Onboarding Specialist

Zoho UK; Milton Keynes; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading technology company in Milton Keynes is seeking a Product Onboarding Specialist to enhance customer experience post-sale. In this role, you will welcome and train new customers on Zoho products, ensuring they successfully navigate their onboarding journey. The ideal candidate has 2+ years in customer success or related fields and possesses strong communication and training skills. This position offers competitive benefits including health insurance, a pension plan, and the opportunity to work with a global team.

Benefits

25 days holiday excluding public holidays

Supplementary Health Insurance

Pension Plan

Company lunch provided

MacBook, mobile, and paid SIM for business use

Company-paid travel insurance

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.

Responsibilities

• Act as the customer’s primary contact post-sale.
• Conduct tailored onboarding sessions to train users on Zoho solutions.
• Lead live product trainings and workshops when required.

Skills

Strong communication and relationship-building skills

Ability to manage multiple onboarding projects

Fast learner with solid technical curiosity

Experience with CRM or SaaS platforms

Education

Bachelor’s degree or equivalent experience in business, communication, or technology

Job description

At Zoho, our mission is to help businesses work smarter through powerful, intuitive, and connected software. As a Product 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.

Overview

You will join a global, people-first company that values autonomy, long-term relationships, and continuous learning. At Zoho, we don’t just onboard and train customers — we empower them to succeed.

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 Support team.
• Contribute to documentation, knowledge base content, and customer training material.
• Collaborate internally to improve onboarding processes and customer experience.

Requirements

• 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.

Skills & Qualifications

• 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.

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.

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.

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.

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!