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Customer Onboarding Specialist

4 months ago

Edinburgh, United Kingdom Element Materials Technology Full time

Element has an opportunity for a new Customer Onboarding Specialist to join our team in Edinburgh. This is a great opportunity to join one of the fastest growing companies in the Testing, Inspection and Certification sector.


Our Customer Onboarding Specialist will report to the Credit Control Team Leader and will be responsible for the primary support of the customer onboarding process.


In this position they will work with Element Labs and Customers to set up new accounts and communicate with internal and external customers effectively; ensuring that all Element policies are being adhered to during the Onboarding Process. A key element of this role is to continually strive to improve processes and make recommendations for a leaner process.


Main Responsibilities:

  • Work with Element Labs and Credit Control team to ensure each piece of our journey meets customer expectations
  • Conduct phone / Teams calls to ensure that customers are supported during our onboarding process
  • Issue and adapt welcome packs to all customers
  • Being the first point of contact within the Credit Control team for customer onboarding queries, managing the shared mailbox
  • Manage the transition of the customer to the Credit Control team after onboarding
  • Setup of new accounts across multiple platforms and continual customer master data management
  • Conduct credit checks with credit reference agencies and continual credit monitoring
  • Assist in developing measurements to help understand the impact of successful onboarding
  • Assist in creating initiatives that help to drive successful onboarding
  • Provide support to Credit Control Team Leads and Credit Control Manager
  • Ad hoc duties to support wider finance team and initiatives


Skills & Experience:

Essential skills and experience:

  • Experience in multi-site / location customer or credit support
  • Proficiency with accounting software systems
  • Effective prioritization skills, and the ability to influence and direct operations
  • Demonstrated problem resolution skills
  • Excellent analytical skills and working knowledge of cash collection and credit risk processes
  • Excellent interpersonal skills, ability to function as part of a team
  • Ability to remain calm when faced with deadlines and multiple priorities


Desired skills and experience:

  • German or Dutch language skills
  • Experience of reading and giving recommendations based from credit reports
  • Microsoft D365 experience