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Client onboarding specialist

St Ives (Cambridgeshire)
Temporary
Equals One
£30,000 - £35,000 a year
Posted: 1 August
Offer description

Client Onboarding Specialist (MAT Cover)

Location: St Ives, Cambridgeshire

Salary: A GBP 30k : 35k per year

Job type Temporary

About us

We are Vantify. Through our unique compliance ecosystem, we deliver integrated platforms that enhance visibility, increase productivity, and minimise risk. Trusted by leading organisations like Ambassador Theatre Group, CompassRock and CEG, our integrated products cover every aspect of compliance, from risk assessments to supply chain management. When everything works together, you can spend more time on other things that matter to your business. Thats why our products have been designed to integrate with each other, helping you save time, maximise performance and maintain compliance.

About the role

We are seeking a highly organised and proactive Client Onboarding Specialist to oversee the smooth onboarding of clients across multiple product lines. This role is critical in ensuring mobilisation projects are executed efficiently, meeting key milestones and adhering to SLAs. The ideal candidate will have strong project management skills, excellent communication abilities, and a process:driven mindset.

What youll be getting up to

* Lead the end:to:end product mobilisation process, ensuring a seamless transition for clients.
* Attend client mobilisation meetings in line with the project SLAs
* Track and manage key milestones to ensure timely go:live for each client.
* Identify and mitigate potential risks or roadblocks that could delay mobilisation.
* Maintain our project management system.
* Ensure all mobilisation activities align with agreed SLAs, delivering a high:quality experience for clients.
* Update mobilisation dashboards to provide clear visibility into project status, risks and progress.
* Act as a liaison between internal teams (Sales, Operations, Service Desk, Consultancy, Product and Support) to ensure alignment on onboarding timelines.
* Keep all relevant stakeholders informed on the mobilisation progress and expected go:live dates.
* Hold regular update meetings with the client to avoid delays. Produce and communicate agendas and minutes if required
* Work closely with clients and their suppliers to ensure smooth onboarding.
* Address client queries and provide clear guidance throughout the mobilisation process.
* Conduct transition handovers with the customer success team once products have been mobilised.
* Ensure integration through our product lines are set and working when clients are taking more than one product line.
* Ensure mobilisation fees have been invoiced by our accounts team.

What were looking for

The ideal candidate for this role will demonstrate behaviours that reflect our core values. Our colleagues are approachable and optimistic, focusing on solutions. We listen to understand client needs, delivering expert guidance and a high:quality service. We foster collaboration by sharing knowledge openly and supporting others to thrive by sharing well:considered feedback. We continuously strive for improvement by being open to challenge, being curious and focusing on innovation.

In order to excel in this role you need...

* Honest, authentic, trustworthy and able to work with integrity.
* Proven experience in project management, client onboarding and / or mobilisation roles.
* Strong understanding of SLA management.
* Excellent communication skills.
* Experience in using dashboards and reporting tools.
* Ability to work across multiple product lines and manage competing priorities.
* Excellent IT skills (Excel, Word, PowerPoint plus the ability to work with numerous ancillary management platforms).
* Good interpersonal skills.
* Ability to work on own initiative and pro:active approach to problem solving.
* Comprehensive industry knowledge.
* Strong written and verbal communication abilities.
* Self:motivated.
* Resilient in challenging situations.

Why join us?

We put people first:whether its our custo

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