• 3+ years as an onboarding specialist in a B2B SaaS organization (or equivalent)
• You thrive in a customer-facing role and are excellent at influencing Customer thinking, aligned to established best practices
• You are a detail-oriented Project Manager
• You understand and can explain how APIs can be used to support advanced customer workflows & requirements
• You use the tools available to find solutions to complex queries
• You have experience in decreasing onboarding time and improving customer happiness
• You are autonomous and have managed complex customer-facing projects to completion
• You have a growth mindset and thrive in the building stage of a nascent team
• You’re highly adaptable, autonomous, and quickly acclimatize to a rapidly changing business and industry
• You have exceptional written and verbal communication skills
• Focus on continuous improvement To master your craft
• Empathetic Team player
• Metrics Driven
• Excellent Communicator
• Radical ownership of your duties

Desirable

• As we grow, we need a dedicated Onboarding Specialist to help our merchants integrate with their existing tech stack, improve our existing process, and educate merchants on Upflow. This position’s primary role is getting our customers live and achieving time to first value
• Onboard all new customers following and improving a streamlined and highly visible approach to onboarding
• Owning the customer from Sales Handover to Go-Live, and providing extended support to Sales until the end of the sales process, and to CS post-go-live throughout the Proof of Concept Period
• Strong Technical knowledge of APIs and ability to carry out data analysis. Will need to have comfort speaking about our native integrations (NetSuite, Xero, QBO, Stripe, Zuora, Sage Intacct, Chargebee)
• Reduce onboarding time so our customers are live on the Upflow platform quicker and achieve Time To First Value faster
• Document and maintain accurate records of client configurations, customizations, and communication to ensure a comprehensive understanding of each customer, and build approaches we can leverage in the future
• Partner with our product team to ensure that we position our product offering in line with increasingly complex customer requirements. Together, you will drive optimal business outcomes regarding new sales, onboarding and retention
• Help make our customers successful by providing best-in-class functional, technical & implementation advisory in the onboarding process, configuring Upflow to dramatically impact cash collection performance
• Elevate your skills as we tackle our most impactful challenges: Become a finance expert & work with the best finance teams in the world to define what the future holds for B2B payments

• 1 - Screening call with Pegeen, Customer Experience Team Lead
• It’s a discussion with our customer success lead - your closest counterpart in your day-to-day. We’ll get deeper into your expertise and know-how. We’ll also give you a clearer view of what your day-to-day in that role is like. It’s a good opportunity to see if you foresee yourself working at Upflow
• 2 - Home assignment
• Your time to shine! You’ll be given a home assignment. Yes, it is designed to assess your skills. But it’s also designed to give you a better taste of what being part of Upflow is like. Again, hiring is a two-way street! Ultimately: we believe assignments are a great way to control our biases. We care for what you do; not your schooling, social background, or the gender you identify yourself to
• 3 - Home Assignment (Commercial Review) - Brad (CRO), Côme (GTM lead Payments),
• Your hiring manager & key colleagues will spend up to 45 minutes debriefing your case with you. Hiring managers at Upflow are looking for confident, capable team players: taking and giving feedback is key to thriving with us, so we will push on your case response and make sure it’s robust!
• 4 - Meet the team!
• You’ll also meet up with a few peers form the Customer Experience team so you can foresee what being part of this team will be like. Cohesion in the team is paramount for us. Come with your questions!
• 5 - Founder interview
• Meet with Alex (co-founder & CEO). He will tell you everything about Upflow’s vision and values. It’s a privileged moment to ask questions, too