Alto Software Group (ASG) is a leading B2B SaaS platform serving the UK property industry. We power thousands of estate agency branches and support a significant proportion of UK housing transactions each year. The Role As an Onboarding Coordinator, you are the conductor of the customer journey. From the moment a sale is closed until the agency goes "live," you are their primary point of contact, advocate, and guide. You aren’t just managing a checklist; you are managing a transformation. You will sit at the heart of customer delivery, collaborating with sales, migrations, training, and design teams to ensure every customer transition to any of Alto Software Group’s products is seamless, professional, and successful. What You’ll Be Doing - Customer Advocacy: Act as the face of ASG for new clients, managing expectations through regular phone calls, video meetings, and email updates. - Project Orchestration: Oversee the end-to-end order process, ensuring all internal teams are aligned and resource is allocated (booking migrations, assigning design tasks, and scheduling training). - Technical Implementation: Handle the "behind the scenes" essentials, including activating new databases and setting up critical third-party integrations. - Cross-Functional Collaboration: Work closely with Sales and Solutions teams to bridge the gap between a signed contract and a fully functioning system. - Data Integrity: Maintain consistent updates within Salesforce to track KPIs, pipeline activation, and "Days to Go Live" (DTGL) metrics. - Process Improvement: Contribute to the ASG website onboarding journey and share ideas to refine our internal workflows. Who You Are We believe that attitude and drive trump a specific CV background every time. This role can be fast-paced and high-pressure; we need someone who views a challenge as a puzzle to solve rather than a hurdle to fear. The Essentials: - Resilient & Positive: You aren't easily shaken by a demanding customer or a busy inbox. You stay level-headed and empathetic when things get complex. - Master of Organization: You can juggle multiple priorities without dropping the ball, keeping both internal stakeholders and external clients on track. - Project Coordination: You can manage the lifecycle of multiple customer accounts simultaneously, ensuring no milestone is missed and all internal resources (Training, Migrations, etc.) are booked precisely. - A "People Person": You genuinely enjoy building relationships. You can translate technical jargon into "human" and build trust quickly. - Adaptable: You thrive in an environment that evolves. You’re happy to take on new tasks and aren't afraid to suggest a better way of doing things. - Quick Learner: You don’t need to be a property expert or an Alto pro on day one. We’ll teach you the system; you just need the curiosity to learn it. - Technical Aptitude: We use a range of systems internally including Salesforce, Trello, Trumpet and G-suite). You don't need to be a developer, but you’re comfortable navigating software back-ends, activating databases, and configuring integrations.

• Own the End-to-End Onboarding Experience • Deliver an Exceptional Candidate Experience • Keep Everything Accurate, Organized, and On Time • Ensure 100% accurate onboarding documentation

• Ensure that every new client project starts in a structured, transparent, and efficient way: with a clearly defined setup, fast time-to-value, and a smooth handover to the Growth team. • Own the entire customer onboarding phase: from sales handover to call kickoff and the handover into the Growth stage. • Set up the basic project framework including tooling, process templates, and tracking logic (in close internal coordination). • Prepare and internally communicate lead-sourcing parameters. • HubSpot data maintenance and management.

• Provide personal support to new customers during system setup and onboarding • Conduct online training sessions and workshops • Work closely with Support, Sales and Product teams • Assist the Sales team as needed • Maintain regular communication with industry partners