Onboarding Consultant Full Time

Job title: Onboarding Consultant

Location: UK (Hybrid)

Reporting to: Head of Onboarding

Company: Joblogic – UK’s #1 Field Service Management Software

About Joblogic:

Established in 1998, Joblogic is the UK’s #1 Field Service Management (FSM) software platform. We are a global business with offices in the UK, Pakistan, and Vietnam. Since our management buy-out in 2013, we have grown from ~£500K ARR to £35M+ ARR and expanded our team from 11 to 500+ people.

Recently, we secured a strategic growth investment from Vista Equity Partners — a global technology investor specialising in enterprise software. This investment includes over £100 million in new primary capital and will fuel our next phase of growth by accelerating our AI-first roadmap, expanding our platform into CAFM (Computer-Aided Facilities Management) capabilities, and supporting our expansion across Europe and beyond.

With Vista’s backing, we’re transforming from a successful UK business into a global scaling SaaS rocket ship, and we’d love for you to join us on our journey to £100M ARR across international markets.

Joblogic provides software to service contractors who install and maintain the built environment. Our platform helps businesses streamline operations, improve profitability, ensure compliance, and achieve rapid growth.

With 100,000+ users across industries including HVAC, plumbing, electrical maintenance, facilities management, and building fabric maintenance, we are entering a new era of intelligent automation, predictive maintenance, and data-driven decision-making for service firms, management, and building maintenance. We’re entering a new era of intelligent automation, predictive maintenance, and data-driven decision-making for service businesses.

Joblogic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made without regard to race, colour, religion, gender, sexual orientation, national origin, disability, or any other protected characteristic.

The Role:

As an Onboarding Consultant at Joblogic, your core purpose is simple: get customers to value faster.

You will own the end-to-end onboarding journey for new customers — from discovery stage through onboarding completion — acting as the primary point of contact and accountability throughout. This is a consultative, fast-paced, customer-facing role that combines structured delivery with genuine advisory expertise.

Our customers renew when they reach operational value quickly. They churn when they don’t. You are the biggest variable in that equation.

We measure onboarding success through a four-layer Time to Value framework: Defined Value → Technical Value → Operational Value → Confirmed Value. Your role touches every layer, and your performance will be measured against how quickly and reliably you move customers through each one. 

Key Responsibilities

Discovery & Defined Value

• Lead kick-off and discovery sessions to understand each customer’s workflows, goals, and operational context.
• Agree and document a Mutual Success Plan with clear, measurable first-value milestones at the start of every onboarding.
• Confirm key stakeholders, go-live dates, and data readiness, with all outputs recorded in Smartsheet and HubSpot.

Data & Configuration

• Guide customers through data submission and system configuration, keeping progress on track and dependencies clearly owned.
• Drive configuration sign-off within agreed timescales, ensuring the customer is aligned and confident before advancing.
• Proactively identify and escalate delays.

Go-Live

• Complete a go-live readiness check before technical go-live to ensure the customer is prepared to use the system in production.
• Support customers through the critical first weeks post go-live, ensuring they complete their first end-to-end workflow as quickly as possible.

Value Confirmation & Handover

• Ensure every customer has structured value reviews, with outcomes evidenced against the agreed success plan.
• Provide clear, insight-rich handover notes to the Customer Success team, documenting confirmed milestones and any ongoing risks.
• Escalate at-risk accounts proactively — don’t wait for customers to disengage.

Continuous Improvement 

• Share patterns, blockers, and customer insights with the team to continuously improve the onboarding playbook.
• Collaborate with Implementation Consultants, Customer Success, Product, and Sales to deliver a seamless end-to-end customer journey.

How You’ll Be Measured

• Time to Discovery Completion
• Time to First Workflow Completion
• Time to Go-Live 
• Customer CSAT 

Required Skills & Experience

Essential

• Few years’ experience in an onboarding, implementation, or customer success role, ideally in a SaaS or technology business.
• Track record of managing multiple customer onboardings simultaneously and delivering to SLA.
• Strong consultative and discovery skills: you can quickly understand a customer’s business and translate it into a practical plan.
• Highly organised with a structured, process-driven approach and strong attention to milestone tracking.
• Clear, confident communicator — written and verbal — with the ability to hold customers to commitments professionally.
• Comfortable using data and CRM/project tools (e.g. HubSpot, Smartsheet or equivalent) to track and report progress.

Desirable

• Experience in or knowledge of the field service management, facilities management, or trades sector.
• Familiarity with FSM platforms or similar operational SaaS products.

What We’re Looking For

• Pace and proactivity — you push onboardings forward, spot delays before they compound, and don’t wait to be chased.
• Customer obsession — you care about the outcomes your customers achieve, not just the tasks you complete.
• Accountability — you own your portfolio, your numbers, and your handovers.
• Commercial awareness — you understand that every day a customer isn’t using the product is a day closer to churn.
• Adaptability — every customer is different, and you flex your approach without dropping your standards.
• Collaborative spirit — you improve shared processes, share what you learn, and make the team better. 

Why Join Joblogic?

This is a high-impact role at a pivotal moment in our growth. You will directly shape how customers experience Joblogic from day one, and your work will have a measurable impact on retention, ARR, and our journey to £100M.

We offer a collaborative, ambitious environment where pace, quality, and customer outcomes are taken seriously — and where there is real room to grow with the business.

Remuneration Package and Benifits:

• Competitive salary based on experience
• Opportunity to work within a global SaaS product company
• Career progression opportunities as Joblogic continues to scale internationally
• Collaborative, product-focused and innovative working environment
• Regular company events and team activities
• Learning and development through Joblogic Academy
• Access to internal training and product leadership mentoring
• Many More