At a Glance
- Tasks: Onboard customers and deliver training on financial software remotely.
- Company: Leading Financial Software Company with a strong growth trajectory.
- Benefits: Remote work, career progression, and comprehensive training provided.
- Other info: Dynamic remote-first culture with opportunities for professional development.
- Why this job: Join a market leader and make a real impact in FinTech.
- Qualifications: Experience in customer success and knowledge of SQL and financial software.
The predicted salary is between 40000 - 50000 £ per year.
Onboarding Specialist - Accountancy SaaS
Why: High growth company
Software: Financial SaaS – FinTech
Location: Home Based
Do you have experience with onboarding customers owning and executing end-to-end data conversions? Do you have experience with Accountancy Software, Tax Software or similar Financial Software?
The company is a leading Financial Software Company, experiencing huge growth and with a reputation for being a market leader. With over 10,000 customers, numerous awards and a reputation for quality, this scaling business is a place where you will find a career as opposed to another 'job'. They are looking for an Implementation Specialist to help their customers get the most value and best experience from their technology.
The main focus of this role is delivering high-level training, consultancy, onboarding, demonstrations and seminars to their customers, supporting both their onboarding and continued use of the suite of financial software products. This is almost exclusively delivered remotely apart from the odd occasion of attending industry events.
The company has an excellent culture and is remote-first in attitude. Training and development will be provided and you can expect to progress every few years with the company. Their clients are predominantly financial services companies and accountancy firms. They are looking for experience of working for a software company and working with accountancy companies. Ideally, you will also have a strong knowledge of working with SQL, Databases, Writing/Running Scripts and Excel.
- Own and execute end-to-end data conversions from competitor systems, covering data extraction, mapping, transformation, import, and validation.
- Own and execute database merges for existing customers, using automated tooling to manage the process.
- Interrogate, manipulate, and quality-check data using Excel and, where appropriate, SQL and scripts, to identify duplicates, inconsistencies, and errors before import.
- Be able to onboard, delivering product training, workshops and consultancy sessions with customers.
- To deliver remote professional consultancy sessions.
Previous experience in a customer success, software training, consultancy, presales, customer experience position is required.
Experience with SQL, Databases, Excel, Writing/Running Scripts and Data Logic is essential.
Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is essential.
Experience at delivering software training and consultancy sessions to all levels of customers is necessary.
Ability to deliver remote webinars is required.
Accountancy or financial qualifications would be highly preferable.
StudySmarter Expert Advice🤫
We think this is how you could land Professional Development Specialist in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Matched. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Professional Development Specialist in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Matched.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Matched's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Matched
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Matched.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Matched will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Matched employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
