Customer Onboarding Specialist

6 days ago

Sydney, New South Wales, Australia Weel Full time $90,000 - $120,000 per year
About Weel

notable
  • Joining forces with payment providers, Visa and Nium, to bring even more value to our customers.
  • The successful launch of our sophisticated new brand that positions us for future growth beyond Australia
  • Listed on the Australian Financial Review - Most Innovative Companies
  • Winning 'Partnership of the Year' alongside Slyp at the 2022 Finnies
  • Shortlisted in the Best Small Business App category for the Xero Australia FY23 Awards
  • Welcomed over 1,000 attendees at our inaugural Virtual CFO Summit in 2022.
Your impact

More on the day-to-day:
  • Own the implementation process for new customers from kickoff through to activation and handoff to Customer Success.
  • Act as the primary point of contact during onboarding, delivering a white-glove experience that builds trust and confidence.
  • Develop tailored implementation plans based on customer goals, use cases, and technical requirements.
  • Coordinate with internal teams (Sales, Product, Engineering, Support) to remove blockers and ensure timely, successful launches.
  • Drive product adoption by guiding customers through setup, configuration, and early usage.
  • Continuously improve onboarding documentation, playbooks, and automation to scale implementation efforts.-Provide feedback to Product and Engineering teams based on customer onboarding experiences and feature gaps.
  • Track key onboarding metrics (time-to-value, adoption, activation rate) and report on progress to leadership.
Here's what you'll bring to the role:
  • 3 years of experience in customer success onboarding and implementation - preferably in SaaS, fintech or accounting software.
  • Strong client-facing skills with a consultative, solutions-oriented mindset.
  • Excellent project management and organisational skills; you're able to juggle multiple implementations at once.-Comfortable with technical tools, APIs, integrations, and data workflows.
  • Empathetic communicator who can simplify concepts for non-technical audiences.
  • Bias toward action and a passion for improving processes and customer experience.
Bonus Points: Experience with ERP/Accounting Software

Our growing list of Weel perks:

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