Accounting Training Manager

Docyt, pronounced “docket”, is a FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.

Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.

We seek an experienced Training Manager with a strong background in accounting to enhance our customer and employee training programs. This role involves updating training content, hosting webinars, and ensuring continuous customer education on our platform. The ideal candidate will have a background in finance and accounting and expertise in customer engagement and training.

• →Training Content Development: Update and refine training materials to reflect our platform's latest features and best practices.
• →Webinar Hosting: Organize and conduct regular webinars for customers to facilitate real-time learning and engagement.
• →Customer Onboarding: Oversee the training aspect of customer onboarding, ensuring a smooth transition and successful adoption of Docyt.
• →Training Sessions: Conduct detailed training sessions and demonstrations to educate customers about the platform's functionalities and features.
• →Communication: Maintain effective communication with customers through email, phone calls, video conferences, and other channels to address inquiries, provide support, and offer solutions.
• →Process Improvement: Develop and maintain a structured training process to guide customers efficiently.
• →Learn to utilize Docyt's proprietary software to assist US-based customers in understanding how to use the software.
• →We expect candidates to maintain the highest level of integrity to uphold the confidentiality of sensitive financial data.
• →This job may require some Saturday and Sunday flexibility, depending upon the client's needs.

• Undergraduate degree in finance, or commerce with an accounting concentration is highly desired.
• The candidate should have good knowledge of the following:
   • Balance sheets, P&L statements, income and expenditure statements
   • Reconciling a chart of accounts (including bank accounts)
   • Posting month-end journal entries
   • Preparing financial reports (including payroll processing)
• Good verbal and English writing skills are a must for communicating with our U.S. based clients.

• Skills:
• Excellent knowledge of accounting and finance.
• Strong communication and interpersonal skills, capable of building trust and rapport with customers.
• High organizational skills and attention to detail.
• Effective problem-solving skills and a proactive approach to customer needs
  .
• Additional Requirements:
• Work shift: Day time with US morning / evening hours intersection

Desirable Qualities:

• A quick learner who is process-oriented and adept at managing multiple tasks and priorities effectively.
• An empathetic approach to training, focusing on empowering users to maximize the use of our platform.