At a Glance
- Tasks: Manage client onboarding projects and train users on software integration.
- Company: Join Perfect Portal, a leader in legal tech solutions.
- Benefits: Enjoy flexible working, private health insurance, and 25 days annual leave.
- Other info: Dynamic team culture with regular social events and career progression opportunities.
- Why this job: Kickstart your tech career while making a real impact in the legal industry.
- Qualifications: Strong communication skills and a willingness to learn are essential.
The predicted salary is between 27000 - 33000 £ per year.
Location: Woking (Hybrid)
Salary: Competitive salary, depending on your experience
Are you confident in speaking to clients and looking for an introduction into a technology career? Would you enjoy managing client-facing software projects from implementation through to adoption? Perfect Portal (InfoTrack’s sister company) helps law firms improve the way they attract, manage and communicate with clients through connected digital technology.
We’re looking for a Client Onboarding Specialist to manage integration projects, train end users and help clients gain maximum value from the platform.
About Perfect Portal
Perfect Portal is a market-leading provider of technology solutions for the conveyancing industry, helping law firms deliver a best-in-class service to people buying and selling homes. As demand for connected legal technology continues to grow, so does the need for smooth implementation and confident user adoption. This role will help ensure clients receive a well-managed integration experience from initial planning through to ongoing use.
What you’ll be doing
- Manage the full lifecycle of client-specific CMS integration projects, from initial planning through to delivery and adoption
- Train end users on how to use the integration confidently and effectively
- Work closely with the Sales team to ensure integration targets are met and exceeded
- Support clients to fully utilise the integration and identify opportunities to improve adoption
- Create and update user guides when software enhancements are released
- Investigate and resolve integration-related support queries
- Maintain accurate reporting on the integration pipeline and project progress
- Work with the Development team to improve client solutions and the wider integration offering
What we're looking for
Essential:
- Excellent communication skills, with the confidence to deliver client training and regular project updates
- A naturally outgoing and approachable personality, with the ability to build positive relationships and communicate confidently with people at all levels
- Demonstrate a strong willingness to learn and develop new skills to enable you to build a career in software
- A proven track record of delivering results and managing work through to completion
- Strong problem-solving and analytical skills
- A meticulous and organised approach, with the ability to manage multiple priorities
Desirable (but not essential):
- Experience creating user guides, training materials or support documentation
- Familiarity with CMS integrations, client onboarding or software implementation projects
Working Hours
Your working week will be 37.5 hours per week, typically 9:00am – 5:30pm initially, with opportunities for flexitime and hybrid working between home and our Woking office.
Salary and Progression
The salary for this role is competitive and will depend on your skills and experience. You’ll also benefit from annual performance reviews, providing a clear pathway for career development and salary progression.
Benefits and Rewards
At Perfect Portal, we believe in rewarding our people and creating a positive workplace culture. You’ll benefit from:
- 25 days annual leave, plus bank holidays
- Flexible working options, including hybrid working
- Private health insurance, including dental, optical and hearing cashback
- 24/7 health advice line and access to virtual GP appointments
- In-house barista: enjoy freshly brewed drinks throughout the day
- Office snacks, including fruit and refreshments
- Regular team breakfasts and lunches
- Recognition awards: £100 spot prizes for going above and beyond
- “Work From Anywhere” weeks: work remotely from a location of your choice
- Referral bonus: earn up to £2,000 for successful referrals
- Regular social events including summer and Christmas parties, hikes, pub quizzes and more
If you’re looking to build your career in software implementation, client training and legal technology while working with a supportive team, we’d love to hear from you.
If you have any questions about the role or require any reasonable adjustments as part of the recruitment process, please let us know at careers@infotrack.co.uk.
Client Onboarding Specialist in Woking employer: InfoTrack UK
Perfect Portal is an exceptional employer that fosters a vibrant work culture, offering a supportive environment for career growth in the technology sector. With competitive salaries, flexible working options, and a range of benefits including private health insurance and regular social events, employees are encouraged to thrive both personally and professionally. Located in Woking, the hybrid working model allows for a balanced lifestyle while being part of a team dedicated to transforming the conveyancing industry through innovative technology solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Specialist in Woking
✨Join Local Tech Meetups
Get out there and mingle with fellow developers by joining local tech meetups. It’s a fantastic way to meet people who might be working at InfoTrack UK or know someone who does. Plus, you can pick up some trendy tech skills and trends while you're at it!
✨Contribute to Open Source Projects
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We think you need these skills to ace Client Onboarding Specialist in Woking
Some tips for your application 🫡
Show off your coding skills:When applying for a software engineering role, it's super important to showcase your coding skills. Make sure your CV includes your tech stack, any relevant programming languages you’re comfortable with, and examples of projects you've worked on. If you have a GitHub profile, link it up! We love to see code in action.
Tailor your portfolio:For a full-time role, we’d expect to see some solid examples of your work in your portfolio. Make sure to include at least two or three projects that highlight your problem-solving skills and your ability to work with different technologies. Focus on the projects that are most relevant to the position at InfoTrack UK.
Craft a killer cover letter:Your cover letter is your chance to stand out—make it personal! Explain why you want to work at InfoTrack UK and how your skills align with the role. Show us your passion for software development. We dig enthusiastic candidates who understand the value of collaboration and continuous learning!
Be clear and concise:When it comes to writing your CV and cover letter, clarity is key. Avoid jargon that could confuse us and stick to simple, direct language. Highlight your achievements with quantifiable results where possible, and keep everything easy to read. A well-organised application goes a long way!
How to prepare for a job interview at InfoTrack UK
✨Brush Up on Your Coding Skills
For a full-time software engineering role, it's crucial that we stay sharp with our coding abilities. Expect technical questions that might involve solving problems on the spot or discussing algorithms. Practise on platforms like LeetCode or HackerRank to get comfortable with the types of questions that often come up.
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Make sure we’re well-acquainted with the tools and technologies listed in the job description. Familiarise ourselves with any specific frameworks or programming languages mentioned. If InfoTrack UK uses React or Node.js, for instance, be ready to discuss how we’ve used them in previous projects or coursework.
✨Showcase Your Projects
Bring along a portfolio that highlights our best work. This could be code samples, GitHub repositories, or any side projects we’ve built. Make sure we can talk through our thought process for each project, especially the challenges we faced and how we solved them—this shows our problem-solving skills in action.
✨Prepare for Behavioural Questions
While technical skills are key, full-time positions also require cultural fit. Be ready to discuss our previous experiences and how we handle teamwork, conflict, and deadlines. Brush up on the STAR method—Situation, Task, Action, Result—to clearly articulate our past experiences when discussing how we've contributed to a team.
