Sales And Onboarding Specialist
Affinda Group is transforming how enterprises work with their data and documents through cutting-edge AI technology. We are trusted by 1,750+ customers across 75+ countries, with 100%+ annual revenue growth. The Affinda platform helps companies achieve productivity and efficiency gains by automating document-intensive workflows and streamlining operations. We are hiring a Sales and Onboarding Specialist focused on acquiring new customers in North America, converting free trial users into paying customers through personalized outreach and technical expertise, and then owning customer onboarding. This role is based in the USA with remote working conditions.
About the role
You will connect with new users and prospects, communicate the value of our platform through customized discovery and demonstrations, and progress opportunities from trial to committed customers. You will then lead onboarding and initial workflow configuration so customers achieve value quickly. Your communication strategies will prove how the platform automates document workflows, solves operational problems, and is easily implemented in customer environments. Core success metrics include new logo acquisition, free-trial conversion rates, and time-to-first-value.
Key responsibilities:
- Build and progress pipeline from trials and inbound interest, including targeted outbound to ideal customer profiles.
- Influence trial users to become paying customers through proactive communication, crisp demos, and clear value realization plans.
- Understand customer document workflows in various operational environments and accelerate deployment by delivering technical guidance around platform implementation.
- Configure onboarding workflows, fields, and integrations so customers reach adoption milestones on schedule.
- Work with colleagues, AI and automation tooling to identify the highest-value prospects, plan engagement tactics, and close commercial next steps.
- Support the Product team to improve onboarding workflows using automation and AI, and provide product feedback based on real customer use cases.
- Record accurate notes, stages, and forecasts in the CRM.
- Embrace AI day-to-day. Ability and willingness to adopt AI tools is important. We expect the successful candidate to already be comfortable using AI tools in their daily work, and to leverage Affinda's capability as a world-leading AI company.
What makes this role special:
- Award-Winning Australian owned business: Affinda won the Company to Watch award at the 2024 Australian Growth Company Awards and also named by Forbes as the fastest growing AI company in Australia.
- Growing, high performing AI company: Join a rapidly growing AI company with a strong balance sheet and global footprint.
- Customer engagement: Get deep exposure to real customer problems, automation design, and product evolution.
- Influence and autonomy: Partner with leaders who will value your ideas and contribution.
- Flexibility: Remote role aligned to USA Time Zones, with occasional support for European clients.
Desired experience profile:
- Professional experience: 3 to 5 years in B2B SaaS across junior AE, SDR with closing responsibilities, technical onboarding, or customer success. Start-up or scale-up experience is a plus.
- Hunting mindset: Proven ability to progress trials to paid, create opportunities, and win new logos.
- Technical know-how: Comfortable discussing software workflows, APIs at a high level, and guiding integrations. Familiarity with technical terminology (APIs, CSV, JSON) and basic data handling is ideal.
- Customer engagement: Confident running discovery, demos, and unscripted live calls; able to diagnose issues and guide customers to first value.
- Process design: Able to recognize repeatable patterns and improve onboarding processes, including the use of AI.
- Daily use of AI tools and strong documentation habits.
Compensation & benefits:
On-target earnings (OTE): US$60k-$90k (base salary, plus commission). Final package is negotiable and will reflect experience and ongoing performance. Benefits include health insurance, 401(k) matching, generous paid time off, and remote flexibility.
Our hiring process:
Concise process designed to move quickly: screening call → interview → panel interview with short demo exercise → final interview. We value practical evidence of how you sell and manage customers. Inclusion: We welcome applicants from all backgrounds and ensure a fair, inclusive process. How to apply: Please submit your CV and a short cover letter responding to the core requirements of the role explaining why you are a good fit.