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Onboarding Consultant
- Posted 01 October 2024
- LocationSydney
- Job type Permanent
- Discipline Customer Success
- ReferenceJ13027
Job description
We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow.
Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them.
What does Access offer you?
We offer a flexible, hybrid working environment where you can balance work and life while maintaining a strong office team-based culture. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career.
On top of a competitive salary, our wellbeing days taking you to 25 days leave a year and a health contribution, you’ll also be able to choose from a range of benefits to suit you. We’re an organisation that likes to give back, so you’ll also have three charity days allocated to support a cause that matters to you.
As an Onboarding Consultant for LightYear (a member of the Access APAC Group), you’ll be providing account set up and training services to our customers and partners, ensuring that our software is successfully embedded within their processes. Your primary role is to guide, influence and support our customers – either via phone, video conferencing and occasionally in person. A key part of this role is also to understand a customer’s needs and help them determine how LightYear products would best fit and bring most value to them and to our business. You will also assist our sales team in converting inbound trials to paying customers.
This role is primarily based in our Sydney office.
Day-to-day, you will:
• Ensure the customer is set up for success by guiding them through best practices in configuring and using LightYear software, with the eventual goal of enabling our customers to become product experts and move to a self-help SaaS model.
• Plan and set clear timelines with completed tasks for the customer to ensure the on boarding is a success.
• Responding to customers via email/ chat and phone, you will track on boarding journeys via CRM & Monday.com along with preparing and managing the on boarding for all sales-ready leads.
• Creating & delivering training modules, according to the customer size, which is also defined by the complexity of the project requirements - ensuring that all customers complete a training feedback form and rating – this will be followed up by post onboarding check ins and case studies to assist sales and marketing in their marketing.
Your skills and experiences might also include:
• At least 1 years’ SaaS experience and familiarity with 0365, CRM and/or Monday.com
• Effective communication skills to commercial business level efficiency.
• Experience in the accounting and bookkeeping space would be ideal
• Knowledge transfer and project management skills (beneficial)
What are we all about?
The Access Group is one of the largest UK-headquartered providers of business management software to small and mid-sized organisations in the UK, Ireland, USA and Asia Pacific. It helps more than 100,000 customers across commercial and non-profit sectors become more productive and efficient. Our products and solutions go beyond providing technology, we connect the right people with the right data, at the right time, through Access Workspace.
At Access, we are committed to creating a welcoming and inclusive environment where everyone can thrive. If you're excited about this role, (even if your previous experience doesn't align perfectly), you might just be the perfect fit for us! We wholeheartedly believe in equality for all and the transformative power of diversity. Why not join our vibrant team where you can love what you do, love how you live, and most importantly, be authentically you? Let's make a difference together.
Love Work. Love Life. Be You.