Client Onboarding Specialist

Client Onboarding Specialist

Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Intasite

At a Glance

  • Tasks: Guide new clients through a smooth onboarding process on our innovative platform.
  • Company: Dynamic Health and Safety SaaS company based in Teesside.
  • Benefits: 33 days annual leave, free gym access, training budget, and team lunches.
  • Other info: Join a growing company with exciting career development opportunities.
  • Why this job: Make a real impact in health and safety for global clients like Budweiser and Sky Studios.
  • Qualifications: Strong communication skills and ability to manage multiple projects.

The predicted salary is between 36000 - 60000 £ per year.

Intasite is a dynamic Health and Safety Software as a Service (SaaS) company, headquartered in Teesside. We're on the lookout for individuals who share a profound commitment to customer satisfaction and possess a strong drive to deliver products that enhance operational efficiency for health and safety teams worldwide. Our mission is to streamline the site access process for the most secure and safety-critical sites across the globe. This allows us to efficiently manage the safety and security of their personnel, visitors, and contractors as they enter these facilities, thereby reducing risk, ensuring compliance, and ultimately enhancing productivity.

Our cloud-based SaaS solution for inductions and contractor management caters specifically to high-risk industries, proudly serving renowned clients such as Budweiser, Telefonica O2, EDF Renewables, SSE PLC, Sky Studios, CityFibre, and Equinor. With a global user base, our product's profound impact is a result of our extensive experience in the field. We continually strive to build the most exceptional product possible. Our goal is to combine simplicity and industry knowledge to deliver an outstanding safety onboarding experience.

What you’ll be doing

  • Lead the onboarding process for new clients, from initial requirements capture to go-live.
  • Work with clients to understand site workflows, induction needs, and platform configuration requirements.
  • Build and configure new client tenants within the Intasite platform.
  • Upload, organise, and verify client content (e.g. induction materials, documents, custom fields).
  • Create and configure admin accounts, permissions and user settings.
  • Deliver training sessions to client administrators, either remotely or onsite.
  • Implement configuration changes and smaller platform updates for existing clients.
  • Work closely with the technical and product teams when bespoke requests or escalations arise.

The skills you need

  • Strong communication skills and confidence working directly with clients.
  • Good attention to detail and an organised approach to project work.
  • Comfortable learning how software platforms work and explaining them clearly.
  • Able to manage multiple onboarding projects at the same time.
  • Familiar with admin dashboards, configuration panels, or similar systems.

The opportunity to have a direct impact on an exciting product with global reach. Working in a growing dynamic company and developing new opportunities. 25 days annual leave, plus an additional 8 bank holidays (33 in total). Access to our free on-site gym and cinema room. Access to an annual training and development budget. Complimentary parking and a monthly team lunch.

Client Onboarding Specialist employer: Intasite

Intasite is an exceptional employer located in Teesside, offering a vibrant work culture that prioritises employee growth and satisfaction. As a Client Onboarding Specialist, you will enjoy a supportive environment with access to extensive training resources, a generous annual leave policy, and unique perks such as a free on-site gym and cinema room. Join us in making a meaningful impact on health and safety across the globe while being part of a dynamic team dedicated to innovation and excellence.

Intasite

Contact Details:

Intasite Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Onboarding Specialist

Tip Number 1

Get to know the company inside out! Research Intasite's mission, values, and products. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.

Tip Number 2

Practice your communication skills! As a Client Onboarding Specialist, you'll need to explain complex ideas simply. Try role-playing with a friend or family member to build your confidence.

Tip Number 3

Show off your organisational skills! Prepare a portfolio or examples of past projects where you've successfully managed multiple tasks. This will demonstrate your ability to juggle onboarding projects effectively.

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 proactive and keen to join the Intasite team.

We think you need these skills to ace Client Onboarding Specialist

Client Onboarding
Project Management
Communication Skills
Attention to Detail
Organisational Skills
Software Configuration
Training Delivery

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Client Onboarding Specialist role. Highlight your experience in customer satisfaction and any relevant skills that align with our mission at Intasite.

Showcase Your Communication Skills:Since strong communication is key for this role, give examples of how you've effectively communicated with clients in the past. We want to see your confidence in guiding others through processes!

Be Detail-Oriented:Attention to detail is crucial for onboarding new clients. Mention specific instances where your organised approach has led to successful project outcomes. We love seeing how you manage multiple tasks!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Intasite

Know the Product Inside Out

Before your interview, take some time to familiarise yourself with Intasite's platform and its features. Understanding how the software enhances operational efficiency for health and safety teams will show your genuine interest in the role and help you answer questions more effectively.

Showcase Your Communication Skills

As a Client Onboarding Specialist, strong communication is key. Prepare examples of how you've successfully communicated with clients in the past. Think about times when you had to explain complex information clearly or manage client expectations during a project.

Demonstrate Your Organisational Skills

Since you'll be managing multiple onboarding projects, it's crucial to highlight your organisational abilities. Bring up specific instances where you juggled various tasks or projects simultaneously, ensuring everything was completed on time and to a high standard.

Prepare for Technical Questions

Get ready to discuss your comfort level with software platforms and admin dashboards. Brush up on any relevant technical knowledge and be prepared to explain how you would approach learning new systems quickly, as this will be vital for the role.