Senior Associate overseeing end - to - end client onboarding processes for Vistra's offshore funds business. Driving compliance and enhancing onboarding experience while collaborating with internal and external stakeholders.
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
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