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Onboarding and Implementation Specialist
2 months ago
Mintago is seeking a highly skilled Onboarding and Implementation Specialist to play a crucial role in ensuring our clients experience a seamless and impactful onboarding process. As a key member of our customer success team, you will be responsible for leading the end-to-end onboarding process for new clients, ensuring a smooth transition from sales to implementation.
Key Responsibilities:
- Lead the onboarding process for new clients, ensuring a seamless transition from sales to implementation.
- Collaborate closely with sales to understand client requirements and expectations.
- Conduct thorough needs assessments with clients to understand their goals and expectations.
- Develop comprehensive project plans outlining key milestones, timelines, and deliverables for the onboarding process.
- Work closely with internal teams to configure the software to align with client specifications.
- Proactively identify and address any issues or roadblocks that may arise during onboarding.
Requirements:
- Minimum 2 years of experience in a customer implementation or onboarding role in a SaaS B2B company.
- Background in establishing systems, building processes, and structure where little exists.
- Ability to learn about and communicate financial wellness solutions and understand their implications.
- Experienced in facilitating meetings and virtual workshops with strong written and verbal communication skills.
What We Offer:
- Your choice of work kit (ThinkPad or MacBook Pro).
- Hybrid work (2 days in office).
- Budget for equipment to set up your home office.
- A flexible company discretionary unlimited leave policy + your birthday off.
- Flexible company hours so you can fit your life commitments.
- A £300 yearly budget for your own learning and development.
- Mintago matches your pension contributions up to 4%.
- Private medical insurance (provided by Vitality).
- Life insurance (provided by MetLife).
- Cash plan (provided by Medicash).
- Access to retail & travel discounts.
- Access to salary sacrifice benefits across cycle to work, mobile, gym, tech, groceries, and EV.
Why Join Mintago?
Mintago is a leading provider of financial wellness solutions, and we're committed to helping our clients achieve their financial goals. As an Onboarding and Implementation Specialist, you'll have the opportunity to work with a talented team of professionals who are passionate about making a difference in people's lives.
We're looking for someone who is highly motivated, organized, and able to work independently. If you're a team player who is passionate about delivering exceptional customer experiences, we'd love to hear from you
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