Onboarding Consultant

Location:Guildford, Surrey
Salary:£45,000 - £55,000 per annum

Person Profile

A superb opportunity for a dynamic, smart and forward-thinking SaaS candidate who has some strong experience onboarding clients onto large platforms. The successful candidate will enjoy working in an innovative environment in a team that has a passion for first class delivery and customer service.

The company offer hybrid working where being able to come to the bright, modern, Surrey offices will be necessary 1-2 times a week for team building and assist with continuous growth in the company collaborative approach.

Main responsibilities of this role will include:

  • Being accountable for the successful definition, agreement and execution of implementation plans between the client and implementation team leading to successful implementation of the SaaS platform
  • Creating. planning and managing the production of the required deliverables in the form of an implementation plan
  • Tracking the customer spend and triggering invoices at correct milestones
  • Managing risks, including the development of contingency plans
  • Monitoring overall progress and use of resources, initiating corrective action where necessary
  • Communicating to the customer and setting expectations in line with company process
  • Applying change control and management
  • Reporting through agreed lines on implementation progress
  • Maintaining an awareness of potential interdependencies with other projects and their impact and communicating this to the customer
  • Collating and communicating actions on both the internal team but also the customer
  • Responsible for issuing statements of work and other project documentation during onboarding
  • Delivering these responsibilities to largest accounts as part of an enterprise implementation team
  • Demonstrating, encouraging and leading cross region collaboration and knowledge sharing internally
  • The right person for this role is someone who is passionate about what they do, and wants to be part of a supportive and growing organisation.

Experience that would work well….

  • Experienced in a project management role
  • Able to build and maintain excellent working relationships
  • Experienced with developing and maintaining project plans and detailed stage plans
  • Self-motivated, able to adapt to different situations and handle multiple workloads at once.
  • An innovative thinker with confidence to contribute ideas and think outside the box

Personal Attributes

  • Able to confidently set expectations with customers and communicate issues or delays
  • Organised and able to prioritise, multi-task and work under pressure/to deadlines
  • Exceptionally attentive to detail
  • Able to work independently and as part of a team
  • Proactive, motivated and calm
  • Friendly with a good sense of humour

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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