Role: Project Delivery Lead (Customer Onboarding Team)
Contract type: Permanent / Full-Time
Reason for role: Growth
Hybrid Role: remote role with paid travel to client sites / Leeds head office when required
Salary: £35,000 – £50,000 per annum depending on experience
Standard Working Hours: 9:00-5:30pm Monday-Friday
About eviFile
eviFile is a digital transformation platform that works with clients to digitise and manage complex processes, delivering real-time results, compliant data flows and powerful visual insights to drive performance. We are a forward thinking and innovative SaaS provider, working across multiple sectors including Rail, Construction and Renewables.
We are a growing, scale-up business and we’re on an exciting journey with big plans. As a result, we have a number of key roles that we are recruiting against which will play a key part in our continued growth.
Our headquarters are in Leeds City Centre, but we operate remote working with travel to our/client offices when required (covered under expenses). Our objective is to recruit the right talent for our business, so we are flexible on your location, but you will be expected to be flexible in your willingness to travel. We see this as a major benefit to working with us.
What we do
We believe our approach to customer onboarding and SaaS implementation stands us out from the rest. With the use of our code-free control panel, sites can be quickly configured and continuously improved. Clients can be trained to manage their own sites and solutions, but we also provide professional services to support their continued digital growth.
We work seamlessly with our clients to onboard and deliver the digitalisation of projects and processes through:
Onsite or Digital Workshops - to digest our client’s requirements and processes.
Scoping of Solutions – identifying how this process will translate into our software.
Site Configuration – using our code free control panel to build digital solutions.
Client Playbacks and Iterative Configuration – working with client stakeholders to refine the build and deliver the completed solution.
Power BI Reporting – we scope and deliver embedded Power BI reporting on the client eviFile site to visualize the data and provide insights on key metrics.
Deployment Support and Training – tailored to the client, we may be onsite to support the rollout and training of a new solution or do this remotely with online sessions and the creation of training content.
Post Deployment Support – working closely with the dedicated account manager, conducting proactive site reviews, managing our 24/7 Service Desk and regular governance sessions with our clients.
What we need
We are looking for a Project Delivery Lead with a Business Analyst / Process Orientated approach to work within our Customer Onboarding Configuration team.
We need someone who is keen to work with our clients and understand their internal processes, how they deliver something from cradle to grave. Someone who is not afraid to ask the ‘silly’ questions, so that we can effectively translate those requirements into a digital process within our platform.
Project Management of each solution, leading customers through the process is also critical.
The role will predominantly be a mixture of client facing and configuration work, conducting workshops as well as building the digital solutions to deliver projects. This role will focus on the front end of the project implementation journey, supporting our sales team with scoping, leading the site build and project delivery phase, and supporting the training and deployment of each solution.
We are a small but mighty team looking to expand and deliver even better service to our clients, so while this will be the focus of the role, our employees wear many hats and you will be expected to be flexible and support with other activities within the team when required. This might include tasks such as monitoring our service desk, delivering training and supporting other areas of the business.
Requirements of the Role
- Business Analysis / Process Mapping skills and experience required.
- Built environment knowledge essential
- Experience in SaaS delivery is important
- Excellent and proven verbal and written communication skills.
- Customer focused communication skills – this role will support one of our key accounts
- Ability to work independently as well as part of a team.
- A self-motivated and proactive approach to deliver an excellent service and continuously improve our processes.
- Strong attention to detail and focus on quality.
- Excellent organisational skills and diary management, juggling a variety of competing tasks, priorities and deadlines.
- Strong ownerships skills managing projects, tasks, issues to resolution.
- Willingness to travel as required. (typically, on average 2-4 times per month).
- Exposure to a SaaS type platform or be able demonstrate competency in the ability to work within them.
Desirable but NOT essential
- Experience of Project delivery solution (Wrike or similar)
- Experience of a Service Desk solution (Jira, DevOps or similar)
- Product / platform training experience would be beneficial
- Clean UK Driving License
Your responsibilities
- Gain a good understanding of the eviFile solution to support implementation alongside our clients.
- Supporting our sales team with site builds and technical demonstrations.
- Provide assistance in scoping new work for new and existing clients.
- Supporting the Implementation Team to develop and update existing delivery plans to assist with the implementation process for new and existing clients. The goal is to ensure all projects are completed on time and meet or exceed client expectations.
- Configure new eviFile sites/solutions for clients using the code-free control panel.
- Conduct client workshops, playing back solutions and managing iterative feedback and updates to the solution.
- Complete report scoping for solutions (typically on Microsoft PowerPoint or Canva) with supporting requirement documentation for our Data Analytics team to build.
- Provide assistance within the Implementation team when training clients in the use of the eviFile product.
- Provide administration support when preparing training resources to new and existing clients.
- Provide support to clients through the Support Desk and where necessary escalate more technical or complex queries to the relevant team for resolution.
- Recommended but not mandatory – provide support to clients through our service desk (Jira) out of hours on call on a rota (additional compensation for on call rota and support).
- Maintain accurate Governance details post every client engagement using our bespoke inhouse timesheet solution to track account service time.
- Provide any notable weekly updates on key client deliverables to feed weekly client reporting.
- Respond to requests for assistance from clients, post deployment - go live.
- Travel when required to meet clients onsite or participate in team strategy days. (on average 2-4 times per month).
- Arrange your own travel/accommodation and reclaim in expenses (monthly – large purchases can be arranged through the company account).
About you
Our values underpin everything we do and so we’d want you to feel comfortable that you align with these – innovation, progressive, one team, excellence, curiosity.
You will be flexible, ambitious, target driven, have an eye for detail and be data focused. You will enjoy solving complex problems and thrive on a “what next” style of working.
If you enjoy an innovative, fast paced yet informal working environment with limited hierarchy then this could be the role for you. We want you to work proactively with the team and to be able to identify your own growth areas and manage your own development plan with the support of your performance manager. For this role, it is important that you are able to operate in a small business environment which is technology focused.
Who you will work with
You will report to the Head of Customer Onboarding and will work alongside a small but growing team of peers.
You will also work closely with other teams in the business such as Sales, Data Analytics, Product, Development and Leadership teams so you will have a wide exposure to other business operations.
What is in it for you?
We pride ourselves on being able to individualise and quickly refine and adapt our employee value proposition at regular intervals. This includes reward and recognition, learning and career development, work environment and culture. We will talk to you further about our EVP should you decide to apply for this role and be shortlisted for interview.
We pay competitive salaries and below are some of the benefits that you can expect;
25 days paid annual leave
Additional day off for your Birthday (or nearest week day)
Company laptop and tablet
Travel expenses paid
Access to Perkbox – our employee reward and recognition platform
Bright HR platform access with further access to discounts and E-learning at your fingertips
Gym membership discounts (through the above platforms)
Simply Health cashback scheme
Employee Assistance programme
Hybrid working – you can work anywhere within reason!
Flexible working
Team away days / social event (aim for quarterly but at least bi-annual)
We are committed to building exceptional high-performing teams that are diverse and inclusive.
We truly believe that the best teams are made up of an array of skills and backgrounds, so we work hard to build this into our recruitment strategies and then through everything we do at eviFile.
We welcome and are happy to discuss any individual needs that you may have as the recruitment process progresses.