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- Tasks: Lead the onboarding process for new clients, ensuring a smooth transition from contract to go-live.
- Company: Join a dynamic team focused on delivering exceptional client experiences in the financial services sector.
- Benefits: Enjoy perks like free parking, a company pension, and a supportive work environment.
- Why this job: Shape first impressions and drive client success while collaborating across departments in a fast-paced setting.
- Qualifications: Proficiency in Salesforce and strong communication skills are essential; experience in financial services is a plus.
- Other info: This full-time role offers a competitive salary and the chance to make a real impact.
The predicted salary is between 25000 - 35000 £ per year.
We are seeking a dedicated and proactive Onboarding Manager to join one of our clients' team. As Onboarding Manager, you'll own the end-to-end onboarding process for new clients, ensuring a seamless and professional experience from contract signature through to successful go-live.
Working across Mintsoft, integrations, internal tooling and operational workflows, you'll coordinate across departments to ensure every client is technically and operationally ready to succeed. You'll play a vital role in shaping first impressions, delivering clarity, confidence, and momentum for both our clients and our internal teams. The onboarding function ensures every new partner gets the strongest start possible. By managing setup, testing, internal coordination and training, the Onboarding Manager lays the foundations for long-term service success. Your work directly supports client retention, SLA performance, and profitable partnerships making you a key driver of scalable growth.
Responsibilities
- Develop and implement comprehensive onboarding programmes tailored to the needs of new hires within the financial services industry.
- Collaborate with various departments to ensure all necessary resources and training materials are available for new employees.
- Own the onboarding process from contract handover to operational go-live.
- Build and maintain onboarding trackers and templates using Google Sheets and Trello.
- Monitor and evaluate the effectiveness of onboarding programmes through feedback and performance metrics, making adjustments as necessary.
- Configure client accounts in Mintsoft, ensuring accuracy across products, rules, couriers and integrations.
- Liaise with fulfilment, customer service and account management teams to align go-live plans.
- Deliver client-facing support, system walkthroughs and onboarding documentation.
- Ensure third-party integrations (e.g. Shopify, Amazon, WooCommerce) are connected and tested.
- Identify and mitigate risks to service quality or timeline delays.
- Support continuous improvement by refining onboarding documentation and processes.
- Ensure full internal readiness ahead of go-live across all departments.
Skills and Requirements
- Proficiency in Salesforce for managing onboarding processes and data analysis.
- Strong analytical skills to assess programme effectiveness and identify areas for improvement.
- Excellent communication skills, both verbal and written, enabling effective interaction with new hires and internal stakeholders.
- Experience in the financial services sector is highly desirable, providing context for tailored onboarding experiences.
- Ability to work collaboratively in a fast-paced environment while maintaining attention to detail.
- A proactive approach to problem-solving and a commitment to enhancing employee experiences from day one.
- Act as a clear, consistent point of contact for onboarding activity.
- Ensure all data entry and system setup is accurate and verified.
- Proactively flag and resolve onboarding blockers or risks.
- Provide timely, structured updates to both internal stakeholders and clients.
- Maintain accurate onboarding documents, trackers, and process guides.
- Ensure clients feel supported, informed and ready by go-live.
If you are passionate about creating impactful onboarding experiences and have the skills we are looking for, we invite you to apply for this exciting opportunity as an Onboarding Manager.
Onboarding Manager employer: TEAMWORK PARTNERSHIP LTD
Contact Detail:
TEAMWORK PARTNERSHIP LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Manager
✨Tip Number 1
Familiarise yourself with the onboarding processes specific to the financial services industry. Understanding the nuances and challenges faced in this sector will help you demonstrate your expertise during interviews.
✨Tip Number 2
Showcase your experience with tools like Google Sheets and Trello. Be prepared to discuss how you've used these platforms to manage projects or track progress, as this is crucial for the Onboarding Manager role.
✨Tip Number 3
Highlight your communication skills by preparing examples of how you've effectively liaised with different departments in previous roles. This will illustrate your ability to coordinate across teams, which is essential for this position.
✨Tip Number 4
Research common third-party integrations like Shopify, Amazon, and WooCommerce. Being knowledgeable about these systems will allow you to speak confidently about how you can ensure seamless client setups.
We think you need these skills to ace Onboarding Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding, client management, and the financial services sector. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for creating impactful onboarding experiences. Mention specific examples of how you've successfully managed onboarding processes in the past.
Showcase Your Skills: Emphasise your proficiency in Salesforce and any experience with tools like Google Sheets and Trello. Highlight your analytical skills and ability to collaborate across departments.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Onboarding Manager role.
How to prepare for a job interview at TEAMWORK PARTNERSHIP LTD
✨Understand the Onboarding Process
Familiarise yourself with the end-to-end onboarding process, especially in the financial services sector. Be prepared to discuss how you would tailor onboarding programmes to meet the specific needs of new clients.
✨Showcase Your Communication Skills
As an Onboarding Manager, excellent communication is key. Practice articulating your thoughts clearly and confidently, as you'll need to interact with both clients and internal teams effectively.
✨Demonstrate Analytical Thinking
Be ready to discuss how you would monitor and evaluate the effectiveness of onboarding programmes. Highlight any experience you have with data analysis tools like Salesforce, and be prepared to share examples of how you've used metrics to improve processes.
✨Prepare for Collaborative Scenarios
Expect questions about working collaboratively across departments. Think of examples from your past experiences where you successfully coordinated with different teams to achieve a common goal, particularly in a fast-paced environment.
