Support new clients in getting started with the firm's digital tools: client portal, invoicing software, document upload, etc.
Guide them through implementing their electronic invoicing process: connecting to the e-invoicing platform, submitting invoices, and managing the approval workflow
Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external
Act as the link between the client and internal teams to ensure smooth communication from the outset of the relationship
Identify malfunctions, propose improvements, and contribute to optimizing our client onboarding process
Detect additional client needs and escalate them to the assigned chartered accountant
In parallel, you will be assigned a tailored client portfolio to maintain hands-on operational involvement in the role.
Requirements
You are reliable and committed, and you follow through on your commitments
You have a genuine client-oriented and commercial mindset
You are proactive and don’t wait to be told what to do
You can reassess your ideas and challenge your own assumptions
You are organized, autonomous, and see tasks through to completion
You find solutions and do not get stuck on problems
You have a solid understanding of how an accounting firm operates
You have strong accounting and tax fundamentals
You are very comfortable with digital tools and able to upskill independently
You have knowledge of (or an active curiosity about) the electronic invoicing reform
You are able to create clear instructional materials and deliver training
You can manage multiple client files in parallel.
Benefits
A stimulating work environment within a growing group
Support for your professional development with regular training
A modern, friendly workspace
Company health insurance (ALAN) fully covered by the employer
Meal vouchers via SWILE card, with 60% employer contribution
1 day of remote work per week
Profit-sharing
Our employee committee (CSE) offers special deals and benefits
Numerous events throughout the year such as shared meals (raclette, crêpe parties...), sporting events (Breast Cancer Awareness activities, La Rochelle Marathon...) and many more.