Customer Onboarding Specialist

Holded; Barcelona; On-site; EUR 28,000 - 42,000; Full time

Benefits offered by this job

Permanent contract

26 paid days-off

Flexible working hours

Short work-day on Fridays

Free catered lunch

Continuous Training: annual budget for

Job summary

Holded is seeking an Onboarding Specialist to train customers and ensure they gain maximum value from our solution. You will report to the Onboarding Manager and collaborate with the team to align with strategic goals.

You’ll analyze customer workflows, deliver tailored recommendations, educate users on Holded, and contribute to content like guides and webinars to continually improve the learning experience.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience in accounting, preferably SaaS.
• Solid knowledge of accounting principles and practices.
• Experience with accounting software or ERP, preferably Holded.
• Excellent verbal and written communication, clear explanations.
• Ability to work autonomously and manage multiple projects.
• Customer-oriented with strong interpersonal skills.
• Self-starter, motivated, eager to learn.

Responsibilities

• Train customers and ensure they get maximum value from Holded.
• Analyze customers' workflows and provide tailored recommendations.
• Educate users on how to use the platform effectively.
• Identify platform improvement opportunities from feedback.
• Develop educational content including guides, tutorials, and webinars.

Skills

Communication skills

Autonomy

Multitasking

Interpersonal skills

Customer-oriented

Willingness to learn

Education

Bachelor's degree in Accounting/Finance

Tools

Holded

Job description

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.