Software Onboarding Specialist

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Oversee customer onboarding projects from initial transfer to successful completion.

• Comprehend customer needs and tailor the software accordingly.

• Provide clear and engaging training on the software.

• Handle multiple onboarding projects while ensuring timelines are adhered to.

• Keep customers updated regularly and address their queries during the onboarding process.

• Develop strong relationships with both new and existing customers.

• Advise clients on workflows, system configuration, and optimal software usage.

• Assist with any additional training and consultancy needs.

• Promote the adoption of new features and identify potential for extra services.

• Maintain precise records of customers and projects.

• Relay customer feedback and collaborate closely with Customer Success, Support, Sales, and Product teams.

• Contribute to broader Customer Success initiatives when necessary.

⛳️ Requirements

• Prior experience in a customer-facing or customer service position.

• Exceptional verbal and written communication abilities.

• Strong interpersonal skills and confidence in engaging with customers at all levels.

• Outstanding organizational and time-management capabilities.

• Ability to juggle multiple projects and priorities simultaneously until completion.

• Proactive, self-driven attitude with keen attention to detail.

• Confidence in leading customer meetings and conducting training sessions.

• Good problem-solving skills with the ability to grasp customer needs and suggest solutions.

• Interest in software, technology, and enhancing business operations.

• A genuine commitment to providing an excellent customer experience.

• Experience in software onboarding or implementation is advantageous but not mandatory.

• Background in the SaaS or technology sector is a plus but not required.

• Experience in delivering software training or demonstrations would be beneficial but is not essential.

• Familiarity with accounting or financial software is a plus but not essential.

• Experience with accounts payable, purchase-to-pay, or procurement processes would be advantageous but is not mandatory.

• Availability from Monday to Friday, 9:00 am to 5:30 pm UK Time.

🏝️ Benefits

• Comprehensive training on the platform and the company’s onboarding procedures will be provided.

• A dynamic, innovative, and supportive work environment.

• Full-time remote working arrangement.