Customer Onboarding Specialist
At a glance
Mid-level Customer Success role at Holded. Barcelona · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Train customers on the platform so they can get more value from it
- Review customer workflows and recommend ways to improve efficiency using the platform
- Explain how to use the platform and pass customer needs and feedback to the team as improvement opportunities
- Create learning materials such as step-by-step guides, tutorials and webinars
What you bring
- A bachelor’s degree in accounting, finance or a related area
- Previous accounting work, ideally in a SaaS setting, plus sound knowledge of accounting principles and business practices
- Experience with accounting software or an ERP, with Holded preferred
- Clear written and verbal communication for explaining accounting concepts to customers
Who this fits
This mid-level role suits someone with accounting experience who enjoys teaching customers and can manage work independently across multiple projects. The position is based in Barcelona and is hybrid.
From the employer
Join the team. Make an impact.
At Holded, we believe that daily admin should never stop a great idea from becoming a success. That's why we create intuitive software to empower anyone who dares to start their own business. Long story short: we want to make business simple.
In order to create cutting-edge products that meet the needs of the sector, talent is essential. We are looking for passion, creativity, and commitment. In return, we offer the same.
The Role
As an Onboarding Specialist on the Onboarding team at Holded, your main responsibility will be to train our customers and ensure they get maximum value from our solution. You will report to the Onboarding Manager, Emilia Arnaudo, and work closely with her to align with the team's strategic goals.
You’ll play a key role in analyzing customers’ workflows and providing tailored recommendations to improve their efficiency using Holded. Being a Holded expert will be essential in educating users on how to get the most out of the platform. You will identify platform improvement opportunities based on the customer's needs and feedback. Additionally, you'll contribute to the development of educational content, including step-by-step guides, tutorials, and webinars, to continuously enhance the customer learning experience.
About you:
Bachelor's degree in Accounting, Finance, or a related field.
Previous experience in accounting, preferably in a SaaS environment.
Solid knowledge of accounting principles and business accounting practices.
Experience using accounting software or ERP, preferably Holded.
Excellent verbal and written communication skills, with the ability to explain accounting concepts clearly and comprehensively.
Ability to work autonomously and manage multiple projects simultaneously.
Customer-oriented with strong interpersonal skills.
Self-starter, motivated, with aptitude and willingness to learn.
What it's like to work with us
Permanent contract
26 paid days-off
Flexible working hours
Short work-day on Fridays
Free catered lunch
Continuous Training: annual budget for training for each employee
Fully equipped kitchen with snacks, drinks, and fresh fruit.
Top-notch work equipment
Office in front of the sea with ping pong, pool table, PlayStation…
Interesting projects and a great work environment
An excellent opportunity to grow with the company
Discounts on a Gym membership
At Holded, we do things a bit differently. There’s no corporate nonsense, and no old-fashioned hierarchy. Instead, we work in self-sufficient, autonomous teams. Think of them like start-ups within a start-up that learn from each other.
We didn’t start Holded to be another software company. We started Holded to be epic, and you will be part of it.
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