Onboarding Solutions Expert

Company Overview

Job Overview

• Intuit Academy Level 2 certification (or in progress)
• 3+ years of product support, professional services, or accounting/advisory-adjacent experience
• Accounting knowledge (e.g., accounts receivable/payables) and financial workflow expertise is preferred
• Proven ability to manage higher-complexity customer conversations across channels (video calls, email, chats) with strong communication and influence skills
• Bachelor’s degree (majors in business, economics, finance, and marketing preferred) or equivalent experience

Attributes & Skills:

• Strategic, consultative posture with strong communication and judgment in complex onboarding and adoption planning
• Excellent cross-functional collaboration and ability to influence outcomes through clear customer insights
• Strong documentation habits and operational rigor to support escalations and continuity across teams

Additional Requirements:

• Must reside within the United States
• Must be able to work 30-40 hours per week
• Please note that this is a SelectTime role

• Design and execute structured onboarding and adoption plans for complex, high-value customers across products, workflows, and services.
• Lead high-impact onboarding engagements that drive durable adoption of financial workflows and ecosystem features

Apply Deep Financial & Product Expertise

• Apply financial expertise to guide best-practice implementations and workflow design
• Translate complex customer requirements into executable onboarding roadmaps and practical setup/adoption guidance

Proactively Manage Adoption Risk

• Identify adoption risks early (readiness, workflow complexity, stakeholder alignment) and intervene with clear mitigation plans to ensure successful outcomes.

Partner Cross-Functionally & Influence Outcomes

• Partner with cross-functional teams (e.g., Sales, Product, Services/Specialists) to deliver seamless experiences and unblock complex scenarios
• Share insights and feedback to help shape onboarding strategy and improve product/onboarding experiences

Execute Growth Motions

• Execute lead pass / serve-to-sell motions tied to strategic expansion and ecosystem adoption, with clear customer value justification

Track Onboarding Progress & Outcomes

• Monitor engagement health, milestones, and adoption signals; maintain clear status reporting and documentation, escalating risks early and keep customers on track

Coach for Scaled Excellence

• Coach onboarding consultants and cross-functional partners on onboarding best practices and complex workflow patterns
• Contribute to playbooks and knowledge-sharing to improve team consistency and customer outcomes

Saved