New Expansion Advisor

📋 Description

• Own early activation and onboarding within 120 days.
• Execute structured multi-touch outreach to reach 6 quality connections per day.
• Deliver product consultations to educate, upsell, or accelerate adoption.
• Hit daily metrics: 60+ calls, 2 demos, timely follow-ups.
• Maintain Salesforce records for activation milestones and opportunities.
• Collaborate with Support, Success, and Product teams to improve onboarding.

🎯 Requirements

• 3+ years in Account Executive, Consultative Sales, or Customer Success.
• KPI-driven with upsell, cross-sell, or quota experience.
• Proven ability to drive adoption and manage a book of business.
• Excellent communication, problem solving, and relationship building skills.
• Proficiency in Salesforce and multi-touch outreach tools.
• Deep passion for helping small businesses.

🎁 Benefits

• Hybrid work model with 2-3 days in office per week.
• Offices in Denver, San Francisco, New York City; remote options.
• Total Rewards philosophy and benefits.
• Equal opportunity employer with accommodations on request.