Wholesail - Enterprise Onboarding Specialist

• 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 • Collaborate across departments • 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 • What excites us: • What excites us: • 2 to 5 years of experience in onboarding, implementation, sales/solutions engineering.  At least 2 years must be in either implementation and/or sales 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