Account Management Lead

2 weeks ago


Aldridge, Walsall, United Kingdom BK Plus Limited Full time
Job Summary

The Central Date Team Leader is responsible for overseeing the client creation, onboarding processes, and management of permissions within the organization. p>

Key Responsibilities
  • Team Leadership: Lead and manage the central admin team, providing guidance, support, and training to ensure optimal performance and professional development.
  • Client Creation: Coordinate and oversee the process of creating new client accounts, ensuring accuracy and compliance with company policies.
  • Permissions Management: Oversee the granting and revoking of user permissions, ensuring that clients have appropriate access to necessary resources and information.
  • Quality Assurance: Monitor and evaluate the effectiveness of client creation, onboarding, and permissions processes, implementing improvements as needed.
  • Collaboration: Work closely with other departments, such as IT, Compliance, and Customer Service, to address client needs and resolve any issues related to account setup and access.
  • Reporting: Generate regular reports on the status of client accounts, onboarding progress, and permissions management, providing insights to senior management.
  • Compliance: Ensure that all client creation and onboarding activities comply with relevant regulations and company policies.
  • Training End Users: Develop and deliver training programs for end users at acquired sites, ensuring they are proficient in using the company's systems and understand their permissions and access rights.
  • Strong understanding of client onboarding processes and permissions management.
  • Excellent leadership and team management skills.
  • Proficiency with CCH and other relevant software and systems (e.g., CRM, ERP).
  • High attention to detail and a commitment to quality.
Diversity & Inclusion at BK Plus

At BK Plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.



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