Onboarding Specialist

Zoho Corporation Europe; Bletchley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading technology firm in Bletchley is looking for an Onboarding Specialist to guide new customers through their initial steps with the platform. The role involves tailored training sessions and personalized onboarding plans, ensuring customers maximize the value from the company's solutions. Ideal candidates should have a background in Customer Success and strong facilitation skills. Joining this firm offers a chance to shape the future of business software with a supportive global team and competitive benefits.

Benefits

25 days of vacation excluding public holidays

Supplementary Health Insurance

Pension Plan

Company lunch provided

MacBook and mobile for business use

Paid travel insurance

Qualifications

• 2+ years in Customer Success or similar roles.
• Strong presentation and facilitation skills.
• Proven experience delivering technology training.
• Comfortable working with various business profiles.
• Ability to manage multiple onboarding projects.

Responsibilities

• Act as the primary contact post-sale for onboarding.
• Conduct tailored online onboarding sessions.
• Lead live product training and workshops.
• Design personalized onboarding plans for customers.
• Track onboarding progress and ensure successful handoff.

Skills

Customer Success

Onboarding

Training

Presentation skills

Relationship-building

Adaptability

Education

Bachelor's degree or equivalent experience

Tools

CRM platforms

SaaS platforms

Job description

Overview

At Zoho, our mission is to help businesses work smarter through powerful, intuitive, and connected software. As an Onboarding Specialist, you will play a key role in welcoming and training new customers after their purchase, guiding them through their first steps with Zoho and helping them achieve rapid success. You will act as a trusted advisor, ensuring customers have a smooth, confident start and are fully equipped to get value from the Zoho ecosystem. You will collaborate closely with cross‑functional teams (Sales, Pre‑Sales, Support, Product) to ensure every new customer feels supported, trained, and ready to use Zoho efficiently. This role combines consulting, training, and customer success: you will both teach and advise – empowering customers to make the most of their Zoho solutions.

Responsibilities

• Act as the customer's primary contact post‐sale, ensuring a warm and structured onboarding experience.
• Conduct tailored onboarding sessions (mainly online) to train users on Zoho solutions and help them reach their business goals.
• Lead live product trainings and workshops for new users and teams when required.
• Understand customer objectives and design a personalized onboarding plan aligned with their needs.
• Provide best practices, product recommendations, and workflow guidance to accelerate customer success.
• Track onboarding progress and ensure successful handoff to the Support team.
• Contribute to documentation, knowledge base content, and customer training material.
• Collaborate internally to improve onboarding processes and customer experience.

Qualifications

• 2+ years in Customer Success, Onboarding, Training, Implementation, or similar client‑facing/technical roles.
• Strong presentation and facilitation skills (virtual and live).
• Proven experience delivering technology training or onboarding programs.
• Comfortable working with a variety of business profiles (SMBs, mid‑market, enterprise).
• Bachelor's degree or equivalent experience in business, communication, or technology, Strong communication and relationship‑building skills with a customer‑first mindset.
• Ability to manage multiple onboarding projects simultaneously.
• Fast learner with solid technical curiosity and product knowledge aptitude.
• Capable of identifying customer needs and adapting onboarding accordingly.
• Experience with CRM or SaaS platforms.
• Organized, self‑driven, and comfortable in a fast‑paced, evolving environment.

It is important for the applicant to hold a national or UK passport, have a valid work authorization and be within commutable distance. The successful candidate will be subjected to background verification in compliance with the national legislation and market standards.

Nice to Have

• Experience with Zoho products or CRM platforms.
• Prior training or instructional design experience.
• Familiarity with API integrations, automation, and/or business process design.
• Certification or coursework in Customer Success, SaaS implementation, or CRM administration.

Join Zoho Corporation UK today and be part of a company that is revolutionising the way businesses operate.

Together, let’s shape the future of business software!

Benefits

• 25 days excluding public holidays and statutory holidays.
• Supplementary Health Insurance.
• Pension Plan.
• Company lunch provided for when employee is in the office.
• MacBook, mobile, and paid SIM for business use.
• Company‑paid travel insurance for business purposes.
• Opportunity to work with a global team and contribute to the growth of a leading technology company.