Onboarding Specialist

Fullstack is one of Australia's fastest growing firms serving innovative high-growth tech and online companies. Due to growth & referrals, we have need for a seasoned onboarding specialist to help service and convert new enquiries.

As an onboarding specialist you will work closely with new enquiries, discuss their situation with intelligent questions & notetaking to tailor-make a proposal to meet their requirements. Your work & intel will also directly support the accounting team in successfully delivering on the engagement.

You will be expected to lead the sales & account management function in the early stages and operate effectively in an agile online environment that values its talent as a key driver of its success. There is plenty of on-the-job training and support to develop into an opportunity to manage the CX role (read director of first impressions!) within our rapidly growing organisation.

You will collaborate in a positive team environment to provide outstanding client customer service, strong attention to detail, and a high level of organisational skills.

Primary Roles & Responsibilities:

• Collecting all relevant information required for our accounting & advisory teams to deliver an effective engagement (i.e. a Note Taking Ninja!)
• Ensure every fact find questionnaire is completed prior to the kick-off meeting with the accounting team
• Must be on time for every onboarding call booked & respond within our service period for all enquiries.
• Must manage your calendar for onboarding calls
• Ensuring that all steps within the CRM system are correctly adhered to and actioned
• Ensuring every new member is in the correct stage within the onboarding pipeline
• Ensure every new member is contacted in accordance with the onboarding pipeline throughout the first 3 days of membership and any issues that arise are resolved.
• Must have sufficient sales skills including enthusiasm, certainty and authority in order to win back members during the onboarding pipeline when required
• Reports directly to the Executive Team
• Meet and exceed KPI’s related to onboarding priorities and adhere to ongoing company priorities
• Consistent and effective communication of information flow up and down the chain
• Stay updated with relevant SaaS technology

An exciting opportunity exists for a highly motivated individual who:

• Has a professional and friendly phone & online meeting manner
• Has a sense of humour
• Provide support to our teams with their onboarding journey within Fullstack
• Have a solution focused mindset
• Provide business & administration support to professional staff including Tax Managers & Bookkeeping Managers
• Have can-do attitude with general administrative tasks & other tasks as required
• Is super tech savvy!
• Has a good home office set up including; mobile phone and stable internet connection

Ideal Skills / Attibutes

• An ability to provide excellent customer service
• Exceptional organisational and time management skills
• A great personality whom would work well with startup / ecommerce founders
• Be able to work collaboratively within a team environment
• Be self-motivated, goal-orientated, disciplined and strive for producing only quality work
• Be accountable, keen to grow and embrace feedback
• Have a desire to be the best they can be and willing to seek out means for continuous improvement
• Excellent use of computers and possess CRM experience
• Startup / Accounting / Tech Industry experience is a bonus
• Someone who embraces growth & innovation

Apply If:

• You are looking to take on a new challenge and for career progression
• You thrive within an agile online environment with regular socials
• You have had experience with onboarding/sales/customer service
• You are highly organised with exceptional attention to detail

Salary + Bonus (based on pre-set targets) to be organised with the right candidate.