Customer Onboarding Specialist (TeamUp UK)

DaySmart Software; Remote; GBP 35,000 - 37,000; Full time

Job summary

A innovative business management software provider is seeking a Customer Onboarding Specialist to guide new customers through a seamless onboarding experience. The role involves delivering tailored training, assisting with data imports, and ensuring customers are set up successfully on the platform. Strong communication and technical skills are required, along with 2+ years of experience, preferably in the fitness industry. This is a remote position offering a salary between £35,000 and £37,000.

Benefits

Full support and training

Great team atmosphere

Qualifications

• 2+ years of experience in an onboarding role.
• Strong communication skills with the ability to explain technical concepts.
• Experience with data imports and troubleshooting of technical issues.

Responsibilities

• Serve as primary point of contact for new customers during onboarding.
• Conduct live training sessions tailored to customer needs.
• Monitor onboarding milestones and provide proactive communication.

Skills

Communication

Technical troubleshooting

Organization

Team collaboration

Education

2+ years experience with SaaS platforms

Experience in the fitness industry

Tools

Excel

Google Sheets

Job description

Career Opportunities with DaySmart Software

Careers At DaySmart Software

Current job opportunities are posted here as they become available.

Customer Onboarding Specialist (TeamUp UK)

DaySmart is a provider of business management software that specializes in providing scheduling and workflow solutions to businesses around the world. We provide award-winning business software to thousands of users in a variety of industries.

At TeamUp (goteamup.com), we help fitness businesses run smoother so they can focus on what matters most - their members. From CrossFit gyms and yoga studios to martial arts schools and personal trainers, thousands of businesses trust TeamUp to handle their payments, scheduling, member management, and much more.

An Onboarding Specialist at TeamUp is responsible for guiding new providers through a seamless and efficient onboarding experience. This role involves delivering personalized training, managing data migrations, and ensuring each provider is successfully set up to use the platform to meet their business needs.

What You’ll Be Doing

You’ll be one of several teammates helping build TeamUp’s reputation by delivering truly exceptional experiences.

Here’s what your days will look like:

Onboarding and Training

• Serve as the primary point of contact for assigned new customers throughout the onboarding process, communicating via meetings, chat, and email.
• Conduct live training sessions and platform walkthroughs tailored to each customer’s business goals and workflows.
• Educate providers on platform features, best practices, and setup configurations to ensure long-term success.
• Monitor onboarding milestones, provide proactive communication, and follow up regularly to keep providers on track toward go-live.
• Ensure all system configurations (e.g., payment settings, policies, and integrations) are properly implemented prior to launch.
• Share product updates and new features.
• Identify and resolve issues or roadblocks during onboarding, escalating to support or product teams when necessary.
• Champion our customers internally - sharing feedback, feature ideas, and insights.
• Collaborate with your teammates to keep raising the bar for excellent support.

Data Imports

• Assist providers with data import and migration using internal tools and AI, including customer lists, schedules, memberships, and billing information.
• Troubleshoot common data formatting issues and ensure accurate and complete data transfers.
• Collaborate with internal technical teams on complex imports or edge cases that require additional support.
• Knowledge Sharing
• Contribute to the maintenance and improvement of internal onboarding documentation and provider-facing resources.
• Stay current on new platform features and changes to ensure training and support remain up to date.
• Review AI support responses and help refine our help content.

Who You Are

• A natural communicator who’s confident writing and speaking in English
• Tech-savvy and curious about how software works
• Empathetic and calm under pressure - you know how to turn tough situations around
• Organized, reliable, and able to manage your own time well
• A team player who celebrates wins and helps others succeed
• Comfortable giving and receiving constructive feedback
• Quick to be vocal about opportunities to improve processes and experiences.
• Motivated to go the extra mile to create an amazing customer experience
• Experienced working remotely and collaborating across time zones

Qualifications

• 2+ years of experience in an onboarding role.
• 2+ years experience with SaaS platforms.
• Strong communication skills with the ability to explain technical concepts in an approachable way.
• Experience with data imports, spreadsheets (Excel/Google Sheets), AI (used for data transforming) and troubleshooting of technical issues.
• Ability to manage multiple onboarding projects simultaneously and meet target go-live dates.
• Team-oriented with a willingness to support others and contribute to a collaborative work environment.
• Quick to be vocal about opportunities to improve processes and experiences.
• Experience in the fitness industry

Why You’ll Love It Here

You’ll join a friendly and passionate, mission-driven team that believes in supporting both our customers and each other to get the best outcomes. We’re remote-first, growth-minded, and always looking for ways to do things better, together.

Hours

Monday - Friday 9am to 5:30pm UK Time Zone

The salary for this role is £35,000 to £37,000. Pay is based on several factors including but not limited to education, work experience, certifications, internal equity, etc.

Why Work For Us:

We’re a small team doing very big things — your work will make a huge impact and your voice WILL be heard!

We may not all be in the same location, but you wouldn’t know it. We are a small, growing company and our team deeply cares about the success of our customers and each other! We have great communication platforms in place to ensure you have the resources to succeed in your role at TeamUp.

Many DaySmart employees primarily work from home, and our teams are structured to operate efficiently in a distributed environment. While we don’t always share a physical office, we work together closely through remote collaboration practices.

We maintain a highly collaborative culture and expect all employees to actively participate in meetings, discussions, and team interactions. This includes joining scheduled video calls with cameras on, contributing to conversations, and being fully present.

We believe that strong communication and visual connection are essential to maintaining alignment, accountability, and trust across our teams. At DaySmart, working remotely comes with the responsibility to show up, engage, and collaborate with intention.

We Offer:

• A great team atmosphere to help you achieve your best work.
• Full support and training from our team to help you succeed.

DaySmart is committed to creating a diverse employee environment and is a proud equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, or veteran status.

Please refer to DaySmart Privacy Policy to learn more about how we are committed to respecting your privacy and the security of your personal information.