Onboarding Specialist
Share
Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 70 - 80
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
At Puzzle were not just building accounting software were reimagining how modern startups and small businesses understand and run their finances. Our platform brings real-time accounting automation and deep fintech integrations together so founders always know where they stand.
Our mission is to make accounting intuitive transparent and genuinely helpful. To support our growing customer base were looking for an Onboarding Specialist to guide new customers through their first and most critical moments with Puzzle. This role is highly customer-facing and ideal for someone who loves talking to people understands bookkeeping fundamentals and thrives in a fast-moving startup environment.
What Were Looking For
As an Onboarding Specialist youll be the primary point of contact for new customers during their early journey with Puzzle. Youll help them understand their numbers configure their accounts correctly and feel confident using our platform from day one. Youll act as a trusted guide- translating accounting concepts into plain language and ensuring customers are set up for long-term success. This role is perfect for someone who enjoys building relationships explaining complex topics simply and being on the front lines with customers.
This is an opportunity to join a well-funded fast-growing startup led by experienced founders and make a real impact on how modern businesses experience accounting. If you love helping people enjoy talking through numbers and want to shape the customer experience from the ground up wed love to meet you.
What Youll Do
Lead 1:1 onboarding calls with new customers to set up their Puzzle account and core workflows
Guide customers through bookkeeping and accounting concepts relevant to startups and small businesses
Support data migrations from other accounting platforms (e.g. QuickBooks Xero) ensuring accuracy and a smooth transition
Serve as a friendly knowledgeable first point of contact via video email and chat
Proactively identify gaps risks or opportunities during onboarding and recommend best practices
Partner closely with Customer Success Product and Engineering teams to surface feedback and improve the onboarding experience
Help refine onboarding playbooks templates and documentation as we scale
Ensure customers complete onboarding feeling confident informed and excited to use Puzzle
Who You Are
13 years of customer-facing experience (customer success onboarding support accounting or similar)
Working knowledge of bookkeeping and accounting fundamentals
Strong verbal and written communication skills- able to explain complex ideas clearly and empathetically
Energized by talking to customers and building relationships
Highly organized and comfortable managing multiple onboarding workflows at once
Curious adaptable and excited to learn new tools and processes
Nice-to-Haves
Experience onboarding customers in a B2B SaaS environment
Familiarity with startup accounting and common tools (QuickBooks Xero Stripe Gusto etc.)
Background in accounting finance or bookkeeping
Experience working at a startup or fast-growing company
Whats in It for You
Join Puzzle Financial at a pivotal growth stage where youll help redefine and reimagine how companies handle their financials while building your career in a flexible remote-first environment. Youll have the opportunity to make a significant impact work with innovative founders and develop valuable expertise at the intersection of modern accounting and fintech.
Here is a preview of some of the amazing benefits here at Puzzle:
Competitive pay
100% paid employee health dental and vision plans (U.S. & Canada vary)
10 observed holidays and a flexible PTO policy so you can recharge
$1000 home office budget to get you set up for success
$2400 co-working budget for face time with your colleagues
$600 learning and development budget
401K so you can save for your future
And much more
Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender race or color ethnicity or national origin age disability religion sexual orientation gender identity or expression veteran status or any other characteristics protected by law.
Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
Puzzle is a QuickBooks alternative for startups. Get real-time finance insights and startup metrics like cash, burn, runway, ARR/MRR, with automated revenue recognition and more.
