Onboarding Consultant

About the role

Open Point is seeking an Onboarding Consultant to be the primary point of contact for new customers. You will guide clients through the end‑to‑end onboarding journey, configure our software solutions, and ensure a smooth transition from sales to ongoing use.

Key responsibilities

• Manage and deliver implementation projects, tracking adoption metrics.
• Provide onboarding training for users and administrators.
• Deliver technical requirements and professional data services.
• Develop project plans with milestones aligned to customer outcomes.
• Configure solutions in partnership with Development and Support teams.
• Identify, mitigate, or escalate project risks promptly.
• Serve as the first point of contact and escalation during onboarding.
• Maintain detailed documentation and CRM hygiene to ensure project visibility.
• Advocate for customer needs across Product, Success, Marketing, and Support teams.
• Provide feedback on product enhancements and market trends.

Required profile

• 3+ years of experience in implementation, professional services, or project management.
• Strong organisational skills and ability to manage multiple customer timelines.
• Proven ability to work with large data sets, including bulk imports and data validation.

Required skills

• Microsoft Excel