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

Link My Books; United Kingdom; Remote; GBP 25,000 - 45,000; Full time

Job summary

An innovative firm is seeking a proactive Onboarding Specialist to enhance the customer onboarding experience. This entry-level role involves guiding new users through the onboarding process, engaging them via calls and demos, and driving conversions from free trials to paid subscriptions. You will thrive in a flexible, remote environment without micromanagement, where your initiative and problem-solving skills will shine. If you are customer-focused and enjoy making a measurable impact, this is the perfect opportunity for you to join a dynamic team dedicated to simplifying ecommerce accounting for businesses worldwide.

Benefits

Flexible Schedule

No Physical Meetings

No Micromanagement

Qualifications

• Proactive self-learner with a focus on customer satisfaction.
• Experience in accounting and customer support is essential.

Responsibilities

• Own and optimize the onboarding process for new users.
• Engage with trial users to convert them to paid customers.
• Deliver engaging video calls showcasing product value.

Skills

Customer Support

Problem-Solving

Analytical Thinking

Self-Motivation

Communication Skills

Education

Experience in accounting

Min. 1 year Demo Call experience

Tools

Xero

QuickBooks

Job description

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

Join to apply for the Sales & Customer Onboarding (SaaS) (m/f/d) - home office - remote role at Link My Books.

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-Solver: 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.

Seniority level

Entry level

Employment type

Contract

Job function

Industries: Accounting