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Jobtailor is seeking a proactive onboarding specialist to support new clients in adopting our digital tools and invoicing workflows. You will create tailored learning materials, deliver concise training sessions, and act as the liaison between clients and our internal teams to ensure smooth start-to-finish communication.
Responsibilities include identifying onboarding issues, suggesting improvements, and escalating complex needs to the assigned chartered accountant while maintaining hands-on
Support new clients in getting started with the firm's digital tools: client portal, invoicing software, document upload, etc.
Guide them in implementing their e-invoicing process: connecting to the dematerialization platform, submitting invoices, and managing the approval workflow.
Create clear, tailored learning materials (quick reference sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external.
Act as the liaison between clients and internal teams to ensure smooth communication from the outset.
Identify issues, propose improvements, and contribute to optimizing our client onboarding process.
Detect additional client needs and escalate them to the assigned chartered accountant.
You will be assigned an appropriate client portfolio to maintain hands-on operational experience.