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- Tasks: Lead the onboarding process for new clients, ensuring a smooth transition from contract to go-live.
- Company: Join a dynamic team focused on delivering exceptional client experiences in the financial services sector.
- Benefits: Enjoy perks like free parking, a company pension, and a supportive work environment.
- Why this job: Shape first impressions and drive client success while working collaboratively in a fast-paced setting.
- Qualifications: Proficiency in Salesforce and strong communication skills are essential; experience in financial services is a plus.
- Other info: This is a full-time, permanent role with a salary range of £30,000 to £35,000 per year.
The predicted salary is between 25000 - 35000 £ per year.
We are seeking a dedicated and proactive Onboarding Manager to join one of our clients' team. As Onboarding Manager, you'll own the end-to-end onboarding process for new clients, ensuring a seamless and professional experience from contract signature through to successful go-live.
Working across Mintsoft, integrations, internal tooling and operational workflows, you'll coordinate across departments to ensure every client is technically and operationally ready to succeed. You'll play a vital role in shaping first impressions, delivering clarity, confidence, and momentum for both our clients and our internal teams. The onboarding function ensures every new partner gets the strongest start possible. By managing setup, testing, internal coordination and training, the Onboarding Manager lays the foundations for long-term service success. Your work directly supports client retention, SLA performance, and profitable partnerships making you a key driver of scalable growth.
Responsibilities
- Develop and implement comprehensive onboarding programmes tailored to the needs of new hires within the financial services industry.
- Collaborate with various departments to ensure all necessary resources and training materials are available for new employees.
- Own the onboarding process from contract handover to operational go-live.
- Build and maintain onboarding trackers and templates using Google Sheets and Trello.
- Monitor and evaluate the effectiveness of onboarding programmes through feedback and performance metrics, making adjustments as necessary.
- Configure client accounts in Mintsoft, ensuring accuracy across products, rules, couriers and integrations.
- Liaise with fulfilment, customer service and account management teams to align go-live plans.
- Deliver client-facing support, system walkthroughs and onboarding documentation.
- Ensure third-party integrations (e.g. Shopify, Amazon, WooCommerce) are connected and tested.
- Identify and mitigate risks to service quality or timeline delays.
- Support continuous improvement by refining onboarding documentation and processes.
- Ensure full internal readiness ahead of go-live across all departments.
Skills and Requirements
- Proficiency in Salesforce for managing onboarding processes and data analysis.
- Strong analytical skills to assess programme effectiveness and identify areas for improvement.
- Excellent communication skills, both verbal and written, enabling effective interaction with new hires and internal stakeholders.
- Experience in the financial services sector is highly desirable, providing context for tailored onboarding experiences.
- Ability to work collaboratively in a fast-paced environment while maintaining attention to detail.
- A proactive approach to problem-solving and a commitment to enhancing employee experiences from day one.
- Act as a clear, consistent point of contact for onboarding activity.
- Ensure all data entry and system setup is accurate and verified.
- Proactively flag and resolve onboarding blockers or risks.
- Provide timely, structured updates to both internal stakeholders and clients.
- Maintain accurate onboarding documents, trackers, and process guides.
- Ensure clients feel supported, informed and ready by go-live.
If you are passionate about creating impactful onboarding experiences and have the skills we are looking for, we invite you to apply for this exciting opportunity as an Onboarding Manager.
Contact Detail:
TEAMWORK PARTNERSHIP LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Manager
✨Tip Number 1
Familiarise yourself with the onboarding processes specific to the financial services industry. Understanding the nuances and challenges faced in this sector will help you demonstrate your expertise during interviews.
✨Tip Number 2
Showcase your proficiency in tools like Salesforce, Google Sheets, and Trello. Be prepared to discuss how you've used these tools in past roles to manage onboarding processes effectively.
✨Tip Number 3
Highlight your communication skills by preparing examples of how you've successfully collaborated with different departments in previous roles. This will illustrate your ability to coordinate effectively across teams.
✨Tip Number 4
Research common onboarding challenges and think about how you would address them. Being able to discuss potential risks and your proactive solutions will set you apart as a candidate who is ready to hit the ground running.
We think you need these skills to ace Onboarding Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding, particularly within the financial services sector. Emphasise your skills in managing processes and collaborating with various departments.
Craft a Compelling Cover Letter: In your cover letter, express your passion for creating impactful onboarding experiences. Mention specific examples of how you've successfully managed onboarding processes in the past and how you can contribute to the company's success.
Showcase Your Analytical Skills: Since the role requires strong analytical skills, include examples of how you've monitored and evaluated programme effectiveness in previous roles. Highlight any tools or methods you used to assess performance metrics.
Highlight Communication Skills: Effective communication is key for this position. Provide examples of how you've interacted with new hires and internal stakeholders, ensuring clarity and support throughout the onboarding process.
How to prepare for a job interview at TEAMWORK PARTNERSHIP LTD
✨Understand the Onboarding Process
Make sure you have a solid grasp of the end-to-end onboarding process. Be prepared to discuss how you would manage each stage, from contract handover to go-live, and share any relevant experiences you've had in similar roles.
✨Showcase Your Communication Skills
As an Onboarding Manager, you'll need to communicate effectively with both clients and internal teams. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully navigated communication challenges in the past.
✨Highlight Your Analytical Abilities
Demonstrate your analytical skills by discussing how you would monitor and evaluate the effectiveness of onboarding programmes. Be prepared to talk about specific metrics you would use and how you would adjust processes based on feedback.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your problem-solving abilities. Think of examples where you've identified and mitigated risks during an onboarding process, and be ready to explain your proactive approach to overcoming obstacles.
