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Client Onboarding Specialist - Fintech

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Foundever

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Location:
United Kingdom , London

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

35000.00 GBP / Year
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Job Description:

Foundever® and Intuit seeking a customer-obsessed and experienced Onboarding Specialist to join our team, working on behalf of one of the world’s leading fintech brands, Intuit QuickBooks.

Job Responsibility:

  • Execute Structured Customer Success Engagements: Conduct structured onboarding sessions (two 45-min sessions, one optional 30-min session), advanced feature sessions, and new strategic engagements within the first 60 days to drive product proficiency
  • Guide Setup & Workflows: Facilitate QuickBooks setup, review dashboards, and walk customers through core workflows (e.g., managing expenses/income) to build confidence and ensure adoption
  • Ensure Customer Success: Verify correct SKU setup and ensure alignment with customer product goals
  • Educate & Direct: Proactively guide customers to self-serve resources and the QuickBooks Digital Assistant for ongoing product support beyond onboarding

Requirements:

  • Exceptional Communication: Active listening and clear explanations to instill customer confidence
  • Customer Service & Empathy: Supportive and solution-oriented mindset, especially for customers who may find learning new systems challenging
  • Learn Fast mindset: Rapidly develop proficiency with QBO functionality for accurate setup and demonstration
  • Instructional & Coaching: Ability to teach and assign tasks ("homework") to promote practice and mastery
  • Organizational & Time Management: Highly organized to manage multiple customer engagements in strict timeframes
  • Proactive Mindset: Strong initiative for scheduling, follow-up, and ensuring program outcomes

Additional Information:

Job Posted:
February 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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