CareerPlan

Future Opportunities: Sales Onboarding Advocate

Atlanta, GA / Denver, CO / Phoenix, AZFull-time$48k2026-10-05 → 2026-10-22
Hybrid

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