Client Onboarding Specialist

Intasite Limited; Tees Valley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A dynamic Health and Safety SaaS company is seeking a Client Onboarding Specialist to guide new clients through their transition onto the platform. This role involves working closely with project leads and site teams, handling onboarding processes, and delivering training sessions. Candidates should possess strong communication skills and attention to detail, along with a comfort in learning and explaining software. The company offers a generous leave policy, access to a gym and training budget, making it an attractive opportunity for individuals looking to impact a global product.

Benefits

25 days annual leave plus 8 bank holidays

Free on-site gym

Cinema room access

Annual training and development budget

Complimentary parking

Monthly team lunch

Qualifications

• Experience in client onboarding processes.
• Ability to deliver training sessions remotely or onsite.
• Proven ability to manage multiple projects concurrently.

Responsibilities

• Guide new clients through onboarding onto the Intasite platform.
• Work with clients to capture requirements and configure tenant.
• Deliver training sessions to client administrators.
• Implement configuration changes for existing clients.

Skills

Strong communication skills

Good attention to detail

Organised approach to project work

Comfortable learning software

Multi-project management

Familiar with admin dashboards

Job description

Intasite is a dynamic Health and Safety Software as a Service (SaaS) company, headquartered in Teesside.We're on the lookout for individuals who share a profound commitment to customer satisfaction and possess astrong drive to deliver products that enhance operational efficiency for health and safety teamsworldwide.

Our mission is to streamline the site access process for the most secure and safety-critical sites acrossthe globe. This allows us to efficiently manage the safety and security of their personnel, visitors, andcontractors as they enter these facilities, thereby reducing risk, ensuring compliance, and ultimatelyenhancing productivity.

Our cloud-based SaaS solution for inductions and contractor management caters specifically to high-riskindustries, proudly serving renowned clients such as Budweiser, Telefonica O2, EDF Renewables, SSE PLC, SkyStudios, CityFibre, and Equinor. With a global user base, our product's profound impact is a result of ourextensive experience in the field.

We continually strive to build the most exceptional product possible. Our goal is to combine simplicity andindustry knowledge to deliver an outstanding safety onboarding experience.

Job Specification

What you'll be doing

As a client onboarding specialist, you will be responsible for guiding new clients through a smooth and confident transition onto the Intasite platform. You'll work directly with project leads and site teams to understand their requirements, configure their tenant, prepare their content, and deliver training that helps them get value from day one. You'll also handle configuration updates for existing clients, ensuring their platform stays aligned with their needs.

Key areas of responsibility

• Lead the onboarding process for new clients, from initial requirements capture to go-live
• Work with clients to understand site workflows, induction needs, and platform configuration requirements
• Build and configure new client tenants within the Intasite platform
• Upload, organise, and verify client content (e.g. induction materials, documents, custom fields)
• Create and configure admin accounts, permissions and user settings
• Deliver training sessions to client administrators, either remotely or onsite
• Implement configuration changes and smaller platform updates for existing clients
• Work closely with the technical and product teams when bespoke requests or escalations arise

The skills you need

• Strong communication skills and confidence working directly with clients
• Good attention to detail and an organised approach to project work
• Comfortable learning how software platforms work and explaining them clearly
• Able to manage multiple onboarding projects at the same time
• Familiar with admin dashboards, configuration panels, or similar systems
• The opportunity to have a direct impact on an exciting product with global reach
• Working in a growing dynamic company and developing new opportunities.
• 25 days annual leave, plus an additional 8 bank holidays (33 in total)
• Access to our free on-site gym and cinema room
• Access to an annual training and development budget
• Complimentary parking and a monthly team lunch.