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- Tasks: Lead onboarding for new clients, ensuring a smooth transition to our software solutions.
- Company: Join a fast-growing healthcare tech company revolutionising dental practice management.
- Benefits: Enjoy remote/hybrid work options and a collaborative, innovative culture.
- Why this job: Be part of a mission-driven team focused on improving patient care and customer success.
- Qualifications: 3 years in onboarding or project management within SaaS; strong communication and organisational skills required.
- Other info: Project management certifications are a plus but not essential.
The predicted salary is between 24000 - 36000 £ per year.
Location: UK (Remote/Hybrid options available)
Salary: £40,000
Company Overview: We’re working with an innovative, fast-growing healthcare technology company that’s transforming how dental practices manage their operations. With a mission to streamline clinical and business workflows, they provide market-leading practice management solutions designed to improve patient care and simplify administration. The business is driven by collaboration, customer success, and continuous improvement—making it an exciting and rewarding place to build your career.
The Role: We’re partnering with this forward-thinking SaaS business in search of an Onboarding Success Manager. This is a pivotal role responsible for ensuring new clients experience a seamless and efficient transition from sales to full adoption of the company’s software solutions. As the central point of contact during the onboarding phase, you’ll lead customer relationships, coordinate internal teams, and ensure the delivery of a high-impact, value-driven experience that sets customers up for long-term success.
Key Responsibilities:
- Customer Experience Ownership
- Engage with customers immediately post-sale to understand their goals and onboarding requirements
- Develop and manage tailored onboarding success plans
- Ensure delivery of all onboarding commitments and intervene when necessary to maintain momentum
- Project Management
- Drive onboarding success plans, aligning internal stakeholders to meet key milestones
- Track progress against agreed timelines and adjust plans as needed
- Monitor completion of all onboarding tasks
- Customer Engagement
- Serve as the single point of contact for new customers during onboarding
- Conduct regular update meetings with customers and internal teams
- Build strong customer relationships to capture feedback and drive improvements
- Continuous Improvement
- Identify inefficiencies and help evolve onboarding processes
- Contribute insights to operational and product teams
- Support long-term enhancement of the onboarding journey
- Collaboration
- Work cross-functionally with Sales, Customer Success, and Product teams
- Represent the voice of the customer internally
- Coordinate the transition of clients from onboarding to adoption and ongoing support
What They’re Looking For:
- 3 years’ experience in onboarding, project management, or implementation roles within SaaS or tech environments
- Proven track record of managing customer relationships and delivering projects on time
- Strong stakeholder management and change management capabilities
- Familiarity with tools such as Jira, Hubspot, LMS platforms (or similar)
- Excellent communication and interpersonal skills
- Highly organized with strong attention to detail and the ability to manage multiple projects
- Strategic mindset with a problem-solving approach
- Proficiency with tools like MS Office, Slack, Slite
- Project management certifications (e.g., PMP, PRINCE2) are beneficial but not essential
Contact Detail:
TechNET IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the company's software solutions and their impact on dental practices. Understanding how their technology improves patient care will help you engage more effectively with potential clients during the onboarding process.
✨Tip Number 2
Highlight your experience in managing customer relationships and onboarding processes in previous roles. Be prepared to discuss specific examples of how you've successfully guided clients through transitions, as this will demonstrate your capability for the Onboarding Specialist position.
✨Tip Number 3
Showcase your project management skills by discussing any relevant tools you've used, such as Jira or Hubspot. Being able to articulate your familiarity with these platforms will set you apart as a candidate who can hit the ground running.
✨Tip Number 4
Prepare to discuss your approach to continuous improvement and how you've identified inefficiencies in past onboarding processes. This will highlight your strategic mindset and problem-solving abilities, which are crucial for the role.
We think you need these skills to ace Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding, project management, or implementation roles within SaaS or tech environments. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company's mission and how your skills align with their needs. Mention specific experiences where you've successfully managed customer relationships and delivered projects on time.
Highlight Relevant Skills: In your application, emphasise your stakeholder management, change management capabilities, and familiarity with tools like Jira and Hubspot. This will show that you have the technical skills required for the role.
Showcase Continuous Improvement Mindset: Include examples in your application that demonstrate your ability to identify inefficiencies and contribute to process improvements. This aligns with the company's focus on continuous improvement and customer success.
How to prepare for a job interview at TechNET IT Recruitment Ltd
✨Understand the Company and Its Mission
Before your interview, take some time to research the healthcare technology company and its mission. Understanding how they aim to streamline clinical and business workflows will help you align your answers with their goals and demonstrate your genuine interest in the role.
✨Showcase Your Project Management Skills
As an Onboarding Success Manager, you'll need strong project management skills. Be prepared to discuss specific examples from your past experience where you've successfully managed onboarding processes or projects, highlighting your ability to meet deadlines and coordinate with various stakeholders.
✨Prepare for Customer Engagement Scenarios
Since this role involves direct interaction with customers, think of scenarios where you've built strong relationships or resolved conflicts. Practising how you would handle different customer situations can help you convey your interpersonal skills effectively during the interview.
✨Demonstrate a Continuous Improvement Mindset
The company values continuous improvement, so be ready to discuss how you've identified inefficiencies in previous roles and contributed to evolving processes. Sharing specific examples will show that you are proactive and committed to enhancing the onboarding journey.
