Customer Onboarding Specialist
4 weeks ago
At Partnerize, we're seeking a highly skilled Customer Onboarding Specialist to join our team. As a key member of our onboarding team, you will be responsible for ensuring a seamless onboarding experience for our clients, providing them with the necessary training and support to get the most out of our platform.
Key Responsibilities:- Conduct onboarding meetings with new clients to introduce them to the onboarding process and provide guidance on how to get started.
- Manage the non-technical aspects of the onboarding process, including coordinating with multiple teams to ensure a smooth onboarding experience.
- Responsible for ensuring internal reports within Salesforce are updated on a regular cadence and highlighting any potential risks.
- Assist clients in migrating partners onto Partnerize from another provider.
- Provide onboarding support and training to clients, including coordination and actioning platform support tasks prior to launch.
- Client or customer support experience (minimum 2 years)
- Project management experience
- Excellent communication skills with ability to translate technical information to a non-technical audience
- Teamwork, strong work ethic and enthusiasm to learn
- Strong attention to detail
- Strong prioritization and organizational skills
- Strong interpersonal and soft skills
- Comprehensive computer literacy
- Problem solving skills
- Ability to present and lead meetings confidently
- Proficient using Excel / Google Sheets to manipulate data (E.g formulas)
- Experience in conducting training sessions
- Experience in digital marketing
- Experience writing guides and training material
- Marketing, Advertising or Business degree
- 25 days holiday in addition to bank holidays
- Enhanced Parental Leave: 6 months full pay for birth parent, 4 weeks non-birth parent at full pay after one year employment
- 5 extra 'Partnerize Parental Days' each year
- Private Medical Insurance through Bupa
- Enhanced pension contributions
- Cycle to Work scheme
- Eye Care Vouchers
- Life Assurance
- Enhanced Wellness Program including access to EAP, Wellness Coaching & Wellness Fridays program
- Regular company events and activities
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