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Customer Success Consultant: Onboarding and Training at WeconnectU
Somerset West, Western Cape, South Africa -
Full Time

Start Date

Immediate

Expiry Date

18 Oct, 26

Salary

0.0

Posted On

20 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Data Migration, System Training, Bookkeeping, Accounting, Customer Success, SOP Advising, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, SARS Submissions, Audit Preparation, Interpersonal Communication, Financial Concept Explanation, Project Management, Customer Service

Industry

Software Development

Description
WeconnectU, the market leader in property management software, is looking for a Customer Success Consultant: Onboarding & Training to join our fast-growing team. We’ve built the most advanced Body Corporate and HOA management software on the market – a single solution that integrates every function of property management and accounting. As part of the team, you’ll play a key role in helping new clients get started, guiding them through both the data migration process and hands-on system training. You’ll also be advising clients on best-practice SOPs, so we're looking for someone who’s comfortable with both systems and people. Key Responsibilities: Collaborate with the migration team to define data needs and format client data for upload. Assist with data preparation and migration. Create and manage custom training plans for clients. Monitor training progress and ensure full client support. Coordinate training completion and communicate feedback. Conduct system training and offer ongoing user support. Bachelor’s in Accounting or 5+ years bookkeeping experience. Proficient in Word, Outlook, PowerPoint; intermediate Excel. Strong accounting skills, previous bookkeeping, processing up o TB, with audit prep experience, SARS submissions (VAT/EMP) Training/consulting and customer service experience is a plus. Strong communication & interpersonal skills (bilingual preferred). Ability to explain financial concepts to non-financial users. Organised and able to manage timelines and onboarding goals. Professional representation of the company during training and migration.
Responsibilities
The role involves guiding new clients through data migration and providing hands-on system training for property management software. Additionally, the consultant advises clients on best-practice standard operating procedures and monitors onboarding progress.