Sales & Customer Onboarding (SaaS) (m/f/d) - home office - remote

Link My Books; Stanley; Remote; Confidential; Full time

Job summary

An innovative firm is seeking a proactive Onboarding Specialist to enhance the customer onboarding experience. In this role, you will guide new users through the onboarding process, ensuring they realize the full value of the product. You will engage directly with customers via calls and demos, driving conversions from free trials to paid subscriptions. This position offers a flexible schedule and the opportunity to work independently in a remote environment, making it ideal for self-motivated individuals who thrive on measurable impact and customer satisfaction. Join a passionate team dedicated to simplifying ecommerce accounting for businesses worldwide.

Benefits

Flexible Schedule

No Micromanagement

No Physical Meetings

Qualifications

• Min. 1 year experience in demo calls or customer support.
• Solid grasp of double-entry bookkeeping and financial statements.

Responsibilities

• Own and optimize the onboarding process for new users.
• Proactively reach out to trial users to drive conversions.

Skills

Customer Support

Analytical Thinking

Problem Solving

Communication Skills

Self-Motivation

Education

Experience in Accounting

Demo Call Experience

Tools

Xero

QuickBooks

Job description

About us

At Link My Books, we’re on a mission to simplify ecommerce accounting for sellers worldwide. Our innovative software helps thousands of ecommerce businesses automate their financial processes, saving time and money.

Join our highly rated team, where you’ll work alongside passionate, skilled professionals dedicated to delivering world-class service.

About the Role

We’re looking for a proactive, self-driven Onboarding Specialist to own and optimize our customer onboarding experience. You’ll be responsible for tracking the progress of new users, identifying high-value opportunities, and engaging with them directly—via calls, emails, and demos—to help them experience the full value of our product and convert from free trial to paid.

This is not a task-driven role. We need someone who takes initiative, figures things out, and thrives on measurable impact. If you’re KPI-driven, love talking to customers, and can confidently guide them to a purchasing decision, this role is for you.

Tasks

• Own & Optimize the Onboarding Flow: You completely own the onboarding process and take action to move the clients forward.
• Pick Up the Phone & Close Deals: Proactively reach out to high-value trial users, understand their needs, and guide them to upgrade.
• Deliver Engaging Video Calls: Show users how our product solves their problems and make it easy for them to say yes.
• Drive Conversions & Hit KPIs: Your success is measured by trial-to-paid conversion rates.

Requirements

• Self-learner: who thrives in a fast-paced, autonomous environment.
• Problem-Solvers: Analytical thinkers who approach challenges methodically and provide effective solutions.
• Customer-Focused: Dedicated to delivering outstanding service and ensuring customer satisfaction. Min. 1 year Demo Call or Customer Support Exp.
• Financially Knowledgeable: Experienced in accounting, with a solid grasp of double-entry bookkeeping, balance sheets, and profit & loss statements.
• Self-Motivated: Capable of working independently in a remote environment.
• Tech-Savvy: Quick to learn new tools and adapt to ongoing software developments.

Benefits

• No physical meetings.
• No micromanagement.
• Enjoy a flexible schedule that fits your lifestyle. CET Time Zone.
• Contractor contract with min. 35 hours & competitive pay.

Bonus if you have:

• Expertise in VAT and account reconciliation.
• Hands-on experience with Xero and QuickBooks.
• Flexibility to cover additional hours during peak times or for team coverage.