As the Client Onboarding Consultant, you will play a key role in overseeing software implementations, delivering user training, supporting software demonstrations, and providing ongoing customer consultation as needed, particularly for Configurations/application software set up, BPR, and Data migrations, leading to a successful go live/service delivery.
To succeed in this role, you will have experience in software functionality - particularly in demonstrations and/or training. A strong understanding of business processes, software systems, and how users interact with software will be essential. Knowledge of ERP solutions would be advantageous, including WMS, CRMs, retail/EPOS and Finance solutions.
What your day-to-day might look like:
- Customer Requirement Gathering - Understanding client's business needs and identifying opportunities where ERP can be integrated into their processes
- Software Implementation - Assemble tailored software solutions and overseeing the software implementation process with the software development team
- Customer Support - Providing ongoing support to customers during and after the software implementation, managing their expectation and following up regularly
- Training Delivery - Designing and delivering training programmes to ensure customers are fully equipped to use the system effectively
- Collaboration with Stakeholders - Building and maintaining strong working relationships with internal teams throughout the process
- Ongoing Development - Participating in regular performance reviews, setting personal development goals for career growth within the company
Requirements:
- Proven knowledge and experience in software functionality and implementation (ERP software advantageous)
- Experience in software demonstration, training delivery, or customer-facing roles
- Strong customer support experience, with the ability to troubleshoot and resolve issues efficiently
- A clear understanding of business processes and how to apply software solutions to enhance operational efficiency
- Excellent communication skills, with the ability to gather, document, and present customer requirements clearly
- Able to manage multiple projects simultaneously while keeping stakeholders informed of progress
- Willingness to travel to customer sites as needed (clean, driving licence required)
- Excellent customer service and communication skills
- Strong analytical and problem-solving skills
- Report writing and organisational abilities
- Proactive, organised, and able to manage time effectively
Our company is an award-winning ERP SaaS provider powering SME retail, Wholesale, Warehouse and Distribution businesses. We provide solutions to put businesses in full control of their day-to-day operations. We focus on creating, implementing, and supporting business management solutions for businesses of all sizes.
We offer a range of benefits, including:
- Starting salary of £40k to £50k, based on ability, skills, and experience
- Clear career progression path to more senior and managerial positions
- Hybrid working
- 25 days holiday (option to buy 5 additional) + bank holidays
- Enhanced pension scheme
- Life cover x4 salary
- GP and wellbeing services via 3rd party provider
- Discretionary company/performance bonus