Onboarding Manager

About finally

finally is one of South Florida's fastest-growing & most exciting fintech companies. finally, recently raised $95 million dollars to help SMBs automate their finances. We are backed by New York, Silicon Valley & San Antonio Venture Capitalists.

We're an energetic, easy-going group working hard to solve a tough problem. Bookkeeping is a universal pain point for entrepreneurs and business owners who work hard daily to make their businesses successful. They want to run their businesses, not do accounting.

Our talented team is building intuitive software & artificial intelligence to solve several multi-trillion dollar fintech problems affecting our entire economy. We’re a team of dedicated & talented minds in South Florida who're on a mission to change the way accounting & finance is done for small businesses.

We are seeking a highly motivated and dynamic Onboarding Manager to join our team. As an integral part of our team, you will be the first point of contact post sales for our customers. The OM will be responsible for both training and educating our customers on our software and processes. You will also need to have great follow-up to ensure the customer is setup in a timely manner. This can be a very fast paced environment as our Sales are high and there may be a need to spend a significant part of your day on calls ensuring everyone has a great first experience.

Responsibilities:

• You will own the post sales communication and setup with the customer. You will own and onboard anywhere between 40-60 accounts per month.

• Promote the value of the product and service throughout your calls.

• Assist in creating training courses and educational materials as an early hire in a newly developed role.

• Flag dark or escalated situations/customers to AEs and Team Leads

• Collaborate closely with the Accounting Team to understand the timelines for deliverables and what is needed from the client to expedite those deliverables.

• Work closely with sales to ensure we are understanding the needs and goals of our customers.

• Tracking of all customer communication and Accounting needs/requirements.

• Consistent follow-up on customer timelines and clear communication on internal teams that are there to support the customer.

Requirements:

• 1-2 years in a Customer Facing Role.
• A strong work ethic and exceptional organizational skills and willingness to learn
• Ability to work under pressure in a deadline-driven, team-oriented environment
• 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,
• Ability to adapt to different customer personalities and situations during outreach.
• 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.

Nice to have’s:

• Understand basic accounting principles and functions in addition to how businesses manage cash flow, and a basic understanding in economics.
• A background in Banking, Finance, and Accounting.
• B.A, B.S or equivalent experience
• Spanish Speaking

Working Schedule:

This is a full-time, in-office position with a 5-day workweek. Office hours are typically from (9:00AM - 6:00 PM) from Monday to Friday.

Benefits

• Health insurance
• Dental insurance
• Employee stock purchase plan
• Paid time off
• Paid training
• Vision insurance

People with a criminal background are not encouraged to apply for this role.

Join our team and be part of a vibrant and dynamic sales environment where your efforts will play a crucial role in driving our company's growth and success. Finally is a fast-growing VC Backed startup that is disrupting the traditional tools small business owners are using.