Client Onboarding & Digital Invoicing Specialist

EXCO; Périgny; On-site; EUR 32,000 - 54,000; Full time

Job summary

Jobtailor is seeking a Client Onboarding Specialist to help new clients adopt our digital tools, including the client portal, invoicing software, and document upload. You will create learning materials and conduct short trainings, ensuring a smooth start to the relationship.

You will act as the link between clients and internal teams, identify needs, propose improvements, and manage multiple files and projects with a proactive, client-focused mindset.

Qualifications

• Reliability and commitment to clients.
• Strong client-focused mindset and proactivity.
• Solid accounting and tax fundamentals.
• Comfortable with digital tools and upskilling independently.
• Knowledge of electronic invoicing reform and client onboarding.

Responsibilities

• Support new clients adopting digital tools (portal, invoicing software, documents).
• Create learning materials and deliver short training sessions.
• Act as a communication bridge between clients and internal teams.
• Identify issues, propose improvements, and escalate when needed.

Skills

electronic invoicing

document upload

client portal

invoicing software

approval workflow

client onboarding

accounting fundamentals

tax fundamentals

training materials creation

project management

Education

Accounting fundamentals

Job description

Jobtailor is seeking a Client Onboarding Specialist to help new clients adopt our digital tools, including the client portal, invoicing software, and document upload. You will create learning materials and conduct short trainings, ensuring a smooth start to the relationship.

You will act as the link between clients and internal teams, identify needs, propose improvements, and manage multiple files and projects with a proactive, client-focused mindset.