You’ll be the person responsible for taking new customers from signed contract to fully integrated, confident service users. This isn’t just project management or technical delivery – it’s complete ownership of customer success during the most critical phase of their journey with us.
You’ll lead end-to-end transitions from incumbent providers, building comprehensive onboarding plans, conducting project meetings (including onsite visits when needed), and ensuring every department plays their part at exactly the right time. You’ll work directly with customers throughout the transition and their first 90 days, spotting risks early, facilitating their move to our portal and systems, and making sure any gaps identified by our support team get resolved quickly.
This role combines technical understanding with customer relationship management. You’ll conduct documentation checks, work with engineers on technical onboarding components, define customer processes like joiner/leaver procedures and device build standards, and capture everything from renewal dates to automation opportunities. You’ll also support discoveries during the later sales stages, helping set realistic expectations before transitions even begin.
When risks emerge during onboarding, you’ll work with customers and sales teams to discuss them openly. When you spot upsell opportunities, you’ll flag them to the right people. And throughout it all, you’ll contribute to improving how we onboard customers across the board.