Virtual Accountant Onboarding Coordinator

5 days ago


Manila, National Capital Region, Philippines 1-800Accountant Full time
Job Description:

The Client Success Onboarding Specialist will play a crucial role in ensuring the successful onboarding of new clients at 1-800Accountant. This includes completing onboarding calls and activities for all 1800Accountant clients with Advisory services.

You will work closely with cross-functional teams to ensure that new clients are properly onboarded and that they have a seamless experience with our platform.

About the Role:
  • Complete onboarding calls and activities for all 1800Accountant clients with Advisory services.
  • Work cross-functionally to ensure successful onboarding of new clients.
  • Fully understand the platform, its functionality, and best practices.
Key Responsibilities:
  • Ensure client engagement, platform adoption, and increased utilization for clients in their first 30 days based on the completion of client milestones.
  • Meet and exceed established Client Performance metrics and KPIs.
Requirements:
  • Proven success in onboarding new clients, tracking client performance, and client relationship management.
  • Deep understanding of SaaS products and client-facing service deliverables.


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