Customer Onboarding / Customer Success Representative (SaaS) (m/f/d) - home office - remote

About us

At Link My Books, we’re on a mission to simplify ecommerce accounting for sellers worldwide. Our innovative software helps thousands of ecommerce businesses automate their financial processes, saving time and money.

Join our highly rated team, where you’ll work alongside passionate, skilled professionals dedicated to delivering world-class service.

About the Role

We’re looking for a proactive, self-driven Onboarding Specialist to own and optimize our customer onboarding experience. You’ll be responsible for tracking the progress of new users, identifying high-value opportunities, and engaging with them directly—via calls, emails, and demos—to help them experience the full value of our product and convert from free trial to paid.

This is not a task-driven role. We need someone who takes initiative, figures things out, and thrives on measurable impact. If you’re KPI-driven, love talking to customers, and can confidently guide them to a purchasing decision, this role is for you.

Tasks

• Own & Optimize the Onboarding Flow: You completely own the onboarding process and take action to move the clients forward.
• Pick Up the Phone & Close Deals – Proactively reach out to high-value trial users, understand their needs, and guide them to upgrade.
• Deliver Engaging Video Calls – Show users how our product solves their problems and make it easy for them to say yes.
• Drive Conversions & Hit KPIs – Your success is measured by trial-to-paid conversion rates.

Requirements

• Self-learner: who thrives in a fast-paced, autonomous environment.
• Problem-Solvers: Analytical thinkers who approach challenges methodically and provide effective solutions.
• Customer-Focused: Dedicated to delivering outstanding service and ensuring customer satisfaction. Min. 1 year Demo Call or Customer Support Exp.
• Financially Knowledgeable: Experienced in accounting, with a solid grasp of double-entry bookkeeping, balance sheets, and profit & loss statements.
• Self-Motivated: Capable of working independently in a remote environment.
• Tech-Savvy: Quick to learn new tools and adapt to ongoing software developments.

Benefits

• No pysical meetings.
• No micromanagment.
• Enjoy a flexible schedule that fits your lifestyle. CET Time Zone.
• Contractor contract with min. 35 hours & competitive pay.

Bonus if you have:

• Expertise in VAT and account reconciliation.
• Hands-on experience with Xero and QuickBooks.
• Flexibility to cover additional hours during peak times or for team coverage.