Puzzle 🧩🚀

Onboarding Specialist

Puzzle 🧩🚀

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Lead 1:1 onboarding calls with new customers to set up their Puzzle account and core workflows
  • Guide customers through bookkeeping and accounting concepts relevant to startups and small businesses
  • Support data migrations from other accounting platforms (e.g., QuickBooks, Xero), ensuring accuracy and a smooth transition
  • Serve as a friendly, knowledgeable first point of contact via video, email, and chat
  • Proactively identify gaps, risks, or opportunities during onboarding and recommend best practices
  • Partner closely with Customer Success, Product, and Engineering teams to surface feedback and improve the onboarding experience
  • Help refine onboarding playbooks, templates, and documentation as we scale
  • Ensure customers complete onboarding feeling confident, informed, and excited to use Puzzle

Requirements

  • 1–3 years of customer-facing experience (customer success, onboarding, support, accounting, or similar)
  • Working knowledge of bookkeeping and accounting fundamentals
  • Strong verbal and written communication skills- able to explain complex ideas clearly and empathetically
  • Energized by talking to customers and building relationships
  • Highly organized and comfortable managing multiple onboarding workflows at once
  • Curious, adaptable, and excited to learn new tools and processes
  • Experience onboarding customers in a B2B SaaS environment (nice-to-have)
  • Familiarity with startup accounting and common tools (QuickBooks, Xero, Stripe, Gusto, etc.) (nice-to-have)
  • Background in accounting, finance, or bookkeeping (nice-to-have)
  • Experience working at a startup or fast-growing company (nice-to-have)
Benefits
  • 100% paid employee health, dental, and vision plans (U.S. & Canada vary)
  • 10 observed holidays and a flexible PTO policy so you can recharge
  • $1000 home office budget to get you set up for success
  • $2400 co-working budget for face time with your colleagues
  • $600 learning and development budget
  • 401K so you can save for your future
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
bookkeepingaccountingdata migration
Soft Skills
communicationrelationship buildingorganizationadaptabilitycuriosity