Future Opportunities: Sales Onboarding Advocate
Core
Guide small business owners through payroll and HR onboarding, ensuring correct setup and compliance while identifying upsell opportunities.
Role type
Entry-level sales advocate (onboarding specialist)
Builds
Payroll and HR compliance setups for small businesses
Domain
HR technology / Payroll services
Deliverable
product features
Required skills
High-volume sales or customer service experience, cross-selling/upselling, quota/KPI achievement, tax and compliance basics, consultative selling, technical problem-solving, AI tool integration
Preferred skills
New grad with internship experience, adaptability, goal-oriented drive
Technologies
AI tools for writing, research, prep, and summarization
Responsibilities
Handle high-volume customer interactions via phone and email to guide onboarding, manage ticket queues, proactively position plan upgrades and cross-sell opportunities, troubleshoot tax discrepancies and state portals, configure sick time/PTO/overtime policies, coordinate handoffs to specialists and the Risk team, provide feedback on AI workflows