Small Business Onboarding & Success Lead

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

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