Technical Onboarding Specialist

Remote Choice

. Develop a strong understanding of the client's SaaS platform and how it works .

Posted 9/23/2026full-timeRemote • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SaaS platform integration, particularly with SmartSync and finance systems like Sage Intacct and Microsoft Business Central. Proficient in SQL database management and technical problem-solving, with strong communication skills to support customer success and onboarding.

Highest-signal resume keywords

SaaS Platform UnderstandingSQL Database ManagementSmartSync Integration ToolFinance Systems IntegrationTechnical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLSaaSAPIsWindowsAzureVibe CodingCloud Finance SystemsDatabase ManagementImplementation PlanningTechnical Scoping

Soft Skills

Excellent CommunicationInnovative MindsetProblem-SolvingTeam CollaborationAnalytical Skills

Tools & Technologies

SmartSyncSage 50Sage 200Sage IntacctMicrosoft Business CentralOffice 365OneDriveSharePoint

Industry Keywords

Accounts PayableCustomer SuccessTechnical SupportConsultingFinance Team Functions

Tech Stack

Tools & technologies

AzureCloudSQL

About the role

Key responsibilities & impact

Develop a strong understanding of the client's SaaS platform and how it works
Understand customers' Accounts Payable processes and how they adapt to the platform
Understand customer finance systems and mappings between finance systems and the platform
Understand and use SmartSync, the proprietary integration tool for Sage 50 and Sage 200
Work with cloud finance systems including Sage Intacct and Microsoft Business Central
Prepare and set up tailored pre-sales demonstrations
Deliver demonstrations and support technical scoping during customer discussions
Work with the Onboarding team on setup and design requirements involving SmartSync or premium integrations
Build implementation plans and ensure correct execution
Work with existing customers on migrations
Act as technical lead on challenging implementations and provide post-installation troubleshooting
Maintain the knowledge base and create or update training and support articles
Scope and/or write plugins
Collaborate across Sales, Onboarding, and Support with stakeholders across the business

Requirements

What you’ll need

Strong IT knowledge across servers, SaaS, SQL, Windows, vibe coding, and APIs
Understanding of finance team functions
Excellent communication skills, including listening to and understanding customer requirements
Innovative mindset and strong problem-solving skills
Ability to work effectively as part of a team
Strong experience managing and maintaining databases using SQL and Azure, including Azure infrastructure
Strong familiarity with Office 365, including OneDrive and SharePoint
Experience managing Windows-based environments, including services and scheduled tasks
Reasonable understanding of finance and its impact on technical systems
Experience working with APIs, particularly for integrating business-critical applications
Strong analytical skills and proactive technical problem-solving approach
5–7+ years' relevant experience within Consulting, Customer Success, or Technical Support