Client Onboarding & Digital Accounting Associate

EXCO; Périgny; On-site; EUR 32,000 - 42,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Tools

Electronic invoicing platform

Document management software

Client portal platforms

Job description

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.