Financial Training Specialist

2 weeks ago

Jaipur, Rajasthan, India Docyt Full time

About Docyt

We are a FinTech startup headquartered in Silicon Valley, passionate about empowering businesses with control over their financial data. While significant strides have been made in sending and receiving payments, businesses continue to struggle aggregating all financial data, understanding it, and using it for well-informed decisions. Our goal is to bring order to financial chaos.

Our platform, Docyt, is a super app that applies AI across the entire accounting tech stack. We digitize financial data, automate income and expense workflows, continuously reconcile QuickBooks, and generate real-time financial statements. This explains what we do, but why it matters. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions, driving success.

Description:

We seek an experienced Financial Training Specialist with a strong background in accounting to enhance our customer and employee training programs. This role involves updating training content, hosting webinars, and ensuring continuous customer education on our platform. The ideal candidate will have a background in finance and accounting, expertise in customer engagement and training, and a passion for empowering users to maximize our platform's potential.

Key Responsibilities:

  • Training Content Development: Refine training materials to reflect our platform's latest features and best practices.
  • Webinar Hosting: Organize and conduct regular webinars for customers to facilitate real-time learning and engagement.
  • Customer Onboarding: Oversee the training aspect of customer onboarding, ensuring a smooth transition and successful adoption of Docyt.
  • Training Sessions: Conduct detailed training sessions and demonstrations to educate customers about the platform's functionalities and features.
  • Communication: Maintain effective communication with customers through various channels to address inquiries, provide support, and offer solutions.
  • Process Improvement: Develop and maintain a structured training process to guide customers efficiently.
  • We expect candidates to maintain the highest level of integrity to uphold the confidentiality of sensitive financial data.
  • This role may require some flexibility depending on client needs.

Location: Jaipur, Rajasthan

Requirements

  • Undergraduate degree in finance or commerce with an accounting concentration is highly desired.
  • The candidate should have good knowledge of:

    • Balance sheets, P&L statements, income and expenditure statements

    • Reconciling a chart of accounts (including bank accounts)

    • Posting month-end journal entries

    • Preparing financial reports (including payroll processing)
  • Good verbal and English writing skills are a must for communicating with our U.S.-based clients.
  • Skills:
    • Excellent knowledge of accounting and finance.
    • Strong communication and interpersonal skills, capable of building trust and rapport with customers.
    • High organizational skills and attention to detail.
    • Effective problem-solving skills and a proactive approach to customer needs
  • Additional Requirements:
    • Work shift: Daytime with US morning/ evening hours intersection

Desirable Qualities:

  • A quick learner who is process-oriented and adept at managing multiple tasks and priorities effectively.
  • An empathetic approach to training, focusing on empowering users to maximize the use of our platform.

Benefits

  • Competitive compensation: $80,000 - $110,000 per year, based on experience.
  • High-impact mission-driven culture
  • FTE employment opportunity at an early-stage Silicon Valley-based startup
  • Comprehensive medical coverage
  • Company-provided laptop

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