurance and 401K.
• $100 per month phone stipend
• $50 reimbursable monthly expense for work-from-home internet.
• 15 PTO (Paid Time Off) and 5 paid sick days per year, plus paid holidays.
• $500 reimbursable towards a work-from-home office setup.
• Equity
Apply Now
Apply Now