Full-Time
Onboarding Manager
Confirmed live in the last 24 hours
AI-driven financial services for SMBs
Data & Analytics
AI & Machine Learning
Financial Services
Entry
Boca Raton, FL, USA
Required Skills
Sales
Communications
Salesforce
Excel/Numbers/Sheets
Requirements
- 1-2 years in a Customer Facing Role
- Strong work ethic and exceptional organizational skills
- Knowledge of billing systems and customer relationship management software, preferably Salesforce
- Strong Microsoft Excel skills (including pivot tables and v-look ups)
- Proven ability to provide direct, proactive, and prompt response to customer issues, resolutions, and process cancellations when appropriate
- Strong verbal and written communication skills
- Familiarity with CRM software (Salesforce)
- Ability to work collaboratively within a team-oriented environment
- Strong organizational and time management skills to efficiently handle multiple tasks and priorities
Responsibilities
- Own the post sales communication and setup with the customer
- Onboard 40-60 accounts per month
- Promote the value of the product and service throughout calls
- Assist in creating training courses and educational materials
- Flag dark or escalated situations/customers to AEs and Team Leads
- Collaborate closely with the Accounting Team
- Work closely with sales to understand customer needs and goals
- Track all customer communication and Accounting needs/requirements
- Consistent follow-up on customer timelines and clear communication on internal teams
Finally offers a comprehensive AI-driven suite for real-time bookkeeping, expense management, payroll, invoicing, tax preparation, and payment processing, tailored for small and medium-sized businesses in the finance and accounting sector. The main technologies used include AI-driven software for real-time bookkeeping, expense management, payroll, invoicing, tax preparation, and payment processing.
Company Stage
Series A
Total Funding
$109M
Headquarters
Miami, Florida
Founded
2019
Growth & Insights
Headcount