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:
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Collaborate with the migration team to define data needs and format client data for upload.
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Assist with data preparation and migration.
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Create and manage custom training plans for clients.
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Monitor training progress and ensure full client support.
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Coordinate training completion and communicate feedback.
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Conduct system training and offer ongoing user support.
Requirements
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Bachelor’s in Accounting or 5+ years bookkeeping experience.
- Proficient in Word, Outlook, PowerPoint; intermediate Excel.
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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.
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Strong communication & interpersonal skills (bilingual preferred).
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Ability to explain financial concepts to non-financial users.
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Organised and able to manage timelines and onboarding goals.
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Professional representation of the company during training and migration.
