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- Tasks: Lead new clients through a smooth onboarding journey with tailored success plans.
- Company: Join a fast-growing healthcare tech company revolutionising dental practice management.
- Benefits: Enjoy remote/hybrid work options and a collaborative, innovative culture.
- Why this job: Be part of a mission-driven team focused on improving patient care and customer success.
- Qualifications: 3+ years in onboarding or project management within SaaS; strong communication skills required.
- Other info: Project management certifications are a plus but not essential.
The predicted salary is between 24000 - 36000 £ per year.
Location: UK (Remote/Hybrid options available)
Salary: £40,000
Company Overview:
We’re working with an innovative, fast-growing healthcare technology company that’s transforming how dental practices manage their operations. With a mission to streamline clinical and business workflows, they provide market-leading practice management solutions designed to improve patient care and simplify administration. The business is driven by collaboration, customer success, and continuous improvement—making it an exciting and rewarding place to build your career.
The Role:
This is a pivotal role responsible for ensuring new clients experience a seamless and efficient transition from sales to full adoption of the company’s software solutions. As the central point of contact during the onboarding phase, you’ll lead customer relationships, coordinate internal teams, and ensure the delivery of a high-impact, value-driven experience that sets customers up for long-term success.
Key Responsibilities:
- Customer Experience Ownership
- Engage with customers immediately post-sale to understand their goals and onboarding requirements
- Develop and manage tailored onboarding success plans
- Ensure delivery of all onboarding commitments and intervene when necessary to maintain momentum
- Project Management
- Drive onboarding success plans, aligning internal stakeholders to meet key milestones
- Track progress against agreed timelines and adjust plans as needed
- Monitor completion of all onboarding tasks
- Customer Engagement
- Serve as the single point of contact for new customers during onboarding
- Conduct regular update meetings with customers and internal teams
- Build strong customer relationships to capture feedback and drive improvements
- Continuous Improvement
- Identify inefficiencies and help evolve onboarding processes
- Contribute insights to operational and product teams
- Support long-term enhancement of the onboarding journey
- Collaboration
- Work cross-functionally with Sales, Customer Success, and Product teams
- Represent the voice of the customer internally
- Coordinate the transition of clients from onboarding to adoption and ongoing support
What They’re Looking For:
- 3+ years’ experience in onboarding, project management, or implementation roles within SaaS or tech environments
- Proven track record of managing customer relationships and delivering projects on time
- Strong stakeholder management and change management capabilities
- Familiarity with tools such as Jira, Hubspot, LMS platforms (or similar)
- Excellent communication and interpersonal skills
- Highly organized with strong attention to detail and the ability to manage multiple projects
- Strategic mindset with a problem-solving approach
- Proficiency with tools like MS Office, Slack, Slite
- Project management certifications (e.g., PMP, PRINCE2) are beneficial but not essential
Onboarding Specialist employer: TechNET IT Recruitment Ltd
Contact Detail:
TechNET IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Specialist
✨Tip Number 1
Familiarise yourself with the company's software solutions and their onboarding processes. Understanding the tools and workflows they use will help you demonstrate your knowledge during interviews and show that you're ready to hit the ground running.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your project management skills and customer relationship management. Be ready to discuss how you've successfully navigated challenges in onboarding or implementation roles.
✨Tip Number 4
Stay updated on industry trends in healthcare technology and SaaS. Being knowledgeable about the latest developments can help you engage in meaningful conversations during interviews and demonstrate your passion for the field.
We think you need these skills to ace Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding, project management, or implementation roles. Use specific examples that demonstrate your ability to manage customer relationships and deliver projects on time.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company's mission and how your skills align with the role of Onboarding Success Manager. Mention your familiarity with tools like Jira and Hubspot, and how you can contribute to improving the onboarding process.
Highlight Key Achievements: In your application, emphasise any significant achievements in previous roles, particularly those related to customer engagement and project management. Quantify your successes where possible to make a stronger impact.
Showcase Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your interpersonal skills. Use clear and concise language, and consider including examples of how you've successfully built relationships with customers or stakeholders.
How to prepare for a job interview at TechNET IT Recruitment Ltd
✨Understand the Company and Its Mission
Before your interview, take some time to research the healthcare technology company and its mission. Familiarise yourself with their practice management solutions and how they aim to improve patient care. This will help you align your answers with their values and demonstrate your genuine interest in the role.
✨Showcase Your Project Management Skills
As an Onboarding Success Manager, you'll need strong project management skills. Be prepared to discuss specific examples from your past experience where you've successfully managed onboarding processes or projects. Highlight your ability to track progress, manage timelines, and adjust plans as necessary.
✨Emphasise Customer Relationship Management
This role requires excellent customer relationship management skills. Share examples of how you've built strong relationships with clients in previous roles. Discuss how you’ve engaged with customers post-sale and ensured their needs were met during the onboarding process.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and strategic mindset. Think about potential challenges you might face in the onboarding process and how you would address them. This will showcase your proactive approach and ability to think on your feet.
