Accounts Onboarding Specialist
1 month ago
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 various channels to address inquiries, provide assistance, and offer solutions to potential challenges.
- Collaborate with cross-functional teams to ensure a cohesive onboarding experience aligned with customer needs and company objectives.
- Onboarding Process Management:
- Develop and maintain a structured onboarding process to efficiently guide customers through the necessary steps for successful integration.
- Collaborate with accounting operations team for 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.
- 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.
- Permanent night shift. Flexibility to work non-traditional hours as needed to accommodate customer needs and time zones.
- 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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