Accounts Onboarding Specialist

2 weeks ago

Jaipur, Rajasthan, India Docyt Full time
Job Title: Accounts Onboarding Specialist

At Docyt, we are seeking a highly skilled and experienced Accounts Onboarding Specialist to join our team. As a key member of our customer success team, you will be responsible for ensuring seamless integration and successful onboarding of new customers onto our platform or service.

Key Responsibilities:
  • Customer Engagement and Support:
    • Act as the primary point of contact for new customers, providing personalized support and guidance throughout the onboarding process.
    • Communicate effectively with customers via email, phone calls, video conferences, and other channels to address inquiries, provide assistance, and offer solutions to potential challenges.
    • Work closely with cross-functional teams to ensure timely delivery of financial reports for onboarded customers.
  • Onboarding Process Management:
    • Develop and maintain a structured onboarding process to efficiently guide customers through the necessary steps for successful integration.
    • Collaborate with sales, product development, and customer success teams to ensure a cohesive onboarding experience aligned with customer needs and company objectives.
    • Work closely with accounting operations teams to ensure timely delivery of financials for new customers.
  • Training and Education:
    • Conduct training sessions and demonstrations to educate customers on the features, functionalities, and best practices of our platform or service.
    • Provide ongoing support and resources to empower customers to maximize the value of our offering and achieve their goals.
  • Issue Resolution and Escalation:
    • Identify and troubleshoot potential issues or roadblocks during the onboarding process, offering timely resolutions or escalating complex issues to appropriate internal teams.
    • Maintain detailed records of customer interactions, issues, and resolutions to track progress and inform continuous improvement efforts.
Requirements:
  • Bachelor's degree in Business Administration, Finance & Accounting.
  • 2-4 years of experience in customer onboarding and management.
  • Proven experience in customer service, account management, or customer success roles.
  • Good knowledge in accounting and finance is a must.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with customers.
  • Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
  • Problem-solving skills and a proactive approach to addressing customer needs and challenges.
Additional Requirements:
  • Permanent night shift. Flexibility to work non-traditional hours as needed to accommodate customer needs and time zones.
Benefits:
  • Full-time opportunity with a competitive compensation package.
  • Great growth potential at a fast-growing startup, we want you to grow with us.
  • Company-provided laptop and necessary hardware to ensure you are set up for success.
  • Inclusive and motivating work culture that values team collaboration.

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