Accounting & Digital Associate

EXCO; Périgny; In loco; EUR 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

Jobtailor in France is seeking a proactive onboarding specialist to help new clients start using the firm's digital tools, including client portal and invoicing software.

You will guide clients through electronic invoicing workflows, create clear instructional materials, and deliver brief training sessions, while coordinating with internal teams to ensure smooth onboarding.

This role involves managing a tailored client portfolio and continuously identifying improvements to the onboarding process.

Competenze

• Reliable, committed and follows through on commitments.
• Genuine client-oriented and commercial mindset.
• Proactive, doesn’t wait to be told what to do.
• Able to reassess ideas and challenge assumptions.
• Organized, autonomous, and completes tasks.
• Finds solutions and avoids getting stuck on problems.
• Solid understanding of how an accounting firm operates.
• Strong accounting and tax fundamentals.
• Comfortable with digital tools and upskill independently.
• Knowledge of electronic invoicing reform.
• Able to create clear instructional materials and deliver training.
• Can manage multiple client files in parallel.

Mansioni

• Support new clients in getting started with the firm's digital tools.
• Guide clients through implementing electronic invoicing processes.
• Create tailored educational materials and deliver training sessions.
• Serve as the link between client and internal teams for smooth communication.
• Identify malfunctions, propose improvements, and optimize onboarding.
• Detect additional client needs and escalate to the assigned accountant.
• Maintain a tailored client portfolio with hands-on involvement.

Conoscenze

Client-focused mindset

Proactive

Organized & autonomous

Problem solving

Multitasking

Accounting fundamentals

Tax fundamentals

Digital tools proficient

Up-skilling independently

Instructional materials development

Training delivery

Client portfolio management

Strumenti

Electronic invoicing platform

Document management software

Client portal platforms

Descrizione del lavoro

Responsibilities

• Support new clients in getting started with the firm\'s digital tools: client portal, invoicing software, document upload, etc.
• Guide them through implementing their electronic invoicing process: connecting to the e-invoicing platform, submitting invoices, and managing the approval workflow
• Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external
• Act as the link between the client and internal teams to ensure smooth communication from the outset of the relationship
• Identify malfunctions, propose improvements, and contribute to optimizing our client onboarding process
• Detect additional client needs and escalate them to the assigned chartered accountant
• In parallel, you will be assigned a tailored client portfolio to maintain hands-on operational involvement in the role

Qualifications

• You are reliable and committed, and you follow through on your commitments
• You have a genuine client-oriented and commercial mindset
• You are proactive and don’t wait to be told what to do
• You can reassess your ideas and challenge your own assumptions
• You are organized, autonomous, and see tasks through to completion
• You find solutions and do not get stuck on problems
• You have a solid understanding of how an accounting firm operates
• You have strong accounting and tax fundamentals
• You are very comfortable with digital tools and able to upskill independently
• You have knowledge of (or an active curiosity about) the electronic invoicing reform
• You are able to create clear instructional materials and deliver training
• You can manage multiple client files in parallel