Customer Onboarding & Transition Specialist

Focus Group; Birmingham; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Holiday allowance

Hybrid working options

Pension scheme

Health & wellbeing benefits

Volunteer days

Learning & development

Collaborative culture

Job summary

Focus Group in Birmingham is seeking a Customer Onboarding & Transition Specialist to lead the end-to-end onboarding of new customers, from signed contract to first-time portal usage. The role blends project management, technical onboarding and deep customer success, with hybrid work from UK offices and some travel.

You will develop onboarding plans, run meetings, coordinate across departments, and ensure risks are mitigated in the first 90 days while delivering a smooth transition experience.

Qualifications

• Proven experience in IT Project Management, Technical Delivery, Service Desk Leadership, or Customer Success roles.
• Strong technical background with M365, Azure, networking knowledge.
• Excellent written and verbal communication, able to explain tech to non-tech stakeholders.
• Attention to detail and quality assurance capabilities.
• UK driving licence for on-site visits.

Responsibilities

• Own end-to-end onboarding from contract to fully integrated users.
• Lead onboarding meetings, including onsite visits when needed.
• Coordinate across departments to hit exact timings during transitions.
• Identify risks early and facilitate portal and system adoption.
• Support renewals and explore automation opportunities during onboarding.

Skills

IT project management

Technical delivery

Service desk leadership

Customer success

M365 knowledge

Azure knowledge

Networking

Clear communication

Documentation

Driving licence

Tools

RMM

PSA

Datto RMM

ServiceNow

IT Glue

Rewst

Job description

Description

Salary £40,000 Own the journey that sets customers up for success

Department

Service Operations

Location

Birmingham

Compensation

£35,000 - £40,000 / year

Customer Onboarding & Transition Specialist

Hybrid Working ideally from Shoreham-by-Sea Head Office. Potential to work from other offices: Exeter/Birmingham/Manchester. Some UK-wide customer travel expected. Salary £40,000.

Own the journey that sets customers up for success.

Key Responsibilities

You’ll be the person responsible for taking new customers from signed contract to fully integrated, confident service users. This isn’t just project management or technical delivery – it’s complete ownership of customer success during the most critical phase of their journey with us.

You’ll lead end-to-end transitions from incumbent providers, building comprehensive onboarding plans, conducting project meetings (including onsite visits when needed), and ensuring every department plays their part at exactly the right time. You’ll work directly with customers throughout the transition and their first 90 days, spotting risks early, facilitating their move to our portal and systems, and making sure any gaps identified by our support team get resolved quickly.

This role combines technical understanding with customer relationship management. You’ll conduct documentation checks, work with engineers on technical onboarding components, define customer processes like joiner/leaver procedures and device build standards, and capture everything from renewal dates to automation opportunities. You’ll also support discoveries during the later sales stages, helping set realistic expectations before transitions even begin.

When risks emerge during onboarding, you’ll work with customers and sales teams to discuss them openly. When you spot upsell opportunities, you’ll flag them to the right people. And throughout it all, you’ll contribute to improving how we onboard customers across the board.

Skills, Knowledge & Expertise

• Proven experience in IT Project Management, Technical Delivery, Service Desk Leadership, or Customer Success roles
• Strong technical background with solid knowledge of M365, Azure, networking, and related technologies
• Excellent written and verbal communication skills – you can explain technical concepts to non-technical stakeholders
• Exceptional attention to detail and quality assurance capabilities
• Strong analytical skills for identifying risks, opportunities, and process improvements
• Full valid UK driving licence (for customer site visits)
• Ability to manage and prioritize complex workloads based on competing customer requirements
• Excellent time management with a punctual, responsible approach
• Ability to work independently whilst maintaining collaborative relationships across departments
• Genuine desire to expand your technical knowledge and customer service skills
• Experience with documentation systems and process development

We’d love if you also have:

• Relevant vendor certifications from Microsoft, Meraki, SonicWall, Aruba, or Cisco
• Active Microsoft certifications such as AZ-305, MS-100, or MS-101
• Experience with RMM, PSA, or managed service tools like Datto RMM, ServiceNow, IT Glue, or Rewst
• ITIL Foundation or similar service management qualification
• Project Management qualification such as Prince2 or PMP
• Experience with automation platforms and workflow optimization

(Internal Job Level: Specialist Team Leader) IND1

Job Benefits

• Holiday allowance – 24 days plus bank holidays, with an additional day off for your birthday
• Hybrid working options (performance dependent),
• Enhanced maternity, paternity and adoption leave
• Company pension scheme and wider financial wellbeing support
• Health and wellbeing benefits to support your physical and mental health
• Paid volunteering day each year, plus regular charity and community events
• Ongoing learning and development opportunities to support your technical and professional growth
• A collaborative, people-focused culture where your ideas to improve customer onboarding and transition are encouraged

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