Onboarding Specialist

UK leaders in property technology and pioneers of the Modern Method of Auction, we lead the market with our ecosystem of solutions, from CRM to auction and onboarding and sales progression. Our Next Gen Agency solutions are trusted by over 6000 Estate Agency branches to help accelerate their success.

We currently have over 550 talented members of staff who share one vision, working together to transform our industry and helping our Partner Agents succeed. We founded iamproperty to do the things no one else was doing, but we have grown because we have the best people. It is our team who drive our success and help make our culture unique, creative, and filled with personality.

**Your role as an Onboarding Specialist**

As an Onboarding Specialist you will take ownership of our new CRM customers, you will be part of a busy team responsible for the onboarding journey and building relationships with new customers using the iamproperty CRM.

**Key Responsibilities**
- Responsible for the day-to-day relationship with onboarding customers, providing exceptional service.
- To work closely with the Technical Support team to ensure the CRM customers receive excellent customer service.
- To work closely with the Training team to ensure the CRM customers receive excellent training as part of their onboarding journey.
- The ability to create end to end user friendly guides if required for internal/external use to help CRM users understand either system functionality or the onboarding process.
- Aid and suggestions in developing, updating, and documenting improvements to current processes within the onboarding team to help streamline daily activities.
- Provide customers feedback to the developers through Atlassian’s Jira ticketing system which will help the product useability and help define product road map.
- Responsible for owning the data conversion processes for all customers.
- Configuring the CRM system to ensure that each customer and user is set up in accordance with their expectations.
- Ensure that all case tickets raised that require follow up work and/or calls receive appropriate attention.
- The role will require you to be reactive to customer questions and you must be able to provide clear, concise, none jargon responses to assist them.

**What are the key things you will bring to the role?**
- 1-2 years’ experience in a Customer Service environment.
- 1-2 years’ experience using Microsoft technologies (Office, Teams etc).
- Be able to work under pressure to organise, multi-task and prioritise work.
- Strong analytical and organizational skills.
- Have a focus on continuous improvement, in terms of systems, services and in your own performance.
- A passion for providing friendly and customer-led service.
- Be able to manage workload and ask for help if required, to ensure no disruption to CRM customers.

**What you will get in exchange**:
We are proud to offer a benefits package that supports our team in work and life. From enhanced flexibility and working from anywhere to your birthday off, an annual wellbeing allowance and our own discounts portal.
- 24-day annual leave allowance, plus bank holidays and a bonus day off for your birthday.
- Buy & Sell Holiday scheme.
- BUPA private healthcare plan
- £150 Wellbeing Allowance per year
- Confidential Counselling helpline
- from day one of employment
- Royal London Pension Scheme
- Income Protection
- Working elsewhere policy (4 weeks per year)
- Discount and Recognition portal
- Employee referral scheme
- Long Service Award

**Salary**: £28,000.00-£32,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- Private medical insurance
- Referral programme
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Experience**:

- Customer service: 2 years (required)

Work Location: Hybrid remote in Witney