Onboarding Lead

Xelix; Greater London; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

A dynamic technology company in Greater London is seeking an Onboarding Lead to oversee the onboarding and development of new Services joiners, as well as provide product training for customers and internal teams. The ideal candidate should have over 4 years of experience in onboarding or customer success, with expertise in Accounts Payable processes. This role promises ample opportunity for personal growth within an engaging and supportive environment. A competitive salary, hybrid working, and comprehensive benefits are offered.

Benefits

Competitive salary

27 days annual leave

Hybrid working

On-site gym

Employee discounts

Comprehensive medical cover

Enhanced parental leave

Learning budget

Team socials

Qualifications

• 4+ years' experience in onboarding, support, or training in a SaaS or FinTech environment.
• Experience with Accounts Payable processes.
• Hands-on experience in structured onboarding or training programmes.

Responsibilities

• Run a structured six-month onboarding journey for new Services joiners.
• Mentor and coach new starters, conducting check-ins.
• Translate product updates into training sessions and documentation.

Skills

Onboarding experience

Communication

Mentoring

Problem-solving

Customer success

Tools

HubSpot

Excel

Job description

About us

At Xelix, we work with some of the world’s largest companies to automate and strengthen their financial controls. Our AI solutions redefine how Accounts Payable teams operate - moving from manual processes to automated, intelligent workflows.

Xelix is a fast-paced scale-up - things move fast and expectations are high. We raised our Series B with Insight Partners in June 2025 and are expanding aggressively, whilst remaining profitable. We have over 100 talented people pulling together to achieve our goals. Everyone is trusted to take ownership, move fast and have a meaningful impact. We prioritise personal and professional growth, keep things fun & we love to celebrate a milestone together.

In this role you’ll grow, be challenged and help shape the future of Xelix. If you’re excited about building something special with us, we’d love to hear from you.

About the role

We’re opening up an opportunity for an Onboarding Lead within Services, with two clear and equally important areas of ownership:

1. Onboarding and development of new Services joiners, and
2. Product training and enablement for customers and internal stakeholders.
3. This is a Junior Team Lead role and is designed for someone new to people management, with line-management support from the VP Services. It suits someone who enjoys developing people, explaining complex things simply, and bringing calm structure to fast-moving environments.

What you'll be doing

1. Onboarding & Development (Internal)

• Own and run a structured six-month onboarding journey for new Services joiners.
• Mentor and coach new starters, running 30-60-90 day check-ins and supporting anyone at risk early.
• Ensure new joiners understand our product, tools, data checks and ways of working.
• Coordinate with Squad Leads to transition new joiners into delivery when ready.
• Keep onboarding materials clear, current and scalable.

2. Product Training & Enablement (Customers & Internal Teams)

• Translate product updates into clear, concise training sessions and documentation.
• Run targeted training for customers on new features, best practices and common workflows.
• Support internal teams with refreshers, how-tos and lightweight enablement where clarity is needed.
• Gather insights from training sessions and feed these back to Product, Support and Customer Success to improve product clarity and materials.

You’ll manage people informally (coaching, feedback and mentoring), own decisions within your remit, and are empowered to prioritise — including saying no to requests that fall outside agreed scope or compromise quality.

What you’ll bring

• 4+ years’ experience in onboarding, support, customer success, services delivery, training or enablement within a SaaS, FinTech or finance-adjacent environment.
• Experience with Accounts Payable processes or a finance/accounting context is required.
• Hands‑on experience delivering or supporting structured onboarding or training programmes.
• Comfortable juggling multiple workstreams and working cross-functionally with Product, Support, Customer Success or Services teams.
• Clear, confident communicator who enjoys teaching, mentoring and problem-solving.
• Familiarity with SaaS tools such as ticketing systems, documentation platforms, CRMs (e.g. HubSpot) and basic reporting in Excel or similar.

What success looks like

• New joiners ramp confidently and predictably.
• Customers and internal teams understand new features with minimal follow‑up.
• Onboarding and training materials are clear, consistent and scalable.
• Fewer repeat or remedial training sessions are required.
• Positive feedback from new joiners, Squad Leads and Customer Success.

What we offer in return

💰 Competitive salary of £55,000 - £60,000 depending on experience + 10% bonus

🏝️ 27 days of annual leave (including 3 days Christmas closing) which increases up to 3 days based on tenure, with the option to roll over, buy or sell up to 3 days

🏡 Hybrid working with two days a week from our dog‑friendly Hoxton office

💪 On‑site gym and cycle to work scheme

🛍️ Employee discount at over 100 retailers

🏥 Comprehensive private medical & dental cover with Vitality

🍼 Enhanced parental leave pay

📚 Learning & development culture – £1,000 personal annual budget

🌍 We’re carbon‑neutral and are working towards ambitious carbon reduction goals

🎯 Lots of team socials & activities

☀️ Annual team retreat

Want to learn more?

• About us
• Xelix blog
• Xelix news
• Xelix glassdoor

We believe that people from diverse backgrounds, with different identities and experiences make our company and product better. No matter your background, we'd love to hear from you! And if you have a disability, please let us know if there's any way we can make the interview process better for you - we're happy to accommodate!

If you're a recruiting agency - we have an existing list of agencies we work with if required and we are not currently planning on expanding the list. Neither the Talent team nor hiring managers or the Support team will respond to cold outreach.

This is a full‑time position, with standard working hours from 9:00 AM to 6:00 PM, Monday through Friday.

Interview Process
While the exact process may vary slightly depending on the role, our typical interview stages are:

1. Introductory Call – A short Teams conversation with a Talent Partner to discuss your background and the opportunity.
2. Hiring Manager Interview – A 30–45 minute Teams meeting to explore your experience and fit for the team.
3. Technical Task or Presentation – A role‑relevant exercise to demonstrate your skills and approach.
4. Final On‑site Interview – An in‑person meeting with our senior leadership team and co‑founders at our office.

We strive to make the process clear, efficient, and respectful of your time.