Onboarding Specialist

1 week ago


Melbourne, Victoria, Australia Budgetly Full time
Company Description

At Budgetly we're focused on helping companies empower their employees and create a trust culture.

Our products help finance teams go paperless and capture expenses as they happen, giving employees the power to make purchases when, where, and how they need to.

We are a team of experienced entrepreneurs and operators that have built rapid-growth products and SaaS companies, and together we believe in helping companies create a great employee experience.


Job Description:

You'll join Budgetly as our Onboarding Specialist as part of the Growth team.

Reporting into VP of Growth, this role helps new customers in getting their business optimally set up on the platform, trained on its use, and ensures their journey with Budgetly is as simple as possible.


Some of the main responsibilities you'll have:

  • Manage post-sales process for customers using strong product knowledge, relationship-building, and project management skills
  • Act as a trusted advisor for new customers by guiding them through the implementation and adoption of the product
  • Provide customer training through the onboarding process and maintain training documentation
  • Collaborate with the Account Executives (Sales) during the customer's transition to the postsales team
  • This is a fully remote role in Australia and the pay range is $7090k + Super + ESOP._

Qualifications:

  • Experience in an Onboarding, Support, or Implementation role, ideally in a similar SaaS or technology business
  • Experience using a CRM to manage the onboarding/implementation process, ideally Hubspot
  • Ability to communicate complex ideas in ways that are easy to understand
  • Empathic, emotionally intelligent, and driven to provide an outstanding customer experience
  • Strong project management skills with high attention to detail
  • Ability to prioritise, and manage time effectively and independently
  • Proactive, driven, and selfmotivated, able to embrace change in a fast paced evolving environment
  • You believe in our mission and our values resonate with you
Additional Information

  • Working at Budgetly _
Our culture is guided by trust, respect, ownership and collaboration.

Our four core values - Embrace Change, Carte Blanche, Find Wisdom in Data, and We All 'Own It'- are key to who we are and are woven into everything we do, from how we hire to how we recognise our team members.

We are also Australia's first inclusive-growth startup.

We believe that we don't have to choose between people and profits, so we're truly in it together with 25% of Budgetly owned by our employees.


Some of our benefits:

  • We're fully remote so you can work where you want in Australia
  • ESOP for all employees, we really do all "own it"
  • 5 weeks holiday and flexible working we believe in balance
  • Monthly "Wellness Budget" to help you stay healthy, mentally & physically
  • More about us_


Budgetly is a fast-growing Australian based fintech start-up that operates on a fully remote basis, with staff currently in NSW, VIC, QLD, WA and Europe.

Employee cards and corporate travel platforms have been enthusiastically adopted by professional businesses across Europe and the US, and Budgetly is the first solution built in Australia specifically for small-to-medium businesses to automate and manage their expenses differently.


  • How to apply?_


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