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Onboarding Consultant

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About the Company

Our client is the first all-in-one spend management platform that provides companies unparalleled control and visibility into every dollar spent. Finance teams deserve a solution that eliminates the tedious work involved in managing spend and allows them to focus on being strategic partners to the rest of the business. We do that by replacing the multiple systems typically used to manage spend with a single platform that handles every workflow, including expense approval and payments (physical cards, virtual cards, ACH, check), while also automating away the bulk of spend-related accounting.

About the Job

We're looking for a professional with a degree and/or experience in Accounting who will serve as the point-of-contact for new company customers. Experience in customer interaction (particularly with accounting and finance professionals) is required.

Job Description

  • 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 company software product adds value to the business.
  • Ensure customers are onboarded successfully and are on track to having a positive experience with the company accounting system
  • 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 customers.
  • Work remotely in the US time zone (PST).


  • 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. NetSuite experience is preferred.
  • Have a degree in Accounting, or have 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.