Client Onboarding Specialist

4 days ago


Sheffield, Sheffield, United Kingdom UniHomes Full time
Job Title: Client Onboarding Specialist

We are seeking an experienced professional to play a pivotal role in ensuring the seamless integration of new agent partners into the UniHomes family.

This hybrid/office based role will be located in Sheffield, with occasional travel/client visits in person.

  • Conduct thorough onboarding sessions for new clients, covering platform features, best practices, and key performance indicators (KPIs).
  • Design and deliver comprehensive training programs to equip clients with the knowledge and skills to succeed.
  • Develop and implement a standardised onboarding process, including checklists, templates, and training materials.
  • Collaborate with the Marketing team to develop engaging onboarding materials.
  • Provide ongoing support and training to existing clients.

The ideal candidate will have proven experience in software training and implementation/client integration in a B2B/Software/SaaS/PropTech environment.

We offer a competitive salary of £45,000 - £55,000 per annum, depending on experience, plus a range of benefits including:

  • Complimentary breakfast, hot & cold drinks, snacks
  • Pool table, holidays, length of service days, voluntary day
  • Enhanced pension scheme, pension salary sacrifice scheme, healthcare scheme
  • Employee Assistant Programme, sick pay, enhanced maternity & paternity pay
  • Career progression, commitment to personal and professional development
  • Employee of the month award, refer a friend scheme, staff discounts
  • Mental health and financial support, company social events

Estimate salary: £50,000 per annum. Salary Details: £45,000 - £55,000 per annum, dependent on experience.



  • Sheffield, Sheffield, United Kingdom Aspire Recruitment Careers Full time

    Job Title: Client Relationship SpecialistLocation: Leeds, UKJob Type: Permanent Full Time (Hybrid)Salary: Negotiable + Bonus (£50,000 - £70,000 per annum)About the CompanyWe are a leading technology solutions and service organisation based in Leeds, with a strong presence in the market and a reputation for delivering excellent results. Our company culture...


  • Sheffield, Sheffield, United Kingdom Sellick Partnership (Legal) Limited Full time

    Job Title: Private Client SpecialistAt Sellick Partnership (Legal) Limited, we are seeking an experienced Private Client specialist to join our team. This is a fantastic opportunity for a skilled and motivated individual to take on a challenging role that will allow them to utilise their knowledge and expertise in private client law.Key...


  • Sheffield, Sheffield, United Kingdom The Recruitment Co. Full time

    Job DescriptionThe Recruitment Co is seeking a Client Relations Specialist to join their team in Sheffield. In this role, you will be responsible for building and maintaining strong relationships with clients, providing excellent customer service, and ensuring that client needs are met.As a Client Relations Specialist, you will work closely with the sales...


  • Sheffield, Sheffield, United Kingdom Clear IT Recruitment Full time

    About the Role: We are currently seeking a Private Client Specialist to join our team in Sheffield, South Yorkshire. As a Private Client Specialist, you will be responsible for advising clients on various aspects of private client law, including Wills, probate, trusts, and elderly client matters. You will also be required to manage a full caseload of...


  • Sheffield, Sheffield, United Kingdom Sacco Mann Full time

    About the Role:We are seeking an experienced Elderly Client Specialist to join our dynamic team at Sacco Mann in Sheffield. The successful candidate will have a strong background in private client work and excellent communication skills.The ideal candidate will possess:Long-standing experience in private client servicesDetailed understanding of Wills,...


  • Sheffield, Sheffield, United Kingdom beBee Professionals Full time £30,000 - £45,000

    We are seeking a Client Growth and Development Specialist to join our team at beBee Professionals in Sheffield. As a key member of our sales team, you will be responsible for managing and nurturing client relationships, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Manage and maintain...


  • Sheffield, Sheffield, United Kingdom Commercial Recruitment Full time

    Client Growth Specialist Position at Commercial Recruitment: Salary range £26,000 - £33,000. In this role, you will focus on growing an existing client base by renewing services and generating additional revenue through proactive upselling and cross-selling of products and services. Key responsibilities include managing the sales process, maintaining...


  • Sheffield, Sheffield, United Kingdom BMS Performance Full time

    About the RoleWe are seeking a highly driven and motivated Client Growth Specialist to join our Key Accounts team at BMS Performance, a leading waste management and solutions organisation.The successful candidate will be tasked with managing a portfolio of existing clients within the construction sector, maintaining regular contact with key decision makers,...


  • Sheffield, Sheffield, United Kingdom CRA Legal Full time

    CRA Legal is looking for a Private Client Solicitor Specialist to join their team in Sheffield. The ideal candidate will have experience working on complex estates and high net worth individuals.About the Role:The Private Client Solicitor Specialist will be responsible for advising clients on wills, trusts, wealth management, and succession planning, as well...


  • Sheffield, Sheffield, United Kingdom Nationwide Specialist Services Full time

    About UsNationwide Specialist Services is a leading provider of corporate retail and specialist cleaning services. We directly employ specialists across the UK, offering a truly nationwide service. Our work includes high and low-level window cleaning, restorative deep cleans, sanitisation, and pressure washing.Why Choose Us?At NSS, we prioritise safety and...


  • Sheffield, Sheffield, United Kingdom IPS Finance Full time

    Role OverviewThe Client Relationship Specialist at IPS Finance plays a vital part in maintaining and developing relationships with our existing client base. As a key member of our team, you will focus on ensuring exceptional client service delivery while identifying opportunities for growth and expansion. Your responsibilities will include maintaining...


  • Sheffield, Sheffield, United Kingdom Pertemps Network Group Full time

    Job DescriptionAs a Client Acquisition Specialist, you will be responsible for building and maintaining relationships with existing clients, as well as identifying new business opportunities. This is an exciting opportunity to join a large, niche manufacturing company based in Sheffield at an exciting time in their journey.About the RoleIn this fast-paced...


  • Sheffield, Sheffield, United Kingdom G2 Legal Limited Full time

    About the RoleWe are seeking a Property Transaction Specialist to join our team at G2 Legal Limited. As a Property Transaction Specialist, you will play a key role in supporting the legal team with conveyancing transactions, managing files for various property types, and liaising with clients and third parties.Key Responsibilities:* Assisting with the legal...


  • Sheffield, Sheffield, United Kingdom CV-Library Full time

    Job Description:We are seeking an experienced Client Liaison Specialist to join our team at CV-Library. As a key member of our marketing department, you will be responsible for managing client relationships, developing marketing strategies, and executing projects from concept to delivery.Key Responsibilities:Develop and implement effective marketing...


  • Sheffield, Sheffield, United Kingdom LinkedIn - Jobboard Full time

    Drive Business Growth as a Senior Client ManagerWe are looking for a seasoned Senior Client Manager to lead our efforts in the United States. With a vast pool of 30,000+ job openings, you will have the opportunity to work with Senior Client Relationship Managers, Global Clients and Industries, and Client Services Managers.Your key responsibilities may...


  • Sheffield, Sheffield, United Kingdom Verus Recruitment Full time

    We are seeking a highly skilled Key Client Relationship Specialist to join our team as a Key Account Manager. In this role, you will be responsible for developing and maintaining strong relationships with key clients, driving revenue growth, and delivering exceptional client service.Job DescriptionThis is an exciting opportunity to work with a leading...


  • Sheffield, Sheffield, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking a skilled Client Support Specialist to join our team at beBee Professionals in Sheffield, United Kingdom. The ideal candidate will possess excellent communication and problem-solving skills, with the ability to handle high-volume queries while maintaining attention to detail.Key Responsibilities:Provide accurate information regarding products...


  • Sheffield, Sheffield, United Kingdom Nicholas Associates Graduate Placements Full time

    **Job Title:** Senior Administrative SpecialistWe are seeking a highly organized and detail-oriented individual to join our team as a Senior Administrative Specialist at Nicholas Associates Graduate Placements.About the Role:This is an exciting opportunity for someone who is passionate about providing exceptional administrative support. As a Senior...


  • Sheffield, Sheffield, United Kingdom CRA Consulting Full time

    CRA Consulting is looking for an experienced Commercial Recruitment Specialist to handle the full recruitment cycle, from job posting to onboarding. As a Senior Recruitment Consultant, you will work closely with clients to understand their recruitment needs and provide expert guidance on the best approach. Your responsibilities will include conducting...


  • Sheffield, Sheffield, United Kingdom Interface Recruitment UK Full time

    As a Client Relationship Management Specialist, you will play a pivotal role in driving the success of our clients' software implementation projects. Based in Sheffield or Warrington, you will be part of an established software house with a strong reputation for delivering high-quality products and services to local government and utility services...