Wholesail logo
Wholesail

Building a trading network to modernize payment and communication between wholesale sellers and buyers.

Enterprise Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteMid LevelTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

27 days ago

Salary

$85K - $105K / year

Seniority

Mid Level

2 yrs expEnglishERPPythonSQL

Job Description

• Lead new seller onboarding • Guide sellers through onboarding milestones and expectations maintaining consistent communication throughout for both existing + new integrations • Conduct Trainings for AR teams, Sales teams, and administrators • Ensure all questions are answered and areas of friction smoothed for customers in the onboarding process • Support high-payment-volume sellers, multi-entity structures, and advanced AR workflows • Contribute to documentation and processes that allow Wholesail to scale new integrations • Partner with Sales to make the transition seamless across the sales → implementation process • Collaborate with the existing Onboarding Specialist to share learnings and balance workload • Provide Customer Success with a complete, clean handoff at go-live • Communicate seller insights, trends, and opportunities to Product and Engineering

Job Requirements

  • 2 to 5 years of experience in onboarding, implementation, sales/solutions engineering.
  • Excellent verbal and written communication skills
  • Comfortable with SQL, JSON, & manipulating data sets in tools like Excel or Google Sheets
  • Bonus: Familiar with Python, ERP and/or Accounting Software
  • Strong project management and organizational abilities
  • Comfortable leading customer-facing calls and managing expectations
  • High attention to detail and reliable follow-through
  • Experience with integrations, data troubleshooting, or API-based tools
  • Prior involvement in process or documentation improvement

Benefits

  • Work with experienced tech startup founders and a customer-centric team
  • Compensation based on experience $85k-$105k
  • Medical, dental, vision, short-term disability insurance and 401K.
  • $100 per month phone stipend
  • $50 reimbursable monthly expense for work-from-home internet.
  • 15 PTO (Paid Time Off) and 5 paid sick days per year, plus paid holidays.
  • $500 reimbursable towards a work-from-home office setup.
  • Equity

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