Description
The Customer Onboarding Specialist will own the customer experience from first contact through the early stages of a small business’s journey, combining sales conversion, product demonstrations, discovery calls, webinars, and onboarding guidance. The role focuses on helping new subscribers complete setup milestones such as bank feeds, invoicing, bills, and reconciliations, while using CRM systems to track interactions and identify opportunities for connected ecosystem apps. It is a hybrid role based in the Cape Town office, requiring three days in the office, and seeks experience in customer onboarding, sales conversion, or account management.
