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- Tasks: Guide new customers through onboarding and implementation of our finance software.
- Company: AccountsIQ delivers innovative financial management software for ambitious businesses.
- Benefits: Enjoy hybrid working, 25 days leave, private health insurance, and wellbeing initiatives.
- Why this job: Join a supportive culture focused on growth and making finance easier for professionals.
- Qualifications: 3+ years in financial software implementation and strong communication skills required.
- Other info: Exciting time to join with recent €60M investment for expansion.
The predicted salary is between 36000 - 60000 £ per year.
The Company
At AccountsIQ, we’re on a mission to deeply understand our customers and deliver technology that enriches their lives. We provide smart, feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler, more affordable alternative to complex, costly ERP solutions. Our cloud-based accounting software transforms the finance function, making it easier for multi-entity businesses to capture, process, and report their financial data with ease and efficiency.
The Role
Reporting to the Head of On-boarding and Adoption, the successful candidate will work with new UK and Irish customers and support partners during the implementation and onboarding stage. The Onboarding Specialist will be confident and will guide new customers through our easy steps to digitalise their finance function, which has a big impact on improving the daily working life of all finance staff and those that work around finance.
What you’ll be doing
- Help designing and delivering AccountsIQ as the new finance system replacing typically smaller solutions or older legacy systems
- Understand new customers business model(s) and how they capture, process and report transactions
- Help clients understand their new GL and Analysis BI coding structure for single entity and groups
- Oversee the build of each database which is mostly automated
- Assist customer with testing key capture and processing
- Prepare users for ‘go live’
- Prepare integration and reporting specification for AIQ data team to deliver
- Project manage each customer on-boarding ensuring timelines are well communicated
- Hand the completed project to customer success team
What you’ll need
- 3+ years’ experience implementing financial accounting software
- Experience and good understanding of Finance, Accounting, Budgeting and Forecasting processes, GL systems, consolidation and reporting is required
- Excellent verbal and written communications
- Confidence managing multiple tasks
- Creative problem-solving skills
- A genuine interest in learning
- A commitment to provide the best level of service and client experience
Why work with us?
As a forward-thinking, collaborative company, we combine drive, energy, and ambition with a friendly, supportive culture that encourages everyone to do their best work. Having recently secured a €60M investment, it\’s an exciting time to join AccountsIQ. With a strong focus on growth and expansion, we\’re poised to elevate both the AccountsIQ product and the level of service we provide to our customers. We’re looking for passionate, talented individuals to join our Account Management team to maximise revenue and deliver exceptional service to our customers, as we work together to build a brighter future for finance professionals.
Some of our perks
- 25 days annual leave +2 company days + bank holidays
- Hybrid working
- Working from abroad – up to 6 weeks per calendar year
- Private Health Insurance
- 5% Pension contribution
- Life Assurance – 4 x Salary
- Income Benefit
- Wellbeing initiatives
By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organization planning, and related purposes. AccountsIQ Group’s Privacy Policyexplains what personal information we may process, where we may process your personal information, our purposes for processing your personal information, and the rights you can exercise over AccountsIQ Group’s use of your personal information.
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Finance Onboarding Specialist employer: AccountsIQ
Contact Detail:
AccountsIQ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Onboarding Specialist
✨Tip Number 1
Familiarise yourself with AccountsIQ's software and its features. Understanding how their financial management system works will not only help you during the onboarding process but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your knowledge of finance and accounting principles, especially GL systems and reporting processes. Being well-versed in these areas will allow you to communicate effectively with clients and address their needs confidently.
✨Tip Number 3
Showcase your project management skills by preparing examples of how you've successfully managed multiple tasks or projects in the past. This will highlight your ability to oversee customer onboarding and ensure timelines are met.
✨Tip Number 4
Prepare to discuss your problem-solving abilities. Think of specific instances where you've creatively resolved issues in a finance context, as this will resonate well with the responsibilities of the Finance Onboarding Specialist role.
We think you need these skills to ace Finance Onboarding Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Finance Onboarding Specialist. Familiarise yourself with the key tasks mentioned in the job description, such as implementing financial accounting software and managing customer onboarding.
Tailor Your CV: Customise your CV to highlight relevant experience in finance, accounting, and software implementation. Emphasise any previous roles where you managed multiple tasks or provided exceptional client service, as these are crucial for this position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and technology. Mention specific experiences that demonstrate your problem-solving skills and ability to communicate effectively with clients, aligning with the company's mission to enrich customer lives.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that your documents are clear and professional. A polished application reflects your attention to detail, which is vital for the role.
How to prepare for a job interview at AccountsIQ
✨Understand the Company and Its Products
Before your interview, take the time to research AccountsIQ and its financial management software. Familiarise yourself with their mission, values, and the specific features of their products. This knowledge will help you demonstrate your genuine interest in the role and how you can contribute to their goals.
✨Showcase Your Relevant Experience
Highlight your 3+ years of experience in implementing financial accounting software during the interview. Be prepared to discuss specific projects you've worked on, the challenges you faced, and how you overcame them. This will show that you have the practical skills needed for the Finance Onboarding Specialist role.
✨Demonstrate Communication Skills
As the role requires excellent verbal and written communication skills, practice articulating your thoughts clearly and confidently. You may be asked to explain complex financial concepts, so be ready to simplify these for clients who may not have a finance background.
✨Prepare Questions for the Interviewers
Prepare thoughtful questions to ask your interviewers about the onboarding process, team dynamics, and company culture. This shows your enthusiasm for the position and helps you assess if the company is the right fit for you.