Onboarding Specialist

• Conducting robust reviews of new Mettle account applications, ensuring our customers align with NatWest Boxed's risk appetite
• Identifying and mitigating economic crime risks, escalating effectively when needed to protect both our customers and Mettle
• Operating diligently within NatWest Group policies and NatWest Boxed established processes, ensuring compliance and consistency
• Constantly seeking opportunities to enhance our processes for greater effectiveness and efficiency, helping us scale and improve
• Reviewing Know Your Customer (KYC) / Know Your Business (KYB) check reports and application data to prevent application fraud and truly understand the nature and purpose of the account
• Reviewing name screening hits for Politically Exposed Persons (PEPs), Sanctions, and Adverse Press, escalating true matches or making well-rationalised discounting decisions
• Investigating application fraud and other economic crime-related alerts from internal and external databases, like the Untoward Incident Database (UID) and Cifas
• Contacting customers, managing your chats within our Service Level Agreements (SLAs) and communicating clearly and concisely, always embodying Mettle's supportive tone of voice

Customer Due Diligence Analyst – Onboarding

• Leading, coaching and supporting a small team of Onboarding Executives
• Setting clear objectives and providing regular feedback and development opportunities
• Managing resource planning to meet business demand and onboarding priorities
• Developing and continuously improving onboarding processes, governance, reporting and tracking
• Building strong relationships with stakeholders and driving accountability for key milestones and deadlines
• Ensuring all operational, compliance, IT and business readiness requirements are met ahead of launch
• Proactively managing risks and resolving challenges before they impact delivery
• Championing best practice and continuously improving the way we support our franchise network
• Monitoring onboarding performance and sharing insights to help drive better outcomes

Network Onboarding Manager

• Deliver a seamless experience for new hires from offer acceptance through to successful integration into the business.
• Manage everything from drafting offers and coordinating pre‑boarding, to overseeing background checks and IT setup.
• Act as the bridge between Recruitment and HR Operations.
• Get involved in project work focused on improving processes – including creating efficiencies and supporting automation initiatives.
• Ensure a smooth, positive start for every new employee.

Onboarding Coordinator

• Lead customers through a standardized onboarding program focused on readiness, enablement, and early adoption; ensuring alignment with implementation partners who own technical delivery.
• Drive customer engagement with Pigment Academy, co-build sessions, and onboarding milestones to ensure users gain foundational product skills.
• Monitor onboarding progress and proactively surface risks related to participation, resourcing, or misalignment of expectations.
• Partner with CSMs, Implementation Partners, and Solutions teams to ensure customers achieve their initial success criteria and are prepared for handoff into ongoing adoption.
• Create, maintain, and improve scalable onboarding documentation, guides, templates, and digital resources.
• Track and report onboarding KPIs including time-to-value, milestone completion, and training participation rates at scale.
• Identify onboarding insights or systemic blockers and recommend improvements to processes, tooling, and customer education programs.

Onboarding Manager, Customer Success

• Manage the full customer journey from pre-sales through to rollout, and handover to Customer Success & Support.
• Understand customer strategy, educate on best practice and ensure that projects are delivered in a way that enables long term product adoption and success.
• Ensure world class project & stakeholder management, minimising time to value and ensuring fantastic customer experience.
• Formalise SOPs and create documentation that allows us to grow our Mid-market onboarding function.
• Partner closely with internal teams to streamline handovers, eliminate blockers, and close gaps between Sales and CS.
• Surface insights that shape our product roadmap and help us better serve our most complex customers.

Senior Onboarding Manager – Mid-Market

• The Technical Onboarding Coordinator plays a critical role in ensuring the compliant, accurate and technically robust onboarding of heat network metering and monitoring systems across new and existing communal and district heat networks.
• The role is responsible for taking a site from survey, mobilisation or client handover stage through to a fully understood and technically validated metering data arrangement.
• This includes identifying and mapping all relevant monitoring points, understanding the site’s data communications systems, validating the data analysis systems, confirming data quality and ensuring that metering data is made available to the correct data consumers.
• The role supports the regulatory obligations of Insite Energy and Insite’s clients under the Heat Network (Metering and Billing) Regulations 2014, as amended, as well as upcoming compliance frameworks including the Heat Network Technical Assurance Scheme (HNTAS) and the Heat Network Metering and Monitoring Standard (MMS).
• The successful candidate will ensure that metering data can be reliably collected, stored, validated, analysed and shared with internal and external stakeholders, including Data Analysis Systems, billing systems, energy management teams, client services teams and ESCo management functions.

Technical Onboarding Coordinator

• Support the Head of Pension Operations in always providing a high level of service to clients and policyholders.
• Collaborate with PIC transition manager to deliver successful onboarding for PIC and Scheme Trustees.
• Take a lead role in on-boarding new schemes into the PIC operating model ensuring all scheme benefits are fully understood and specified, that incoming data is fit for purpose for both administration and actuarial valuation, and ensuring parallel payroll and pension increase runs have been fully tested and signed off.
• Complete detailed analysis to make sure data is fit for purpose and satisfies all PIC requirements by taking a lead role in data reconciliation and data verification work, and shadowing payroll and pension increase testing.
• Collaborate with Outsourced Admin Team and Customer Experience Team to ensure operational readiness for delivery of successful onboarding for PIC and Scheme Trustees, including calculation automation, website release, communications and ensuring all process and documentation requirements and ready for go live.
• Collaborate with PIC internal actuaries to make sure valuation data requirements are fully understood and documented, including resolving data issues as required to achieve this.
• Lead calls/meetings with outsourced administrator to achieve desired timeframes and outcomes.
• Prepare MI for PIC internal stakeholders and Senior Management.
• Identify and implement improvements/efficiencies in PIC’s administration model.
• Ensure that the projects being completed meet agreed milestones and deliverables, whilst also meeting expected standard in quality.
• Complete internal projects relating to new business onboarding into the PIC model.
• Understand and work within Pension Corporation’s Guideline on Consumer Duty.

Technical Pension Onboarding Specialist

• Overseeing all aspects of lateral partner and counsel onboarding
• Contributing to the smooth transition and integration of each lateral partner and counsel
• Serving as a primary point of contact for each lateral partner or counsel
• Overseeing the creation of a tailored onboarding schedule for each lateral partner and counsel
• Monitoring each lateral partner or counsel’s progress through their onboarding process

Partner & Counsel Onboarding Manager

• Own and deliver end-to-end onboarding plans for each customer, aligning Sales, Product, and Customer Success on goals, timelines, and success criteria.
• Lead kick-off meetings and guide stakeholders through onboarding milestones, providing a clear roadmap with defined accountability at each stage.
• Project manage multiple concurrent customer implementations, maintaining momentum and surfacing blockers early.
• Serve as the primary point of contact during onboarding, ensuring timely configuration, training, and go-live execution.
• Act as a trusted advisor on product and industry best practices, identifying new use cases that expand customer value within SafetyCulture.
• Proactively identify risks and obstacles to customer progress, escalating and resolving issues before they become churn signals.
• Coordinate post-onboarding handoffs to Customer Success Managers, transferring full context and insights that maintain customer momentum.
• Build and continuously improve onboarding templates and playbooks that increase efficiency and support scale as the customer base grows.

Customer Onboarding Manager, German Speaking

• Successfully onboard new clients on to the Equinox Corporate / Law Firm IP Management System platform
• Lead client onboarding journeys from contract signature through successful go-live
• Act as the primary point of contact during onboarding phases
• Develop onboarding schedule and timelines
• Conduct discovery sessions with Clients to assess their requirements for being onboarded onto the system
• Deliver product training sessions to end users
• Configure technical solutions to meet client requirements
• Become an expert in our flagship Intellectual Property Management System; Equinox Corporate / Law Firm
• Work both independently and as part of a team on a range of onboarding projects
• Work closely with clients to ensure a successful system implementation
• Work to regular client deadlines & internal deadlines
• Carry out ad hoc system configuration tasks and trainings for existing clients
• Collaborate with Sales, Product, and Support teams to ensure seamless client experience

Onboarding Specialist jobs in United Kingdom

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