Onboarding Specialist

JR United Kingdom; Chippenham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading B2B software company is seeking a Customer Onboarding Specialist to enhance customer experiences. This role involves guiding new clients through activation, managing onboarding tickets, and collaborating with internal teams. Ideal candidates will have a background in customer service and be proficient with CRM tools like Zendesk, contributing to a seamless customer journey.

Benefits

25 days paid annual leave plus bank holidays

Christmas Shutdown

Critical Illness Cover

Qualifications

• Experience in a customer service or client onboarding role.
• Confident working with CRM tools such as Zendesk.
• Excellent written and verbal communication skills.

Responsibilities

• Be the first point of contact for new members, delivering a best-in-class onboarding experience.
• Guide new customers through welcome calls, account activation, and tailored training.
• Manage daily onboarding tickets through Zendesk, ensuring timely resolution.

Skills

Customer service

Communication

Interpersonal skills

Attention to detail

Time management

Organisational skills

Proactive approach

Tools

Zendesk

Job description

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Job Views:

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Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

Are you passionate about delivering exceptional customer experiences and helping new clients see real value from day one?

Transport Exchange Group (TEG) is looking for a proactive and people-focused Customer Onboarding Specialist to join our growing Customer Operations team. You'll be at the front line of welcoming new members, guiding them through activation, and setting them up for long-term success on our platform.

About Us:

Transport Exchange Group, established 25 years ago, is a rapidly growing B2B software (SaaS) company dedicated to providing cutting-edge solutions for the logistics and transportation industry. With ongoing investment in new products, we offer the excitement and innovation of a start-up coupled with the stability and benefits of an established business. We have presence in the UK, India and Ukraine.

What You’ll Be Doing

• Be the first point of contact for new members, delivering a best-in-class onboarding experience
• Guide new customers through welcome calls, account activation, and tailored training
• Support members in achieving a fast return on their investment with our platform
• Manage daily onboarding tickets through Zendesk, ensuring timely resolution
• Deliver outbound support via phone and email, educating members on key features and best practices
• Collaborate with internal teams to ensure a seamless handover to Customer Support
• Continuously improve onboarding processes and contribute to the overall customer journey

What We’re Looking For

• Experience in a customer service or client onboarding role
• Confident working with CRM tools (e.g. Zendesk or similar)
• Excellent communication and interpersonal skills—both written and verbal
• Passion for customer success and a naturally proactive approach
• Able to work towards KPIs or performance objectives
• Great attention to detail, time management, and organisational skills
• Resilient, solutions-focused, and eager to learn and develop
• A true team player who thrives in a collaborative environment

Don't meet all the requirements?

TEG value diverse perspectives and are committed to building an inclusive workplace. We are committed to a diverse and inclusive workforce. We are an equal opportunities employer and welcome applications from individuals of all backgrounds. We do not accept unsolicited applications from recruiters or agencies.

If you require any reasonable adjustments to enable you to complete your application or would like us to apply reasonable adjustments when reviewing your application, please contact our HR team as soon as possible to discuss your needs.

What we can offer you:

• 25 days paid annual leave plus bank holidays

• Christmas Shutdown

• Critical Illness Cover

Join us in shaping the future of transportation and logistics! Apply now!