About the role
<p><strong>Purpose of Position</strong></p> <p>As an Onboarding Assistant, you will play a key role in delivering a smooth, efficient, and high-quality onboarding experience for our Platform Services clients — from initial lead qualification through to programme activation. You will ensure that qualified leads are thoroughly assessed, incoming applications are processed accurately, and new clients are seamlessly guided through the onboarding journey. Your focus will be on setting up clients for long-term success on the platform, while closely supporting the Onboarding Team Leader and collaborating with cross-functional teams such as Technical Integration, Support, CRM, and IntOps.</p> <p>In this role, you will apply strong commercial awareness to identify opportunities where a client may benefit from platform or service upgrades, as well as recognising when technical or consultancy add-ons may add value to the client’s programme.</p> <p>This is an exciting opportunity to join a fast-paced, dynamic team at the forefront of client growth and onboarding success.</p> <p><strong>Key Tasks</strong></p> <ul> <li>Conduct initial screening to ensure leads meet Awin’s standards.</li> <li>Process all lead/application management activities in Salesforce and ensure proper tracking of lead/application status outcomes.</li> <li>Collaborate with Sales and CRM teams to ensure smooth handover of qualified leads and prompt resolution of any open application items.</li> <li>Follow established onboarding workflows, processes, and documentation in Salesforce and other internal systems.</li> <li>Monitor Technically Signed off clients and ensuring they understand what is missing from their profile to get them live asap.</li> <li>Maintain regular communication with clients throughout the onboarding phase to answer questions and provide guidance through the Salesforce Console.</li> <li>Escalate issues or delays proactively to the Onboarding Team Leader to ensure resolution and avoid service disruptions.</li> <li>Participate in team meetings, training sessions, and knowledge sharing to stay updated on new system updates, and best practices.</li> <li>Contribute ideas to improve onboarding efficiency, client satisfaction, and team performance.</li> <li>Support the Onboarding Team Leader with special projects, reporting, and ad hoc tasks as needed.</li> <li>Assist with management of programme upsells such as consultancy Add-Ons and Launch Package.</li> </ul> <p><strong>Skills &amp; Expertise</strong></p> <ul> <li>Strong communication skills in English and German (written and spoken).</li> <li>Experience in customer support, account management, onboarding, or client services, preferably in SaaS, affili