Account Specialist

• Do you want to be responsible for ensuring a professional onboarding of customers in a digitally driven accounting company?

Optimize is seeking an ambitious and structured Account Specialist who will take a central role in onboarding new customers and ensuring a strong link between sales and operations. You will be responsible for creating a professional and efficient start for new customers – and thereby ensuring that the collaboration gets off on the right foot.

Since 2012, Optimize has helped small and medium-sized enterprises as well as accountants to streamline their finance function through digital bookkeeping, accounting, and payroll administration. Today the company comprises about 35 employees in Denmark and the Philippines and is characterized by a strong culture focused on well-being, responsibility and digital innovation.

Optimize is ISO27001 certified and works purposefully with data security and quality, while also focusing on social responsibility and employee well-being.

If you are passionate about customer contact, structure, processes and finance – and you thrive at the intersection between people and systems – then this is an obvious opportunity.

Your responsibilities

• Onboarding of new customers – from handover from sales to handover to operations
• Responsible for the dialogue with the customer throughout the entire onboarding process
• Planning, coordination and follow-up on the onboarding process
• Creation and structuring of workflows in the Ratios system
• Assessment and adjustment of tasks in relation to time estimates, price and delivery
• Ensure a smooth transition to operations and correct task placement (DK and PHI)
• Ongoing optimization and streamlining of onboarding processes
• Follow-up with customers to ensure quality and satisfaction
• Offboarding of customers in case of termination of cooperation

Your profile

You will likely recognize yourself in most of the points below

• Education and/or solid experience in finance or auditing
• Experience with customer dialogue and advisory
• Skills in project management, planning and process optimization
• Good system understanding and interest in digital tools
• Structured and quality-conscious approach to tasks
• Danish and English in writing and speaking – especially professional terms

You are motivated by good dialogue with customers and colleagues, where you proactively and solution-oriented create the framework for a good collaboration. You are naturally initiative-taking and you enjoy contact with new people.

The perspective

You will take a central role in an ambitious growth company, where onboarding is crucial for both the customer experience and future operations. You will be the one to ensure that new customers come aboard professionally and efficiently – thus laying the foundation for a strong and long-lasting collaboration.

The position gives you the opportunity to put your clear stamp on how onboarding processes are structured and developed going forward. You will work closely with sales, operations and management, and you will have significant influence on creating coherence between people, processes and systems so that customers come aboard well and get going at Optimize.

At the same time, you will be part of a culture where well-being, development and flexibility are in focus – with opportunities for sparring, skill development and a workday with variety and responsibility.

Interested?

Does this sound like the job for you? We look forward to receiving your application and CV. You apply via the “search for the position” function.

If you have any questions, you are very welcome to contact Partner, Bjørn Steen Lauritsen at tel. 5132 9188 or Selectors® at 7210 0030.

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Aabenraa

Job type

Full-time

Application deadline

As soon as possible

Contacts

Bjørn Steen Lauritsen

Partner

+45 51 32 91 88

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