Accelo

www.accelo.com

1 Job

89 Employees

About the Company

Accelo is an all-in-one Professional Services Automation (PSA) software designed to help service-based businesses work more efficiently and scale successfully. Serving industries like consulting, engineering, architecture, IT, and marketing, Accelo brings together client management, project tracking, resource scheduling, and financial workflows in one easy-to-use platform. With tools for CRM, invoicing, and analytics, Accelo helps teams stay organized, improve profitability, and gain better visibility into their operations.

Listed Jobs

Company Name: Accelo
Job Title: Customer Onboarding Specialist
Job Description: **Job Title** Customer Onboarding Specialist **Role Summary** Drive the end‑to‑end onboarding of new SaaS clients, configuring accounts, delivering training, and managing integrations to ensure rapid adoption and customer success. **Expactations** - Deliver a seamless onboarding experience that meets or exceeds scheduled timelines. - Translate business requirements into technical configurations. - Act as the primary point of contact during implementation and transition to Customer Success. - Foster strong customer relationships and advocate for product value. **Key Responsibilities** - Collaborate with Professional Services Managers on initial client implementations. - Take full ownership of smaller projects, progressing to larger, complex engagements. - Configure client accounts, set up workflows, and perform data migration to the platform. - Conduct engaging training sessions (online, in-person, recorded) to educate users. - Manage third‑party integrations (email, accounting, monitoring tools) and API connections. - Provide timely support via email, phone, and virtual meetings. - Track project scope, budget, and schedule while managing multiple concurrent accounts. - Identify and recommend process improvements and new resources to enhance adoption. **Required Skills** - 1+ years in SaaS Professional Services, Implementation, Onboarding, or Consulting. - Strong technical aptitude and ability to translate business needs into solutions. - Excellent written and verbal communication, presentation, and stakeholder management. - Proven project management skills—handle multiple clients with precision and urgency. - Experience with fast‑paced, client‑facing environments. **Required Education & Certifications** - Bachelor’s degree in Business, Information Technology, or related field (or equivalent experience). - No specific certifications required, though familiarity with PSA/CRM or SaaS tools is preferred.