Bonsai
SaaS • Productivity • B2B
Bonsai is a comprehensive business management platform designed to assist agencies, consulting firms, and professional services businesses in managing their operations efficiently. It offers a wide array of features including client relationship management (CRM), project management, financial management, proposals, contracts, time tracking, invoicing, and payment processing. Bonsai aims to streamline business operations by consolidating projects, clients, and teams into one integrated and easy-to-use platform. The platform is equipped with various templates for contracts, proposals, invoices, and more to simplify administrative tasks. Trusted by thousands of agencies and consulting firms, Bonsai is rated highly on platforms like G2 and Capterra for its usability and comprehensive feature set.
51 - 200 employees
☁️ SaaS
⚡ Productivity
🤝 B2B
💰 $120k Pre Seed Round on 2016-03
Data Onboarding Specialist
Job not on LinkedIn
September 10
Bonsai
SaaS • Productivity • B2B
Bonsai is a comprehensive business management platform designed to assist agencies, consulting firms, and professional services businesses in managing their operations efficiently. It offers a wide array of features including client relationship management (CRM), project management, financial management, proposals, contracts, time tracking, invoicing, and payment processing. Bonsai aims to streamline business operations by consolidating projects, clients, and teams into one integrated and easy-to-use platform. The platform is equipped with various templates for contracts, proposals, invoices, and more to simplify administrative tasks. Trusted by thousands of agencies and consulting firms, Bonsai is rated highly on platforms like G2 and Capterra for its usability and comprehensive feature set.
51 - 200 employees
☁️ SaaS
⚡ Productivity
🤝 B2B
💰 $120k Pre Seed Round on 2016-03
📋 Description
• Manage and support customer data migrations during onboarding • Clean, format, and transform datasets (99% in Excel/Google Sheets) to ensure accuracy and usability • Use formulas, macros, AI tools, and VBA scripts to streamline repetitive tasks and ensure consistency • Identify and resolve data inconsistencies, errors, or gaps with precision • Work closely with onboarding and customer success teams to ensure a smooth handoff and strong customer experience • Provide creative solutions for data-related challenges, often simplifying complex migrations • Document and improve internal data processes to increase efficiency over time • Support ongoing operational data needs as Bonsai scales
🎯 Requirements
• Advanced experience with Excel and Google Sheets • Strong attention to detail—accuracy and quality of data is very important • Excellent English communication skills, both written and verbal • Ability to work independently, stay highly organized, and juggle multiple onboarding projects • Previous experience in SaaS onboarding or operations (nice to have) • Background at a fast-growing tech company or fintech (nice to have)
🏖️ Benefits
• Remote-first role • Work closely with a global team in a fast-growing SaaS company • All-expenses-paid team retreats — our last retreat was in Lisbon • A chance to make a real impact on a product that helps small businesses succeed
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