• Manage account configurations for prospective customers, ensuring customers roll out product features correctly. • Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process. • Serves as a subject matter expert on all products and delivers confident instructions that educate and enable new users, illustrating the benefits of certain features, effectively communicating value to customers, and instilling confidence and belief in their account configuration. • Handle communications with assigned sales leads through email and scheduled calls (Zoom). • Bring your own personality to develop rapport and meaningful relationships with businesses, building connections and gaining trust. • Collect product feedback from businesses and share it with the relevant teams. • Be proactive in self-education when product updates are released. • Manage the customer's business challenges and present clear, ROI-driven strategies. • Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero. • Take responsibility, initiative, and coordinate internally to ensure support is always covered. • Understand the product, its value, and keep up to date with evolving features/company changes. • Conduct training sessions and Q&As with admins and decision makers. • Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling.