Client Onboarding Specialist
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Job Description
Onboarding Sales Specialist converting trial users for DashClicks, a digital marketing agency and software company. Configuring SaaS accounts, pitching upgrades, and closing paid subscriptions remotely across Latin America.
Responsibilities:
- Guide trial users through their journey to demonstrate ROI, overcome objections, and secure paid subscriptions.
- Conduct back-to-back, 30-minute Zoom onboarding sessions.
- Ensure end-to-end account setup, including API integrations, tracking installations, and dashboard configurations.
- Identify user growth goals and recommend or sell product upgrades, add-ons, and higher-tier plans.
- Address objections regarding pricing, features, and competitor comparisons.
- Track trial user interactions, conversion status, and follow-ups in the CRM.
- Partner with product and marketing teams to share conversion and drop-off insights.
- Verify client profiles, maintain confidentiality, and escalate fraud or suspicious activity.
Requirements:
- 2+ years of experience in a quota-carrying inside sales, account executive, or closing role
- SaaS, MarTech, or Digital Agency experience highly preferred
- English proficiency at C1/C2 level
- Exceptional verbal and written English
- Confidence pitching, negotiating, and handling objections with US-based and global business owners
- Comfortable with basic web technologies, SaaS setups, or marketing technology stacks
- Ability to discuss integrations while focusing on business value
- Ability to maintain an enthusiastic, persuasive sales presence across back-to-back 30-minute sessions
- Self-starter motivated by targets, conversions, and advancing prospects toward purchase
- Based in Latin America
- Availability for 9:00 am to 5:30 pm EST shift
- English version of CV required
Benefits:
- Competitive Base Pay + Uncapped Commission
- Global Exposure
- Stable Schedule: 8 hours a day & 5 days a week working structure (EST shift)
- Growth Opportunities
- Direct career path into senior sales or account management roles
- Personal and professional growth
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