Job Description
Overview
We are seeking a dedicated and proactive Onboarding Manager to join one of our clients team.As Onboarding Manager, youll own the end-to-end onboarding process for new clients, ensuring a seamless and professional experience from contract signature through to successful go-live.
Working across Mintsoft, integrations, internal tooling and operational workflows, youll coordinate across departments to ensure every client is technically and operationally ready to succeed.
Youll play a vital role in shaping first impressionsdelivering clarity, confidence, and momentum for both our clients and our internal teams.
The onboarding function ensures every new partner gets the strongest start possible. By managing setup, testing, internal coordination and training, the Onboarding Manager lays the foundations for long-term service success.
Your work directly supports client retention, SLA performance, and profitable partnerships making you a key driver of scalable growth.
Responsibilities
* Develop and implement comprehensive onboarding programmes tailored to the needs of new hires within the financial services industry.
* Collaborate with various departments to ensure all necessary resources and training materials are available for new employees.
* Own the onboarding process from contract handover to operational go-live.
* Build and maintain onboarding trackers and templates using Google Sheets and Trello.
* Monitor and evaluate the effectiveness of onboarding programmes through feedback and performance metrics, making adjustments as necessary.
* Configure client accounts in Mintsoft, ensuring accuracy across products, rules, couriers and integrations.
* Liaise with fulfilment, customer service and account management teams to align go-live plans.
* Deliver client-facing support, system walkthroughs and onboarding documentation.
* Ensure third-party integrations (e.g. Shopify, Amazon, WooCommerce) are connected and tested.
* Identify and mitigate risks to service quality or timeline delays.
* Support continuous improvement by refining onboarding documentation and processes.
* Ensure full internal readiness ahead of go-live across all departments.
Skills and Requirements
* Proficiency in Salesforce for managing onboarding processes and data analysis.
* Strong analytical skills to assess programme effectiveness and identify areas for improvement.
* Excellent communication skills, both verbal and written, enabling effective interaction with new hires and internal stakeholders.
* Experience in the financial services sector is highly desirable, providing context for tailored onboarding experiences.
* Ability to work collaboratively in a fast-paced environment while maintaining attention to detail.
* A proactive approach to problem-solving and a commitment to enhancing employee experiences from day one.
* Act as a clear, consistent point of contact for onboarding activity.
* Ensure all data entry and system setup is accurate and verified.
* Proactively flag and resolve onboarding blockers or risks.
* Provide timely, structured updates to both internal stakeholders and clients.
* Maintain accurate onboarding documents, trackers, and process guides.
* Ensure clients feel supported, informed and ready by go-live.
If you are passionate about creating impactful onboarding experiences and have the skills we are looking for, we invite you to apply for this exciting opportunity as an Onboarding Manager.
Job Types: Full-time, Permanent
Pay: £30,000.00-£35,000.00 per year
Benefits:
* Canteen
* Company pension
* Free parking
* On-site parking
Schedule:
* Day shift
* Monday to Friday
* Weekend availability
Work Location: In person
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