Client Onboarding & Digital Tools Specialist

Jobtailor; Soyaux; Sur place; EUR 42 000 - 62 000; Plein temps

Résumé du poste

Jobtailor in France is seeking a Client Onboarding Specialist to guide new clients through digital tools and assist with implementing their e-invoicing processes. You will create practical tutorials and reference sheets, deliver short training sessions, and liaise between clients and internal teams to optimize onboarding and address evolving needs.

The role requires a proactive, organized professional with solid accounting basics and a keen eye for process improvement, willing to travel to

Qualifications

• Dependable, committed, and respectful of commitments.
• Strong customer focus and commercial mindset.
• Proactive, independent, and solutions-oriented.
• Willingness to challenge one’s own assumptions and ideas.
• Well organized, with the ability to see assignments through to completion.
• Ability to find solutions when faced with problems.
• Strong understanding of how an accounting firm operates.
• Solid accounting and tax fundamentals.
• Highly proficient with digital tools, with the ability to independently develop new skills.
• Knowledge of, or an active interest in, e-invoicing reform.
• Ability to create clear educational materials and deliver training sessions.
• Ability to manage multiple assignments simultaneously.
• Regular travel to client sites required.

Responsabilités

• Support new clients in getting started with the firm’s digital tools
• Guide clients in implementing their e-invoicing processes
• Create educational materials, including practical reference sheets, tutorials, and step-by-step guides
• Lead short training sessions for internal and/or external audiences
• Serve as the liaison between clients and internal teams from the beginning of the client relationship
• Identify issues and recommend improvements
• Contribute to optimizing the client onboarding process
• Identify clients’ additional needs and communicate them to the designated chartered accountant
• Manage an appropriate client portfolio in parallel
• Collaborate with project managers
• Make regular visits to client sites

Connaissances

Client onboarding optimization

E-invoicing

Educational material creation

Customer focus

Accounting fundamentals

Digital tools proficiency

Training delivery

Project collaboration

Client portfolio management

Description du poste

Jobtailor in France is seeking a Client Onboarding Specialist to guide new clients through digital tools and assist with implementing their e-invoicing processes. You will create practical tutorials and reference sheets, deliver short training sessions, and liaise between clients and internal teams to optimize onboarding and address evolving needs.

The role requires a proactive, organized professional with solid accounting basics and a keen eye for process improvement, willing to travel to