Enterprise Onboarding Specialist

Wholesail

Remote, US
Base: $85k-$105k; bonus/equity: equity; benefits: ...
Remote
Customer-facing implementation
Process-oriented technical role
Accounting and erp system support
Guide new sellers through their implementation and set them up for long-term success on Wholesail

Job Summary

  • Guide new sellers through their implementation and set them up for long-term success on Wholesail.
  • Support sellers using a variety of accounting and ERP systems, including QuickBooks, Xero, NetSuite, FlexiBake, and Entree.
  • Partner with Sales to make the transition seamless across the sales → implementation process and provide Customer Success with a complete, clean handoff at go-live.

Matching Summary

Guide new sellers through their implementation and set them up for long-term success on Wholesail.

Salary

Base: $85k-$105k; Bonus/Equity: Equity; Benefits: Medical, dental, vision, 401K, stipends, PTO

Skills & Requirements

Must-have

  • Customer-facing implementation
  • Process-oriented technical role
  • Accounting and ERP system support
  • Cross-functional collaboration
  • Documentation and process improvement

Nice-to-have

  • Fast learner
  • Problem solver
  • Navigating systems
  • Working with customers

Key Requirements

  • 2-5 years onboarding/implementation/sales engineering experience
  • Excellent verbal and written communication
  • Comfortable with SQL, JSON, Excel/Google Sheets
  • Strong project management abilities
  • Experience with integrations/data troubleshooting

Work Rights

Not specified

Tailored Resume

Cover Letter