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

Client Onboarding Coordinator

• Managing a pipeline of new customer onboards from sign-up through to full setup and handover to our Customer Success team
• Running onboarding calls via Google Meet, guiding clients through product setup, training and answering queries
• Getting clients confident and excited about using Spectre’s suite of products
• Working collaboratively with the wider team to evolve and improve the onboarding process

Graduate Onboarding Specialist

• Managing your own caseload and progressing cases in a timely way
• Acting as a key point of contact between engagement teams and the onboarding team
• Completing onboarding and risk-related tasks linked to specific clients or engagements
• Recording progress and task completion accurately in Case Manager
• Uploading risk and onboarding documents to the relevant systems
• Following established policies, procedures, and best practice standards
• Contributing to team huddles and meetings focused on performance, priorities, and KPIs
• Sharing ideas, lessons learned, and suggestions for improvement with colleagues
• Escalating issues where needed and recognising when something needs urgent attention

Client Onboarding Analyst

• Become a product expert, staying up to date on Brandwatch’s suite and industry trends.
• Design and deliver scalable onboarding solutions that align with client objectives while ensuring future growth.
• Manage complex customer engagements, balancing multiple stakeholders and delivering high-impact solutions on time.
• Proactively drive long-term product adoption, providing best practices and strategic recommendations.
• Lead client consultations, deeply understanding their requirements and guiding them toward achieving business goals.
• Represent Brandwatch in client-facing meetings, presentations, and industry events.
• Mentor and support junior team members, developing scalable processes and templates for success.
• Take ownership of strategic accounts, leading advanced, custom onboarding projects and consulting on tailored solutions.
• Be a pioneer in new migration projects, creating frameworks to enhance efficiency across the team.

See all jobs on JobTailor