Onboarding Specialist

TEG Logistics Technology (Transport Exchange Group); Chippenham; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a leading B2B software company as a Customer Onboarding Specialist, where you'll deliver exceptional onboarding experiences for new clients. You'll guide them through activation, support their success, and collaborate with internal teams. This role offers the excitement of a startup with the stability of an established business.

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.

Responsibilities

• Be the first point of contact for new members.
• Guide new customers through welcome calls and account activation.
• Manage daily onboarding tickets through Zendesk.

Skills

Customer Service

Communication

Interpersonal Skills

Attention to Detail

Time Management

Organisational Skills

Proactive Approach

Tools

CRM Tools

Zendesk

Job description

TEG Logistics Technology (Transport Exchange Group) provided pay range

This range is provided by TEG Logistics Technology (Transport Exchange Group). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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 values diverse perspectives and is committed to building an inclusive workplace. 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!

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service

Industries

• Transportation, Logistics, Supply Chain and Storage