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Customer Onboarding Specialist

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Client Overview:

One unified spend management software platform for approvals, corporate cards, bill pay, accounting automation, and real-time reporting.

Client Industry:


Job Description and Qualification:

We are urgently looking for a Customer Onboarding Specialist who will be responsible for getting new customers onboarded into the Company’s Spend Management Platform.


  • Serve as the point-of-contact for new customers

  • Own and manage the onboarding of multiple customers in a given period.

  • Understand the customer’s business needs and challenges with how the Company adds value to the business.

  • Ensure customers are onboarded successfully and are on track to having a positive experience with the Company’s Spend Management Platform.

  • Capture the customer’s product feedback.

  • Troubleshoot and ensure resolution of any issues experienced by the customer.

  • Work with Sales, Customer Success, Product, and Engineering Teams to ensure quick turnaround and provide quality service to the Company’s customers.


  • With experience in customer reaction with Accounting and Finance professionals.

  • Must be confident and can effectively communicate both in oral and written English.

  • Excellent customer orientation skills.

  • Excellent problem solving, critical thinking, and analytical skills.

  • At least two (2) years experience as a customer-facing implementation consultant.

  • At least three (3) years experience in business and financial processes.

  • Has knowledge and experience in Procure to Pay and General Ledger processes.

  • Self-sufficient, self-driven, and has excellent time management skills.

  • Experience in Netsuite, Quickbooks Online, Xero, and Intacct is an advantage.

  • A degree in Accounting is an advantage.

  • Preferably with experience in an Accounting and Finance capacity.