Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
About the role
- Customer onboarding analyst supporting clients in financial system implementation and training. Join a collaborative team dedicated to enhancing client experiences in a tech-driven environment.
Responsibilities
- Manage our clients throughout the entire implementation period by presenting each phase, training them on the use of our products, guiding them through meetings, performing continuous follow-ups, and acting as their internal point of contact;
- Analyze clients' specific needs and assist with configurations (setting up card fee rates and digital certificate registrations) to maximize the system's potential;
- Continuously monitor platform usability and performance indicators to better manage your client portfolio;
- Deliver live training sessions, both one-on-one and group, to ensure clients have full mastery of the platform;
- Ensure clients complete the Onboarding process with full knowledge of the platform and are able to use it effectively to achieve their financial goals.
Requirements
- Bachelor's degree in Financial Management, Business Administration, or a related field;
- Experience in financial management routines such as Accounts Payable and Accounts Receivable;
- Experience in customer service and/or training;
- Experience working in technology/SaaS companies;
- Practical knowledge of budgeting, cash flow, and income statement (DRE);
- Experience directly implementing financial management systems;
- Knowledge of Customer Onboarding methodology;
- Experience with negotiation.
Benefits
- Flexible meal allowance (VR) loaded to Flash card
- Internal Training Program
- Partnerships with Educational Institutions
- Medical assistance
- Access to Starbem
- Childcare allowance
- Day off on your birthday
- Home office stipend
- Transportation allowance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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