Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide new clients through onboarding and ensure they succeed with our platform.
- Company: Join Appspace, a company dedicated to enhancing work experiences globally.
- Benefits: Enjoy flexible work schedules, remote options, generous PTO, and health coverage.
- Why this job: Be part of a supportive culture that values your growth and client success.
- Qualifications: Bachelor's degree and 1-3 years in a client-facing SaaS role required.
- Other info: Casual dress code and no internal meetings on Quiet Fridays!
The predicted salary is between 28800 - 43200 £ per year.
About Appspace:
At Appspace, we’re passionate about creating better work experiences for people everywhere, and we’re looking for people that feel the same way. Our global office locations and flexible work culture help you work wherever and however you’re at your best. Plus, we take the time to help you enjoy your work, build lasting connections, and grow your role. Join the Appspace team and be a part of a culture that’s helping people everywhere love where they work.
Your Role as an Customer Onboarding Specialist:
As an Customer Onboarding Specialist, you will be instrumental in guiding our new clients through a successful implementation and initial adoption of our platform. Working closely with the Onboarding Manager and Project Manager, you will be responsible for executing the onboarding plan, providing hands-on support, and ensuring clients quickly realize value from our solution. This role is perfect for a detail-oriented, client-focused individual with a passion for technology and helping others succeed.
A Day in the Life of an Customer Onboarding Specialist:
Client Onboarding & Implementation:
- Execute client onboarding plans, including system configuration, data migration, and initial setup.
- Provide direct support and guidance to clients throughout the implementation process.
- Conduct training sessions for clients on platform features and best practices.
- Monitor client progress during onboarding, proactively identifying and addressing
potential challenges. - Collaborate with clients to understand their specific needs and configure the platform to maximize their success.
- Ensure a smooth transition for clients from sales to onboarding, and from onboarding to the Customer Success and Support teams.
Client Relationship & Communication:
- Build and maintain positive relationships with client stakeholders during the onboarding phase.
- Understand client business objectives and guide them on how our platform can best meet their needs, maximizing product adoption and value realization.
- In collaboration with the Project Manager, communicate regularly with clients on project status, upcoming milestones, and any potential issues.
- Act as a primary point of contact for client inquiries and technical questions during onboarding.
- Gather client feedback to contribute to product and process improvements.
Documentation & Process Improvement:
- Maintain accurate and up-to-date documentation of client configurations and onboarding progress.
- Contribute to the creation and refinement of internal onboarding playbooks, guides, and training materials.
- Identify opportunities to improve the efficiency and effectiveness of the onboarding process.
- Collaborate with cross-functional teams (Sales, Product, Engineering, Customer Success) to ensure a cohesive customer journey.
What You’ll Need:
- Bachelor\’s degree in Business, Computer Science, or a related field.
- 1-3 years of experience in a client-facing role within a SaaS environment, such as a support specialist, technical consultant, or entry-level customer success role.
- Strong organizational skills and the ability to manage multiple tasks simultaneously.
- Excellent written and verbal communication skills, with the ability to explain technical concepts clearly.
- Strong problem-solving skills and a proactive approach to issue resolution.
- A strong desire to help customers succeed and a customer-first mindset.
- Familiarity with Salesforce CRM software, project management tools (Mission Control, Monday.com) and communication platforms (e.g., Slack, MS Teams, Zoom).
- Prior onboarding, implementation or training (even informally) is a significant plus.
- Ability to work collaboratively in a fast-paced, dynamic environment.
The Perks of Working for Appspace:
For all our UK based team members, we offer a variety of benefits from competitive salaries, employer paid medical, dental and vision coverage, employer paid life insurance, mental health resources, pension plan and paid maternity and parental leave program.
Additional perks include:
- Generous PTO
- Flexible work schedules
- Remote work opportunities
- Paid company holidays
- Appspace Quiet Fridays (No non-essential internal meetings scheduled)
- A casual dress work environment
Disclaimer:
Appspace is committed to equitable compensation practices and complies with all applicable local, state, and federal regulations. For jurisdictions that require pay scale disclosure, a general compensation range may be provided during the initial stages of the interview process. Final compensation will be based on multiple factors including experience, skills, certifications, and overall fit for the role.
If you are located in a jurisdiction with specific pay transparency requirements, we will be happy to discuss the relevant range during your application process.
#J-18808-Ljbffr
Customer Onboarding Specialist employer: Appspace
Contact Detail:
Appspace Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Onboarding Specialist
✨Tip Number 1
Familiarise yourself with Appspace's platform and its features. Understanding the technology you'll be working with will not only boost your confidence during interviews but also help you articulate how you can assist clients in realising value from the solution.
✨Tip Number 2
Highlight any previous experience you have in client-facing roles, especially within a SaaS environment. Be ready to share specific examples of how you've successfully guided clients through onboarding or implementation processes.
✨Tip Number 3
Demonstrate your problem-solving skills by preparing for potential scenarios you might encounter as a Customer Onboarding Specialist. Think about how you would address common challenges clients face during onboarding and be ready to discuss these strategies.
✨Tip Number 4
Showcase your communication skills by practicing how to explain technical concepts in simple terms. This is crucial for helping clients understand the platform and ensuring they feel supported throughout the onboarding process.
We think you need these skills to ace Customer Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly within a SaaS environment. Emphasise any onboarding or training experience you have, as well as your organisational and communication skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for technology and helping clients succeed. Mention specific examples of how you've successfully guided clients through processes in the past, and how you can bring that experience to Appspace.
Showcase Your Problem-Solving Skills: During the application process, highlight instances where you've proactively resolved issues for clients. This will demonstrate your strong problem-solving skills and customer-first mindset, which are crucial for the role.
Research Appspace: Familiarise yourself with Appspace's platform and its features. Understanding their product will allow you to speak knowledgeably about how you can help clients maximise their success during the onboarding process.
How to prepare for a job interview at Appspace
✨Understand the Onboarding Process
Familiarise yourself with the typical onboarding process for clients in a SaaS environment. Be prepared to discuss how you would execute client onboarding plans, including system configuration and data migration.
✨Showcase Your Communication Skills
As a Customer Onboarding Specialist, you'll need to communicate effectively with clients. Practice explaining technical concepts in simple terms and be ready to demonstrate your ability to build positive relationships with stakeholders.
✨Highlight Problem-Solving Abilities
Prepare examples of how you've proactively identified and resolved issues in previous roles. This will show your potential employer that you have a strong problem-solving mindset, which is crucial for ensuring client success.
✨Demonstrate a Customer-First Mindset
Be ready to discuss your passion for helping customers succeed. Share experiences where you've gone above and beyond to meet client needs, as this aligns perfectly with the values of Appspace.
