Onboarding Specialist

Foundever

  • Kingston upon Thames
  • £35,000 per year
  • Permanent
  • Full-time
  • 8 days ago
‎Salary: Up to £35,000 per annum, dependent on experienceOpening Hours: Monday to Friday, 09:00 to 17:30 (no weekends)Contract Type: Permanent, full-time (37.5 hours per week)Location: Victoria Street, London, SW1E 5JL (hybrid working), plus occasional travel to Kingston upon ThamesFoundever® and Intuit seeking a customer-obsessed and experienced Onboarding Specialist to join our team, working on behalf of one of the world's leading fintech brands, Intuit Quickbooks.Please note sponsorship is not available for this role.Core Responsibilities
  • Execute Structured Customer Success Engagements: Conduct structured onboarding sessions (two 45-min sessions, one optional 30-min session), advanced feature sessions, and new strategic engagements within the first 60 days to drive product proficiency.
  • Guide Setup & Workflows: Facilitate QuickBooks setup, review dashboards, and walk customers through core workflows (e.g., managing expenses/income) to build confidence and ensure adoption.
  • Ensure Customer Success: Verify correct SKU setup and ensure alignment with customer product goals.
  • Educate & Direct: Proactively guide customers to self-serve resources and the QuickBooks Digital Assistant for ongoing product support beyond onboarding.
Your Profile and ExperienceExceptional Communication: Active listening and clear explanations to instill customer confidence.Customer Service & Empathy: Supportive and solution-oriented mindset, especially for customers who may find learning new systems challenging.Learn Fast mindset: Rapidly develop proficiency with QBO functionality for accurate setup and demonstration.Instructional & Coaching: Ability to teach and assign tasks ("homework") to promote practice and mastery.Organizational & Time Management: Highly organized to manage multiple customer engagements in strict timeframes.Proactive Mindset: Strong initiative for scheduling, follow-up, and ensuring program outcomes.About UsFoundever® is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.Intuit is a global financial technology platform powering prosperity for over 100 million customers worldwide. With a mission to help individuals and small businesses thrive, they are the team behind trusted brands like TurboTax, Credit Karma, QuickBooks, and Mailchimp.Apply Now! We look forward to reviewing your application.Foundever® is an equal opportunity and Disability Confident employer. We value our diversity and we're committed to making Foundever® a truly inclusive place to work. We recognized and embrace that people work in different ways and we'll always adapt as much as possible so you have the best and most comfortable working environment that we can offer.If you need us to make any adjustments to our recruitment process, speak to our recruitment team who will be happy to support you. You can reach us at .The personal data you provide in your application, and as part of the recruitment process, will only be held and processed for the purpose of the selection process of Foundever and in connection with any subsequent employment or placement, unless otherwise indicated. Your data will be retained only for as long as it permitted by UK legislation and then destroyed.

Foundever