Puzzle · 10 hours ago
Onboarding Specialist
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $80K/yr
1+ years expPuzzle is a company focused on reimagining accounting for modern startups and small businesses. They are seeking an Onboarding Specialist to guide new customers through their initial experience with their platform, ensuring they understand accounting concepts and are set up for success.
Financial Services
No H1B
Responsibilities
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
Qualification
Required
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
Preferred
Experience onboarding customers in a B2B SaaS environment
Familiarity with startup accounting and common tools (QuickBooks, Xero, Stripe, Gusto, etc.)
Background in accounting, finance, or bookkeeping
Experience working at a startup or fast-growing company
Benefits
Competitive pay
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
And much more
Company
Puzzle
Puzzle generates more accurate accounting in 20-50% less time than Quickbooks.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$45.25MKey Investors
General Catalyst
2023-11-15Series A· $30M
2023-02-16Series A· $15M
2021-04-01Seed
Leadership Team
Sasha Orloff
Cofounder & CEO
John Cwikla
CTO & Cofounder
Recent News
generalcatalyst.com
2024-12-27
Company data provided by crunchbase