Onboarding Specialist - SaaS (Boston/Remote, US)

Are you an experienced customer support, outbound call center or inside salesperson with a successful track record in Software as a Service (SaaS)? Want to turbo charge your career with a market leading Product Lead Growth (PLG) SaaS business? Then get involved as our first onboarding specialist promoting our range of freemium products.

Preservica is transforming the way organizations safeguard and protect long-term digital information. Our award-winning SaaS software is trusted by a rapidly growing user base of over 1,000 organizations, from major corporations like Bacardi & Associated Press to government bodies including Los Angeles County & Boston City Archives, to Ivy League academic institutions and iconic cultural institutions like the Museum of Modern Art (MoMA), New York.

We are poised for significant growth following the successful launch of a freemium version of our software earlier this year, Starter edition.

About the role

You will be part of an energetic team of digital preservation professionals who are committed to educating & supporting customers. In this customer-facing role you will be pivotal in helping users drive benefits and value for their businesses. You should be familiar with the ways in which innovative B2B SaaS software companies (e.g. Dropbox, Slack, Calendly) use freemium versions of their software to generate prospect engagement. If you enjoy being part of a company with leading-edge software technology, and you are someone who enjoys working with people, is friendly and outgoing and committed to making a difference, then this job could be the perfect fit for you.

This is a key role in our cross-functional product-led team, combining market and product knowledge to help our users achieve their objectives. You will be a trusted advisor and go-to-person for our users while contributing to the sales revenue by advising our users on suitable solutions to address their needs in a consultative manner.

We are looking for someone who is

• Experimental - you are able to test ideas rapidly and you are not afraid to fail

• Technical - you are curious about the product and able to go into depth

• Collaborative - you work well cross-functionally

• A great communicator - you need to communicate effectively, distil feedback, and synthesize ideas

• Data-driven - you should be comfortable with data and can demonstrate ability to identify why data is important to the role

Key Responsibilities

• Educate users on the nuances and value of our products

• Segment our user base, identifying Product Qualified Leads (PQLs) and Sales Qualified Leads (SQLs) with the help of data, and engage with users to get them to adopt and advocate our products

• Develop processes for handovers of leads to your sales colleagues by briefing and arranging appointments with the Direct Sales team for enterprise opportunities

• Model use cases in which Preservica can drive business transformations across various industries

• Build strong relationships with sales teams and customers, and work collaboratively with Marketing, Customer Service and Product to improve user onboarding

• Proactively engage users in consultation calls, support them with inquiries, and guide them to the right resources, so they can learn more about our products

• Guide users in their choices when ready to upgrade by advising them on their options and clearly pointing out the value propositions of our different solutions

• Proactively use CRM ( to track Sales business & activity

• Use social channels, such as LinkedIn for networking and research

Requirements & Previous Experience

• Bachelor’s Degree preferred

• Previous experience in a customer facing commercial role or a related sales position

• Proficiency in Microsoft Office and CRM software such as

• Familiarity with Product Led Growth (PLG) and software like Pendo, Calixa, Appcues

• Experience demonstrating products to across industries & personas

• Excellent communication skills, both verbal and written

• Good organizational skills and the ability to multitask

• Exceptional customer service skills

What We Offer

As well as a competitive salary, performance bonus, benefits package and share options, we also offer great future prospects in a fast-growing market sector. With our drive to expand there is great opportunity for you to advance. We are committed to maintaining high technical standards and ensuring our people have the access to the best learning and development.

Location & Reporting

This role can either be based from our Boston offices or remotely from a US base. The candidate will be an integral part of the Starter marketing & product teams, with a direct reporting line to the VP Sales, North America.

How to Apply

Please send your CV with details of your current package and aspirations to our Recruitment team at –  – stating the role in the subject line.

If you would like further information or to discuss the role in person, please contact Mark Compton at – or call +44 (0)1235 428946.