Software Onboarding Specialist (Fintech)

TL;DR

Software Onboarding Specialist (Fintech): Managing the migration of customers from desktop to cloud-based tax platforms with an accent on product configuration and user adoption. Focus on delivering end-to-end onboarding sessions, resolving technical blockers, and creating training materials to ensure customer productivity.

Location: Hybrid (Duleek, Ireland)

Company

hirify.global provides digital practice software for accountants and businesses across the UK and Ireland, specializing in tax, compliance, and payroll solutions.

What you will do

• Deliver end-to-end onboarding for customers migrating to the hirify.globalTax cloud platform.
• Conduct remote sessions covering product setup, data migration, and initial workflows.
• Identify and resolve technical or process blockers, escalating to product teams when necessary.
• Deliver live training sessions and produce supporting guides and resources to aid customer self-sufficiency.
• Monitor customer progress and gather feedback to improve the onboarding process and identify feature gaps.
• Collaborate with Customer Success, Support, and Product teams to ensure alignment on migration priorities.

Requirements

• Must be based in or able to work hybrid from Duleek, Ireland.
• 2+ years of experience in customer-facing software roles such as onboarding, implementation, or technical support.
• Proficiency in navigating and troubleshooting SaaS products in real time.
• Strong communication skills for explaining technical concepts to non-technical users.
• Ability to work independently and take ownership of customer outcomes.
• Comfortable utilizing AI tools to enhance productivity.

Nice to have

• Familiarity with accounting, tax compliance, or bookkeeping workflows.
• Knowledge of MTD (Making Tax Digital) requirements.
• Experience using Customer Success platforms like ChurnZero.
• Previous involvement in software migration or implementation programs.

Culture & Benefits

• Collaborative, human-centric culture with a high-trust environment.
• Genuine flexibility in work arrangements and autonomy to grow professionally.
• Heavy investment in AI, creating opportunities for career development.
• Support for employee wellbeing and recognition of strong performance.

Hiring process

• Application review, screening call, and psychometric testing.
• Two rounds of interviews (First Stage and Second Round).
• Reference and right-to-work checks prior to a conditional offer.