Eque2 Ltd is a leading provider of construction management and ERP solutions, supporting over 3,000 valued clients across the UK and Ireland. We pride ourselves on enabling the successful and reliable delivery of projects within the construction sector, underpinned by our expert account management and dedicated customer service. Certified as a “Great Place to Work” for three consecutive years, Eque2 is committed to fostering a positive workplace culture, prioritising employee wellbeing, and providing opportunities for continual development.
The Customer Onboarding Specialist is responsible for managing a personal caseload of onboarding projects, guiding customers from the point of sale through their implementation, training, and early adoption of our software. This role plays a critical part in delivering a seamless and positive first experience, ensuring customers achieve their go-live milestones and are successfully transitioned to the Customer Success team. This position is based in our Newcastle Office and will transition to a hybrid working arrangement after the probationary period ends.
Onboarding projects delivered to agreed timescales, with key milestones achieved.
• Customers receive clear, consistent training and support during onboarding.
• Accurate and timely updates are maintained in the customer success platform.
• Customer Onboarding & Project Delivery
• Manage a portfolio of onboarding projects from sale to handover.
• Deliver live remote training sessions (1-2-1, webinars) tailored to customer needs.
• Demonstrate software features and guide customers through configuration steps.
• Maintain accurate records of customer progress, activities, and feedback in the customer success platform.
Customer Support & Problem Solving
• Liaise with Sales, Customer Success, Support, and Product teams to ensure a consistent customer experience.
• Process & Quality
• Contribute ideas to improve onboarding efficiency and customer experience.
• Confident in delivering training via video calls, webinars, and screen-sharing tools.
• Experience in a customer-facing role, ideally in IT, customer success, or technical support.
• Previous experience supporting accounting or cloud-based software.
• Ability to work independently while managing multiple projects.
• Experience using customer success or onboarding software platforms.
• Exposure to the construction, accounting, or related software sectors. •Project management/onboarding / CSM
Apply now and start your journey with Eque2 – where your expertise will empower our customers and drive their success!