Customer Onboarding Partner (SAMpeople)

Arbor Education; Wakefield; Hybrid; GBP 26,000 - 28,000; Full time

Job summary

A leading educational technology firm is seeking a Customer Onboarding Partner to facilitate a smooth transition for schools to their SaaS platforms. This role involves managing client relationships, overseeing project timelines, and ensuring effective training sessions are conducted. Ideal candidates will have proven experience in customer onboarding or project management, excellent communication skills, and proficiency in SaaS technologies. Join a passionate team dedicated to making education better through technology.

Benefits

25 days annual leave plus Bank Holidays

Birthday off

BUPA Healthcare Cashback plan

Pension Scheme

Professional development opportunities

Flexible working options

Qualifications

• Proven experience in customer onboarding or related field.
• Ability to manage multiple projects and meet deadlines.
• Strong relationship-building skills.

Responsibilities

• Act as primary contact for new clients post-purchase.
• Build strong relationships with clients.
• Manage onboarding process and timelines.
• Coordinate training sessions for users.

Skills

Customer onboarding

Project management

Excellent communication

Interpersonal skills

SaaS proficiency

Job description

Location: Wakefield (Hybrid)

Salary: £26,000 - £28,000

About us

At Arbor, we’re on a mission to transform the way schools work for the better.

Central to this mission is equipping Schools with the technology and support to address any challenges they may face, so expanding our product suite and enhancing our customer offering has become an essential priority.

One of these many products is SAMpeople, a cloud based software platform for schools to give them a one-stop shop for their people management.

SAMpeople are Education people specialists; we have a team of leaders who have all worked in education for many years and understand the business challenges that schools and MATs have to deal with day in and day out.

At the heart of our brand is a recognition that the challenges schools face today aren’t just about efficiency, outputs and productivity - but about creating happier working lives for the people who drive education everyday: the staff. We want to make schools more joyful places to work, as well as learn.

About the role

Our Customer Onboarding Team provides the vital support schools and Multi‑Academy Trusts need to transition smoothly to our SaaS platforms. As a Partner, you will guide new clients through the implementation process, managing everything from data coordination and system configuration to project deadlines. By ensuring a seamless setup, you help our customers gain the confidence they need to manage their people effectively from day one.

We are looking for a highly organised and communicative Customer Onboarding Partner to join our Customer Onboarding team and help us ensure the smooth and successful onboarding of schools and multi‑academy trusts to our Software as a Service (SaaS) platforms. The remit and focus of the role is to manage project timelines, coordinate system builds, training co‑ordination, and maintain strong customer relationships. It’s a broad and exciting role, so we’re looking for someone up for a challenge - if you’re a customer‑centric and collaborative person, this is the role for you.

Core responsibilities

• Act as the primary point of contact for new clients immediately following their purchase of education‑specific software
• Build and maintain strong, supportive relationships with schools and Multi‑Academy Trusts
• Offer full operational support and address any client queries throughout the onboarding phase
• Ensure customers achieve their desired goals and success while using the platforms.
• Manage the end‑to‑end onboarding process, ensuring a smooth transition to the SaaS platforms
• Create and oversee project timelines to ensure all implementation milestones are met
• Coordinate system builds and ensure the software is configured to meet the client’s specific needs
• Organise and coordinate training sessions to ensure users are confident with the technology
• Handle and process large volumes of client data with a high degree of accuracy and attention to detail

About you

• Proven experience in customer onboarding, project management, or a related field.
• Excellent communication and interpersonal skills and the ability to build strong relationships
• The ability to manage multiple projects simultaneously and meet deadlines
• Proficiency in using SaaS platforms and related technologies

What we offer

The chance to work alongside a team of hard‑working, passionate people in a role where you’ll see the impact of your work everyday. We also offer:

• 25 days annual leave (plus 8 days Bank Hols)
• Your birthday off
• BUPA Healthcare Cashback plan – following successful completion of probation
• Pension Scheme
• Ongoing professional development opportunities – we can offer supported study and potential funding for external qualifications
• A cracking team to work with!
• Flexible working – we can offer part time or term time hours to suit you and your family

Interview process

1. Phone screen
2. 1st stage
3. 2nd stage

We are committed to a fair and comfortable recruitment process, so if you require any reasonable adjustments during your application or interview process, please reach out to a member of the team at [e-mail].

Our commitment is also backed by our partnership with Neurodiversity Consultancy, Lexxic who provide us with training, support and advice.

Arbor Education is an equal opportunities organisation

Our goal is for Arbor to be a workplace which represents, celebrates and supports people from all backgrounds, and which gives them the tools they need to thrive - whatever their ambitions may be so we support and promote diversity and equality, and actively encourage applications from people of all backgrounds.

Refer a friend

Know someone else who would be good for this role? You can refer a friend, family member or colleague, if they are offered a role with Arbor, we will say thank you with a voucher valued up to £200! Simply email: [e-mail]

Please note: We are unable to provide visa sponsorship at this time.