Customer Onboarding Executive

2 weeks ago


Halifax, United Kingdom Optimal Recruitment Full time

We at Optimal are now supporting our fabulous client in their search for a **Customer Onboarding Executive **to join an expanding team based in **Halifax**, **who specialise in Live Events Technology. Once a sale has taken place your role will be to fully onboard the new clients.

**Responsibilities**:

- Issue and manage the contracts (Heads of Terms and Service Agreements), making sure these reflect the agreement and are managed through to signing
- Invoice the clients following onboarding and manage payments
- Request assets, media, branding and lists of attendees, exhibitors and sponsors
- Ensure the received assets etc are in the correct format, dimensions and liaise with clients to resolve any issues
- Manage the storage and processing of assets ensuring the System Administrator has the information they need to create an event or instance of the app
- Speak with clients either over the phone or face to face at on-site meetings and deal with their requests/requirements as needed
- Attend trade shows with the team to promote the brand and gain leads

**Requirements**:

- Ability to own key client relationships and deliver excellent solutions
- Excellent customer service skills
- Highly proactive and able to work on own initiative without direct supervision
- Strong IT Skills, particularly Microsoft Office suite.
- Quickly learn new systems and technology.
- Excellent organisational and planning skills, with an ability to operate in a busy environment and with multiple KPIs
- Effective communication skills, both verbally and in written form at all levels of authority and presentation requirements

**Benefits**:

- 20 days holiday + Bank Holidays
- Pension

This is a full time permanent position - 37.5 hours with a salary of £25 - £30k DOE.



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