Onboarding Specialist (SaaS)
CV-LibraryNationwidepermanentPosted: 23 March 2026
Apply NowOnboarding Specialist (SaaS)
Location: UK (Fully Remote)
Type: Full-time
The Role
We are looking for an Onboarding Specialist to lead the end-to-end onboarding of new clients, ensuring a seamless transition from initial setup through to a successful go-live.
In this role, you will act as a product expert - delivering training, supporting technical configuration, and helping customers realise the full value of the software as quickly as possible. A key focus will be improving onboarding processes to increase efficiency and reduce time-to-value while maintaining high service standards.
What You’ll Be Doing
* Manage the full onboarding lifecycle from setup through to go-live
* Deliver engaging training sessions both remotely and on-site
* Work closely with technical teams to configure client databases and support initial data setup
* Investigate system behaviour and resolve issues during onboarding in collaboration with development teams
* Capture and document client requirements and ways of working, ensuring this is shared internally
* Maintain expert-level product knowledge, including new feature releases
* Conduct structured handovers to Customer Success teams
* Meet KPIs and SLAs while contributing to continuous improvement initiatives
What We’re Looking For
* Proven experience (2+ years) in onboarding, implementation, or technical project management - ideally within a SaaS or ERP environment
* Strong project management skills, with the ability to manage multiple implementations simultaneously
* Experience configuring and delivering training on complex software systems
* Excellent communication skills, with the ability to explain technical concepts clearly
* A customer-focused mindset with the ability to build strong relationships
* Highly organised, proactive, and self-motivated
* A strong aptitude for understanding and presenting technology
* Willingness to travel to client sites when required
Nice to Have
* Experience with implementation or project management methodologies
* Industry experience within waste management or environmental services
* Familiarity with tools such as Jira Service Desk, Slack, or HubSpot
* Experience working in a remote-first environment aligned to UK business hours
What’s on Offer
* Fully remote working
* Flexible working hours (aligned with team needs)
* 25 days holiday + UK bank holidays, plus birthday off
* Additional holiday entitlement with tenure
* Learning & development budget and dedicated days
* Health cash plan and pension
* Work-from-home allowance
* Regular team offsites and collaboration opportunities
* Enhanced parental leave
* Travel expenses covered
If you’re passionate about delivering exceptional customer onboarding experiences and want to play a key role in helping clients succeed, we’d love to hear from you
Location: UK (Fully Remote)
Type: Full-time
The Role
We are looking for an Onboarding Specialist to lead the end-to-end onboarding of new clients, ensuring a seamless transition from initial setup through to a successful go-live.
In this role, you will act as a product expert - delivering training, supporting technical configuration, and helping customers realise the full value of the software as quickly as possible. A key focus will be improving onboarding processes to increase efficiency and reduce time-to-value while maintaining high service standards.
What You’ll Be Doing
* Manage the full onboarding lifecycle from setup through to go-live
* Deliver engaging training sessions both remotely and on-site
* Work closely with technical teams to configure client databases and support initial data setup
* Investigate system behaviour and resolve issues during onboarding in collaboration with development teams
* Capture and document client requirements and ways of working, ensuring this is shared internally
* Maintain expert-level product knowledge, including new feature releases
* Conduct structured handovers to Customer Success teams
* Meet KPIs and SLAs while contributing to continuous improvement initiatives
What We’re Looking For
* Proven experience (2+ years) in onboarding, implementation, or technical project management - ideally within a SaaS or ERP environment
* Strong project management skills, with the ability to manage multiple implementations simultaneously
* Experience configuring and delivering training on complex software systems
* Excellent communication skills, with the ability to explain technical concepts clearly
* A customer-focused mindset with the ability to build strong relationships
* Highly organised, proactive, and self-motivated
* A strong aptitude for understanding and presenting technology
* Willingness to travel to client sites when required
Nice to Have
* Experience with implementation or project management methodologies
* Industry experience within waste management or environmental services
* Familiarity with tools such as Jira Service Desk, Slack, or HubSpot
* Experience working in a remote-first environment aligned to UK business hours
What’s on Offer
* Fully remote working
* Flexible working hours (aligned with team needs)
* 25 days holiday + UK bank holidays, plus birthday off
* Additional holiday entitlement with tenure
* Learning & development budget and dedicated days
* Health cash plan and pension
* Work-from-home allowance
* Regular team offsites and collaboration opportunities
* Enhanced parental leave
* Travel expenses covered
If you’re passionate about delivering exceptional customer onboarding experiences and want to play a key role in helping clients succeed, we’d love to hear from you