Customer Onboarding Executive

7 months ago

Chester, United Kingdom Roberts Webb Recruitment Full time

Were looking for the most client focused, proactive and friendly individuals (who enjoy working in a busy, customer facing and technology driven environment) to join our client - a growing team near Chester.

Due to growth in the department, they are looking for a Client Onboarding Executive to manage a portfolio of clients, welcome them as new clients and work closely to ensure they are getting the most out of the partnership.

The company are doing exceptionally well, they have a brilliant reputation and the industry they work in is fascinating. Theres lots of opportunity for you to grow and develop in this role, and its an excellent role to start your career path with them.

**Location**: Hybrid working (3-4 days in the office initially)

**Salary**: £21k-28k DOE

**Benefits**: Excellent - including, 25 days holiday, pension, private medical, free parking

**Hours**:Monday to Friday 9.00-5.30pm (with flexibility)

**Key Responsibilities**
- Working closely with your clients (typically new clients who have signed up with the business) to ensure they have a smooth onboarding process
- Doing online demos to showcase the software and technology platforms they will be using
- Explore what the customer is hoping to gain from the partnership and lead interactive conversations, educate your clients and deliver excellent advice and guidance.
- Talk your clients through processes and be proactive rather than reactive to ensure they are getting a brilliant service
- Offer to show them other products/services that may be of interest to them
- Utilise the CRM system and update excel spreadsheets daily
- Handle client data in a protective and secure way
- Working closely with the rest of your team to support and meet team deadlines

What skills and experience will you need? Excellent communication skills - we want to see that you genuinely enjoy interacting with others and love providing a friendly and proactive service for your clients Solid computer skills - including excel and CRM systems Previous customer facing experience - e.g. retail roles, customer services, client success, account management, recruitment etc Must be driven, enjoy working in a busy and varied role Confident in talking to your customer about other services/products that may be of interest - having a good understanding of how to upsell and cross-sell without being pushy Why you'll want this role? You'll receive excellent training and have a supportive and talented team around you There's a lot of scope to learn and progress within the company You'll be working for a company with an amazing culture - social events, charity focused, modern working environment, flexibility Roberts Webb Recruitment are acting as a Recruitment Agency in relation to this vacancy.

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