Technical Onboarding Specialist

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Acquire a comprehensive understanding of the client's SaaS platform and its functionalities.

• Grasp the Accounts Payable processes of customers and how they integrate with the platform.

• Familiarize yourself with customer finance systems and the relationships between these systems and the platform.

• Utilize SmartSync, the proprietary integration tool designed for Sage 50 and Sage 200.

• Engage with cloud finance systems such as Sage Intacct and Microsoft Business Central.

• Prepare and configure customized pre-sales demonstrations.

• Present demonstrations and assist with technical scoping during client discussions.

• Collaborate with the Onboarding team on setup and design requirements for SmartSync or premium integrations.

• Develop implementation plans and ensure their accurate execution.

• Support existing customers with migrations.

• Serve as the technical lead on complex implementations and provide troubleshooting after installation.

• Maintain the knowledge base and create or update training and support articles.

• Scope and/or develop plugins.

• Work collaboratively with Sales, Onboarding, and Support teams, engaging with stakeholders throughout the organization.

⛳️ Requirements

• Profound IT knowledge encompassing servers, SaaS, SQL, Windows, vibe coding, and APIs.

• Understanding of the roles and functions within finance teams.

• Exceptional communication skills, with the ability to listen to and comprehend customer needs.

• An innovative mindset coupled with strong problem-solving abilities.

• Capability to work efficiently as part of a team.

• Extensive experience in managing and maintaining databases using SQL and Azure, including Azure infrastructure.

• Strong familiarity with Office 365, particularly OneDrive and SharePoint.

• Experience in managing Windows-based environments, including services and scheduled tasks.

• A solid understanding of finance and its implications on technical systems.

• Experience with APIs, especially for the integration of business-critical applications.

• Strong analytical skills and a proactive approach to technical problem-solving.

• 5–7+ years of relevant experience in Consulting, Customer Success, or Technical Support.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career growth.

• Flexible working hours and remote work options.

• Comprehensive health and wellness benefits.

• Inclusive company culture that values diversity and innovation.