Talent.com
WatersEdge Solutions
Small Business Onboarding SpecialistWatersEdge Solutions • Cape Town, Western Cape, ZA
Small Business Onboarding Specialist

Small Business Onboarding Specialist

WatersEdge Solutions • Cape Town, Western Cape, ZA
30+ days ago
Job description

Location: Hybrid Cape Town Employment Type: Full-Time Industry: SaaS | Accounting Technology | Customer Success

WatersEdge Solutions is partnering with a client to recruit a customer-focused Small Business Onboarding Specialist. This role is ideal for someone who enjoys helping small business customers get started successfully, combining onboarding, product guidance, light sales conversion, and customer success support.

About the Role

As Small Business Onboarding Specialist, you will own the customer experience from first contact through the first 90 days of the customer journey. You’ll engage prospective and new subscribers, convert qualified leads, run discovery calls and product demos, and guide customers through setup and early adoption.

Key Responsibilities

  • Engage new subscribers within their first 90 days to support successful onboarding
  • Understand customer business needs and guide setup accordingly
  • Run 1:1 and small-group onboarding sessions or webinars
  • Cover key workflows such as bank feeds, invoicing, bills, payments, and reporting
  • Address product questions and reduce setup or adoption friction
  • Identify upsell, cross-sell, or ecosystem app opportunities
  • Document customer interactions, pain points, and recommendations
  • Collaborate with sales, marketing, customer success, and product teams
  • Stay updated on product features, competitor offerings, and industry trends
  • Participate in sales meetings, enablement, and training sessions

What You’ll Bring

  • 2+ years of experience in onboarding or customer success
  • Excellent written and verbal communication skills
  • Ability to simplify complex concepts for small business owners
  • Strong attention to detail and organisational skills
  • Ability to work independently and manage a varied workload
  • Comfortable working in a high-activity, data-driven environment
  • Experience using CRM systems such as Salesforce or HubSpot
  • Bachelor’s degree or equivalent practical experience preferred

Nice to Have

  • SaaS sales or onboarding experience
  • Basic understanding of small business accounting processes such as invoicing, bills, and reconciliations
  • Experience running webinars, product demos, or customer training sessions

What’s On Offer

  • Opportunity to support small businesses through their early product journey
  • Collaborative environment across sales, customer success, marketing, and product
  • Role with direct impact on activation, adoption, retention, and customer growth
  • Exposure to SaaS onboarding and accounting technology

Company Culture

This is a values-led environment focused on creating customer experiences that people love. The team values progress, accountability, empathy, collaboration, and continuous learning. It’s a strong fit for someone who enjoys helping customers, moving quickly, and working together to create positive outcomes.

#J-18808-Ljbffr

Create a job alert for this search

Small Business Onboarding Specialist • Cape Town, Western Cape, ZA

Similar jobs

Lead Qualification Specialist (Inside Sales)

TransPerfectCape Town, WC, ZA

The Lead Qualification Specialist is a proactive, communication-driven inside sales professional responsible for managing inbound leads and moving unqualified prospects toward sales-readiness.As on... Show more

Virtual Sales Advisor

EmplyfyAtlantis, WC, ZA

Want a fully remote sales role where your performance directly impacts your earning potential?.We’re a growing UK-based cleaning company specialising in Residential and End of Tenancy cleaning, and... Show more

Sales Operations Executive

EmplyfyBlouberg, WC, ZA

We’re looking for a commercially minded.This role combines customer engagement, sales activity and accurate CRM management.You’ll manage warm leads, support the sales process, maintain accurate cus... Show more

Sales Executive

EmplyfyAtlantis, WC, ZA

We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.If you’re someone who enjoys speaking to people, closing deals and seeing the direct results of your ha... Show more

Business Development Manager

Founder ConsultingCape Town, Western Cape, South Africa
Remote
Quick Apply

Gazer is an international manufacturer of automotive security systems – immobilisers, dash cameras, and related electronics.We operate across Ukraine, Canada, the Middle East, USA, the UK, and Indi... Show more

Service Solutions Sales Consultant

EmplyfyBlouberg, WC, ZA

Service Solutions Sales Consultant.We’re a UK-based cleaning company specialising in.Residential End of Tenancy cleaning.You’ll speak with warm leads, understand exactly what each customer needs an... Show more

Recruitment & Growth Lead (South Africa)

RunRemoteCape Town, Western Cape, South Africa

Hey there! We're looking for a.Philippines, South Africa and LATAM with the world's best companies.If you have a strong background in agency recruitment, enjoy winning new business, and are ready t... Show more

Sales Specialist

EmplyfyAtlantis, WC, ZA

We’re growing — and we’re looking for a.As a UK-based cleaning company specialising in.Residential End of Tenancy cleaning.We need someone who can take those leads, have great conversations and clo... Show more

On-boarding Manager

RAY AICape Town, South Africa

RAY AI is a cutting-edge productivity company that empowers builders, innovators, and entrepreneurs by providing AI-enabled virtual assistants.Our assistants take on time-consuming tasks, allowing ... Show more

Wealth Manager (New Business) | Claremont

The Recruitment CouncilClaremont, Western Cape, ZA

Wealth Manager (New Business) Main Purpose of Job The primary purpose of the Wealth Manager role is to share the Companys story with as many ideal clients as possible, ensuring sustainable growth ... Show more

 • Promoted

Service Sales Executive

EmplyfyAtlantis, WC, ZA

We’re looking for an ambitious.Our customers are already looking for cleaning services — your job is to understand what they need, present the right solution and turn the enquiry into a booking.You... Show more

Account Specialist

Salt South AfricaCape Town, ZA

The Account Specialist is responsible for managing and growing a portfolio of business clients while delivering a high standard of customer service.The role supports clients from onboarding through... Show more

 • Promoted

Business Development Manager

Optimal Growth TechnologiesCape Town, Western Cape, South Africa
Quick Apply

Optimal Growth Technologies provides organizations of all sizes with the best, most trustworthy solutions.In the ever-evolving technology market, we believe that companies need reliable allies who ... Show more

Remote Sales Consultant

EmplyfyAtlantis, WC, ZA
Remote

Looking for a sales role where your results genuinely matter?.We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.Working remotely, you’ll manage warm cust... Show more

B2C Sales Consultant

EmplyfyBlouberg, WC, ZA

We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.If you’re driven by targets, enjoy speaking to customers and know how to turn a conversation into a sal... Show more

Sales Support Specialist

EmplyfyMelkbosstrand, WC, ZA

UK-based cleaning company and help ensure customer enquiries are followed up, managed and converted into bookings.You’ll support the sales process by engaging with warm leads, answering customer qu... Show more

Digital Sales Consultant

EmplyfyAtlantis, WC, ZA

Ready to put your sales skills to work in a fast-moving, digital-first environment?.We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.You’ll manage digit... Show more

Business Insurance Specialist (WC)

Liquid ThoughtCape Town, Western Cape, South Africa
Quick Apply

BUSINESS INSURANCE SPECIALIST (WC).Love the chase? Built for the close? This one's for you.A leading name in the South African financial services sector is on the hunt for ambitious Business Insura... Show more