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Onboarding Consultant

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Job Description and Qualification:

  • Own and manage the onboarding of multiple customers in a given period.
  • Understand the customer’s business needs and challenges. 
  • Align the customer's 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.
  • Work remotely in the US time zone.
  • 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.
  • Experience in at least one of the following software: NetSuite ERP, Quickbooks Online, Xero, and Sage Intacct. 
  • Preferably a degree in Accounting or prior work experience in an Accounting / Finance capacity.
  • Have implemented NetSuite ERP on the Procure-to-Pay and GL process areas.
  • 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.