Onboarding Specialist Technology

3 days ago

San Juan, Philippines Expansion International Group Ltd Full time

Location: Remote (Philippines-based, working UK hours) Employment Type: Full-time WeChange.AI enables organisations to lead their own change and transformation. Our platform and approach help clients design, deliver, and embed change at scale – combining proven frameworks with AI-driven insights. We work with leading organisations to drive adoption, engagement, and measurable impact across digital and cultural transformation programmes. Role Overview We’re looking for a proactive and tech-enabled Client Onboarding & Support Specialist to join our growing team. Reporting directly to the Managing Director, you’ll play a key role in helping clients get up and running with the WeChange platform and services, then supporting them throughout the contract. This is a hands‑on, client‑facing role focused on guiding customers through setup, activation, early adoption and continued use – ensuring they have an exceptional experience and quickly see value from our software. You’ll coordinate onboarding activities, support them to access training sessions, and act as a trusted point of contact throughout the clients journey. Key Responsibilities Lead the client onboarding process from signed contract through to full activation. Coordinate setup tasks, timelines, and communication between clients and internal teams. Ensure the customer understands the various options relating to the solution, coordinating those with the technology delivery teams. Support clients in embedding WeChange alongside their existing tools and workflows. Monitor onboarding progress and take ownership of ensuring clients reach key milestones on time. Develop and maintain onboarding materials - guides, videos, checklists, and FAQs - to support client self-sufficiency. Identify opportunities to improve the onboarding experience and share insights with product and delivery teams. Provide friendly, professional, and proactive client communication at every stage. Track onboarding data and prepare concise progress updates for the Managing Director and wider team. About You Previous experience in customer onboarding, customer success, or client delivery within a SaaS, technology, or consultancy environment. Strong project coordination and organisational skills – able to manage multiple client journeys in parallel. Excellent written and verbal communication skills; confident delivering training and demos to clients. High level of competence across the Microsoft 365 suite, including a solid understanding of AI services such as Copilot. Technically confident and comfortable troubleshooting client issues or guiding users through new systems. Customer-focused mindset – empathetic, patient, and committed to helping clients succeed. Organised, self‑motivated, and detail‑oriented, with a bias for action and problem‑solving. Familiar with CRM systems and client tracking tools (experience with HubSpot, Dynamics or similar is a plus). Your application will include the following questions: What's your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as an Onboarding Specialist? How would you rate your English language skills? Do you have customer service experience? #J-18808-Ljbffr

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