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Customer Success Consultant : Onboarding and Training

Customer Success Consultant : Onboarding and Training

WeconnectUSomerset West, Western Cape, ZA
30+ days ago
Job type
  • Quick Apply
Job description

WeconnectU, the market leader in property management software, is looking for a  Training and Migration Consultant  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.

Requirements

  • Bachelor’s in Accounting or 5+ years bookkeeping experience. (Advantage)
  • Proficient in Word, Outlook, PowerPoint; intermediate Excel.
  • 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.
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    Customer Consultant • Somerset West, Western Cape, ZA