Customer Onboarding Coordinator

3 weeks ago


Remote, United Kingdom Lateral Technology Limited Full time

**Role**:Customer onboarding coordinator

**Reports To**:Head of Customer Experience

**Location**:Remote (with occasional days in office in cheltenham) **or** in person in Cheltenham, Gloucestershire.

**UK based applicants only please.**

Lateral Technology is looking for a Customer Onboarding Coordinator to enable the company to achieve its growth through delivering exceptional customer service whilst onboarding new customers to its software platform.

**Your key deliverables**:

- End to end customer onboarding
- Take instructions from the sales function with regards to onboarding new customers
- Fully understand the customers requirements, identifying workflows, technical configurations and user permissions
- Set-up, configure and train (demos) as per the client’s needs
- Trouble shoot, support and test all technical aspects
- Follow a predetermined client onboarding plan
- Hand-over to the Accounts management team after an initial guarantee period
- Gather customer feedback to identify area where the company can develop and improve
- Work independently to deliver exceptional customer service
- Build good working relationships with new clients to enable them to engage with the platform so they achieve the best ROI
- Work with internal teams to resolve technical issues and coordinate any software activities that the customer will receive
- Identify any operating procedures and processes that can be improved internally in the pursuit of a better customer experience

Carry out such tasks as directed to meet the needs of the business.

**What You Need**:
At least 12 months experience of on-boarding customer, ideally within a SaaS environment

Excellent communication skills and be able to competently engage and build relationships with new people

100% commitment towards customer satisfaction

Great attention to detail, with the ability to follow and develop processes to create a great customer experience

Any experience of working with a CRM / automation software / Councils / credit control would be highly advantageous but not essential

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- On-site parking
- Referral programme
- Sick pay
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Loyalty bonus
- Performance bonus

**Experience**:

- Onboarding: 1 year (preferred)
- Customer Service: 1 year (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: Remote



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