Wholesail

• Operate as the CEO of your own book of accounts to drive financial results for your customers and for Wholesail • Partner closely with Sales, Product and Onboarding teams to advise on customer priorities and drive long-term value • Operate in an intellectually rigorous environment where new ideas and contributions are encouraged • Leverage AI and cutting edge technologies • Handle a complex book of accounts that integrate with various ERPs like Quickbooks, NetSuite, Entree and other vertical/broadline ERPs • Lead executive-level conversations with Controllers, CFOs and operators • Uncover root operational and accounting challenges through deep discovery • Handle escalations independently with a clear point of view • Identify churn risk early and create structured mitigation plans

• Lead new seller onboarding • Guide sellers through onboarding milestones and expectations maintaining consistent communication throughout for both existing + new integrations • Conduct Trainings for AR teams, Sales teams, and administrators • Ensure all questions are answered and areas of friction smoothed for customers in the onboarding process • Support high-payment-volume sellers, multi-entity structures, and advanced AR workflows • Contribute to documentation and processes that allow Wholesail to scale new integrations • Partner with Sales to make the transition seamless across the sales → implementation process • Collaborate with the existing Onboarding Specialist to share learnings and balance workload • Provide Customer Success with a complete, clean handoff at go-live • Communicate seller insights, trends, and opportunities to Product and Engineering