Sales Onboarding Advocate

Handle high-volume phone and email interactions with small business owners from onboarding through running their first payroll Own and manage the ticket queue Position plan upgrades and identify cross-sell opportunities for Health Insurance, Workers' Comp, and 401(k) Diagnose tax discrepancies and troubleshoot unfamiliar state portals in real time Make compliance decisions based on state, company size, and industry Configure sick time, PTO, and overtime policies Determine when issues require specialist support and initiate handoffs Collaborate with the Risk team and request additional customer information when needed Use assigned AI tools daily, identify workflow friction and inefficiencies, and provide feedback to shape future tools Requirements 1+ years in a high-volume sales or customer service role involving cross-selling, upselling, or quota/KPIs New graduates are welcome; internship or prior work experience should be translated to the role Willingness and ability to learn tax codes, compliance rules, and payroll Customer-focused consultative selling approach Goal-oriented and competitive Strong communication across phone, email, and chat Adaptability and problem-solving ability Proven day-to-day experience integrating AI into writing, research, preparation, and summarization Track record of providing useful feedback to improve AI tools and processes Core Competencies Demonstrates expertise in high-volume customer interactions, compliance decision-making, and consultative selling. Proficient in utilizing AI tools for workflow improvement and problem-solving in payroll and tax-related contexts. Highest-signal resume keywords High-Volume Customer Service Cross-Selling Tax Code Knowledge AI Tool Integration Compliance Decision-Making Hard Skills Payroll Management Tax Discrepancy Diagnosis Policy Configuration Quota Achievement KPI Tracking Soft Skills Strong Communication Adaptability Problem-Solving Customer-Focused Approach Goal-Oriented Industry Keywords Health Insurance Workers' Compensation 401(k) Compliance Rules Small Business Tools & Technologies AI Tools State Portals #J-18808-Ljbffr Jobtailor