(Associate/Graduate) Onboarding Consultant at PlotBox

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.

As part of our Onboarding Team, you’ll report into the Lead Implementation Consultant and play a vital role in guiding new clients through their first steps with PlotBox. You’ll configure systems, coordinate onboarding activities, troubleshoot issues, and ensure every customer feels supported, confident, and ready to succeed.

This is an ideal role for someone who wishes to develop a career which blends operational precision with a customer-first mindset, is eager to learn, and thrives in a collaborative, fast-paced environment.

What you will do :

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