Senior Onboarding Consultant

New
R
Re-LeasedPropTech, real estate
This role can be based anywhere in the UK or join our London office.Full-TimeSenior
Salary not disclosed
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Job Details

Required Skills
Project ManagementMicrosoft DynamicsSalesforce

Requirements

  • Have demonstrated experience in training, onboarding, implementation, or enablement roles, ideally in SaaS.
  • Have a background in PropTech or commercial real estate, such as property operations or accounting.
  • Show experience working with large or enterprise customers.
  • Have experience managing customer-facing projects.
  • Be skilled at giving product demos and guiding customers through solutions.
  • Be familiar with Salesforce, MS Teams, and project tracking platforms.
  • Have knowledge of accounting platforms such as Microsoft Dynamics or Sage Intacct.
  • Have strong project management expertise.

Responsibilities

  • Deliver engaging, jargon-free training to end users and executives, virtually or in person.
  • Run onboarding projects from kick-off to handover.
  • Understand each customer’s business and tailor their setup for long-term success.
  • Troubleshoot early-stage challenges and act as a trusted advisor.
  • Coordinate with Product, Support, and Success teams to keep onboarding on track.
  • Translate customer needs into practical system configurations.
  • Work with product experts to identify suitable workflows and features.
  • Redefine customer processes to align with product features.
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