Client Onboarding Specialist

InfoTrack UK; Woking; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

25 days annual leave

Hybrid working

Private health insurance

24/7 health advice line

In-house barista

Office snacks

Team breakfasts and lunches

£100 spot prizes

Work From Anywhere weeks

Referral bonus up to £2,000

Regular social events

Job summary

Perfect Portal is seeking a Client Onboarding Specialist to manage integration projects, train end users and help clients gain maximum value from the platform.

Based in Woking with hybrid working, you will coordinate CMS integration projects from planning through adoption, train users, and collaborate with Sales and Development to improve offerings.

This role offers progression, a supportive team, and benefits including hybrid options and health cover.

Qualifications

• Excellent communication skills with the confidence to deliver client training and regular project updates.
• A natural, outgoing personality with the ability to build positive relationships at all levels.
• Willingness to learn and develop new software skills to build a career in technology.
• Proven track record of delivering results and managing work through to completion.
• Strong problem-solving and analytical skills.
• Meticulous, organised, with the ability to manage multiple priorities.

Responsibilities

• Manage the full lifecycle of client CMS integration projects from planning to delivery and adoption.
• Train end users on how to use the integration confidently and effectively.
• Collaborate with the Sales team to ensure integration targets are met and exceeded.
• Support clients to fully utilise the integration and identify opportunities to improve adoption.
• Create and update user guides when software is enhanced.
• Investigate and resolve integration-related support queries.
• Maintain accurate reporting on the integration pipeline and project progress.
• Work with the Development team to improve client solutions and the wider integration offering.

Skills

Excellent communication

Client-facing

Project management

Training delivery

Relationship building

Analytical thinking

Tools

CMS integrations

Software implementation

Job description

Client Onboarding Specialist

Location: Woking (Hybrid)

Salary: Competitive salary, depending on your experience

Are you confident in speaking to clients and looking for an introduction into a technology career?

Would you enjoy managing client-facing software projects from implementation through to adoption?

Perfect Portal (InfoTrack's sister company) helps law firms improve the way they attract, manage and communicate with clients through connected digital technology.

We're looking for a Client Onboarding Specialist to manage integration projects, train end users and help clients gain maximum value from the platform.

About Perfect Portal

Perfect Portal is a market-leading provider of technology solutions for the conveyancing industry, helping law firms deliver a best-in-class service to people buying and selling homes.

As demand for connected legal technology continues to grow, so does the need for smooth implementation and confident user adoption. This role will help ensure clients receive a well-managed integration experience from initial planning through to ongoing use.

What you'll be doing

• Manage the full lifecycle of client-specific CMS integration projects, from initial planning through to delivery and adoption
• Train end users on how to use the integration confidently and effectively
• Work closely with the Sales team to ensure integration targets are met and exceeded
• Support clients to fully utilise the integration and identify opportunities to improve adoption
• Create and update user guides when software enhancements are released
• Investigate and resolve integration-related support queries
• Maintain accurate reporting on the integration pipeline and project progress
• Work with the Development team to improve client solutions and the wider integration offering

What we're looking for

Essential

• Excellent communication skills, with the confidence to deliver client training and regular project updates
• A naturally outgoing and approachable personality, with the ability to build positive relationships and communicate confidently with people at all levels
• Demonstrate a strong willingness to learn and develop new skills to enable you to build a career in software
• A proven track record of delivering results and managing work through to completion
• Strong problem-solving and analytical skills
• A meticulous and organised approach, with the ability to manage multiple priorities

Desirable (but not essential)

• Experience creating user guides, training materials or support documentation
• Familiarity with CMS integrations, client onboarding or software implementation projects

Working Hours

• Your working week will be 37.5 hours per week, typically 9:00am - 5:30pm initially, with opportunities for flexitime and hybrid working between home and our Woking office

Salary and Progression

• The salary for this role is competitive and will depend on your skills and experience
• You’ll also benefit from annual performance reviews, providing a clear pathway for career development and salary progression

Benefits and Rewards

At Perfect Portal, we believe in rewarding our people and creating a positive workplace culture.

You’ll benefit from:

• 25 days annual leave, plus bank holidays
• Flexible working options, including hybrid working
• Private health insurance, including dental, optical and hearing cashback
• 24/7 health advice line and access to virtual GP appointments
• In-house barista: enjoy freshly brewed drinks throughout the day
• Office snacks, including fruit and refreshments
• Regular team breakfasts and lunches
• Recognition awards: £100 spot prizes for going above and beyond
• "Work From Anywhere" weeks: work remotely from a location of your choice
• Referral bonus: earn up to £2,000 for successful referrals
• Regular social events including summer and Christmas parties, hikes, pub quizzes and more