Bright Purple
Customer Onboarding Lead
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Customer Onboarding Lead – Edinburgh
We are working with a high-growth SaaS company making a genuine impact in its sector. They’re now looking for a Customer Onboarding Lead, someone passionate about delivering exceptional onboarding experiences, driving early product success, and building the processes and teams that make it all scalable.
This is an exciting opportunity for someone who thrives in a fast-paced environment, loves turning new customers into confident product users, and wants to work where their ideas will directly shape the company’s future.
What’s in it for you:
- Salary up to £50,000 + performance-based bonuses
- Edinburgh office based
- 33 days annual leave
- Premium Apple equipment
- Workplace pension scheme
- Supportive, close-knit team environment
- The chance to work for a company where your contribution has a real, measurable impact
The role:
As Customer Onboarding Lead, you’ll take ownership of the entire post-sale journey, from initial setup and technical implementation through to user enablement and early adoption. You’ll not only manage day-to-day onboarding but also design, document, and optimise the systems, playbooks, and workflows that will scale this function as the business grows.
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Key responsibilities:
- Lead the end-to-end onboarding process, ensuring every new customer has a smooth, timely, and successful go-live.
- Develop tailored onboarding plans aligned to each client’s goals and use cases.
- Deliver engaging training sessions and provide hands-on support to ensure customers feel confident using the platform.
- Build strong relationships with new accounts, acting as the go-to resource during onboarding.
- Collaborate closely with Sales, Product, and Support to create a consistent and high-quality onboarding experience.
- Monitor onboarding metrics and user data to proactively address risks and improve processes.
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To be considered, you will have:
- Proven experience in Customer Onboarding, Customer Success, or Implementation within a B2B SaaS environment.
- Strong relationship-building and communication skills.
- Confidence in delivering product training and driving early engagement.
- Experience with platforms like HubSpot, Zendesk, Slack (or similar).
- A proactive, solutions-focused approach with an eye for process improvement.
- Comfort with using data to guide onboarding strategies and decisions.
If you’re ready to take the lead on onboarding for a fast-growing SaaS company and help shape how new customers experience success, I’d love to hear from you. Please apply with your most up-to-date CV for consideration.
Bright Purple is an equal opportunities employer: we are proud to work with clients who share our values of diversity and inclusion in the industry.
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