Customer Onboarding Manager

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Company Overview:

Join our dynamic team at Ideal Software Solutions, a leading provider of innovative technology solutions tailored to vertical industries. With our cutting-edge portal and tablet solutions, we empower businesses to streamline operations, enhance productivity, and elevate customer experiences. Ideal Software Solutions, is a dynamic and innovative software company dedicated to delivering exceptional experiences to our customers. As we continue to grow and expand our client base, we are seeking a motivated and customer-focused individual to join our team as a Customer Onboarding Specialist. In this role, you will play a crucial part in ensuring that our new customers have a seamless and positive experience as they onboard onto our platform and services.

Position Overview:

As a Customer Onboarding Specialist, you will be responsible for guiding new customers through the onboarding process, from initial setup to full utilization of our products or services. You will serve as the primary point of contact for new customers, providing personalized support and assistance to help them get started and achieve their goals. Your goal will be to ensure that every customer has a smooth onboarding experience and is equipped with the knowledge and resources they need to succeed.

As you start your Ideal Software Solutions journey we will provide you with all the training and development you will need to give you the best opportunity to grow your career with us.

You need to be inquisitive, have a desire to learn about our core product functionality and service offering to be able to successful implementation of onboarding projects to new and existing clients, by delivering a combination of project management and training.

You will be fully supported as you ensure a smooth transition from Sales into Operations for all new projects under your control to ensure customers understand the Ideal Software Solutions customer journey and our approach to service.

Ideal Software Solutions is a leading Field Service Management Software Provider and are based in Kimbolton.

Key Responsibilities:

Serve as the main point of contact for new customers throughout the onboarding process.

Coordinate and manage all aspects of the customer onboarding process, including account setup, training, and customisation of services.

Conduct initial consultations with new customers to understand their needs, goals, and expectations.

Provide personalized guidance and support to help customers navigate our platform or services and maximise value.

Deliver training sessions, demos, and workshops to educate customers on product features, best practices, and use cases.

Proactively identify and address any issues or concerns raised by customers during the onboarding process.

Collaborate closely with sales, customer success, and product teams to ensure a seamless transition for customers and alignment with company goals.

Track and report on customer onboarding metrics, including completion rates, satisfaction levels, and time to value.

Qualifications:

Project management experience.

Ability to manage customer expectations.

Experience in a training capacity, ideally - customer facing.

Technically adept.

Strong problem solving and analytical skills.

Excellent attention to detail, organised and task focussed with a methodical approach to work.

Ability to work independently and manage multiple priorities.

Self-motivated with ability to handle a stretching and changeable workload.

Proactive team player.

Exceptional communication skills both written and verbal at all levels.

Benefits:

  • Company mileage allowance (for car fuel and maintenance) and subsistence is included.
  • Apple Mobile iPhone.
  • Laptop & working from home office phone kit.
  • A solid career path with excellent growth opportunities.
  • Company events.

Why Join Us:

We have 3 vertical solutions, a "Fundraising Solution, a "Emergency Hydraulic Repair Solution" and a "Windscreen replacement Solution", each is best of breed and ahead of our competition. We have recently launched our solutions on an international basis, and we are really excited to give you the chance of joining our team and help us gain more market share in the UK and the rest of the world.

Opportunity for career growth and advancement in a rapidly expanding company. Collaborative and supportive team environment that values innovation and creativity.

Access to cutting-edge technology solutions that are transforming industries and driving meaningful impact. Ongoing training and professional development opportunities to enhance skills and expertise.

Join Us in Revolutionising Vertical Industries with Innovative Technology Solutions!

Ideal Software Solutions is an equal opportunity employer. We celebrate differences and support diversity, thriving on it to improve the lives of our Ideal Software Solutions, our product, and our community.

If you're ready to take your sales career to the next level and make a lasting impact, we want to hear from you. Apply today to join our team and help shape the future of portal and tablet solutions.

Required skills

  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Word
  • Project Management
  • QuickBooks
  • Sage
  • Software Solutions
  • Training
  • Onboarding
  • xero

Application questions

Do you have a UK driving licence and own your own car?
Do you live within 30 mins of Kimbolton, Cambridgeshire?
Do you have A-Levels or equivalent BTECs/Microsoft Qualifications?
Are you happy to travel anywhere in the UK to meet customers?
Do you have experience of Sage, Xero or Quickbooks?

Reference: 52546388

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