Customer Onboarding Specialist supporting customer success and education at health practice management software company. Role involves onboarding programs and addressing client inquiries.
About the role
- Customer Onboarding Partner managing new clients for a cloud-based educational platform. Supporting smooth transitions, project timelines, and strong client relationships in a hybrid work environment.
Responsibilities
- Act as the primary point of contact for new clients immediately following their purchase of education-specific software
- Build and maintain strong, supportive relationships with schools and Multi-Academy Trusts
- Offer full operational support and address any client queries throughout the onboarding phase
- Ensure customers achieve their desired goals and success while using the platforms.
- Manage the end-to-end onboarding process, ensuring a smooth transition to the SaaS platforms
- Create and oversee project timelines to ensure all implementation milestones are met
- Coordinate system builds and ensure the software is configured to meet the client’s specific needs
- Organize and coordinate training sessions to ensure users are confident with the technology
- Handle and process large volumes of client data with a high degree of accuracy and attention to detail
Requirements
- Proven experience in customer onboarding, project management, or a related field.
- Excellent communication and interpersonal skills and the ability to build strong relationships
- The ability to manage multiple projects simultaneously and meet deadlines
- Proficiency in using SaaS platforms and related technologies
Benefits
- 25 days annual leave (plus 8 days Bank Hols)
- Your birthday off
- BUPA Healthcare Cashback plan – following successful completion of probation
- Pension Scheme
- Ongoing professional development opportunities – we can offer supported study and potential funding for external qualifications
- A cracking team to work with!
- Flexible working – we can offer part time or term time hours to suit you and your family
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Customer Success Manager responsible for onboarding and training new clients in automotive software solutions. Ensuring high - quality support and software optimization with proactive problem - solving.
Client Onboarding Specialist supporting customers through the onboarding journey from application to settlement at Shift. Assess applications, make credit decisions, and align products to customer needs.
Primary customer contact for account services at Resideo in Querétaro, Mexico. Resolving inquiries and collaborating with various departments to ensure customer satisfaction.
Customer Onboarding Specialist assisting new customers in using Apple products and guiding them through initial onboarding engagements. Requires customer facing experience and collaboration with various internal teams.
Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
Customer Onboarding Specialist training hotel customers in Mexico on SiteMinder's platform features. Instructing via screenshare, chat, and phone, ensuring customer satisfaction and successful implementation strategies.
Client Onboarding Specialist managing VAT registration and onboarding processes at KPMG. Collaborating with clients and internal teams to ensure compliance and accuracy in deliveries.
Small Business Onboarding Specialist ensuring a smooth onboarding experience for new subscribers at Xero. Collaborating with customers and internal teams to improve the Xero customer journey.
Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.