Onboarding Specialist

Job Summary

A company is looking for an Onboarding Specialist to guide new customers through their initial experiences with the platform.

Key Responsibilities

• Lead 1:1 onboarding calls with new customers to set up their accounts and workflows
• Guide customers through bookkeeping and accounting concepts relevant to startups and small businesses
• Support data migrations from other accounting platforms, ensuring accuracy and a smooth transition

Required Qualifications

• 1-3 years of customer-facing experience in customer success, onboarding, support, accounting, or similar roles
• Working knowledge of bookkeeping and accounting fundamentals
• Highly organized and comfortable managing multiple onboarding workflows
• Curious, adaptable, and eager to learn new tools and processes
• Experience onboarding customers in a B2B SaaS environment is a plus