Onboarding Specialist

About TruckSmarterLogistics is one of the single largest industries in the world. Globally, logistics is an $8-$12 trillion dollar industry and in the US alone, ~$2 trillion, representing ~10% of GDP. A single percent of improvement drives profound change to every corner of the world—from the cost of our goods, to the livelihoods of local communities, to even the impact on our environment. To reshape the industry, at TruckSmarter, our focus is first on truck drivers. Trucks move 71% of freight in America (~$800bn annually) & the trucking industry represents nearly 6% of the full-time jobs in the country. If you look around you, every item has sat on a truck at one point on its journey to you. However, despite the industry being one of the greatest levers of innovation throughout history, it is still deeply fragmented & structurally misaligned. Our mission is to fix that—and we need your help.The RoleIn this role, you will own the initial relationship with new Factoring customers, ensuring a smooth a handoff from Sales and eventually to Account Management. In this role, you play a critical role in ensuring that new carriers are set up for long-term success both TruckSmarter and more largely in freight, as well as relaying the benefits and value that TruckSmarter hast o offer. This role has a broad scope, jumping in to help new customers whenever and however you can, while also teaching carriers how to best manage and grow their business. This role requires excellent communication, organization and relationship-building skills, and the ability to work well in a team environment.This role is a great opportunity to expand and apply your sales and/or support experience into a high impact account management-type role, leveraging your passion for customer success and strong business instincts to drive growth. The ideal candidate is customer-obsessed, eager to learn and comfortable working in ambiguity across a broad range of projects. We’re a lean team and, as such, this role will have a significant impact on company performance.Working model: TruckSmarter offers an in-office collaborative culture. This role is based out of our downtown San Francisco office, and requires in-office presence three days per week (typically Mondays, Wednesdays, and Fridays).Responsibilities• Manage the new pipeline of onboards, owning the initial relationship with the customer as well as the transition from Sales to Account Management• Develop and maintain relationships with new customers, curating a Book of Business• Stay up-to-date on logistics industry trends, regulations, and best practices related to factoring and alternative financing solutions• Manage, track, and report on all onboarding activities and results using Salesforce• Hit assigned Key Performance Metrics specific to this role and the broader success of the Sales teams• Collaborate with the Sales Executives and Account Management teams to to refine sales and onboarding strategies and identify opportunities to improve conversion and drive growth• Develop efficient and repeatable methods for scaling factoring adoption to new customersRequirements• Bachelor's degree in business or a related field• 2+ years of experience in sales, account management or support preferably in the logistics or financial services industry• Experience using a CRM (ex: Salesforce) to handle daily activities and manage customer outreach• Ability to multitask, prioritize, and handle time efficiently• Excellent communication and relationship-building skills, including a strong phone presence• Ability to work well in a high-energy, high-paced team environment• Demonstrate an eagerness to learn and operate in ambiguity• Ability to adapt, grow and evolve, overcoming roadblocks and quickly moving from own prospect to the nextWe Offer• Health, Dental & Vision Plans• Competitive Pay• 401k• Unlimited PTO• Lunch + dinner daily• Commuter benefitsWe would love to have you be a part of something special, and are excited to review your application.