Small Business Onboarding Specialist
Job in
Cape Town, 7561, South Africa
Listed on 2026-09-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-16
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Customer Success Management, HelpDesk/Support -
Business
CRM Systems & Management, Customer Success Management
Job Description & How to Apply Below
- Own the customer experience from first contact through the early stages of the customer journey
- Engage directly with new subscribers during their first 90 days
- Guide customers through key workflows and address pain points
- Deliver live product overviews, discovery calls, tailored product demonstrations, and webinars
- Guide new subscribers through setup milestones including bank feeds, invoicing, bills, and reconciliations
- Use Salesforce or Hub Spot to track customer interactions, manage pipelines, and document feedback
- Identify opportunities for customers to benefit from connected ecosystem apps
- Facilitate warm handoffs where needed
- Collaborate with marketing, customer success, and product teams
- Share insights, refine onboarding journeys, and continuously improve customer processes
- Experience in customer onboarding, sales conversion, or account management within 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
- Ability to manage a varied workload independently with strong attention to detail and organisation
- Collaborative mindset and enthusiasm for cross-functional work
- Working rights for the country this role is based in
- Satisfactory completion of relevant background checks
Demonstrates expertise in customer onboarding and account management, with a strong ability to communicate complex concepts clearly to small business owners. Proficient in using CRM software to enhance customer interactions and improve onboarding processes.
Highest-signal resume keywords- Customer Onboarding Experience
- Sales Conversion Skills
- CRM Software Familiarity
- Attention to Detail
- Cross-Functional Collaboration
- Customer Journey Management
- Invoicing
- Reconciliations
- Salesforce
- Hub Spot
- Clear Communication
- Organizational Skills
- Curiosity
- Collaborative Mindset
- Customer Experience
- Small Business Workflows
- Target-Driven Environment
- Background Checks
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