Insight

Junior Inbound Sales and Onboarding Specialist

Are you passionate about helping people find the best solutions to their problems? We’re looking for an enthusiastic, customer-focused individual to join our Inbound Sales and Onboarding team, helping schools and Multi-Academy Trusts explore Insight and make the most of their free trial.

You’ll be confident with technology, great with people and passionate about helping others. Your background could be in education, teaching, edtech, consultative sales or business development. What matters is your ability to understand our customers’ needs and help them find the right solutions.

Location: Homeworking. You’ll need a suitable working-from-home environment with reliable internet access and a quiet workspace. All equipment will be provided by the company.

Hours: Full time (35 hours/week) with access to our flexitime system. Normal hours are Monday to Friday, 9.00am – 5.00pm, with a one-hour unpaid lunch.

Starting Salary: £31,294 with participation in our company-wide bonus scheme, plus benefits (detailed below).

Holiday: 40 days/8 weeks a year (this is inclusive of public holidays should you choose to take them as holiday).

Start Date: TBC.

Probationary Period: 4 months.

Who are we?

Established in 2007, we help schools make sense of assessment data through purposeful software and dedicated expertise.

Our main focus is Insight, our assessment tracking web app for primary schools. Almost 6000 schools nationally use this service to track the attainment and progress of their pupils, and we’re growing every year. Our customers love the system and send us great feedback!

We place a high value on delivering an excellent experience for our customers. To us this means working hard to create a product which is simple to use, genuinely helpful and well supported. We want customers to feel that we’re easy to reach and have their backs. We’re here to help them feel confident using Insight and to make sure they’re using it to its full potential. Our Inbound Sales and Onboarding team plays a critical role in ensuring we deliver first-class customer support from the very beginning.

What you’ll be doing

As an Inbound Sales and Onboarding Specialist, you’ll be the first point of contact for most schools. You’ll handle enquiries from schools and Multi-Academy Trusts and support them throughout a free trial, from answering emails and calls and delivering online product demonstrations to understanding each customer’s needs, setting up their account, organising and delivering online training, and offering proactive onboarding support where needed.

This isn’t a traditional sales environment. If you’re driven by personal targets and performance-based commission, this is unlikely to be the role for you. You’ll need to be comfortable demonstrating the value of Insight to different stakeholders, while taking a low-pressure, supportive and consultative approach to welcoming new customers. We work as a team and co-ordinate across departments. Our companywide bonus scheme distributes up to 25% of profits to all staff in recognition of everyone’s contribution to delivering a great service to schools.

There are clear opportunities to develop through Junior, Senior, and Advanced levels within the Sales & Onboarding team. Full training and ongoing support will be provided to help you build your knowledge, confidence, and autonomy over time.

Core Responsibilities

We’re a constantly evolving company, so day-to-day tasks may change over time, or we may ask you to do other things not listed here. You’ll work under the direction of the Inbound Sales and Onboarding Team Manager on tasks including:

Growth: Respond to inbound sales enquiries via phone and email; provide personalised online product demonstrations; work to understand the needs of schools and Multi-Academy Trusts.

Onboarding: Build relationships and support users as they progress through a free trial; customise accounts to suit each school; organise and deliver online product training; offer proactive onboarding support where necessary; monitor new customer satisfaction and engagement.

Collaboration: Work with the Content team to help manage the transfer of schools’ existing data into Insight; collaborate with the Help Desk Support team when customers need technical support; pass feedback about customer requirements to the Product team.

Record keeping: Gather key information about schools’ requirements and what they need for a good experience. Keep clear, well-written records for use by the whole team so customers are efficiently supported throughout their time with us.

Learning and development: Become an expert user of Insight and develop knowledge of common school assessment models and the problems schools face. Keep up to date with policy changes and trends, learn the company ethos and how departments work together, and work with colleagues to continually improve our processes.

Who we’re looking for

This role suits a “people person” who shares our values: delivering excellent work

that wows people and has a positive impact; paying attention to detail and collaborating to drive up standards; questioning assumptions and traditional ways of doing things; and using success for good.

Our mission is to help schools make sense of their data, but we’re also a tech company first and foremost. We’re fast-moving and always working on our product and our company. People who are flexible, collaborative, proactive and selfmotivated, with a willingness to drive their own learning, will thrive here.

You’ll enjoy talking with others and working to understand their needs, with a genuine desire to help them. You’ll be confident applying your knowledge and experience to ambiguous information, making sensible judgement calls and figuring out what schools need.

Skills & Experience

Essential

  • Strong customer service skills

  • Ability to unpick and understand customers’ needs, and/or strong experience in consultative sales or business development and a passion for helping people

  • All-round communication and interpersonal skills, including excellent written

  • English and telephone skills

  • A preference for online and remote working

  • Tech confidence: comfort using online systems and an interest in software tools

  • An ability to help users at all levels understand complex software

  • Sensitivity to diverse needs, with excellent emotional intelligence

  • Optimism and empathy

  • Flexibility and drive

  • An interest in ongoing improvement and development

Desirable

  • Experience using Insight or other similar education, data, or assessment software

  • Basic experience working with spreadsheets or data-driven tools

  • Interest in education, data, or helping schools improve outcomes

Benefits & Perks

  • Company-wide team bonus scheme to distribute up to 25% of profits;

  • Workplace pension, with matched contributions up to 15%;

  • Private Medical Insurance scheme (available following the successful completion of a probationary period);

  • Company sick pay and other enhanced benefits;

  • Group Life Assurance;

  • Access to our Employee Assistance Programme;

  • Free eye checks;

  • Sit/stand desk and ergonomic equipment provided;

  • Budget for continuous personal development;

  • Flexible working and flexitime arrangements;

  • A paid-for in-person team day towards the end of each year;

  • Option to join our annual summer social in a central location;

  • We are a Living Wage Employer and a member of Ecologi and 1% For The Planet. We give 10% of profits to charitable causes each year.

Other Requirements

The role is subject to the following conditions:

  • Proof of right to work in the UK

  • A satisfactory basic DBS check

  • Two references satisfactory to the company

How to apply

Please send your CV in PDF format, together with a cover letter explaining why you’re interested in the role, to jobs@insighttracking.com

We’ll invite successful candidates to a first interview via Teams.

Closing date: Applications will be reviewed on a rolling basis and no later than 6th November 2026. We reserve the right to withdraw this job advert at any time, once an offer has been made.

Privacy

Insight is a product provided by Equin Limited. Please refer to our Privacy Notice for details on the data we collect through our recruitment process.

Equal Opportunities

We are committed to ensuring that there is no discrimination on the grounds of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation at any stage of the recruitment process or in the terms and conditions offered to new employees, or promoted employees.

Please let us know if you require any adjustments at any stage of the recruitment process.