Customer Success Consultant: Onboarding and Training

Posted 18 Days Ago
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Somerset West, City of Cape Town, Western Cape, ZAF
In-Office
Senior level
Information Technology • Software
The Role
Lead client onboarding and data migration for property management software, prepare and format client data, create custom training plans, deliver system training, monitor progress, provide ongoing user support, advise on SOPs, and coordinate feedback and completion.
Summary Generated by Built In

WeconnectU, the market leader in property management software, is looking for a Customer Success Consultant: Onboarding & Training to join our fast-growing team.

We’ve built the most advanced Body Corporate and HOA management software on the market – a single solution that integrates every function of property management and accounting. As part of the team, you’ll play a key role in helping new clients get started, guiding them through both the data migration process and hands-on system training.

You’ll also be advising clients on best-practice SOPs, so we're looking for someone who’s comfortable with both systems and people.

Key Responsibilities:

  • Collaborate with the migration team to define data needs and format client data for upload.
  • Assist with data preparation and migration.
  • Create and manage custom training plans for clients.
  • Monitor training progress and ensure full client support.
  • Coordinate training completion and communicate feedback.
  • Conduct system training and offer ongoing user support.

Requirements
  • Bachelor’s in Accounting or 5+ years bookkeeping experience.
  • Proficient in Word, Outlook, PowerPoint; intermediate Excel.
  • Strong accounting skills, previous bookkeeping, processing up o TB, with audit prep experience, SARS submissions (VAT/EMP)
  • Training/consulting and customer service experience is a plus.
  • Strong communication & interpersonal skills (bilingual preferred).
  • Ability to explain financial concepts to non-financial users.
  • Organised and able to manage timelines and onboarding goals.
  • Professional representation of the company during training and migration.

Skills Required

  • Bachelor's degree in Accounting
  • 5+ years bookkeeping experience
  • Proficient in Word, Outlook, PowerPoint; intermediate Excel
  • Strong accounting skills, bookkeeping to trial balance, audit preparation experience, SARS submissions (VAT/EMP)
  • Training/consulting and customer service experience
  • Strong communication and interpersonal skills
  • Bilingual (preferred)
  • Ability to explain financial concepts to non-financial users
  • Organised and able to manage timelines and onboarding goals
  • Professional representation of the company during training and migration
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The Company
HQ: Western Cape
72 Employees
Year Founded: 2016

What We Do

Welcome to the home of intelligent property management software. We have the most advanced end-to-end ecosystem for managing Community Schemes, Rental Portfolios and Inspections and Maintenance. We have been where you are and heard what you've said. Our commitment is to solve your biggest challenges: Compliance, Manageability, Scalability and Profitability with simple solutions delivered with the finesse only first-hand property experience can provide.

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