Account Onboarding Specialist

**Overview** As an Account Onboarding Specialist, you will guide business owners through early conversations and account setup for payment and point-of-sale solutions. You will lead outreach, identify needs, and help move accounts from interest to activation using a structured process and clear next steps. This is a full-time role that balances outreach, follow-up, and onboarding conversations against defined activity and performance goals, and professionals who have carried targets before ramp quickly. Training and support are provided to help you build confidence and sharpen your communication skills. **What You'll Do** * Reach out to business owners to start and continue conversations * Ask discovery-style questions to understand business operations * Present payment and POS options clearly and confidently * Guide prospects through onboarding milestones and setup steps * Maintain consistent follow-up to move decisions forward * Document conversations, progress, and outcomes in the CRM * Coordinate with the team to support onboarding and growth targets **What We're Looking For** * Comfort leading conversations and asking for commitment * Strong follow-through and time management * Ability to stay organized across multiple accounts * Self-directed in this role **What's Offered** * Structured training, coaching, and tools * A mix of outreach, follow-up, and guided onboarding * Clear workflows and measurable performance expectations * Hands-on experience in consultative selling and account growth * Performance-based compensation with earning growth * Opportunities to advance based on results Pay: $66,000.00 - $86,000.00 per year Benefits: * Flexible schedule Work Location: Remote