Overview

Location: Hybrid - 2 days per week in our Ballymena HQ, Co Antrim.

Contract type: Permanent

Hours: Flexibility to work occasional US Hours is required.

At PlotBox, we’re transforming the death care industry with innovative software that streamlines operations and enhances customer experiences. We know that onboarding is one of the most important moments in a customer’s journey — and we’re looking for an Associate Onboarding Consultant to help make that experience exceptional.

Responsibilities

• Assist in the technical configuration of platform features, including user roles, permissions, integrations, finance and environment setup, under guidance from senior consultants or implementation specialists, according to the agreed-upon design specifications.
• Support testing of solutions, providing guidance to ensure testing meets functional requirements and quality standards, actively participating in test planning and execution phases.
• Coordinate and schedule consultation meetings, UAT sessions, and training workshops with customers, ensuring all stakeholders are informed and prepared.
• Facilitate seamless virtual onboarding experiences, guiding clients through platform setup, key milestones, and best practices with clarity and care.
• Support the execution of onboarding plans by tracking milestones, managing timelines, and ensuring deliverables are met.
• Collaborate with internal teams (e.g., Product, Implementation, Support) to align onboarding activities with technical readiness.
• Maintain onboarding trackers, and prepare client-facing materials such as process documentation and learning resources.
• Respond to onboarding-related queries with clarity, empathy, and professionalism.
• Assist in refining onboarding templates to improve consistency and scalability.
• Gather feedback from clients and internal teams to identify opportunities for process improvement.
• Shadow senior consultants to learn best practices in onboarding strategy, stakeholder engagement, and change management.

What we are looking for

• Experience in help desk, customer service, onboarding, or account management.
• Strong troubleshooting skills and adaptability.
• A customer-first mindset with patience and empathy.
• Ability to translate technical detail into simple, actionable steps.
• Confident with standard desktop applications (e.g., Gmail, Excel, Word).

Desirable Experience - It’s not a deal breaker, but ideally you will have:

• Experience in SaaS/technology businesses.
• Previous onboarding experience.

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 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.
• Since 2020, we have received our Great Place to Work Certification and are recognised as one of the UK’s Best Workplaces for Development 2024.
• We are a truly diverse and inclusive workplace; we are proud to boast 43% female representation.
• Our focus on wellbeing and a supportive culture includes wellbeing initiatives, health cash plan, EAP and counselling support.
• Life assurance to look after loved ones, and a flexible benefits suite.
• Career mobility and progression based on merit, with opportunities to travel to global sites and visit customers.
• Active social and charity committee with regular events throughout the year.
• Cycle to work scheme and discounted gym membership.
• Quirky office on a nature reserve with facilities and free parking.

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. 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 careers@plotblox.io stating the role you are applying for.