Onboarding Representative

Comp for this role is a base of $45,000-50,000 and commission of $19,000

OTE is 64,000 to 69,000

WHO WE NEED

Personify has an amazing opportunity for a sales professional to join the Wild Apricot Sales Team within a growing, dynamic software company. This position will report to the Onboarding (Sales) Team Manager and play a key role as a part of the overall Sales Team. We’re looking for an exceptional Inside Sales Representative with a Customer Success mindset (internally we call this an Onboarding Coach) to join our User Onboarding and Sales Team to help us bring in new customers.

In our business model, we offer a 60-day free trial. Your job is to be a trusted advisor to people during the trial phase and to deliver an awesome experience so that more people choose to become customers. Your role is a mix of sales and service.

The Wild Apricot Onboarding Team Coach will proactively engage trial accounts in an effort to upsell them to a paid account. This position will use various engagement tools and strategies to achieve activity metrics and upgrade goals.

The Personify technology platform includes:

Association Management Software(ThreeSixty, MemberClicks, and WildApricot)
Event Management Software(A2Z Events and Registration Tech)
Member Engagement Software(CommUnity, Classroom, Job Board and MemberApp)

Offices

We have four offices located in Austin, Atlanta, Washington-Baltimore, and Toronto, accessible to all employees. As a remote-first company supported by over 300 talented individuals, we believe our work can be done wherever our people choose to live in the U.S. and Canada allowing us to make a greater impact.

WHO YOU ARE

The Wild Apricot Onboarding Team Coach position requires an individual who is hard-working and goal/outcome-oriented. This person must have a customer service mindset, be curious, be adaptable to new initiatives, and willing to contribute to overall team performance through ownership and accountability

WHAT YOU BRING

· Customer service experience using email, phone, and live chat

· Comfortable using HTML and CSS, (preferred but not required)

· Basic understanding of a typical SaaS sales process, KPIs, and methodology

· Effective, clear, and concise communication skills, verbal and written

· Results-driven self-starter with the ability to multi-task; Strong initiative and ability to work in a self-directed environment with a "can do" attitude and growth mindset

· Comfortable working in a fast-paced team environment

· Sincere passion to deliver remarkable customer experiences every day

Join the PersoniFam: A Career with Purpose

At Personify, our people are our greatest asset, and we're dedicated to fostering their growth and success. We offer competitive salaries, comprehensive benefits, and a culture that prioritizes work-life balance through our remote-first environment. Our commitment to support and empower our team members is unwavering, as we continually enhance our company culture.

Engaging Remote-First Culture: Experience a dynamic company culture that embraces remote-first principles, offering opportunities for team offsites, gatherings at any of our four offices, and a variety of virtual events for both enjoyment and professional development. Our dedicated Culture Team ensures a vibrant mix of virtual and in-person activities to enhance team cohesion and opportunities to lean into our value of Service.
Inclusive Employee Communities: Connect with our diverse Employee Resource Groups, including People of Color, Women's Network, and the supportive PersoniMoms community, promoting inclusivity and building strong bonds across our organization.
Collaborative and Knowledge-Sharing Environment: Leverage our collaborative culture through company-wide Slack channels, fostering creativity, celebrating diversity, and sharing insights. Access ample resources for knowledge sharing via Confluence and our internal tools, enhancing teamwork and innovation.
Comprehensive Career Development: Engage in our robust career development initiatives, including access to workshops led by career development and leadership professionals, transparent insights into career progression, internal training sessions, expert-led product demos, and ample resources for personalized development plans. Grow professionally with tailored programs designed to support your journey at Personify.
Health & Wellness Initiatives: Recharge when you need with unlimited pre-approved PTO and 14 company holidays. Plus, benefit from company-wide Wellness Days and paid Volunteer Days, promoting both personal well-being and community impact. We provide a comprehensive benefits package that protects our employees' health and financial security – now and in the future.

Embracing Diversity

At Personify, we're dedicated to diversity and inclusion. We hire across the U.S., Canada, and Portugal to expand our talented team. Our proactive diversity recruitment strategy enhances representation at every company level.

We celebrate diverse backgrounds and perspectives, enriching our culture, operations, products, and relationships. We pride ourselves on supporting a diverse workforce and promoting a culture of action, accessibility, and support through employee resource groups and inclusive initiatives.

Join us to foster a workplace where diversity is recognized, celebrated and embraced.

Apply now!

Recognized by BuiltIn Austin in its Best Places to Work Awards for three years in a row in 2019, 2020, and 2021, we spend our days creating a culture where people are comfortable being themselves, feel supported and heard, enjoy each other's company and have an opportunity to shine. 

Personify is an equal-opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related conditions), sexual orientation, gender identity, gender expression, age, veteran or disability status, or other protected characteristics. Personify welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process.

Employment offers are contingent on the candidate successfully completing a background investigation in compliance with federal, state/province, and local laws.

Job descriptions serve as an outline only. Due to business needs, you may be required to perform job duties that are not within your written job description. Furthermore, Personify may have to revise, add to, or delete from your job duties per business needs. On occasion, we may need to revise job descriptions with or without advance notice to employees.

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Onboarding Representative