At a Glance
- Tasks: Guide customers through onboarding, ensuring they achieve value quickly and efficiently.
- Company: Join Joblogic, the UK's leading Field Service Management software company.
- Benefits: Competitive salary, career growth, and access to training and mentoring.
- Other info: Dynamic, collaborative environment with opportunities for personal and professional development.
- Why this job: Make a real impact on customer success and help shape our growth journey.
- Qualifications: Experience in onboarding or customer success, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
This is a UK-based hybrid role. We are not able to offer visa sponsorship — candidates must have the right to work in the UK.
About Joblogic: Established in 1998, Joblogic is the UK’s #1 Field Service Management (FSM) software platform. We are a global business with offices in the UK, Pakistan, and Vietnam. Since our management buy-out in 2013, we have grown from ~£500K ARR to £35M+ ARR and expanded our team from 11 to 500+ people. Recently, we secured a strategic growth investment from Vista Equity Partners — a global technology investor specialising in enterprise software. This investment includes over £100 million in new primary capital and will fuel our next phase of growth by accelerating our AI-first roadmap, expanding our platform into CAFM (Computer-Aided Facilities Management) capabilities, and supporting our expansion across Europe and beyond. With Vista’s backing, we’re transforming from a successful UK business into a global scaling SaaS rocket ship.
Joblogic provides software to service contractors who install and maintain the built environment. Our platform helps businesses streamline operations, improve profitability, ensure compliance, and achieve rapid growth. With 100,000+ users across industries including HVAC, plumbing, electrical maintenance, facilities management, and building fabric maintenance, we are entering a new era of intelligent automation, predictive maintenance, and data-driven decision-making for service firms, management, and building maintenance.
Joblogic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made without regard to race, colour, religion, gender, sexual orientation, national origin, disability, or any other protected characteristic.
The Role: As an Onboarding Consultant at Joblogic, your core purpose is simple: get customers to value faster. You will own the end-to-end onboarding journey for new customers — from discovery stage through onboarding completion — acting as the primary point of contact and accountability throughout. This is a consultative, fast-paced, customer-facing role that combines structured delivery with genuine advisory expertise. Our customers renew when they reach operational value quickly. They churn when they don’t. You are the biggest variable in that equation. We measure onboarding success through a four-layer Time to Value framework: Defined Value → Technical Value → Operational Value → Confirmed Value. Your role touches every layer, and your performance will be measured against how quickly and reliably you move customers through each one.
Key Responsibilities
- Discovery & Defined Value: Lead kick-off and discovery sessions to understand each customer’s workflows, goals, and operational context. Agree and document a Mutual Success Plan with clear, measurable first-value milestones at the start of every onboarding. Confirm key stakeholders, go-live dates, and data readiness, with all outputs recorded in Smartsheet and HubSpot.
- Data & Configuration: Guide customers through data submission and system configuration, keeping progress on track and dependencies clearly owned. Drive configuration sign-off within agreed timescales, ensuring the customer is aligned and confident before advancing. Proactively identify and escalate delays.
- Go-Live: Complete a go-live readiness check before technical go-live to ensure the customer is prepared to use the system in production. Support customers through the critical first weeks post go-live, ensuring they complete their first end-to-end workflow as quickly as possible.
- Value Confirmation & Handover: Ensure every customer has structured value reviews, with outcomes evidenced against the agreed success plan. Provide clear, insight-rich handover notes to the Customer Success team, documenting confirmed milestones and any ongoing risks. Escalate at-risk accounts proactively — don’t wait for customers to disengage.
- Continuous Improvement: Share patterns, blockers, and customer insights with the team to continuously improve the onboarding playbook. Collaborate with Implementation Consultants, Customer Success, Product, and Sales to deliver a seamless end-to-end customer journey.
How You’ll Be Measured
- Time to Discovery Completion
- Time to First Workflow Completion
- Time to Go-Live
- Customer CSAT
Required Skills & Experience
Essential: Few years’ experience in an onboarding, implementation, or customer success role, ideally in a SaaS or technology business. Track record of managing multiple customer onboardings simultaneously and delivering to SLA. Strong consultative and discovery skills: you can quickly understand a customer’s business and translate it into a practical plan. Highly organised with a structured, process-driven approach and strong attention to milestone tracking. Clear, confident communicator — written and verbal — with the ability to hold customers to commitments professionally. Comfortable using data and CRM/project tools (e.g. HubSpot, Smartsheet or equivalent) to track and report progress.
Desirable: Experience in or knowledge of the field service management, facilities management, or trades sector. Familiarity with FSM platforms or similar operational SaaS products.
What We’re Looking For
- Pace and proactivity — you push onboardings forward, spot delays before they compound, and don’t wait to be chased.
- Customer obsession — you care about the outcomes your customers achieve, not just the tasks you complete.
- Accountability — you own your portfolio, your numbers, and your handovers.
- Commercial awareness — you understand that every day a customer isn’t using the product is a day closer to churn.
- Adaptability — every customer is different, and you flex your approach without dropping your standards.
- Collaborative spirit — you improve shared processes, share what you learn, and make the team better.
Why Join Joblogic?
This is a high-impact role at a pivotal moment in our growth. You will directly shape how customers experience Joblogic from day one, and your work will have a measurable impact on retention, ARR, and our journey to £100M. We offer a collaborative, ambitious environment where pace, quality, and customer outcomes are taken seriously — and where there is real room to grow with the business.
Remuneration Package and Benefits:
- Competitive salary based on experience
- Opportunity to work within a global SaaS product company
- Career progression opportunities as Joblogic continues to scale internationally
- Collaborative, product-focused and innovative working environment
- Regular company events and team activities
- Learning and development through Joblogic Academy
- Access to internal training and product leadership mentoring
- Many More
Onboarding Consultant in Warrington employer: Joblogic Service Management Software
Joblogic is an exceptional employer, offering a dynamic and collaborative work environment where you can make a significant impact on customer success from day one. With a strong focus on employee growth and development, including access to internal training and mentoring, you'll have the opportunity to advance your career as we scale internationally. Join us in our ambitious journey towards £100M ARR, and be part of a diverse team that values innovation and customer outcomes.
Contact Details:
Joblogic Service Management Software Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding Consultant in Warrington
✨Tip Number 1
Get to know the company inside out! Research Joblogic's values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to onboarding and customer success. Think about how your experience aligns with the role and be ready to share specific examples that demonstrate your skills.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re a great fit for the Onboarding Consultant role.
We think you need these skills to ace Onboarding Consultant in Warrington
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Onboarding Consultant role. Highlight your relevant experience in onboarding, implementation, or customer success, and show us how you can help customers achieve value quickly.
Showcase Your Communication Skills:As a key point of contact for customers, it's essential to demonstrate your clear and confident communication style. Use your application to showcase examples where you've effectively communicated with clients or stakeholders.
Highlight Your Organisational Skills:We love candidates who are highly organised! Share specific examples of how you've managed multiple projects or customer onboardings simultaneously, and how you kept everything on track.
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’re considered for this exciting opportunity at Joblogic!
How to prepare for a job interview at Joblogic Service Management Software
✨Know the Company Inside Out
Before your interview, dive deep into Joblogic's history, values, and recent developments. Understanding their journey from a small business to a global SaaS leader will help you connect your experience with their growth story.
✨Master the Onboarding Process
Familiarise yourself with the onboarding journey outlined in the job description. Be ready to discuss how you would approach each stage, from discovery to value confirmation, and share examples from your past experiences that demonstrate your consultative skills.
✨Showcase Your Customer Obsession
Prepare to discuss specific instances where you've gone above and beyond for customers. Highlight how your proactive approach has led to successful onboarding outcomes, as this role is all about ensuring customers see value quickly.
✨Be Data-Driven
Since the role involves using tools like HubSpot and Smartsheet, come prepared to talk about how you've used data in previous roles to track progress and drive decisions. This will show your analytical side and your ability to manage multiple onboardings effectively.
