Jobs at Onshore

Lead client onboarding and act as primary client contact to drive adoption and satisfaction. Provide product walkthroughs, training, and technical discovery. Coordinate cross-functionally to resolve issues, maintain project data and milestones, and proactively advise clients on industry developments and optimization opportunities.

Identify and qualify business prospects through creative outreach (phone, email, LinkedIn). Collaborate with directors to target high-priority accounts, build relationships with owners and executives, track outreach in CRM, and represent the company professionally to drive new client engagements and meet sales targets.

Drive full-cycle B2B sales for R&D tax credit and related services: build and qualify pipeline, engage C-suite and tax professionals, manage discovery-to-close, maintain CRM data, collaborate with leadership, and represent the company to win and retain clients.

Provide day-to-day administrative and CRM support to Sales: maintain Salesforce and client databases, manage calendars and meetings, prepare proposals and sales materials, nurture leads via phone/email, generate sales reports and forecasts, and collaborate cross-functionally to improve processes.

Manage end-to-end accounts receivable including invoicing, collections, customer payment communications, and AR reporting. Partner with Sales, Customer Success, and Finance to resolve disputes, coordinate payments, support month-end close and audits, reduce DSO, and implement scalable automation and process improvements.

Full-cycle GTM recruiter responsible for sourcing, screening, and closing candidates for Sales, Marketing, and CS roles. Partner with hiring managers to build scorecards, coordinate interview loops, track pipeline metrics, and improve recruiting processes and employer branding.