Onboarding Consultant - SaaS at PlotBox

Solutions Consultant  
 

Location: Ecos Hub, Ballymena. This role will be based in the office 2 days a week. 

Contract type: Permanent 

Are you passionate about helping clients get the most out of powerful technology?
We’re looking for an Onboarding Consultant to deliver seamless, engaging onboarding experiences for PlotBox clients.

In this role, you’ll manage the entire onboarding journey—from understanding client workflows and configuring systems to delivering workshops and user training. You’ll ensure every client feels confident, supported, and set up for success on the PlotBox platform.

You’ll collaborate closely with our Product, Support, and Customer Success teams to ensure each implementation runs smoothly, efficiently, and with impact.

What you will do : 

•  Lead the onboarding process for multiple clients, ensuring timely delivery against project milestones and objectives.
•  Design and deliver onboarding workshops to understand client workflows and map business processes to PlotBox solutions.
•  Configure the PlotBox system according to client requirements and design specifications.
• Deliver client training (both virtual and onsite) tailored to different user roles and learning styles.
•  Perform testing and validation to ensure accurate configuration and quality outcomes prior to go-live.
•  Coordinate with project managers and internal stakeholders to align onboarding with the broader delivery plan.
• Support the development of onboarding templates, training materials, and knowledge base content.
• Proactively identify process or system enhancements to improve onboarding efficiency.
• Build and maintain strong client relationships, acting as the primary onboarding contact during implementation.
• Provide post-go-live support and contribute to a smooth handover to the Customer Success team
   

What we are looking for : 

•  2–4 years’ experience in SaaS implementation, onboarding, or training roles.
• Strong understanding of SaaS platforms and cloud technologies
• Proven ability to manage multiple client-facing projects independently and meet deadlines.
•  Experience configuring and testing software platforms.
• Strong communication, presentation, and relationship-building skills.
• Ability to translate business processes into technical solutions. 

Desirable Experience -Its not a deal breaker, but ideally you will have: 

• Experience with process documentation, UAT, or workflow mapping.
• Experience delivering virtual and in-person training.
• Familiarity with CRM, project management, change management or SaaS onboarding tools.
• Technical aptitude for API integrations and managing complex software configurations
   

Why should you join PlotBox ?

• We have a clear mission - and a sense of pride in doing what we do - to ultimately lessen people’s pain at the most difficult time of their lives; this means a lot to our team.
• We are a global company with over 120 colleagues based across the UK, Australia and North America. You’ll undoubtedly  broaden your understanding and appreciation of global operations.
• We have a passion for tech and innovation, actively exploiting new and cutting-edge tools and technologies to enhance our product and skillset.
• We are proud that, since 2020, we have received our Great Place to Work® Certification™ - our staff have told us loud and clear that they love working for PlotBox.
• We have also been recognised as one of the UK’s Best Workplaces for Development™ 2024 - we invest in employee growth; we nurture every career.
• We are a truly diverse and inclusive workplace; we are proud to boast 43% femalé representation - which is almost double the average within the tech industry and helped put us on the UK’s Best Workplaces for Women listing in 2023
• Our focus on wellbeing and a supportive culture has seen us ranked on the UK’s Best Workplaces for Wellbeing list (2023)
• One of our core values is trust; you are trusted to do your job without someone micro-managing - we expect people to give their best efforts in return

Life at PlotBox - we appreciate that we may not be the right workplace for everyone, so below we have laid out what life at Plotbox is really like so you can decide if a career at PlotBox is for you !

• We are a growing / scaling company - as such we don't always have everything neatly mapped out so you have to be comfortable with ambiguity sometimes
• A 40 hour working week and flexible working hours. We ask everyone to be in the office during our core hours from 10-4pm meaning you can balance your work hours around life’s commitments.
• Hybrid working - for most roles, our staff work 2 days per week in the office and we love the opportunity it gives us to collaborate face to face.
• We believe in continuous improvement - so that can mean change is a pretty constant thing for us - we need our people to embrace change as opposed to resisting it
• We believe feedback is crucial to development so we will create a safe environment where you can take onboard feedback and use it to improve - but we can't force you to take the feedback on board; that's your choice
• We will support and nurture you - but we need you to show initiative, be able to tackle problems, roll with the challenges and get stuff done
• There is no room for ego round here - everyone is here because they bring something to the table - all voices are heard and respected
• We support our employees’ health and wellbeing with regular wellbeing initiatives and a health cash plan, access to EAP and additional counselling support
• Our life assurance policy ensures your loved ones are looked after should the worst happen *
• Our flexible benefits suite allows you to flex-up (or down) on on benefits depending on what is most useful to you and your family at the time
• Career mobility and progression which is based on merit as opposed to ‘time-served’ as well as  the opportunity to travel to our global sites and visit customers when they need us on the ground. 
• Active social and charity committee - lots of social events throughout the year including a summer social, Christmas party, Easter events, quizzes, book club, walking groups, coffee mornings and many many more.
• We offer Cycle to work scheme and discounted gym membership if that’s your thing! 
• Quirky office set on a beautiful nature reserve with fully-stocked fridges and larders
• Free parking too!

PlotBox is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applications from all qualified candidates regardless of race, religion, sex, sexual orientation, gender identity, national origin, disability, or any other characteristic that makes you who you are.All employment decisions are based on qualifications, merit, and business needs.

If you require any reasonable adjustment or wish to speak to a member of our Talent team about tailoring the recruitment process to your needs please email [email protected] stating the role you are applying for.