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- Tasks: Help clients succeed by converting trials into loyal customers through engaging demos and clear proposals.
- Company: Join a dynamic team at RotaCloud, focused on customer success and collaboration.
- Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and personal development budget.
- Why this job: Make a real impact by guiding clients through their journey with innovative SaaS solutions.
- Qualifications: Experience with SMB prospects and strong communication skills are essential.
- Other info: Flexible work environment with regular team events and a focus on personal growth.
The predicted salary is between 28000 - 30000 £ per year.
Join our team and play a key role in helping our clients succeed with RotaCloud. Our Customer Onboard Specialists own the end-to-end sales cycle for inbound SMB opportunities, converting trials and qualified leads into successful customers. You will be building trusted relationships, running structured discovery, delivering high-quality demos, providing clear commercial proposals and closing deals that are a strong fit for RotaCloud. Embedded within the Sales team and working closely with Marketing, Product and Customer Success, you will operate as the commercial lead for your opportunities. You will bring market and customer insight into the business, and partner with others to remove friction in the buying journey and improve conversion.
What You’ll Be Doing
- Engage trialists and inbound opportunities, maintaining momentum from first contact to close.
- Build relationships with key stakeholders, establishing credibility and trust early.
- Run structured discovery to understand customer context, pain points, buying process and product fit.
- Respond to trial users via webchat with clear, professional communication, ensuring queries are understood.
- Identify opportunities for RotaCloud products through effective questioning.
- Deliver tailored, value-led demos that address the prospect’s goals and constraints.
- Provide clear, timely quotes and proposals and progress deals with purposeful follow-up.
- Maintain accurate pipeline stages and activity in HubSpot, including notes, next steps and close dates.
- Track conversion blockers and proactively seek support where needed (e.g., commercial terms, technical questions).
- Contribute to pipeline reporting with a focus on accuracy and learnings, not just volume.
- Create a confident, low-friction experience from trial to purchase.
- Agree next steps with prospects and keep commitments, timelines and expectations clear.
- Share actionable feedback to improve the product story, trial experience and sales materials.
- Share insights, objections and wins with the Sales team to improve collective performance.
- Partner with Marketing on lead quality feedback and messaging that resonates.
- Partner with Customer Success on onboarding readiness and handover quality to drive retention outcomes.
- Actively participate in enablement, product updates and ongoing development.
- Take ownership of personal performance goals, using coaching and data to improve conversion and quality.
You’ll Thrive In This Role If You
- Have strong commercial judgement, qualify opportunities honestly and prioritise time on best-fit, high-intent deals.
- Enjoy a consultative approach, ask strong questions, listen well and align solutions to the customer’s reality.
- Possess good organisational skills and are capable of following through.
- Are able to manage multiple opportunities without losing momentum or detail.
- Are resilient and adaptable, remaining effective through rejection, change and shifting priorities.
- Prioritise collaboration, work constructively across teams, and can share information early and clearly.
What We’re Looking For
- Experience working with SMB prospects, using consultative discovery and value-based demos.
- Strong stakeholder management, able to build trust with a range of decision makers.
- Confident communicator, able to explain product value clearly and handle objections professionally.
- Comfortable working with CRM discipline (HubSpot), activity tracking and pipeline reporting.
- Interest in SaaS and product-led growth, with a willingness to learn new features and translate them into customer outcomes.
What’s in it for you?
- Salary of £28k – £30k + bonus structure depending on experience.
- Hybrid flexible working.
- 34 days holiday (including bank holidays) with a length of service increase to 41.
- Options to buy and sell holiday.
- Discretionary bonus.
- Private healthcare.
- Paid lunch break.
- Enhanced family-friendly benefits.
- £500 per year to spend on learning and development.
- Eye health support.
- Paid time off for volunteering.
- Fortnightly work events, monthly department lunches, bi-annual company events.
This is a hybrid role with 2 days a week spent in our open-plan office in the centre of historic York and the flexibility of working in your own home. What are you waiting for? Don't worry if you don't meet all of the criteria – we work with people, not CVs. So if you think you'd be a valuable addition to our team, please get in touch.
Customer Onboard Specialist employer: RotaCloud
Contact Detail:
RotaCloud Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Onboard Specialist
✨Tip Number 1
Get to know the company inside out! Research RotaCloud, understand their products, and be ready to discuss how you can help clients succeed. This will show your genuine interest and help you build trust with potential employers.
✨Tip Number 2
Practice your pitch! Be prepared to explain how your skills align with the role of a Customer Onboard Specialist. Highlight your experience with SMBs and your consultative approach to sales during interviews.
✨Tip Number 3
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 4
Don’t forget to follow up! After interviews, send a thank-you email expressing your appreciation for the opportunity. It’s a simple way to keep yourself top of mind and show your enthusiasm for the role.
We think you need these skills to ace Customer Onboard Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with SMB prospects and consultative sales. We want to see how your skills align with the role of a Customer Onboard Specialist at RotaCloud!
Showcase Your Communication Skills: Since you'll be engaging with clients and stakeholders, it's crucial to demonstrate your confident communication style. Use clear and professional language in your application to reflect how you would interact with our customers.
Highlight Your Organisational Skills: We love candidates who can manage multiple opportunities without losing track. Share examples in your application that showcase your ability to stay organised and follow through on commitments.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and get you into our system quickly. Plus, it shows you're keen to join our team!
How to prepare for a job interview at RotaCloud
✨Know Your Product Inside Out
Before the interview, make sure you understand RotaCloud's features and benefits thoroughly. This will help you answer questions confidently and demonstrate your ability to deliver tailored, value-led demos that resonate with potential customers.
✨Practice Your Consultative Approach
Since the role requires a consultative approach, practice asking open-ended questions that uncover customer pain points and needs. This will not only show your understanding of the sales process but also your ability to build trust and credibility with stakeholders.
✨Familiarise Yourself with HubSpot
Get comfortable with HubSpot or similar CRM tools before your interview. Being able to discuss how you would maintain accurate pipeline stages and track conversion blockers will impress the interviewers and show you're ready to hit the ground running.
✨Showcase Your Resilience and Adaptability
Be prepared to share examples of how you've handled rejection or adapted to changing priorities in previous roles. This will highlight your resilience and ability to manage multiple opportunities without losing momentum, which is crucial for success in this position.