Onboarding Specialist
Puzzle(23 days ago)
About this role
Puzzle is reimagining modern startup and small business accounting with a platform that offers real-time data, automation, and fintech integrations. They aim to make accounting intuitive, transparent, and helpful, focusing on onboarding new customers effectively.
Required Skills
- Customer Success
- Onboarding
- Bookkeeping
- Communication
- Account Management
- SaaS
- Fintech
- Account Setup
- Data Migration
- Customer Support
About Puzzle
puzzle.ioPuzzle is an innovative accounting software platform designed specifically for startups and tax preparation, offering a modern alternative to traditional systems like QuickBooks. It provides real-time finance insights and startup metrics, facilitating automatic revenue recognition and simplifying accounting processes. With a focus on AI-driven accuracy, Puzzle enables users to efficiently manage their bookkeeping while offering powerful integrations to cloud-based services. Its user-friendly interface supports founders, accountants, and firms, helping streamline financial management and reduce manual workloads.
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