Job Profile – Onboarding Specialist

Job Profile – Onboarding Specialist

Join our dynamic team at RBC Technology Group as an Onboarding Specialist and be at the forefront of innovation! We are looking for a motivated individual who thrives in a fast-paced environment and is passionate about helping new customers transition smoothly into our organization.

As an Onboarding Specialist, you will play a crucial role in welcoming our clients, ensuring they are set up the necessary systems to gain the most out of their IT solutions. You will work closely with various with our customers to coordinate onboarding activities, create personalised plans, and provide ongoing support to ensure set up and implementation is seamless.

LOCATION: Milton/Hybrid

Competitive Salary

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Role Responsibilities

The role of Onboarding Specialist (OS) is to ensure a seamless end to end onboarding experience for our customers taking up brand new systems or enhancements to their existing systems.

Main Duties / Responsibilities 

  • Review signed Business Requirements Documents (BRD’s) and Managed Service Agreements (MSAs). 
  • Responsible for scheduling and managing solution design sessions.
  • Adhering to project deadlines. 
  • Scheduling and maintaining tasks/activities. 
  • Act as liaison between the customer, client and internal resources during onboarding as necessary. 
  • Coordinate Internal walkthrough and documented handover between Tech, CSM and Support. 
  • Create work instructions (WI) for data operations team. 
  • Create customer user guides. 
  • Scheduling of customer training. 
  • Provide customer training on the new system/features. 
  • Direct go-live day support for the customer to the right team. 
  • Post go-live communication, including project feedback.
  • Customer handover to CSM, Data Ops and Support. 
  • Schedule and lead project retrospectives. 
  • Contribute to ongoing improvement programs. 
  • Completion of tasks and other administrative duties. 
  • Other tasks as directed.

Skills & Experience


  • Strong time management skills.  
  • High-level of business process acumen. 
  • High level of organisational skills including multi-tasking ability.
  • Excellent communication techniques. 
  • Strong customer service skills. 
  • Excellent written and verbal English communication. 
  • Highly skilled in Microsoft Dynamics Suite.


  • Experience working in a high volume and demanding environment. 
  • Experience working across multiple verticals.
  • 3+ years customer service experience. 
  • 3+ years in a technology industry. 

Who You Are

  • Self-motivated and strong sense of accountability. 
  • Personable with excellent team building skills. 
  • Able to think logically and analytically in a problem-solving environment.
  • Self-sufficient and ability to work with a high degree of autonomy.
  • A willingness to work and adapt to a fast growing and changing environment.
  • An open-minded approach to new ideas, practices and methods.
  • Pleasant and polite manner. 
  • High energy level. 
  • An open, fair, positive ‘can do’ attitude. 
  • A current Australian Driver’s License and a vehicle.

Benefits of working for RBC Technology Group

As an organisation we celebrate our diversity and welcome all people regardless of lifestyle, ethnicity, faith, sexual orientation and gender identity. Aboriginal and Torres Strait Islander people are encouraged to apply. We love all things technology and are an efficient, contemporary and customer-focused business.