Product Demo & Onboarding Executive

Job Description (JD)

The Product Demo & Onboarding Executive is responsible for delivering product demos, supporting conversions, and ensuring smooth onboarding for new customers using our CRM for accountants.

• Deliver live product demos to UK accounting firms (online meetings)
• Tailor demos based on firm size and specific requirements
• Follow up prospects post-demo and support conversion to paid customers
• Onboard new customers and guide them through first-time setup
• Assist with basic configuration, workflows, and initial usage
• Ensure customers achieve value within the first 30 days
• Collect customer feedback and share insights with product and growth teams
• Maintain accurate demo, onboarding, and follow-up records in the CRM

Candidate Requirements

• 1–2 years’ experience in SaaS demos, onboarding, customer success, or sales support
• Strong verbal and written communication skills (professional English)
• Confident presenting software to clients
• Organized, detail-oriented, and customer-focused
• Comfortable using CRM systems and online meeting tools
• Bachelor’s degree preferred

Ideal if Candidate has this:

• Exposure to accounting, bookkeeping, or professional services
• Experience working with overseas / UK clients
• SaaS or startup experience

Job Type: Full-time

Work Location: In person