Small Business Onboarding Specialist

Jobtailor; Cape Town; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Jobtailor in Cape Town, South Africa, seeks a Customer Onboarding & Account Manager to guide new subscribers through setup milestones, deliver product demos, and drive early value. You'll use Salesforce or HubSpot to track interactions, collaborate with marketing and product, and continuously improve onboarding journeys.

Ideal candidates bring experience in onboarding or account management in a target-driven environment, clear communication for small business owners, CRM familiarity, and

Qualifications

• Experience in customer onboarding, sales conversion, or account management in a target-driven environment.
• Ability to simplify complex concepts and communicate clearly with small business owners.
• Curiosity about small business workflows and basic accounting processes such as invoicing or reconciliations.
• Familiarity with CRM software and ability to manage a varied workload with strong attention to detail.
• Collaborative mindset and enthusiasm for cross-functional work.
• Working rights for South Africa.

Responsibilities

• Own the customer onboarding experience from first contact through early stages.
• Engage new subscribers during their first 90 days with guidance.
• Deliver live product overviews, discovery calls, and webinars.
• Guide setup milestones including bank feeds, invoicing, and reconciliations.
• Use Salesforce or HubSpot to track interactions and pipelines.
• Collaborate with marketing, customer success, and product teams.
• Share insights to refine onboarding journeys.

Skills

Customer onboarding

Account management

Cross-functional collaboration

Clear communication

Attention to detail

Organizational skills

Curiosity about SMB workflows

Tools

Salesforce

HubSpot

CRM software familiarity

Job description

• Own the customer experience from first contact through the early stages of the customer journey
• Engage directly with new subscribers during their first 90 days
• Guide customers through key workflows and address pain points
• Deliver live product overviews, discovery calls, tailored product demonstrations, and webinars
• Guide new subscribers through setup milestones including bank feeds, invoicing, bills, and reconciliations
• Use Salesforce or HubSpot to track customer interactions, manage pipelines, and document feedback
• Identify opportunities for customers to benefit from connected ecosystem apps
• Facilitate warm handoffs where needed
• Collaborate with marketing, customer success, and product teams
• Share insights, refine onboarding journeys, and continuously improve customer processes

Requirements

• Experience in customer onboarding, sales conversion, or account management within a target-driven environment
• Ability to simplify complex concepts and communicate clearly with small business owners
• Curiosity about small business workflows and basic accounting processes such as invoicing or reconciliations
• Familiarity with CRM software
• Ability to manage a varied workload independently with strong attention to detail and organisation
• Collaborative mindset and enthusiasm for cross-functional work
• Working rights for the country this role is based in
• Satisfactory completion of relevant background checks

Core Competencies

Demonstrates expertise in customer onboarding and account management, with a strong ability to communicate complex concepts clearly to small business owners. Proficient in using CRM software to enhance customer interactions and improve onboarding processes.

Highest-signal resume keywords

• Customer Onboarding Experience
• Sales Conversion Skills
• CRM Software Familiarity
• Attention to Detail
• Cross-Functional Collaboration

Hard Skills

• Customer Journey Management
• Invoicing
• Reconciliations
• Salesforce
• HubSpot

Soft Skills

• Clear Communication
• Organizational Skills
• Curiosity
• Collaborative Mindset

Industry Keywords

• Customer Experience
• Small Business Workflows
• Target-Driven Environment
• Background Checks