Customer Success Consultant: Onboarding and Training

WeconnectU; Somerset West; On-site; ZAR 520,000 - 781,000; Full time

Job summary

A leading property management software company in South Africa is seeking a Training and Migration Consultant. The role involves assisting clients during the onboarding process, including data migration and system training. Ideal candidates should possess strong communication skills and a Bachelor's in Accounting or relevant experience. The company offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Bachelor's in Accounting or 5+ years bookkeeping experience preferred.
• Proficiency in Word, Outlook, PowerPoint; intermediate Excel skills required.
• Experience in training and consulting is a plus.

Responsibilities

• Collaborate with the migration team to define data needs.
• Assist with data preparation and migration tasks.
• Create and manage custom training plans for clients.

Skills

Communication Skills

Customer Service

Data Analysis

Organizational Skills

Education

Bachelor's in Accounting

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Overview

WeconnectU, the market leader in property management software, is looking for a Training and Migration Consultant to join our fast-growing team.

We've built the most advanced Body Corporate and HOA management software on the market - a single solution that integrates every function of property management and accounting. As part of the team, you'll play a key role in helping new clients get started, guiding them through both the data migration process and hands-on system training.

You'll also be advising clients on best-practice SOPs, so we're looking for someone who's comfortable with both systems and people.

Key Responsibilities

• Collaborate with the migration team to define data needs and format client data for upload
• Assist with data preparation and migration
• Create and manage custom training plans for clients
• Monitor training progress and ensure full client support
• Coordinate training completion and communicate feedback
• Conduct system training and offer ongoing user support

Requirements

• Bachelor's in Accounting or 5+ years bookkeeping experience. (Advantage)
• Proficient in Word, Outlook, PowerPoint; intermediate Excel
• Training/consulting and customer service experience is a plus
• Strong communication & interpersonal skills (bilingual preferred)
• Ability to explain financial concepts to non-financial users
• Organised and able to manage timelines and onboarding goals
• Professional representation of the company during training and migration