Senior Onboarding Specialist
Soldo
Operations
London, UK
Posted on Sep 16, 2025
Job Description
Soldo is the proactive spend management solution that frees progressive businesses to accomplish more.
Over 25,000 organisations across 31 countries use Soldo to end slow, messy, and inefficient spending, bringing financial agility and control over every expense.
Soldo frees finance with a uniquely proactive approach to managing decentralised spending. By combining a powerful spend management platform, user-friendly app, and versatile payment methods, Soldo automates expense admin to eliminates the inefficiency in managing business spending.
By proactively managing decentralised spend, organisations empower employees to spend when and where it's needed, keeping productivity high while avoiding month-end surprises.
Founded in 2015 by Italian digital innovator Carlo Gualandri, Soldo is headquartered in London, with offices in Dublin, Milan, and Rome.
We’re looking for people with big ambitions, cool heads, sharp minds, and warm hearts. Come and join us, as we grow together.
We’re looking for people with big ambitions, cool heads, sharp minds, and warm hearts. Come and join us, as we grow together.
What's in it for you:
- Competitive salary
- Private healthcare for you and your family
- Pension scheme
- Flexible working options including working from home or our Marylebone office
- 60 days’ work anywhere, even outside the UK if you want
- 25 days off a year, plus public holidays as well as Christmas Eve and New Years' Eve
- 2 volunteering days and an extra day off on your birthday
- Genuine career development opportunities, including our mentoring scheme, your own annual £500 learning budget
- Employee Assistance Programme and wellbeing portal
The Role
We are seeking a Senior Onboarding Specialist to join our Customer Onboarding team and take ownership of implementing Soldo’s spend management platform for new customers.
This role is critical in helping customers realise value from Soldo from day one. You will lead the end-to-end onboarding process, from understanding customer requirements and designing platform configurations to delivering training and integration setup. You’ll also act as a key partner to our Professional Services team when delivering more advanced onboarding experiences, such as custom workflows and integrations.
You will work cross-functionally with Customer Success, Pre-Sales, and Product teams to deliver a high-quality onboarding experience, ensuring new customers are fully enabled and positioned for success.
This role is ideal for someone who is customer-obsessed, detail-oriented, and passionate about optimising business processes through technology.
Responsibilities:
- Design tailored platform configurations that align with each customer’s business processes and operational requirements.
- Configure platform resources, permissions, approval flows, and budgets as per implementation scope.
- Set up platform environments and implement agreed configurations within project timelines.
- Set up standard integrations between Soldo and third-party systems (e.g., ERP, accounting software), including authentication, field mapping, and testing.
- Create test or demo environments for validation and training purposes.
- Deliver administrator training to support ongoing management of spend processes and end-user training sessions to support daily platform usage.
- Support the transition to Customer Success post-implementation with clear documentation and stakeholder handover.
- Lead project kick-off sessions to align on onboarding goals, timelines, and success factors.
- Co-develop and maintain a project plan to guide configuration, implementation, and go-live.
- Conduct project reviews to evaluate onboarding experience, identify risks, and outline ramp-up support.
- Partner with the Professional Services team for advanced configuration and custom integration needs.
- Act as a product expert to support Pre-Sales Solution Consulting in onboarding scoping when needed.
- Identify and escalate blockers that could impact onboarding delivery or customer satisfaction.
We're looking for someone who must have:
- Proven experience in an onboarding, implementation, or technical account management role in a B2B SaaS environment.
- Strong working knowledge of platform configuration, user provisioning, permission models, and business process mapping.
- Ability to deliver effective training and enablement to both technical and non-technical users.
- Familiarity with integrating SaaS platforms into customer tech stacks (e.g., accounting, ERP, HRIS).
- Excellent communication and project management skills, with the ability to manage multiple concurrent onboarding projects.
- Detail-oriented and highly organised, with strong documentation and stakeholder management.
- Comfortable with light technical work including configuration, testing, and troubleshooting standard integrations.
- Experience working with finance teams and understanding of finance-related workflows (T&E, procurement, approval chains) is a plus.
- Collaborative and customer-first mindset; thrives in cross-functional environments and fast-paced settings.
