Onboarding Representative

WHO WE ARE At Personify, we build strong connections with our clients so they can build strong connections with their communities. One of the most diversified and fastest-growing technology providers of integrated software solutions, we are innovative leaders in the industry and respond to the needs of our clients through products that include: - CommUnity, an online community platform for those with common interests to connect, learn and collaborate.  - Wild Apricot, an all-in-one solution that automates and simplifies workflows enabling nonprofits and associations to manage their membership, streamline their processes, and make room for human connections. - MemberClicks, an easy-to-use member management cloud solution aimed at small to medium-sized nonprofit organizations and associations. - ThreeSixty, an enterprise management solution for associations, nonprofits, YMCAs and JCCs to engage, manage and grow their membership. - And more. At Personify, we're in the relationship building business, powering conversations, donations, events, and foundations through analytics, tools, and robust backend management systems. With 300+ employees in our offices in Austin, Atlanta, and Toronto, and as part of remote teams across Canada and the US, we're the people designing the technology that reaches 30,000+ clients resulting in 3B+ interactions a year with our products. Joining us is a chance to take your skills and expertise and build solutions for the real world that strengthen the connection between clients, their mission, and their communities. WHO WE NEED Personify has an amazing opportunity for a sales professional to join the Wild Apricot Sales Team within a growing, dynamic software company. This position will report to the Onboarding (Sales) Team Manager and play a key role as a part of the overall Sales Team. We’re looking for an exceptional Inside Sales Representative with a Customer Success mindset (internally we call this an Onboarding Coach) to join our User Onboarding and Sales Team to help us bring in new customers. In our business model, we offer a 30-day free trial. Your job is to be a trusted advisor to people during the trial phase and to deliver an awesome experience so that more people choose to become customers. Your role is a mix of sales and service. The Wild Apricot Onboarding Team Coach will proactively engage trial accounts in an effort to upsell them to a paid account. This position will use various engagement tools and strategies to achieve activity metrics and upgrade goals. WHO YOU ARE The Wild Apricot Onboarding Team Coach position requires an individual who is hard-working and goal/outcome-oriented. This person must have a customer service mindset, be curious, be adaptable to new initiatives, and willing to contribute to overall team performance through ownership and accountability. WHAT’S IN IT FOR YOU - A fast-paced, fun Sales environment - The opportunity to support a wide range of non-profit organizations - A collaborative environment with a focus on company values - Competitive compensation - Autonomy to work on special projects of interest tied to desired outcomes - Career development training and mentoring HOW YOU WILL MAKE AN IMPACT - Directly contribute to growing our company and serving our market. Increasing the number of people who become paying customers after the free trial phase is a big driver of business - Work with and learn from an experienced SaaS inbound-driven team - Experience our unique self-starter style and culture - Provide over the top customer experience to trial users so upgrading to a paid account is a no-brainer - Thoroughly understand our target market, their pains and needs, and ways we can help them - Become an important contributor to the growth of Personify WHAT YOU BRING - Comfortable using HTML and CSS - Basic understanding of a typical SaaS sales process, KPIs, and methodology - Effective, clear, and concise communication skills, verbal and written - Results-driven self-starter with the ability to multi-task; Strong initiative and ability to work in a self-directed environment with a "can do" attitude and growth mindset - Comfortable working in a fast-paced environment - Sincere passion to deliver remarkable customer experiences every day WHY JOIN US? We are committed to creating a balanced, inclusive, and equitable workplace.  - We recognize and appreciate the varied experiences, backgrounds, and knowledge our team can bring to our culture, operations, products, and relationships internally and externally. - We have an impactful recruitment diversity strategy to increase representation across the company at every level. And, we're working with our teams to create employee resource groups that further support our people in the safe spaces and ways they need to feel heard. We're proud of our evolution. We promote - and live - a culture of not just listening but acting, making ourselves available and accessible. We're a