🔹 Small Business Onboarding Specialist

Help Businesses Get Started – and Succeed

We’re seeking a customer-focused Onboarding Specialist to guide new clients through their first steps, ensuring they quickly gain value and confidence.

This role blends customer success, onboarding, and consultative selling, making it ideal for someone who enjoys working with people and solving real business challenges.

What You’ll Be Doing

Customer Onboarding & Adoption

• Support new customers through their onboarding journey
• Run discovery sessions to understand business needs
• Deliver engaging product demonstrations and onboarding sessions
• Help customers set up key processes (billing, payments, reporting)
• Identify ways to improve adoption and remove friction early on
• Recommend additional solutions and integrations where relevant

Collaboration & Growth

• Work across sales, product, and marketing teams
• Capture and share customer feedback to improve processes
• Keep up to date with product enhancements and industry trends
• Contribute to continuous improvement of the customer journey

What Success Looks Like

• High onboarding completion and activation rates
• Strong customer satisfaction and early retention
• Increased product adoption and engagement

What You Bring

• Experience in onboarding, customer success, or client support
• Strong communication and presentation skills
• Ability to simplify complex concepts for non-technical users
• Highly organised with strong attention to detail
• SaaS or small business experience (preferred)

Why This Role

• Make a direct impact on customer success and growth
• Work in a collaborative, fast-moving environment
• Build valuable experience in SaaS and customer lifecycle management