Client Onboarding Lead

Kingston upon Hull

Job summary

Bluetownonline Ltd
£25,000 - £29,999
Contract Type:
Full Time
Expiry Date:

About the job

Job Title: Client Onboarding Lead

Location: Hull

Salary: £22,000 - £26,000

Job Type: Full time, Permanent

We are a Microsoft Partner with a core aim of making it as easy as possible for everyone to work, learn and collaborate with Microsoft intranet platforms. Our focus is in education, and we specialise in Microsoft Teams and SharePoint, supporting over 360 schools in the UK and internationally.

Working with cutting-edge technologies, we build future-proof solutions and offer strategic advice to help your organisations scale and communicate in the modern world.

The Role

The role is to help the business to continue to grow by assisting with the customer onboarding process. This is a people-centric role, you will work closely with all members of the internal team, as well as senior leaders, teachers and IT leads.

You must be empathetic and positive in your approach to everything. You will guide customers through our onboarding process, from introduction to handover.

We are looking for someone with great communication and technical skills. This is a customer facing role and you will be required to contact customers and colleagues via phone, Teams video call and email. Office 365 is constantly evolving, and you will need to be a quick learner with a passion for technology.

The correct candidate will have the opportunity to work remotely or in a hybrid set up.

Responsibilities include

  • Ensure that projects are delivered on time or at least kept moving when internal or external issues occur.
  • Ensure customer satisfaction is always high on your priority list.
  • Answering any initial questions from the customer relating to technical pre-requisites (e.g. accounts required for our solution).
  • Chasing any outstanding information or pre-requisites in line with agreed deadlines.
  • Organising and conduct the project meetings with the customer
  • Calling customers when they cannot be contacted through MS Teams.
  • Reporting the status of the builds to the Customer Success Manager on a weekly basis.
  • Quality assurance check of new builds.
  • Communicating changes to the build or spec to the relevant engineers.
  • Arranging and lead the setup consultancy and handover meetings.
  • Advising and engage with the customer in the planning team.
  • Reporting any issues or worries to the Operations manager.

Ideal candidate

  • Experience in either Education or Technical products would be a distinct advantage
  • Several years' experience in project work delivering customer solutions.
  • Good written and verbal communication skills
  • Friendly
  • Helpful
  • Empathetic


  • Remote/Hybrid working available
  • 25 days plus bank holidays
  • The chance to develop yourself through training courses and attending events
  • Regular social events both inside and outside of the office

You must have the right to live and work in the UK to apply for this role.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Applications without a suitable offer letter will not be considered.

Candidates with the relevant experience or job titles of: Client Support, Client Services, Customer Service Manager, Operations Supervisor, Team Lead, onboarding lead, client onboarding, Client executive lead, Onboarding Executive will be considered for this role.

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