Onboarding Executive

6 months ago

Norwich, United Kingdom Pivotal Full time

**About the role**

We are seeking a dynamic, highly organised and driven individual to join our team at Digital Marketing Agency in Norwich. As an Onboarding Executive, you will play an important role in ensuring the successful implementation and adoption of a SaaS (Software as a Service) - based inventory and order management system for clients. Your primary focus will be to guide clients through the onboarding process, providing expert assistance, training, and support to help them seamlessly integrate our solution into their business operations.

**Key Responsibilites**:

- ** Client Onboarding**: Lead end-to-end onboarding processes for new clients, ensuring a smooth transition from initial engagement to system go-live. Collaborate with cross-functional teams to gather client requirements, establish project timelines, and manage expectations.
- ** Needs Assessment**: Conduct thorough needs assessments with clients to understand their unique business requirements, processes, and pain points. Translate these insights into tailored onboarding plans that address specific client needs.
- ** Solution Configuration**: Collaborate with the technical team to configure the SaaS solution according to client specifications. Ensure that the system is set up to align with the client's inventory and order management workflows.
- ** Training and Education**: Develop and deliver comprehensive training sessions to educate clients on the features, functionality, and best practices of our SaaS solution. Provide training both remotely and on-site, depending on client preferences.
- ** Technical Support**: Serve as the primary point of contact for client inquiries and issues during the onboarding phase. Troubleshoot and resolve technical challenges, working closely with the support team to ensure timely and effective solutions.
- ** Data Migration**: Coordinate data migration efforts, assisting clients in transferring their existing inventory and order data into the new system. Validate data accuracy and integrity post-migration.
- ** Customization**: Work with the development team to facilitate necessary customizations or integrations that align with client requirements. Ensure that any custom features are properly integrated and tested.
- ** Progress Tracking**: Maintain accurate records of onboarding progress, documentation, and client interactions in the designated systems. Provide regular updates to clients and internal stakeholders on project status.
- ** Feedback Collection**: Gather feedback from clients regarding the onboarding experience, system usability, and overall satisfaction. Use this feedback to continuously improve the onboarding process and enhance the product.
- Desirable_s:

- Experience in client onboarding, training or teaching, customer success, or a related role, preferably within the SaaS or software industry.
- Understanding of inventory and order management processes.
- Exceptional communication and interpersonal skills, both written and verbal.
- Ability to explain technical concepts to non-technical audiences.
- Detail-oriented with excellent organisational and project management abilities.
- Problem-solving mindset and the ability to thrive in a fast-paced, dynamic environment.
- Proficiency in using project management and communication tools.
- Willingness to travel occasionally for on-site client training and support.
- Ability to work independently and manage multiple priorities
- Good understanding of the eCommerce industry

**Why Pivotal?**

Come join us as a Onboarding Executive in our dog-friendly, vibrant city centre office and receive the following:

- Salary range between £22,000 - £25,000 DOE plus benefits package.
- Once qualified, you will be entitled to the bonus.
- Full training will be provided
- Collaborative and inclusive work environment.
- Continuous learning and growth opportunities.
- Chance to make a significant impact on clients' businesses through effective onboarding.

*Please note: This is a mainly office-based role, and we are looking for applicants local to Norfolk, UK*

**Please attach your CV and any other supporting information if available (Portfolio, covering letter etc).**

  • Commercial Risk Strategy Executive

    7 days ago

    Norwich, Norfolk, United Kingdom Baldwin Risk Partners Full time

    About the Job:We are seeking an experienced Commercial Risk Strategy Executive to lead our sales team. The ideal candidate will have 7+ years of sales leadership experience, 5+ years of insurance experience, and expertise in Agency Management Systems and/or other CRM-related software.Key Responsibilities:Develop and execute strategies to enhance the client...

  • Account Executive

    3 days ago

    Norwich, United Kingdom The Inbox Club Full time

    Account Executive - Part Time - 20 hours £26-32k pro rata, depending on experience (Norwich/Norfolk based) If you're the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it's for something mundane), this role might well be up your street.We're looking for a great communicator who is remarkably...

  • Junior App Executive

    2 months ago

    Norwich, United Kingdom DIGITAL FUEL PERFORMANCE Full time

    Digital Fuel Performance is seeking a motivated and enthusiastic Junior App Executive to join our app marketing team. In this role, you will support the planning, execution, and optimisation of mobile app marketing campaigns, focusing on user acquisition, retention, and engagement strategies. You will collaborate closely with senior team members, external...

  • Customer Service Executive

    6 months ago

    Norwich, United Kingdom Careline365 Full time

    **About the Appello Group** **Careline365 is an award-winning company who provide a life-saving service across the United Kingdom and the Republic of Ireland, bringing peace of mind to people and their loved ones.** **As part of the Appello Group, we are committed to transforming lives through technology enabled care services, blending the expertise in our...

  • Customer Service Executive

    6 months ago

    Norwich, United Kingdom Careline365 Full time

    **About the Appello Group** **Careline365 is an award-winning company who provide a life-saving service across the United Kingdom and the Republic of Ireland, bringing peace of mind to people and their loved ones.** **As part of the Appello Group, we are committed to transforming lives through technology enabled care services, blending the expertise in our...

  • Account Executive

    3 weeks ago

    norwich, United Kingdom The Inbox Club Full time

    Account Executive - Part Time - 20 hours £26-32k pro rata, depending on experience (Norwich/Norfolk based) If you’re the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it’s for something mundane), this role might well be up your street. We’re looking for a great communicator who is remarkably...

  • Account Executive

    3 weeks ago

    Norwich, United Kingdom The Inbox Club Full time

    Account Executive - Part Time - 20 hours£26-32k pro rata, depending on experience(Norwich/Norfolk based)If you’re the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it’s for something mundane), this role might well be up your street. We’re looking for a great communicator who is remarkably...

  • Account Executive

    2 weeks ago

    Norwich, United Kingdom The Inbox Club Full time

    Job Description Account Executive - Part Time - 20 hours £26-32k pro rata, depending on experience (Norwich/Norfolk based) If you’re the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it’s for something mundane), this role might well be up your street. We’re looking for a great communicator...

  • Account Executive

    4 weeks ago

    Norwich, United Kingdom The Inbox Club Full time

    Account Executive - Part Time - 20 hours£26-32k pro rata, depending on experience(Norwich/Norfolk based)If you’re the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it’s for something mundane), this role might well be up your street. We’re looking for a great communicator who is remarkably...

  • Junior Account Executive

    5 months ago

    Norwich, United Kingdom Walker & Sloan Full time

    £25,000 + Package - Norwich **Walker and Sloan are proud to be working with a global marketing agency as they are keen to bring on board a junior account executive to the Client Services team, on a full time basis.** The role is offered as hybrid working from our Norwich office, whilst working with our global client services teams based in the US (5...

  • Account Executive

    4 weeks ago

    Norwich, UK, Norfolk, United Kingdom The Inbox Club Part time

    Account Executive - Part Time - 20 hours£26-32k pro rata, depending on experience(Norwich/Norfolk based)If you’re the sort of person who will jump at literally any opportunity to build a colour-coded spreadsheet (even if it’s for something mundane), this role might well be up your street. We’re looking for a great communicator who is remarkably...

  • Marketing Coordinator and Instructor

    6 months ago

    Norwich, United Kingdom Tech Educators Full time

    Tech Educators is a fast paced, dynamic education environment with a great team working towards a common goal, to empower individuals from all backgrounds to gain the confidence to join us on one of our three courses - Digital Marketing with AI, Software Development or Unity Games Development. We’re looking for marketing rising star, with a strong creative...

  • Business Development Specialist

    4 weeks ago

    Norwich, United Kingdom The Inbox Club Full time

    About The RoleWe are seeking a highly organized and communicative Account Executive to join our team at The Inbox Club. Your primary responsibility will be to ensure our clients feel happy, in the loop, and well-cared for. This may involve managing our project management system, tracking deliverables, and maintaining open communication with the delivery team...

  • Cybersecurity Specialist

    2 weeks ago

    Norwich, Norfolk, United Kingdom Baldwin Risk Partners Full time

    Job OverviewWe are seeking an experienced Cybersecurity Specialist to join our team at Baldwin Risk Partners. This is a full-time position with a competitive salary of $120,000 per year.Key ResponsibilitiesManage cloud-based identity and access management processes in Azure AD/Entra.Support customer requests for access provisioning, de-provisioning, password...

  • Centre Manager with Ownership and Leadership Opportunities

    4 weeks ago

    Norwich, Norfolk, United Kingdom Sign Express Full time

    About the Centre Manager Role at Signs ExpressWe are seeking a dynamic and experienced Centre Manager to lead our Signs Express centre in Huddersfield to new heights. As a key member of our team, you will be responsible for the overall management and operation of the centre, ensuring exceptional customer service and quality products.Key...

  • Senior Geophysicist

    1 week ago

    Norwich, Norfolk, United Kingdom Venterra Group Full time

    Venterra Group seeks a skilled Geophysics Professional to join our team. Our client is a global leader in wind energy services, engineering, and project management.**About Venterra Group**At Venterra Group, we accelerate the global energy transition by providing comprehensive services for the rapidly expanding wind industry. Our diverse team of experts is...

  • Senior Director of Sales, Commercial Risk

    3 months ago

    Norwich, United Kingdom Baldwin Risk Partners Full time

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...

  • Sales Administration Apprentice

    6 months ago

    Norwich, United Kingdom Zatu Games Full time

    **Job Title: Sales Administration Apprentice** **Hours: 40 hours per week (20% includes course-based learning and off the job training)** **Shift pattern: Monday - Friday (Flexible working hours)** **Salary: £5.50 per hour** **Location: Bowthorpe, Norwich** **General: Full training provided which will result in a formal qualification** **About the...

  • Senior Geophysicist

    6 months ago

    Norwich, United Kingdom Ordtek Limited Full time

    Founded in 2021, Venterra is at the forefront of the wind energy sector, offering comprehensive services to foster the development of wind energy across the globe. Our ethos is deeply rooted in sustainability, shaping who we are, our operations, and our aspirations to benefit our clients, society, and the environment. As a key ally to wind energy developers,...

  • Cybersecurity Risk Management Specialist

    2 weeks ago

    Norwich, Norfolk, United Kingdom Baldwin Risk Partners Full time

    About Us:Baldwin Risk Partners is a leading insurance solutions provider, renowned for crafting innovative products that address complex risks. Our expertise lies in combining underwriting expertise with insurer risk capacity to create tailored insurance solutions.We pride ourselves on empowering distribution partners to meet their customers' unique needs by...