98 Onboarding Specialist jobs in South Africa

The customer onboarding specialist is the first interaction between customers and the client after an employer has chosen to adopt the benefit for their employees. Their core role is to educate new customers (member employees) about the product and services, and ensure effective product adoption. Their focus will be on reducing customer effort, ensuring a smooth experience and delivering fantastic customer support.

The ideal candidate is high energy, passionate about helping customers, fluent in English and either isiZulu/Sesotho/Setswana, and excels in written and spoken communication. Successful candidates must have the ability to quickly learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.

The onboarding specialist will educate customers (member employees) on how to use and get value from the product. An effective and efficient onboarding experience will set the tone for the ongoing relationship with our member employees. The onboarding specialist will remain the key contact for the client for the duration of their contract and will be available to help direct and resolve any queries.

• Manage the customer from the point of sale to product adoption
• Own and create plans for product implementation
• Educate new customers about product best practices
• Deliver company presentations and demos on site at the Wellness activation days
• Help solve technical problems
• Handle customer queries related to the product
• Collect customer feedback and act on it
• Support customers through emails, phone calls, chats, social media, video calls, etc.
• Monitor product utilisation

• Establish strong, long-term relationships with new customer stakeholders
• Develop a deep understanding of customers' business and operational objectives
• Record customer implementation needs, requests, and questions and communicate to key stakeholders
• Work with sales, product, and support teams to ensure that customer expectations are met

Facilitate the full in-person or virtual onboarding process for all clients including pre-activation communication to client, activation days, and first 3 months of client engagement. Daily/weekly planning to ensure that all resources required to successfully onboard clients are in place and tracking to deadlines leading up to activation.

• Provide input to content and resources for customer education
• Support education of customers on product toolkit, capabilities, and best practices to simplify adoption and align expectations
• Clearly communicate account setup requirements and expectations with customers and key stakeholders
• Deliver activation and/or training days for customers
• Create repeatable processes, resources, and frameworks to use when onboarding customers

• Become a product expert, with a sound grasp of product qualities and capabilities
• Discuss or educate on any nuances of the product internally and externally
• Demonstrate experience with web-based technologies
• Quickly learn new technologies and communicate those concepts to customers with varying degrees of technical expertise

• Understand customer needs and align the product implementation accordingly
• Handle customer queries
• Guide, support, and assist customers in their product adoption and utilisation
• Support customers through emails, phone calls, chats, video calls, or in person
• Monitor and encourage utilisation
• Leverage feedback for continuous improvement to the product

• Be passionate about helping customers
• Be attentive to details for customer success
• Be persistent in solving customer problems
• Efficient and helpful across sales and customer success
• Ensure customers receive superior service

R 15000 - R 17000 - Monthly

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• Deliver structured onboarding for new HubSpot clients across one or more Hubs
• Set up portals, user permissions, custom objects, pipelines, and dashboards
• Guide clients through early CRM and campaign strategy
• Configure forms, workflows, automation, email templates, and integrations
• Conduct training sessions and onboarding calls
• Coordinate with PMs, Designers, and Developerson custom needs (e.g. website upgrades andintegrations)
• Track onboarding timelines and deliverables using internal systems
• Support smooth handoff to CRM Specialists or Strategists post-onboarding
• Stay up to date on HubSpot product updates and certifications

• 2–4 years in a digital, CRM, or onboarding role (agency or tech environment)
• Solid experience with HubSpot (especially Sales, Marketing, or Service Hub)
• Strong client-facing and project coordination skills
• Great communicator—verbal and written
• Organised, deadline-driven, and confident, managing multiple projects
• Bonus: HubSpot Onboarding Accreditation or similar certifications
• Bonus: Experience with project management tools like Accelo or ClickUp
  
  

• Vibrant Culture: Engage in a lively and collaborative environment that fosters creativity and innovation.
• Competitive Remuneration: Enjoy attractive compensation packages that recognise your expertise and contributions.
• Growth Opportunities: Participate in exciting projects that offer professional development and career advancement.
• Comprehensive Benefits: Take advantage of flexible work arrangements, generous leave policies, and extensive health and wellness programs.

If you’re passionate about digital marketing andtechnology,and looking to make a significant impact within a forward-thinking agency, we’d love to hear from you!

• Great Company Culture: Be part of a dynamic and supportive team that values creativity and collaboration
• Flexible Work Options: Flexible offices and remote days to suit your productivity needs
• Year One: 20 leave days / Year Two: 22 leave days / Year Three: 24 leave days
• Office Locations: Offices in Johannesburg and Cape Town, with remote positions available
• Equipment Provided: MacBook Pro and 2nd display, ensuringyou have the tools you need.
• Professional development: Mentorship, programmes and budget, HubSpot certifications support
• Mental Health: Paid access to an organisational psychologist (up to two sessions p/month)

We believe work should be meaningful, challenging, and enjoyable. You’ll find a team that supports each other, learns fast, and celebrates often.

We run regular KPI sessions to help you grow, enjoy monthly team outings (spa days, go-karting, restaurants), and keep the snacks and great coffee flowing—daily.

A top investment management firm is looking for a Client Onboarding Specialist to join their dynamic Institutional Operations team in Johannesburg.

As the Client Onboarding Specialist within this innovative and thriving business, you will leverage your expertise in institutional investments and regulatory frameworks, including Know Your Client (KYC), Anti-Money Laundering (AML), and FICA, to facilitate the seamless onboarding of clients while maintaining the highest levels of regulatory compliance and data integrity.

This position calls for a proactive individual with strong business acumen, attention to detail, and self-motivation. Excellent interpersonal skills are essential to deliver high-quality customer service and ensure a seamless onboarding experience for clients.

• Bachelor’s Degree in a relevant field (i.e., finance, economics, investments, or law)
• Legal or Compliance certification is highly preferred
• 5+ years’ experience within a financial services or investment firm
• Demonstrated experience in client servicing/reporting
• Expert knowledge of Anti-Money Laundering (AML), Know Your Client (KYC), Client Due Diligence (CDD) and FICA
• Proven experience of working with Institutional clients

• Respond promptly and effectively to client queries, ensuring timely resolution
• Advise back-office teams on updates to client investment mandates and oversee the accurate implementation of changes
• Compile and deliver monthly and quarterly reports for all investment clients
• Prepare fund factsheets and customised reports on investment products for clients
• Identify potential risks associated with client onboarding and data management and implement appropriate mitigation measures
• Support the client-facing team in the onboarding process for new clients and investors
• Maintain a strong understanding of CDD/AML procedures and ensure high-risk cases are appropriately escalated and signed off

• Energetic and engaging personality
• Excellent interpersonal skills
• Strong business and commercial acumen
• Self-motivated and able to work independently
• Collaborative team player

If you are a dynamic finance professional looking to join a thriving company and build strong, professional relationships with institutional clients, we invite you to reach out to discuss this opportunity further.

Contract Type: Permanent

Focus: Investment Management

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Johannesburg

Salary: Negotiable

This is a Remote/Telecommute position.

The Onboarding Specialist is a position within the Customer Success department managing delivery to our customers. Although this role is customer-facing, the position will be responsible for the delivery of the technical tasks associated with timely installations of service and onboarding of new customers. The focus of the role will be the flawless execution of installations to minimize customer friction, recommend process improvements and deliver overall customer delight.

Below are the requirements:

Duties

• Manage the customer from the point of sale to product adoption
• Help successfully implement the product for the customers
• Handle customer queries about the product implementation
• Understand customer needs and try to align the product implementation accordingly
• Clearly communicate account setup requirements and expectations with customers and key stakeholders
• Record customer implementation needs, requests, and questions in Salesforce and communicate to key AVOXI stakeholders
• Respond to customer emails, chats, and calls regarding implementation
• Distributing manuals, guidelines and login credentials as needed
• Complete video and phone calls to ensure that customers are supported during the onboarding process
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Human Resources
• Industries Internet Publishing

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Cape Town, Western Cape, South Africa 600.00- 800.00 1 month ago

Johannesburg, Gauteng, South Africa $6 0.00- 800.00 1 month ago

Cape Town, Western Cape, South Africa 600.00- 800.00 1 month ago

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Onboarding Specialist - Partner Success
Location: Cape Town Central
Salary: R30,000 - R35,000 per month
Industry: SaaS / Beauty & Wellness Tech

About the Role
We are seeking two energetic, people-focused Onboarding Specialist - Partner Success to join a dynamic Commercial Activation team supporting the German market . In this role, you'll be responsible for delivering an exceptional onboarding journey to new salon and wellness partners, ensuring they experience the full value of our salon software platform.

You'll train, activate, and nurture new clients during their first 12 months, guiding them to successfully digitise their businesses and become confident advocates for the platform.

This role is perfect for someone who's a natural communicator, tech-savvy, thrives in fast-paced environments, and is excited by the opportunity to be part of a team revolutionising the beauty and wellness industry.

Please note: Fluency in German (spoken and written) is required for this role.

What You'll Be Doing
Onboarding & Training: Lead virtual training and onboarding sessions with new partners, helping them adopt and integrate our SaaS tools into their operations.
Partner Engagement: Educate salon teams on digitising their businesses, driving client adoption and usage of our booking software.
Product Coaching: Guide partners through features and best practices, helping them understand how to fully utilise the technology to improve their operations.
Client Retention: Ensure that salons leave the onboarding phase as active, engaged usersminimising churn risk through consistent check-ins and support.
Problem Solving: Identify pain points and blockers early, providing proactive solutions to set the partner up for long-term success.
Cross-functional Collaboration: Work closely with Sales, Marketing, and Product teams to ensure seamless transitions and implement partner feedback.
Performance Monitoring: Track onboarding progress and software adoption using Salesforce, Google Sheets, and internal reporting tools.

What Were Looking For
Experience: 2+ years in Account Management, Partner Activation, or Onboarding, ideally within SaaS, digital platforms, or the beauty tech sector.
Communication Skills: Confident hosting video calls and training sessions, with the ability to explain complex concepts in a simple, engaging way. Must be fluent in German.
Tech Fluency: Comfortable working with Salesforce CRM, Slack, Google Docs & Sheets, and the MS Office Suite.
Problem Solver: Adept at identifying issues and turning feedback into actionable insights to improve the partner experience.
Customer-Centric: Able to adapt your communication style to suit different training needs and build rapport quickly.
Organised & Target-Driven: Proven track record of meeting performance KPIs while juggling multiple clients and onboarding pipelines.
Team Player: Motivated by collective success and able to collaborate across departments.

Nice-to-Haves
Experience in the hair, beauty, wellness, or personal care industry
Background in working with German-speaking clients or international markets
Familiarity with e-commerce platforms or digital transformation tools

Why Join?
Be part of a fast-growing, international team thats transforming how the beauty and wellness industry works
Gain exposure to world-class SaaS tools and partner onboarding systems
Enjoy a collaborative culture that values autonomy, input, and continuous growth