Sales and Onboarding Specialist

Role Details Type of Support : Omnichannel (Emails and video conference) Contract Duration : Permanent Position schedule : Monday - Friday 10 : 00 am - 7 : 00 pm, Saturday and Sunday Off  Work type and Location :  Work from home Expected start date : August, 2025   About Us PartnerHero and Crescendo have joined forces to create a powerhouse of innovation, excellence, and people-first solutions.

By combining PartnerHero’s world-class outsourcing and human-centered approach with Crescendo’s expertise in customer experience and operational excellence, we are redefining the future of CX.

Together, we’re introducing Augmented AI - a seamless blend of Agentic AI and real human expertise that delivers 24 / 7 omnichannel support in any language.

This fusion of technology and talent helps businesses scale efficiently while keeping customer experience at the core.

Powered by Crescendo, PartnerHero connects talented people globally with companies looking to build, transform, and grow.

Our strategic expertise and integrated technology empowers businesses and the people behind them to extend their impact worldwide.

As a Most Loved Workplace, we believe culture drives success.

We encourage our teams to bring their authentic selves to work, fostering an environment where people thrive.

Welcome to the future of customer experience.

Welcome to the next era of PartnerHero x Crescendo.

About the Role We are seeking a talented specialist who will be an important support team member, supporting one of our largest partners and their fintech applications and platforms.

As a Sales and Onboarding Specialist supporting our top fintech partner, you are driven, collaborative, and customer-focused.

You thrive in a fast-paced environment, helping guide new customers through their onboarding journey while also driving revenue growth by converting inbound leads and conducting warm outbound outreach.

You own the full onboarding process from discovery to training and handoff, and you support sales efforts by identifying customer needs, communicating value propositions, and achieving monthly ARR and MRR targets.

You have experience in SaaS, fintech, or B2B customer-facing roles, excellent communication skills in English (with additional European languages, such as German and French, a plus), and a consultative, proactive approach.

You manage multiple projects simultaneously with strong organizational skills and attention to detail, and you bring a high degree of empathy, adaptability, and professionalism.

Above all, you are excited to deliver world-class service while driving growth in a dynamic, collaborative environment.

• What You’ll Do : Guide new leads through the onboarding process and help drive feature adoption.

Educate leads and customers on best practices to maximize business value from the platform.

Conduct scheduled calls and manage communications via email with assigned sales leads.

Manage and maintain a sales pipeline in HubSpot CRM.

Support integration setup with accounting platforms such as NetSuite, QuickBooks, or Xero.

Track and report key metrics related to sales activities and conversions.

Provide feedback on customer needs and product enhancements to internal teams.

Execute warm outbound campaigns to generate new opportunities.

Convert inbound leads into successful customers through consultative sales.

Continuously improve sales and onboarding processes for efficiency and customer satisfaction.

Handle multiple projects and prioritize effectively in a fast-paced environment.

Appropriately follow policies, procedures, and escalation and transfer workflow to ensure an effortless experience You maintain essential program knowledge that is critical for our partner and their clients You perform project duties and tasks that are within your skill and expertise level, as assigned by program management   What We Expect From You : 2+ years of experience in a sales onboarding, customer success, or related role in SaaS or fintech.

Exceptional written and verbal communication skills Demonstrated ability to achieve sales targets and quotas in a metrics-driven environment.

Proactive and resourceful mindset with a passion for delivering customer value.

Strong technical aptitude and comfort learning and explaining software tools.

Familiarity with CRM systems, particularly HubSpot, and sales enablement tools like Gong.

Surface knowledge of accounting practices or experience working with accounting teams is preferred.

Ability to conduct effective training sessions and customer presentations.

Experience supporting or implementing integrations with systems like NetSuite, QuickBooks, or Xero is a plus.

High degree of organizational skills with proven ability to handle multiple projects simultaneously.

Strong analytical skills and data-driven approach to decision-making.

Comfortable working across time zones in a remote environment.

Experience collaborating with cross-functional teams, including product, support, and engineering.

Empathetic, adaptable, and professional demeanor in all customer and internal interactions.

Driven by curiosity, continuous improvement, and personal accountability.

From the partners we serve to the associates who work with us, we share a set of core values that guide our actions.

Care for others - Cooperate, empathize, and seek opportunities to put each other first.

Embrace growth - Expand your mind by taking calculated risks, developing your skills, and staying open to change Manifest trust - Trust is the bond that allows us to work at our highest levels, as members of a team, in a unified direction.

It is continuously earned by delivering on our commitments.

Take ownership - Doing the right thing should come naturally.

Be humble - Seek guidance, receive feedback, ask questions, and listen to your colleagues PartnerHero is proud to be an equal opportunity workplace.

We value diversity, inclusion, equity, and belonging and these pillars are at the heart of how we work together.

We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying.

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.  We are committed to the inclusion of all individuals and will make reasonable accommodations for qualified individuals with disabilities in our job application process.

If you require assistance or accommodations to participate in the job application or interview process, please contact careers@partnerhero.com .

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