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Customer Onboarding / Client Success Representative (SaaS) (m/f/d) - home office - remote, Stanley
Client:
Link My Books
Location:
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
411f9686883a
Job Views:
5
Posted:
16.03.2025
Expiry Date:
30.04.2025
Job Description:
About us
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-Solvers: 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.
* 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.
Link My Books is a fast-growing SaaS company revolutionizing eCommerce accounting. Our platform automates bookkeeping for online sellers and accountants, seamlessly integrating with Amazon, eBay, Shopify, Etsy and more to eliminate errors and save hours of manual work. We’re a remote-first, customer-focused team that values innovation, efficiency, and a get-it-done attitude. If you're looking to be part of a dynamic company that simplifies complex problems and helps businesses thrive, Link My Books is the place for you.
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