Onboarding Specialist

Milton Keynes - UK

Monthly Salary: Not Disclosed

Experience Required: 1-3years

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

At Zoho our mission is to help businesses work smarter through powerful intuitive and connected software. As an Onboarding Specialist you will play a key role in welcoming and training new customers after their purchase guiding them through their first steps with Zoho and helping them achieve rapid success.

You will act as a trusted advisor ensuring customers have a smooth confident start and are fully equipped to get value from the Zoho ecosystem. You will collaborate closely with cross-functional teams (Sales Pre-Sales Support Product) to ensure every new customer feels supported trained and ready to use Zoho efficiently.

This role combines consulting training and customer success: you will both teach and advise empowering customers to make the most of their Zoho solutions.

Why Zoho

You will join a global people-first company that values autonomy long-term relationships and continuous learning. At Zoho we dont just onboard and train customers we empower them to succeed.

Responsibilities:

Act as the customers primary contact post-sale ensuring a warm and structured onboarding experience.
Conduct tailored onboarding sessions (mainly online) to train users on Zoho solutions and help them reach their business goals.
Lead live product trainings and workshops for new users and teams when required.
Understand customer objectives and design a personalized onboarding plan aligned with their needs.
Provide best practices product recommendations and workflow guidance to accelerate customer success.
Track onboarding progress and ensure successful handoff to Support team.
Contribute to documentation knowledge base content and customer training material.
Collaborate internally to improve onboarding processes and customer experience.

Requirements

2 years in Customer Success Onboarding Training Implementation or similar client-facing/technical roles.
Strong presentation and facilitation skills (virtual and live).
Proven experience delivering technology training or onboarding programs.
Comfortable working with a variety of business profiles (SMBs mid-market enterprise).
Bachelors degree or equivalent experience in business communication or technology.

Skills & Qualifications:

Strong communication and relationship-building skills with a customer-first mindset.
Ability to manage multiple onboarding projects simultaneously.
Fast learner with solid technical curiosity and product knowledge aptitude.
Capable of identifying customer needs and adapting onboarding accordingly.
Experience with CRM or SaaS platforms.
Organized self-driven and comfortable in a fast-paced evolving environment.

Nice to Have:

Experience with Zoho products or CRM platforms.
Prior training or instructional design experience.
Familiarity with API integrations automation and/or business process design.
Certification or coursework in Customer Success SaaS implementation or CRM administration.

Benefits

25 days excluding public holidays and statutory holidays.
Supplementary Health Insurance.
Pension Plan.
Company lunch provided for when employee is in the office.
MacBook mobile and paid SIM for business use.
Company-paid travel insurance for business purposes.
Opportunity to work with a global team and contribute to the growth of a leading technology company.

It is important for the applicant to hold a national or UK passport have a valid work authorization and be within commutable distance. The successful candidate will be subjected to background verification in compliance with the national legislation and market standards.

Join Zoho Corporation UK today and be part of a company that is revolutionising the way businesses operate.

Together lets shape the future of business software!