Quickly

www.helloquickly.com

1 Job

17 Employees

About the Company

Quickly makes it easy for companies to save on their supplier bills by offering the option of early payment. No credit. No debt. No friction. Just better cash flow, on your terms. Tailored for B2B marketplaces and built to sync with your finance stack, including specialized ERP systems, Quickly amplifies the payment process, enabling businesses of all sizes to pay partners faster and save money in the process.

Listed Jobs

Company Name: Quickly
Job Title: Onboarding and Support Specialist
Job Description: **Job title:** Onboarding and Support Specialist **Role Summary:** Lead the end‑to‑end onboarding of new clients to the platform, ensuring smooth project execution, successful system activation, and effective post‑onboarding support. Act as the primary liaison across sales, FinOps, product, and customer success teams while delivering high‑quality client service and continuous process improvement. **Expectations:** - Complete 95%+ of client onboarding projects within agreed timelines. - Achieve client satisfaction scores ≥ 90 % on post‑onboarding surveys. - Reduce support escalation frequency by 20 % through proactive issue resolution. - Drive adoption milestones for each client, meeting defined usage metrics. **Key Responsibilities:** - Own and manage the full onboarding lifecycle for new customers. - Create, track, and maintain onboarding plans, task assignments, and deadlines. - Conduct project kickoff calls and deliver status updates to internal teams and clients. - Coordinate cross‑functional work among sales, FinOps, customer success, and product. - Document and validate client transaction testing plans with FinOps and technical teams prior to go‑live. - Serve as first‑line support for post‑onboarding issues: troubleshoot, triage bugs, and escalating to appropriate teams. - Develop and maintain internal documentation and client‑facing resources. - Proactively engage clients to confirm adoption milestones and offer best‑practice guidance. - Support account administration and data configuration as needed. - Identify and propose workflow and product improvements based on client feedback and support metrics. **Required Skills:** - 1–3 years’ experience in onboarding, implementation, customer support, or account management within SaaS or fintech. - Proven ability to manage client projects or complex onboarding processes. - Strong organizational, communication, and written‑communication skills. - Detail‑oriented, process‑focused, and self‑motivated. - Proficiency with project management/CRM tools (e.g., Google Workspace, HubSpot, Intercom, Asana). - Tech‑savvy, comfortable learning new platforms and tools quickly. **Required Education & Certifications:** - No explicit degree or certification requirement specified. - Preferred: Bachelor’s degree in Business, Finance, or related field. ---