Onboarding Specialist (Software)

iamproperty & iamsold; Newcastle upon Tyne; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading property technology firm is seeking an experienced onboarding specialist to manage the client onboarding process. The role involves coordinating cross-departmental activities, managing project timelines, and supporting training delivery. Ideal candidates will have over 2 years of experience in onboarding within a SaaS environment. This position offers hybrid working, with benefits including private healthcare and a wellbeing allowance.

Benefits

Private Counselling

SimplyHealth private healthcare plan

£150 Wellbeing Allowance

Working elsewhere policy

Buy and sell annual leave scheme

Qualifications

• 2+ years’ experience in onboarding, implementation or customer service within SaaS, CRM or PropTech.
• Experience coordinating or supporting training delivery.
• Familiarity with estate agency or lettings software.

Responsibilities

• Lead the end-to-end client onboarding process.
• Manage timelines and project milestones.
• Coordinate cross-departmental activity.

Skills

Onboarding experience

Project management

CRM communication

Organizational skills

Problem-solving

Tools

Zendesk

monday.com

Job description

Responsibilities

• Lead the end-to-end client onboarding process, acting as the main point of contact from kick‑off to go‑live.
• Manage timelines and project milestones to ensure smooth delivery of data migration, configuration, training and launch.
• Coordinate cross‑departmental activity, resolving issues and keeping communication clear and aligned.
• Oversee system setup and data migration, ensuring quality, accuracy and readiness ahead of training delivery.
• Work closely with the Training team to plan and prepare relevant sessions, supporting delivery when required.
• Proactively track progress, manage client expectations and swiftly address any challenges.
• Complete a thorough handover to Customer Success and gather feedback to support continuous improvement of onboarding processes.

Qualifications

• 2+ years’ experience in onboarding, implementation or customer service within SaaS, CRM or PropTech.
• Experience coordinating or supporting training delivery, with understanding of CRM set‑up and data migration.
• Familiarity with estate agency or lettings software and tools such as Zendesk or monday.com.
• Strong organisational and project management abilities, capable of handling multiple onboarding projects at once.
• Able to adapt and prioritise effectively in a fast‑paced environment.
• Confident communicator skilled at building relationships with both clients and internal teams.
• Highly detail‑oriented, proactive and focused on finding solutions.
• Comfortable working with data, systems and CRM platforms.

We founded iamproperty to do the things no one else was doing, but we've grown because we have the best people. It's our team who drive our success and help make our culture unique, creative, and filled with personality. With over half our staff working remotely, location is not an issue either. Hiring people from all over the country has enabled us to broaden our reach, further adding to our diverse mix of teammates. We currently have over 750 talented members of staff who share one vision, working together to transform the property industry and helping our Partner Agents succeed! From CRM and auction to compliance, onboarding and conveyancing, our solutions work behind the scenes to give agents choice and control. We're already working with over 7,000 UK Estate Agency branches to accelerate their success today, with a market leading ecosystem of solutions that ensures they have everything they need to manage their business, team and clients.

Benefits

• Private Counselling with a weekly confidential helpline available
• SimplyHealth private healthcare plan
• £150 Wellbeing Allowance per year
• Working elsewhere policy (4 weeks per year)
• Hybrid working
• Buy and sell annual leave scheme (up to 3 days per year)