Job Overview
Location
Remote U.S. or Canada
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 1, 2026
Full Job Description
đź“‹ Description
- • As an Onboarding Specialist at Puzzle.io, you will be the primary point of contact for new customers during their critical first interactions with the platform, guiding them through setup, accounting fundamentals, and data migration to ensure a confident and successful start. This role is essential to helping modern startups and small businesses transition smoothly to Puzzle’s real-time accounting platform, directly impacting customer satisfaction, retention, and long-term product adoption.
- • You will lead personalized 1:1 onboarding calls to configure accounts, explain core workflows, and support data migrations from platforms like QuickBooks and Xero, ensuring accuracy and minimizing disruption. Acting as a trusted advisor, you’ll translate complex bookkeeping concepts into clear, empathetic language while serving as the friendly first point of contact via video, email, and chat.
- • You will proactively identify risks, gaps, or opportunities during onboarding and recommend best practices, while collaborating closely with Customer Success, Product, and Engineering teams to surface customer feedback and improve the onboarding experience.
- • You will help refine onboarding playbooks, templates, and documentation as the company scales, contributing to a repeatable, high-quality customer journey.
- • You will ensure every customer completes onboarding feeling informed, confident, and excited to use Puzzle, laying the foundation for long-term success and advocacy.
- • You will join a mission-driven, well-funded startup led by experienced founders, where your work directly shapes how modern businesses experience accounting—offering significant impact, rapid learning, and career growth at the intersection of fintech and customer experience.
🎯 Requirements
- • 1–3 years of customer-facing experience in customer success, onboarding, support, accounting, or a related role
- • Working knowledge of bookkeeping and accounting fundamentals is required
- • Strong verbal and written communication skills, with the ability to explain complex ideas clearly and empathetically
- • Highly organized and comfortable managing multiple onboarding workflows simultaneously
- • Energized by talking to customers and building relationships
🏖️ Benefits
- • Competitive pay
- • 100% paid employee health, dental, and vision plans (U.S. & Canada vary)
- • 10 observed holidays and a flexible PTO policy
- • $1,000 home office budget and $2,400 co-working budget for in-person collaboration
- • $600 learning and development budget
- • 401K retirement plan
Skills & Technologies
About Puzzle.io, Inc.
Puzzle.io is a software company that provides a collaborative platform designed to streamline and enhance the process of building and managing data pipelines. Their solution caters to data engineers, analysts, and scientists, enabling them to visually design, orchestrate, and monitor complex data workflows. The platform emphasizes ease of use, automation, and integration with various data sources and tools, aiming to reduce the time and effort required for data transformation and analysis. Puzzle.io operates within the rapidly growing data infrastructure and MLOps market, offering a modern approach to data engineering challenges.
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