Customer Onboarding Consultant (Treasury/Office of Finance Saas)
Location – London (Hybrid)
Salary- £50,000 – £70,000
About the Company
A growing SaaS business operating within the Office of the CFO and Treasury technology market is seeking a Customer Onboarding Consultant to join its expanding team.
The organisation provides a cloud-based platform that helps finance teams gain greater visibility and control over cash management, liquidity and financial operations. Following continued growth and increasing customer demand, the business is investing in its customer function to ensure clients receive a best-in-class onboarding and implementation experience.
This is an opportunity to join a collaborative, high-growth environment where customer experience sits at the centre of the organisation’s success.
The Role
The Customer Onboarding Consultant will take ownership of the customer journey following contract signature, ensuring a smooth transition from sales through to implementation, onboarding and successful adoption of the platform.
Working closely with customers, the successful candidate will become a trusted advisor, helping organisations realise value from the platform as quickly as possible. They will manage onboarding projects, support data migration activities, deliver user training and provide guidance throughout the implementation process.
The business is currently at a stage where commercial team members are heavily involved in onboarding and implementation activities. This hire will play a key role in allowing the sales team to focus on new business generation whilst ensuring customers receive a high-quality onboarding experience.
The ideal candidate will be personable, customer-focused and comfortable working with both business and technical stakeholders.
Key Responsibilities
- Manage the onboarding process for new customers from contract signature through to successful go-live
- Act as the primary point of contact throughout onboarding and implementation projects
- Gather customer requirements and translate them into successful platform configurations
- Support customers with data migration activities, integrations and system setup
- Coordinate onboarding timelines, milestones and project deliverables
- Deliver customer training sessions and workshops
- Build strong relationships with finance, treasury and operational stakeholders
- Monitor customer adoption and engagement following implementation
- Collaborate with product, technical and commercial teams to resolve customer challenges
- Ensure customers achieve agreed objectives and realise value from the platform
- Maintain accurate project documentation and customer records
- Contribute to the development of onboarding best practices as the business continues to scale
Skills and Experience Required
- Previous experience in Customer Success, Onboarding, Implementation, Professional Services or SaaS Consulting roles
- Experience managing customer-facing software implementations or onboarding projects
- Strong relationship-building and stakeholder management skills
- Excellent communication and presentation abilities
- Ability to manage multiple customer projects simultaneously
- Experience gathering business requirements and translating them into practical solutions
- Comfortable working in a fast-paced growth environment
- Strong organisational and problem-solving skills
- Ability to balance technical discussions with non-technical business conversations
Desirable Experience
- Experience working within a SaaS environment
- Exposure to finance, treasury, ERP or accounting software
- Understanding of data migration processes
- Experience supporting software integrations and API-based solutions
- Knowledge of financial operations, cash management or treasury processes
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