Onboarding Representative

Personify is the leading technology partner helping associations, nonprofits, and event professionals thrive. Our WildApricot platform is the #1 membership management solution for over 15,000 small organizations.

We’re looking for a customer-obsessed, sales-oriented Onboarding Representative to join our WildApricot Sales team. This is where you can combine your passion for customer service with consultative sales skills and help mission-driven organizations grow.

Personify

Embrace a rewarding remote-first career within an inclusive environment, offering an engaging and meaningful employee experience. At Personify, our vision is to be a lifelong technology partner that supports associations, nonprofits and event professionals at every step of their journey.

The Personify technology platform includes:

• Association Management Software (ThreeSixty, MemberClicks, and WildApricot)
• Event Management Software (A2Z Events and Registration Tech)
• Member Engagement Software (CommUnity, Classroom, Job Board and MemberApp)

Offices

We have four offices located in Austin, Atlanta, Washington-Baltimore, and Toronto, accessible to all employees. As a remote-first company supported by over 300 talented individuals, we believe our work can be done wherever our people choose to live in the U.S. and Canada allowing us to make a greater impact.

Your Impact

When someone signs up for a 60-day free trial with Wild Apricot, you are the key to their success. You’ll be their trusted advisor, ensuring they see value quickly, stay on track with setup, and are excited to become paying customers. Your role will be a high-impact, front-line role where you will directly influence revenue growth and help mission-driven organizations succeed.

This is a unique mix of customer experience and product support and sales; ideal for someone who loves helping people succeed with their customer service background and also interested in sales and driven to hit measurable goals.

Here’s how you will make a significant impact:

• Engage trial users proactively through email, phone, chat, and live demos
• Deliver a world-class onboarding experience that makes upgrading to a paid account the natural choice
• Meet and exceed sales activity metrics and conversion goals
• Deeply understand our target market, their challenges, and how we help solve them
• Provide feedback to improve the trial experience, helping shape the future of Wild Apricot
• Play a direct role in driving Personify’s growth and revenue

What You Bring

• Customer-Facing SaaS Experience: You’ve worked in product support, onboarding, or customer success and know how to guide users through software setup and solve problems.
• Curious & Growth-Minded: Interest  to grow into a sales role, motivated by goals and excited to celebrate each conversion win.
• Trusted Guide: You enjoy being the go-to person who keeps customers on track, answers questions clearly, and removes roadblocks.
• Tech-Savvy & Resourceful: Comfortable using CRMs, chat tools, email automation, and video demos. Bonus points if you know a bit of HTML/CSS.
• Clear Communicator: You can explain technical concepts simply and confidently in writing, over the phone, and on-screen shares.
• Organized & Accountable: Able to manage multiple trial accounts, follow-ups, and metrics without losing momentum.
• Optimism: Positive, collaborative, and energized by being part of a remote-first, high-performance team.
• Passion for Service: You love creating an experience where customers feel supported and empowered.

Join the PersoniFam: A Career with Purpose

At Personify, our people are our greatest asset, and we're dedicated to fostering their growth and success. We offer competitive salaries, comprehensive benefits, and a culture that prioritizes work-life balance through our remote-first environment. Our commitment to support and empower our team members is unwavering, as we continually enhance our company culture.

• Engaging Remote-First Culture: Experience a dynamic company culture that embraces remote-first principles, offering opportunities for team offsites, gatherings at any of our four offices, and a variety of virtual events for both enjoyment and professional development. Our dedicated Culture Team ensures a vibrant mix of virtual and in-person activities to enhance team cohesion and opportunities to lean into our value of Service.
• Inclusive Employee Communities: Connect with our diverse Employee Resource Groups, including People of Color, Women's Network, and the supportive PersoniMoms community, promoting inclusivity and building strong bonds across our organization.
• Collaborative and Knowledge-Sharing Environment: Leverage our collaborative culture through company-wide Slack channels, fostering creativity, celebrating diversity, and sharing insights. Access ample resources for knowledge sharing via Confluence and our internal tools, enhancing teamwork and innovation.
• Comprehensive Career Development: Engage in our robust career development initiatives, including access to workshops led by career development and leadership professionals, transparent insights into career progression, internal training sessions, expert-led product demos, and ample resources for personalized development plans. Grow professionally with tailored programs designed to support your journey at Personify.
• Health & Wellness Initiatives: Recharge when you need with unlimited pre-approved PTO and 14 company holidays. Plus, benefit from company-wide Wellness Days and paid Volunteer Days, promoting both personal well-being and community impact. We provide a comprehensive [MA1] [CF2] [MA3] benefits package that protects our employees’ health and financial security – now and in the future.

Embracing Diversity

At Personify, we're dedicated to diversity and inclusion. We hire across the U.S., Canada, and Portugal to expand our talented team. Our proactive diversity recruitment strategy enhances representation at every company level.

We celebrate diverse backgrounds and perspectives, enriching our culture, operations, products, and relationships. We pride ourselves on supporting a diverse workforce and promoting a culture of action, accessibility, and support through employee resource groups and inclusive initiatives.

Join us to foster a workplace where diversity is recognized, celebrated, and embraced.

Apply now!

Recognized by BuiltIn Austin in its Best Places to Work Awards for three years in a row in 2019, 2020, and 2021, we spend our days creating a culture where people are comfortable being themselves, feel supported and heard, enjoy each other's company and have an opportunity to shine. 

Personify is an equal-opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related conditions), sexual orientation, gender identity, gender expression, age, veteran or disability status, or other protected characteristics. Personify welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process.

Employment offers are contingent on the candidate successfully completing a background investigation in compliance with federal, state/province, and local laws.

Job descriptions serve as an outline only. Due to business needs, you may be required to perform job duties that are not within your written job description. Furthermore, Personify may have to revise, add to, or delete from your job duties per business needs. On occasion, we may need to revise job descriptions with or without advance notice to employees.

At Personify pay ranges are subject to change and assigned to a job based on country market median of similar jobs according to 3rd party salary benchmark surveys. Individual pay within that range can vary for several reasons including skills/capabilities, experience, and available budget.