As a Accounts Onboarding Specialist, you will be responsible for ensuring seamless integration and successful onboarding of new customers onto our platform or service. You will serve as the primary point of contact for new customers, guiding them through the initial setup process, addressing their concerns, and providing support to ensure a smooth transition. Your role is pivotal in establishing positive relationships with customers, driving satisfaction, and setting the stage for long-term success.You will also be responsible for managing the financial aspects of the client.
Key Responsibilities:
Customer Engagement and Support:
- Act as the main 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.
- Working closely to make sure the delivery of first financial reports for onboarded customer.
Onboarding Process Management:
- Develop and maintain a structured onboarding process to efficiently guide customers through the necessary steps for successful integration.
- Collaborate with cross-functional teams, including sales, product development, and customer success, to ensure a cohesive onboarding experience aligned with customer needs and company objectives.
- 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 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. Flexible to come to office as and when required.
- 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.
What We Do
Docyt is focused on helping small business owners significantly reduce operating costs and eliminate issues associated with manual and high-risk back office tasks. Tedious yet crucial back office processes like Accounts Payable, Bookkeeping and Accounting are fully automated using AI and machine learning.
With Docyt’s AI based document-driven platform, small business owners can save thousands of dollars in penalties, late fees and accounting hassles as well as recover hundreds of hours in lost productivity each year.
