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- Tasks: Lead the onboarding process, ensuring new customers have a smooth and successful experience.
- Company: Join a high-growth SaaS company making a real impact in its sector.
- Benefits: Enjoy a salary up to £50,000, 33 days leave, premium Apple gear, and a supportive team.
- Why this job: Shape the future of customer success while working in a fast-paced, innovative environment.
- Qualifications: Experience in Customer Onboarding or Success within B2B SaaS is essential.
- Other info: Bright Purple values diversity and inclusion, welcoming all applicants.
The predicted salary is between 36000 - 60000 £ per year.
Customer Onboarding Lead – Edinburgh
I’m working with a high-growth SaaS company making a genuine impact in its sector. They’re now looking for a Customer Onboarding Lead, someone passionate about delivering exceptional onboarding experiences, driving early product success, and building the processes and teams that make it all scalable.
This is an exciting opportunity for someone who thrives in a fast-paced environment, loves turning new customers into confident product users, and wants to work where their ideas will directly shape the company’s future.
What’s in it for you:
Salary up to £50,000 + performance-based bonuses
33 days annual leave
Premium Apple equipment
Workplace pension scheme
Supportive, close-knit team environment
The chance to work for a company where your contribution has a real, measurable impact
The role:
As Customer Onboarding Lead, you’ll take ownership of the entire post-sale journey, from initial setup and technical implementation through to user enablement and early adoption. You’ll not only manage day-to-day onboarding but also design, document, and optimise the systems, playbooks, and workflows that will scale this function as the business grows.
Key responsibilities:
Lead the end-to-end onboarding process,ensuring every new customer has a smooth, timely, and successful go-live.
Develop tailored onboarding plans aligned to each client’s goals and use cases.
Deliver engaging training sessions and provide hands-on support to ensure customers feel confident using the platform.
Build strong relationships with new accounts, acting as the go-to resource during onboarding.
Collaborate closely with Sales, Product, and Support to create a consistent and high-quality onboarding experience.
Monitor onboarding metrics and user data to proactively address risks and improve processes.
To be considered, you will have:
Proven experience in Customer Onboarding, Customer Success, or Implementation within a B2B SaaS environment.
Strong relationship-building and communication skills.
Confidence in delivering product training and driving early engagement.
Experience with platforms like HubSpot, Zendesk, Slack (or similar).
A proactive, solutions-focused approach with an eye for process improvement.
Comfort with using data to guide onboarding strategies and decisions.
If you’re ready to take the lead on onboarding for a fast-growing SaaS company and help shape how new customers experience success, I’d love to hear from you. Please apply with your most up-to-date CV for consideration.
Bright Purple is an equal opportunities employer: we are proud to work with clients who share our values of diversity and inclusion in the industry.
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Customer Onboarding Lead employer: Bright Purple
Contact Detail:
Bright Purple Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Onboarding Lead
✨Tip Number 1
Familiarise yourself with the SaaS industry and the specific challenges that come with customer onboarding in this space. Understanding common pain points will help you demonstrate your expertise during interviews.
✨Tip Number 2
Network with current or former employees of the company to gain insights into their onboarding processes and culture. This can provide you with valuable information to tailor your approach and show your genuine interest in the role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully led onboarding initiatives. Highlight metrics or outcomes that showcase your impact, as this will resonate well with the hiring team.
✨Tip Number 4
Stay updated on the latest trends and tools in customer onboarding and success. Being knowledgeable about platforms like HubSpot and Zendesk will not only impress your interviewers but also show that you're proactive about continuous learning.
We think you need these skills to ace Customer Onboarding Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Customer Onboarding, Customer Success, or Implementation within a B2B SaaS environment. Use specific examples that demonstrate your relationship-building and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional onboarding experiences. Mention how your proactive approach and solutions-focused mindset can contribute to the company's growth and success.
Highlight Relevant Skills: In your application, emphasise your experience with platforms like HubSpot, Zendesk, and Slack. Discuss your confidence in delivering product training and how you use data to guide onboarding strategies.
Showcase Your Impact: Include metrics or examples of how you've improved onboarding processes in previous roles. This will demonstrate your ability to monitor onboarding metrics and proactively address risks, aligning with the company's goals.
How to prepare for a job interview at Bright Purple
✨Showcase Your Passion for Onboarding
Make sure to express your enthusiasm for creating exceptional onboarding experiences. Share specific examples from your past roles where you successfully guided customers through the onboarding process and how it positively impacted their experience.
✨Demonstrate Relationship-Building Skills
Prepare to discuss how you've built strong relationships with clients in previous positions. Highlight your communication strategies and any tools you've used, like HubSpot or Zendesk, to maintain those connections during the onboarding phase.
✨Be Ready to Discuss Metrics
Since monitoring onboarding metrics is crucial for this role, come prepared to talk about how you've used data to inform your onboarding strategies. Provide examples of how you've identified risks and improved processes based on user data.
✨Prepare Engaging Training Techniques
Think about how you can deliver engaging training sessions. Be ready to share your approach to making complex information accessible and how you've ensured that customers feel confident using the platform after training.
