Customer Success Consultant: Onboarding and Training

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.