FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding processes, including system configuration and user training, while effectively managing customer relationships and addressing technical issues. Proficient in trust accounting and financial SaaS platforms, with strong analytical and problem-solving skills.
Highest-signal resume keywords
Customer Onboarding ManagementTrust Accounting ExpertiseTechnical Problem-SolvingProject OwnershipInterpersonal Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
System ConfigurationData MigrationTrust AccountingFinancial SaaS PlatformsExcel SkillsAnalytical SkillsTechnical AcumenProject ManagementBest Practices DevelopmentCustomer Feedback Analysis
Soft Skills
Interpersonal SkillsCommunication SkillsTime ManagementCustomer Success OrientationProfessional Demeanor
Tools & Technologies
SalesforceGoogle SuiteVideo Conferencing Tools
Industry Keywords
B2B SaaSProperty Management AccountingCustomer Relationship ManagementStakeholder EngagementBank Reconciliation
About the role
Key responsibilities & impact- Lead the customer onboarding process, including system configuration, user training, and customer relationship management
- Build strong relationships with key customers and serve as their trusted advisor
- Customize and optimize account settings to meet client requirements
- Conduct product training sessions via video conferencing and tailor training to customer needs
- Maintain regular customer follow-ups throughout onboarding to increase product engagement and utilization
- Serve as the primary point of contact during onboarding and address product-usage questions or concerns
- Develop comprehensive expertise in the Guesty platform to assist customers effectively
- Resolve technical issues that impede optimal system use
- Assess customer business and technical needs and recommend optimized configurations and best practices
- Gather customer feedback and relay it to Product teams
- Create best practices and onboarding materials
- Collect customer requirements, manage data migration and validation, and configure software
- Address escalated customer-side issues in coordination with the Customer Success Manager and Customer Experience team
Requirements
What you’ll need- 3+ years in a similar role as a Professional Services Consultant, Technical Account Manager, or Enterprise Support Engineer, ideally in a B2B SaaS company
- Deep hands-on experience with trust accounting, property management accounting, or financial SaaS platforms
- Strong technical acumen and analytical skills, with a proven track record of effective problem-solving and decision-making
- Degree in a STEM field (Science, Technology, Engineering, Mathematics) or relevant technical work experience
- Exceptional interpersonal and communication skills, capable of conveying technical information to stakeholders with varying technical abilities
- Previous experience owning a project and being responsible for its success, preferably in a commercial setting
- Ability to manage multiple tasks and projects in a fast-paced environment
- Effective time-management skills, with the ability to handle multiple tasks simultaneously
- Quick to learn new products and technologies, staying updated with industry trends
- Friendly, patient, and professional demeanor, ensuring a positive customer experience
- Passion for client success and satisfaction, willing to go the extra mile to exceed expectations
- Experience with Salesforce is a plus but not mandatory
- Intermediate-level proficiency in Google Suite
- Excel skills required
- Understanding of basic trust accounting and experience working with balancing ledgers, reporting, and bank reconciliations is a bonus
- French, Italian or German as a second language is a bonus
Benefits
Comp & perks- Equal employment opportunities regardless of race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law