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- Tasks: Guide new clients through their onboarding journey and ensure a smooth transition to our platform.
- Company: Join Alto Software Group, a leading B2B SaaS platform in the UK property industry.
- Benefits: Enjoy flexible working, 25 days leave, wellness perks, and a supportive work culture.
- Why this job: Be the key player in transforming customer experiences and making a real impact.
- Qualifications: Strong organisational skills, resilience, and a passion for building relationships.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 30000 - 40000 £ per year.
Alto Software Group (ASG) is a leading B2B SaaS platform serving the UK property industry. We power thousands of estate agency branches and support a significant proportion of UK housing transactions each year.
The Role
As an Onboarding Coordinator, you are the conductor of the customer journey. From the moment a sale is closed until the agency goes "live," you are their primary point of contact, advocate, and guide. You aren’t just managing a checklist; you are managing a transformation. You will sit at the heart of customer delivery, collaborating with sales, migrations, training, and design teams to ensure every customer transition to any of Alto Software Group’s products is seamless, professional, and successful.
What You’ll Be Doing
- Customer Advocacy: Act as the face of ASG for new clients, managing expectations through regular phone calls, video meetings, and email updates.
- Project Orchestration: Oversee the end-to-end order process, ensuring all internal teams are aligned and resources are allocated (booking migrations, assigning design tasks, and scheduling training).
- Technical Implementation: Handle the "behind the scenes" essentials, including activating new databases and setting up critical third-party integrations.
- Cross-Functional Collaboration: Work closely with Sales and Solutions teams to bridge the gap between a signed contract and a fully functioning system.
- Data Integrity: Maintain consistent updates within Salesforce to track KPIs, pipeline activation, and "Days to Go Live" (DTGL) metrics.
- Process Improvement: Contribute to the ASG website onboarding journey and share ideas to refine our internal workflows.
Who You Are
We believe that attitude and drive trump a specific CV background every time. This role can be fast-paced and high-pressure; we need someone who views a challenge as a puzzle to solve rather than a hurdle to fear.
The Essentials:
- Resilient & Positive: You aren’t easily shaken by a demanding customer or a busy inbox. You stay level-headed and empathetic when things get complex.
- Master of Organization: You can juggle multiple priorities without dropping the ball, keeping both internal stakeholders and external clients on track.
- Project Coordination: You can manage the lifecycle of multiple customer accounts simultaneously, ensuring no milestone is missed and all internal resources (Training, Migrations, etc.) are booked precisely.
- A "People Person": You genuinely enjoy building relationships. You can translate technical jargon into "human" and build trust quickly.
- Adaptable: You thrive in an environment that evolves. You’re happy to take on new tasks and aren’t afraid to suggest a better way of doing things.
- Quick Learner: You don’t need to be a property expert or an Alto pro on day one. We’ll teach you the system; you just need the curiosity to learn it.
- Technical Aptitude: We use a range of systems internally including Salesforce, Trello, Trumpet and G-suite. You don't need to be a developer, but you’re comfortable navigating software back-ends, activating databases, and configuring integrations.
Everyday Flex - greater flexibility over where and when you work
25 days annual leave + extra days for years of service
Day off for volunteering & Digital detox day
Festive Closure - business closed for period between Christmas and New Year
Cycle to work and electric car schemes
Free Calm App membership
Enhanced Parental leave
Fertility Treatment Financial Support
Group Income Protection and private medical insurance
Gym on-site in London
7.5% pension contribution by the company
Discretionary annual bonus up to 10% of base salary
Talent referral bonus up to £5K
We want to make Houseful more welcoming, fair and representative every day. We’ll consider everyone who applies for this role in the same way, regardless of your ethnicity, colour, national origin, religion, sexual orientation, gender, gender identity, age, physical disability, neurodiversity status, family or parental status, or how long you’ve spent unemployed.
Onboarding Coordinator - B2B SaaS / Estate Agency employer: Houseful
Contact Detail:
Houseful Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Coordinator - B2B SaaS / Estate Agency
✨Tip Number 1
Get to know the company inside out! Research Alto Software Group and understand their products, values, and the property industry. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! As an Onboarding Coordinator, you'll be the face of ASG for new clients. Role-play common scenarios with friends or family to build your confidence in managing expectations and handling tricky situations.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider knowledge and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the ASG family and ready to take on the challenge of transforming customer journeys.
We think you need these skills to ace Onboarding Coordinator - B2B SaaS / Estate Agency
Some tips for your application 🫡
Show Your Enthusiasm: When you're writing your application, let your passion for the role shine through! We want to see that you’re excited about being an Onboarding Coordinator and how you can contribute to our mission at Alto Software Group.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight relevant experiences that align with the job description. We love seeing how your skills match what we’re looking for, so don’t hold back!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your key achievements and skills are easy to spot. Remember, less is often more!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Houseful
✨Know the Company Inside Out
Before your interview, dive deep into Alto Software Group's mission, values, and products. Understanding their role in the UK property industry will help you articulate how you can contribute to their success as an Onboarding Coordinator.
✨Showcase Your People Skills
As a 'people person', it's crucial to demonstrate your ability to build relationships. Prepare examples of how you've successfully managed customer expectations or collaborated with teams in the past. This will highlight your fit for the role.
✨Be Ready to Discuss Project Coordination
Think of specific instances where you've juggled multiple priorities or managed projects. Be prepared to explain your organisational strategies and how you ensure that all stakeholders are kept in the loop during transitions.
✨Emphasise Your Adaptability
In a fast-paced environment, adaptability is key. Share experiences where you've had to learn quickly or adjust to new challenges. This will show that you're not just ready for the role but excited about the dynamic nature of the job.