Technical Onboarding Consultant

ZipRecruiter; Bridgend; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading company is seeking a Technical Onboarding Consultant to enhance client onboarding experiences in a hybrid work setting. You will be the technical advisor post-sale, ensuring clients' needs are met while optimizing processes. The role requires strong communication and stakeholder management skills, with a solid foundation in IT services and service transitions.

Qualifications

• Demonstrated experience in service transition, onboarding, or technical customer-facing roles.
• Understanding of ITIL principles with practical application in service transitions.
• Experience managing multi-vendor environments.

Responsibilities

• Oversee the configuration and integration of client systems for onboarding.
• Establish security protocols for compliance.
• Develop and execute service transition plans.

Skills

Stakeholder management

Communication

Risk management

Commercial awareness

Job description

Job Description

Technical Onboarding Consultant

Location: Bridgend (Hybrid – homebased/ office / travel across UK & Ireland

Salary: £40,000 – £50,000 + Commission

We’re looking for a Technical Onboarding Consultant to join a high-performing consulting team, responsible for delivering seamless onboarding experiences for new clients. From day one, you’ll act as the trusted technical advisor, owning the client relationship post-sale and ensuring their technical needs are fully understood and addressed.

What you’ll be doing:

Client Onboarding:

• Oversee the configuration and integration of client systems, ensuring seamless alignment with our infrastructure.
• Collaborate with diverse teams across the business to deliver tailored and exceptional onboarding experiences that meet each client's unique needs.
• Act as a trusted advisor, providing expert support and guidance to clients during the initial stages of their partnership to establish a solid foundation.
• Establish and implement robust security protocols, including customised access controls and configurations, to ensure compliance with both client requirements and our standards.

Client Offboarding:

• Oversee the secure and respectful deactivation of client accounts and services.
• Manage data transfer or return processes, adhering to privacy and security protocols.
• Coordinate across teams to ensure a professional and seamless client exit process.

Service Transition:

• Develop and execute comprehensive transition plans, ensuring new services or suppliers align with operational requirements.
• Conduct readiness assessments to confirm that new systems or suppliers are prepared for live environments.
• Collaborate with clients and vendors to foster alignment with service management goals.
• Produce high-quality documentation, including transition plans and service reports, to maintain clarity throughout the process.

Process Optimisation:

• Continuously refine onboarding, service transition, and offboarding workflows to enhance efficiency.
• Identify and implement automation opportunities, reducing manual effort and improving client satisfaction.

What you need to succeed:

Experience:

• Demonstrated experience in service transition, onboarding, or technical customer-facing roles such as solutions engineering or service desk operations.
• Understanding of ITIL principles, with practical application in service transitions.
• Experience managing multi-vendor environments.

Skills & Competencies:

• Excellent communication and stakeholder management skills, capable of engaging with senior client representatives and technical teams.
• Proven ability to identify risks, resolve conflicts, and deliver solutions that align with client and business objectives.
• Commercial awareness of IT services, SLAs, and contract management.
• Full UK driving licence.

What does success look like:

• Delivering high-quality, compliant, and compelling onboarding and transition processes on time.
• Effective collaboration and communication between the delivery team and stakeholders.
• Continuous improvement in onboarding strategies, processes, and documentation.

Maintaining strong relationships with clients and ensuring a positive reputation for the company

If you are available and interested in this opportunity, please apply for further information. Please note due to high volumes of applications we are unable to contact every application.

If you do not hear back from us within 7 days of sending your application, please assume that you have not been successful on this occasion.

At Lucid, we celebrate difference and value diverse perspectives, underpinned by our values ‘Honesty, Integrity and Pragmatism’. We are proud to provide equal opportunities in line with our and policy and welcome applications from all suitably qualified or experienced people, regardless of personal characteristics.

If you have a or health condition and seek support throughout the recruitment process, please do not hesitate to contact us via the details below.