Onboarding Specialist


Onboarding Specialist (SaaS)

Location: UK (Fully Remote)

Type: Full-time


The Role

We are looking for an Onboarding Specialist to lead the end-to-end onboarding of new clients, ensuring a seamless transition from initial setup through to a successful go-live.

In this role, you will act as a product expert - delivering training, supporting technical configuration, and helping customers realise the full value of the software as quickly as possible. A key focus will be improving onboarding processes to increase efficiency and reduce time-to-value while maintaining high service standards.


What You’ll Be Doing

  • Manage the full onboarding lifecycle from setup through to go-live
  • Deliver engaging training sessions both remotely and on-site
  • Work closely with technical teams to configure client databases and support initial data setup
  • Investigate system behaviour and resolve issues during onboarding in collaboration with development teams
  • Capture and document client requirements and ways of working, ensuring this is shared internally
  • Maintain expert-level product knowledge, including new feature releases
  • Conduct structured handovers to Customer Success teams
  • Meet KPIs and SLAs while contributing to continuous improvement initiatives


What We’re Looking For

  • Proven experience (2+ years) in onboarding, implementation, or technical project management - ideally within a SaaS or ERP environment
  • Strong project management skills, with the ability to manage multiple implementations simultaneously
  • Experience configuring and delivering training on complex software systems
  • Excellent communication skills, with the ability to explain technical concepts clearly
  • A customer-focused mindset with the ability to build strong relationships
  • Highly organised, proactive, and self-motivated
  • A strong aptitude for understanding and presenting technology
  • Willingness to travel to client sites when required


Nice to Have

  • Experience with implementation or project management methodologies
  • Industry experience within waste management or environmental services
  • Familiarity with tools such as Monday.com, Jira Service Desk, Slack, or HubSpot
  • Experience working in a remote-first environment aligned to UK business hours


What’s on Offer

  • Fully remote working
  • Flexible working hours (aligned with team needs)
  • 25 days holiday + UK bank holidays, plus birthday off
  • Additional holiday entitlement with tenure
  • Learning & development budget and dedicated days
  • Health cash plan and pension
  • Work-from-home allowance
  • Regular team offsites and collaboration opportunities
  • Enhanced parental leave
  • Travel expenses covered


If you’re passionate about delivering exceptional customer onboarding experiences and want to play a key role in helping clients succeed, we’d love to hear from you.