Customer Onboarding Client Success Representative SaaS mfd - home office - remote
Customer Onboarding Client Success Representative SaaS mfd - home office - remote
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Job Description
About us
At Link My Books were on a mission to simplify ecommerce accounting for sellers worldwide. Our innovative software helps thousands of ecommerce businesses automate their financial processes saving time and money.
Join our highly rated team where youll work alongside passionate skilled professionals dedicated to delivering worldclass service.
About the Role
Were looking for a proactive selfdriven Onboarding Specialist to own and optimize our customer onboarding experience. Youll be responsible for tracking the progress of new users identifying highvalue opportunities and engaging with them directlyvia calls emails and demosto help them experience the full value of our product and convert from free trial to paid.
This is not a taskdriven role. We need someone who takes initiative figures things out and thrives on measurable impact. If youre KPIdriven love talking to customers and can confidently guide them to a purchasing decision this role is for you.
Tasks
- Own & Optimize the Onboarding Flow: You completely own the onboarding process and take action to move the clients forward.
- Pick Up the Phone & Close Deals Proactively reach out to highvalue trial users understand their needs and guide them to upgrade.
- Deliver Engaging Video Calls Show users how our product solves their problems and make it easy for them to say yes.
- Drive Conversions & Hit KPIs Your success is measured by trialtopaid conversion rates.
Requirements
- Selflearner: who thrives in a fastpaced autonomous environment.
- ProblemSolvers: Analytical thinkers who approach challenges methodically and provide effective solutions.
- CustomerFocused: Dedicated to delivering outstanding service and ensuring customer satisfaction. Min. 1 year Demo Call or Customer Support Exp.
- Financially Knowledgeable: Experienced in accounting with a solid grasp of doubleentry bookkeeping balance sheets and profit & loss statements.
- SelfMotivated: Capable of working independently in a remote environment.
- TechSavvy: Quick to learn new tools and adapt to ongoing software developments.
Benefits
- No pysical meetings.
- No micromanagment.
- Enjoy a flexible schedule that fits your lifestyle. CET Time Zone.
- Contractor contract with min. 35 hours & competitive pay.
Bonus if you have:
- Expertise in VAT and account reconciliation.
- Handson experience with Xero and QuickBooks.
- Flexibility to cover additional hours during peak times or for team coverage.
Employment Type
Full Time
