Our client is a US company that provides solutions for the billing, subscriptions and payments process for companies worldwide. They do an amazing work creating must-have tools for CFOs and product leaders, as well as CEOs, investors, and every other SaaS business operator. They build a true “SaaS-in-a-box platform” that will unleash growth for subscription businesses all the way from startup through IPO.
What we’re looking for:
We are looking for a hands-on, consultative onboarding specialist who will play a key role in guiding new customers from contract signature to full operational setup on our client’s platform. This role focuses on helping customers configure their accounts, migrate historical data, and gain financial insights. The Implementation Consultant provides expertise on the product suite to ensure that clients achieve their desired business outcomes efficiently and become enthusiastic advocates of it.
Responsibilities:
● Customer Onboarding: Serve as the main point of contact for new customers during onboarding, assisting them in account configuration, training, and addressing complex operational needs.
● Data Migration Expertise: Act as a data expert to help clients migrate and cleanse historical data from disparate systems into the platform, including in-depth analysis and preparation of financial transaction data.
● Reporting and Analytics Guidance: Support customers in creating financial clarity by guiding them through business performance analysis using the platform analytics tools.
● Product Expertise: Provide deep expertise on the platform financial and operational solutions, including subscription analytics, revenue recognition, invoicing, and payment processes.
● Customer Accountability: Drive customer accountability to complete onboarding projects in a timely manner, ensuring smooth transitions and effective use of the platform.
● Customer Satisfaction: Establish new customers as enthusiastic by delivering a positive and high-value onboarding experience.
● Process Improvement: Continuously improve onboarding practices, sharing insights and learning to optimize processes for customer success.
Requirements:
● 2+ years in a customer-facing role, such as account management or implementation, preferably at a SaaS company.
● 2+ years of experience managing projects and leading meetings via web conference and phone.
● 2+ years of experience with data manipulation and cleansing, with a preference for those who have worked with large data sets.
● Certification in project management (e.g., PMP, CAPM) is a plus.
● Takes complete ownership of projects with a strong attention to detail.
● Capable of managing multiple onboarding projects with poise and focus.
● Demonstrates systematic troubleshooting abilities with a keen eye for detail.
● Shows a technical inclination with a desire to develop software expertise.
● Eager to learn, grow, and adapt within a dynamic company environment.
● Displays a proactive, results-driven approach with a commitment to meeting customer and market needs.
● Motivated to make a critical impact on customers and directly contribute to company success.
● English Level: Fluent (C1/C2) is mandatory.
Nice to have:
● Experience in implementing B2B SaaS solutions or integrating workflows across multiple B2B SaaS products is preferred.
● Experience in a recurring revenue business with a background in accounting or finance is highly valued.
Perfecto, seguí hablando con él.
Aplica para esta posición
Si ya estás hablando con un reclutador de CONEXIONHR, NO COMPLETES EL FORMULARIO.
