Technical Onboarding Consultant

Reposted 3 Days Ago
Be an Early Applicant
Austin, TX
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Technical Onboarding Consultant partners with Customer Success Managers to ensure smooth customer onboarding, focusing on technical integration, data migration, troubleshooting, and process improvements.
Summary Generated by Built In

At Anchor, we’re transforming B2B payments with our automated billing and collections platform so accounting and professional-services firms can focus on what they do best.

As a Technical Onboarding Consultant, you will play a critical role in partnership with Customer Success Managers in ensuring customers adopt Anchor smoothly and confidently. This role blends technical onboarding, data migration, customer guidance, and cross-functional collaboration with ownership of custom special projects that drive efficiency, scale, and operational excellence across the onboarding lifecycle.

You will partner closely with Customer Success Managers, Support, Sales, Product teams, and customers to create seamless migration experiences, troubleshoot complex scenarios, and improve onboarding processes. With heart, grit, and ownership, you’ll help create exponential value for our customers and support Anchor’s continued growth.

This position is hybrid-based in Austin, TX, with a mix of office and remote work (4 days from the office, 1 day from home), with part of the team distributed globally. The ideal candidate thrives in a hybrid environment, fostering collaboration and engagement across both in-office and remote teammates.

  • Advanced Microsoft Excel experience - MUST.
  • Bachelor’s degree and 2-3 years of professional experience in Accounting, Finance, Technical, or a related field.
  • Strong problem-solving skills and the ability to troubleshoot complex data challenges.
  • High attention to detail and accuracy in data handling and documentation.
  • Independent, fast learner with a detail-oriented and can-do attitude.
  • Hands-on team player with a passion for process improvement and collaboration.
  • Thrives in a hyper-growth, fast-paced, and uncertain environment.
  • Demonstrates a strong work ethic and the ability to manage multiple priorities.

Top Skills

Excel
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The Company
HQ: New York, New York
45 Employees

What We Do

Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end billing and collections solution, and removing all manual labor from these processes, Anchor eliminates the risks of fraud and human error in B2B payments.

Founded in 2021, Anchor is a U.S. company, with an R&D Center in Israel. Backed by market leaders including Rapyd Ventures, Entrée Capital, Tal Ventures, and additional CEOs and founders from the tech and finance space, Anchor brings the SaaS billing experience to the B2B service industry and is the first to support dynamic billing needs that change constantly. Anchor’s purpose is to make business owners thrive, by allowing them to focus their time and resources on doing business, not billing.

Visit www.sayanchor.com to learn more and get started.

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