Digital Onboarding Specialist - Arbor Finance

Arbor Education; Leeds; Hybrid; GBP 26,000; Full time

Job summary

A leading company in the education sector seeks a Digital Onboarding Specialist in Leeds. This crucial role involves managing onboarding projects, ensuring effective data migration, and providing exceptional customer service to schools and partners. Successful candidates will possess strong organizational skills and effective communication abilities, making complex information accessible to various stakeholders. Join a dynamic team driven by the mission to enhance educational outcomes and workplace happiness.

Benefits

32 days holiday plus bank holidays

Comprehensive wellness benefits

Life Assurance at 3x salary

Enhanced maternity and paternity leave

Professional development budget

Flexible working options

Qualifications

• 2+ years in project support or customer service.
• Working experience in a fast-paced environment.
• Strong communication skills and ability to simplify technical information.

Responsibilities

• Manage onboarding projects with schools and authorities.
• Ensure data migration processes are completed on time.
• Create and maintain onboarding resources for schools.

Skills

Customer support

Project management

Communication

Data interpretation

Problem-solving

Education

Experience in project or customer support

Tools

Excel

Google Sheets

Job description

Location: Leeds, Hybrid

Salary: £26,000 per year

About us

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

We believe in a future of work in schools where being challenged doesn’t mean being burnt out and overworked. Where data guides progress without overwhelming staff. And where everyone working in a school is reminded why they got into education every day.

Our MIS and school management tools are already making a difference in over 7,000 schools and trusts. Giving time and power back to staff, turning data into clear, actionable insights, and supporting happier working days.

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

We are looking for a highly organised and customer centric Digital Onboarding Specialist to join our Implementation team and help us manage onboarding projects onto Arbor Finance and manage relationships in our schools, Local Authorities and Support Partners, where you will oversee the onboarding of schools, Local Authority and Support Partners that are going down our Digital Onboarding route, including the schools data migration and engagement with support & training.

Core responsibilities

• Managing onboarding projects with schools, Local Authorities and Support Partners moving to Arbor Finance.
• Managing the data migration process and ensuring tasks are completed by the school on key dates.
• Creating and maintaining our onboarding resources (Arbor Training Hub, Help Centre), to support all schools onboarding to Arbor.
• Prepare, plan and lead internal and external calls and meetings to ensure customer priorities are being met and disseminate information to relevant teams.
• Managing all questions and queries relating to the onboarding process and providing sufficient response meeting SLA and quality targets.
• Managing risk, change and escalation as appropriate.
• Being a point of contact as an onboarding specialist providing excellent customer service and ability to speak with confidence about moving to Arbor Finance
• Planning mitigation against risk and providing solution
• Responsible alongside the Arbor Finance Team Lead for overall project success and customer outcomes to ensure successful adoption and referenceability of Arbor Finance across our schools.
• Supporting the Programme teams with project administration
• Utilise company software systems to cleanse data and generate accurate client reports for the project & programme teams

About you

• Experience working in either a project, customer support, admin or software background desirable
• Ability to work as a team player and willingness to get stuck in
• Effective communication with customers, ability to understand their needs, communicate instructions clearly and make complex technical information simple
• Strong organisation and attention to detail, with the ability to effectively prioritise workload across multiple projects
• Ability to interpret data in order to understand schools needs and develop schools insights
• Capable of working effectively within an entrepreneurial, fast-paced, and results-oriented culture, flexibility to react and adapt to changing scenarios
• Ability to find solutions that will deliver outcomes
• Proficient in Microsoft and Mac OS Platforms, able to use Excel/ Google Sheets to a high standard
• Willingness to travel to client sites and to Leeds office when required

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:

• A dedicated wellbeing team who champion initiatives such as mindfulness, lunch n learns, manager training, mental health first aid training and much more!
• 32 days holiday (plus Bank Holidays). This is made up of 25 days annual leave plus 7 extra company wide days given over Easter, Summer & Christmas
• Life Assurance paid out at 3x annual salary
• Comprehensive wellness benefit provided by AIG Smart Health, which provides a 24/7 virtual GP service, Mental health support, Counselling, and personalised Health Checks
• Private Dental Insurance with Bupa
• Salary sacrifice Pension provided by Scottish Widows
• Enhanced maternity and adoption leave (20 weeks full pay) and paternity (6 weeks full pay) pay
• 5 free return to work maternity coaching sessions, helping you adapt to this new exciting time of life!
• Access to services such as Calm and Bippit (financial wellbeing coaching)
• All of our roles champion flexible working and we are happy to discuss what this means to you
• Social committees that plan team, office and company wide events to bring people together and celebrate success
• Dedicated professional development training budget (CPD courses, upskilling resources, professional memberships etc)
• Volunteer with a charity of your choice for a day each year

Interview Process

1. Phone screen
2. 1st Stage
3. Task
4. 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.