# Customer Success Consultant: Onboarding and Training

**Company:** [WeconnectU](http://jobs.workable.com/companies/ioWEUUt2iAv6gbNqikrikc.md)
**Location:** Somerset West, South Africa
**Workplace:** on site
**Employment type:** Full-time
**Department:** CMS

[Apply for this job](http://jobs.workable.com/view/c647ab6f-50e9-41f3-9aad-dc195468f1e2)

## 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.

## Requirements

-   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.