JOB-1581
A software company serving bookkeeping and accounting firms is hiring an onboarding specialist who understands the profession. It is effectively a customer success position for small and mid-sized firms, focused on getting each new client productive during their opening three months or so.
What you’ll do
- Host onboarding and training sessions for newly signed customers, including a longer initial session on setup and basic training and shorter follow-ups on features or team coaching
- Guide a portfolio of small firm clients, each serving a modest number of businesses every month, through setup
- Serve as the main contact during onboarding, working toward strong renewals both during and after the implementation period
- Capture what customers say and what they ask for, so the roadmap and internal processes can improve
What you bring
- Direct bookkeeping or accounting experience, which is required, ideally two to three years
- Familiarity with accounting software such as QuickBooks or Xero
- Customer-facing experience, ideally at a SaaS company, and some experience teaching or coaching
- A proactive, coachable approach and comfort in a clearly scoped individual-contributor position
- At least two years in your most recent full-time position
- Location in the US with existing work authorization
Remote within the United States. Visa sponsorship and transfers are not available.
