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Onboarding Specialist
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Job Description
- Req#: 0pHcYCXQtWd5
Employer Industry: Financial Technology (Fintech)
Why consider this job opportunity:
- Competitive pay with a comprehensive benefits package
- 100% paid employee health, dental, and vision plans
- Flexible PTO policy and 10 observed holidays to recharge
- $1,000 home office budget to ensure a productive workspace
- $2,400 co-working budget for in-person collaboration with colleagues
- Opportunity to work in a fast-growing startup environment with innovative founders
What to Expect (Job Responsibilities):
- Lead one-on-one onboarding calls with new customers to set up their accounts and core workflows
- Guide customers through relevant bookkeeping and accounting concepts
- Support data migrations from other accounting platforms, ensuring accuracy and smooth transitions
- Serve as a friendly first point of contact via video, email, and chat
- Collaborate with Customer Success, Product, and Engineering teams to improve the onboarding experience
What is Required (Qualifications):
- 1-3 years of customer-facing experience in customer success, onboarding, support, accounting, or a similar role
- Working knowledge of bookkeeping and accounting fundamentals
- Strong verbal and written communication skills to explain complex ideas clearly
- Ability to manage multiple onboarding workflows simultaneously
- Curiosity and adaptability, with a willingness to learn new tools and processes
How to Stand Out (Preferred Qualifications):
- Experience onboarding customers in a B2B SaaS environment
- Familiarity with startup accounting tools such as QuickBooks, Xero, Stripe, and Gusto
- Background in accounting, finance, or bookkeeping
- Experience working in a startup or fast-growing company
#Fintech #CustomerSuccess #StartupJobs #RemoteWork #AccountingSoftware
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