Onboarding Specialist

  • Operations
  • Full time
  • 3 years ago

Job Information

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    No. of Openings 1 opening
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    Job Experience 2 years
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    Education Level Bachelor
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    Location Restrictions USA only

Job Description

Looking for the role to accelerate your career? The Onboarding Specialist will be responsible for driving sales and onboarding for the Avalara MyLodgeTax product. This role will play a key part in impacting the sales and customer experience with end users. The ideal candidate will be highly motivated to succeed and eager to outperform sales and growth targets, while providing great customer service.

The Onboarding Specialist will be responsible for receiving inbound sales calls and emails, follow-up on leads, describe the company’s solution, answer product questions, and assist customers through the on boarding process. The ideal candidate will be highly motivated to succeed and eager to outperform sales and growth targets. Basically, your job is to answer prospective customer phone calls, emails, follow-up and convert them to customers.

Job Duties

  • Exceed established sales and onboarding goals in a high growth segment of Avalara
  • Receive inbound calls and email inquiries from prospective customers
  • Follow-up with leads from the existing database of prospects and manage automated daily email campaigns
  • Work with Avalara BD, Sales Executives, Support, and Licensing teams to successfully onboard customers
  • Coordinate with marketing to maximize the effectiveness of lead generating tactics and email campaign messaging
  • Manage sales and call activity in Salesforce.com
  • Prepare and analyze key program statistics and metrics


  • Four year degree preferred
  • 2-3 years sales or customers service experience
  • Positive attitude and confident
  • Excellent interpersonal skills
  • Organized with work with Salesforce.com (or equivalent CRM) and tracking leads
  • Highly self-motivated, proven ability to meet and exceed goals

About Avalara

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including VAT, sales and use, excise, communications, and other tax types. We deliver comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use. Avalara’s Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world.

Avalara offers hundreds of pre-built connectors into leading accounting, ERP, ecommerce and other business applications. Each year, the company processes billions of tax transactions for customers and users, files hundreds of thousands of tax compliance documents and tax returns, and manages millions of exemption certificates and other compliance related documents.

A privately held company, Avalara’ s venture capital investors include Sageview Capital, Battery Ventures, Warburg Pincus, Technology Crossover Ventures, Arthur Ventures, and other institutional and individual investors. Avalara’s headquarters are in Seattle, WA and it has offices across the U.S. and in Brighton and London, England; Brussels, Belgium; and Pune, India. More information at: www.avalara.com.

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