Customer Set Up Specialist (SaaS) | NZ | WFH

• Proactively contact new customers by phone and email following a sale to begin account setup.
  
• Implement account configuration including adding business details logos and activating all relevant SaaS features.
  
• Ensure accounts are ready for training by preparing them for partner-led onboarding sessions.
  
• Coordinate with training partners to provide all required account information ahead of customer training.
  
• Track onboarding progress and flag any issues to ensure customer go-live readiness.
  
• Maintain accurate setup documentation and update customer records in internal systems.
  
• Step in to handle support tickets when other team members are away ensuring continuity of service.
  
• Work closely with Sales Success and Support teams to ensure seamless handover and aligned communication with customers.
  
• Continuously review and suggest improvements to the account setup and onboarding process.
  
• Undertake additional admin duties as required.
  

Requirements

• Highly proactive with strong initiative to drive timely account setup.
  
• Excellent organizational skills with the ability to manage multiple customer setups simultaneously.
  
• Strong written and verbal communication skills with professionalism in customer facing interactions.
  
• Attention to detail and accuracy when configuring business-critical systems.
  
• Technical confidence in working with SaaS platforms and customer accounts.
  
• Ability to balance competing priorities and remain adaptable.
  
• Collaborative team player with a customer-first mindset.
  
• Commitment to providing excellent customer service.
  
• Accuracy and grammar are essentials for credible written representation. You must perform these duties to a high-degree. Being fast but accurate ensures operational credibility.
  
• Demonstrable ability to balance a large number of competing commercial creative and technical priorities and to assign resources effectively for success.
  
• A good general understanding and knowledge of relevant product technology including traditional workflow web and mobile technical standards and the product development lifecycle.
  
• Strong self-starter with high standards and excellent attention to detail.
  
• Creative and innovative in developing solutions to business and technical issues.
  
• Ability to talk across disciplines and ensure understanding by all parties.
  

Benefits

• HMO Dental and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents).
  
• Paid Leaves: Birthday Vacation Medical and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary).
  
• Employee Engagement Activities: Year-End Party Family Day Team Building and more!.