Neukundenbetreuer (m/w/d)
Core
Onboarding new clients to Agenda accounting and payroll software, guiding them through setup and initial usage.
Role type
Customer Success Specialist (Onboarding)
Builds
Agenda software solutions for law firms and businesses
Domain
Accounting, Payroll, Legal Tech
Deliverable
client delivery
Required skills
Accounting knowledge, Payroll processing, Client onboarding, Software setup, Data migration, Technical troubleshooting
Preferred skills
Experience with law firm software, Agenda software knowledge, Digital tools proficiency
Responsibilities
Guide new clients through software onboarding, Assist with initial setup of firms and user accounts, Introduce basic functions and workflows, Help with technical setup (access, certificates), Support data migration from legacy systems, Advise on training and support options