Sales Onboarding Advocate

Responsibilities

• Handle high-volume phone and email interactions with small business owners from onboarding through their first payroll.
• Manage a ticket queue similarly to a sales opportunity pipeline.
• Proactively position plan upgrades and identify cross-sell opportunities for health insurance, workers’ compensation, and 401(k) products.
• Diagnose tax discrepancies and troubleshoot unfamiliar state portals in real time.
• Configure sick time, paid time off, and overtime policies to support compliance.
• Determine when issues require specialist escalation and coordinate handoffs across teams, including Risk.
• Use assigned AI tools daily, identify workflow friction, and provide feedback to improve tools and processes.

Requirements

• At least 1 year of experience in a high-volume sales or customer service role involving cross-selling, upselling, quotas, or KPIs.
• New graduates are encouraged to apply and should be prepared to explain how internships or prior experience transfer to the role.
• Strong communication skills across phone, email, and chat, with the ability to adjust tone appropriately.
• Customer-focused, consultative approach to understanding needs and recommending products.
• Goal-oriented, competitive, adaptable, and effective at problem-solving.
• Willingness to learn payroll, tax codes, compliance rules, and related processes.
• Proven day-to-day experience integrating AI into writing, research, preparation, and summarization, including providing useful feedback on AI tools and processes.

Compensation

• $23.00-$24.50 per hour in Denver, Phoenix, and Atlanta.
• Full-time employees receive benefits and equity, including RSUs.
• Employees working from approved non-office locations must maintain a secure, reliable, and consistent internet connection.