Onboarding Specialist
4 days ago
**Company Description** Who hasn't felt frustrated by the tedious process of paying for work expenses upfront and waiting to be reimbursed? Have you ever thought, "there must be a better way"? We thought so, too. At Budgetly we’re providing companies a new, better way to manage their expenses process. Our products help finance teams go paperless and capture expenses as they happen, empowering employees to spend where and when they need to - making business expenses easier for everyone. You’ll join Budgetly as our Onboarding Specialist as part of the Growth team. Reporting into our Senior Onboarding Specialist, this role works with all new clients, onboarding them to the platform and ensuring customer success. - The main day to day responsibilities:_ - Own the end-to-end customer onboarding process utilising your strong product knowledge, relationship-building ability, and project management skills - Undergo detailed discovery to understand the client’s industry and processes to provide the best solution, and then creating a great experience as you help them understand and learn the platform - Act as a trusted advisor for new customers, being proactive and engaging with your communications to support them through their onboarding process, primarily via phone - Ensure all customer onboarding milestones are hit and that all requirements are met for a customer to go live on our platform - Manage any obstacles, resolve issues, and create a smooth process so customers are set up for success with the Budgetly product - Maintain detailed records and resources, analysing data on the process to find efficiencies, and collaborating with other teams to constantly improve our ways of working **Qualifications** - Previous experience in an Onboarding or Implementation role, ideally in a similar SaaS or FinTech business - Excellent communication skills with the ability to engage with a wide variety of types of customers - Empathic, emotionally intelligent, and driven to provide an outstanding customer experience - Ability to prioritise and manage time effectively and independently - Proactive, driven, and self-motivated, with the ability to embrace change in a growing and evolving environment - Strong technical skills including experience using a CRM to manage the onboarding/implementation process, ideally Hubspot - Strong project management skills with high attention to detail This role pays in the range of $75-80k + Super + ESOP. **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 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 anywhere in Australia - 5 weeks holiday and flexible working - we believe in balance - Monthly “Wellness Budget” to help you stay healthy, mentally & physically - ESOP for all employees, we really do all “own it” - More about us_ Budgetly is a fast-growing Australian based fintech start-up that operates on a fully remote basis, with team members based across Australia. 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. - How to apply?_
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