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 customer success.
- Qualifications: Experience in customer success and knowledge of financial software is essential.
The predicted salary is between 60000 - 65000 £ 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? Do you love engaging with customers and providing amazing service?
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.
They are looking for an exceptional communicator, confident with customers and used to delivering an excellent customer experience. 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.
Requirement:- Implementation Specialist
- 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
- Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
- Present and articulate advanced product features and benefits
- Be able to onboard, delivering product training, workshops and consultancy sessions with customers
- Ensure customer satisfaction is maintained throughout
- Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s)
- Provide internal product knowledge to Sales Team members
- To deliver remote professional consultancy sessions
- Previous experience in a customer success, software training, consultancy, presales, customer experience position
- Experience with SQL, Databases, Excel, Writing/Running Scripts and Data Logic
- 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
- Confidence at presenting to a large audience
- Ability to deliver remote webinars
- Accountancy or financial qualifications would be highly preferable
Onboarding Specialist employer: Matched
As a leading Financial Software Company, we pride ourselves on our exceptional work culture and commitment to employee growth. With a remote-first approach, we offer flexible working arrangements and comprehensive training programmes that empower our Onboarding Specialists to thrive in their roles. Join us to be part of a high-growth environment where your contributions directly impact over 10,000 satisfied customers, and enjoy the opportunity for career advancement every few years.
