Onboarding and Support Specialist

About Quickly

Quickly enables businesses to save on supplier bills by offering early payment options with no credit, no debt, and no friction—just improved cash flow on their terms. Designed for accounting teams, Quickly integrates seamlessly with existing finance stacks, including specialized ERP systems, to optimize payment processes. By helping businesses of all sizes pay suppliers faster, Quickly enhances financial efficiency and facilitates cost savings.

About the Role

As an Onboarding and Support Specialist at Quickly, you will be responsible for ensuring that new clients are successfully and efficiently onboarded to our platform. Think of this as a project management role: you will coordinate cross-functional inputs, track progress, and guide clients through a clearly defined onboarding journey. You'll also support clients post-onboarding, acting as the first line of support for troubleshooting and ongoing platform use.

This role is ideal for someone who enjoys ownership, thrives on structure and process, and wants to make a real impact in helping clients get set up for long-term success.

What you'll do

Onboarding Project Management

• Own and manage the end-to-end onboarding process for new clients.
• Create and manage onboarding plans, assign tasks, monitor deadlines, and ensure timely activation.
• Facilitate project kickoff calls, track deliverables, and communicate status updates to internal teams and clients.
• Coordinate cross-functional work between sales, FinOps, customer success, and product teams.
• Document client-specific transaction testing plans and work closely with our FinOps and technical teams to ensure clean, validated test runs before clients go live.

Client Support

• Act as a first point of contact for client questions post-onboarding.
• Troubleshoot issues, triage bugs, and escalate internally as needed.
• Create and maintain internal documentation and client-facing resources.

Client Engagement

• Proactively follow up with clients to ensure adoption milestones are met.
• Share best practices and offer guidance on how to maximize value from the Quickly platform.
• Support ongoing account administration and data configuration where required.

Process Improvement

• Help refine onboarding and support workflows to increase efficiency and client satisfaction.
• Identify patterns in client feedback to help inform product and process improvements.

Who you are

We're looking for someone who is:

• A natural project manager — organized, communicative, and great at keeping things on track.
• Comfortable working with clients and internal teams across multiple priorities.
• A strong communicator, both written and verbal, with attention to detail.
• Tech-savvy and eager to learn new tools and platforms.

Minimum Qualifications

• 1–3 years of experience in onboarding, implementation, customer support, or account management roles in SaaS or fintech.
• Demonstrated experience managing client projects or complex onboarding processes.
• Familiarity with tools like Google Workspace, HubSpot, Intercom, Asana, or other CRMs/helpdesk tools.

Bonus points for:

• Experience or education in accounting or finance, or working with finance/accounting teams.
• Exposure to ERP systems or accounting software (e.g., Sage, QuickBooks, Yardi, Acumatica, Viewpoint).
• Experience working in a fast-growing startup environment.
• Prior experience with payment processing or B2B software platforms.

Working at Quickly

We work in-office 5 days a week but are flexible when people need to work from home.

We sometimes work more than the standard 8-hour day.

We collaborate with our teammates instead of working in silos.

We communicate transparently and often.

We challenge each other's assumptions in the spirit of improvement.

Quickly perks

High potential for growth & complete ownership from the beginning.

Equity in an early-stage startup.

Competitive base salary.

Full medical and dental benefits.

Rapid learning environment.

Flexible vacation policy.

Why you might not like us

We (sometimes) operate on aggressive schedules

We have high expectations for ourselves and everyone on the team

We will keep a lean team. You'll learn a lot, build a cool product, and grow as our company scales.

We don't know what we don't know. We will learn it together.

We love to remain positive, even in the face of adversity.

We don't take ourselves too seriously (most of the time).

Job Type: Full-time

Pay: $55,000.00-$75,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• Extended health care
• Life insurance
• Paid time off
• Stock options

Work Location: In person