Customer Onboarding Specialist

2 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pepperjam Full time

About the Role:

The Customer Onboarding Specialist will play a crucial role in ensuring a seamless onboarding experience for our clients. This involves conducting onboarding meetings, managing the onboarding process, and providing training to new customers.

Key Responsibilities:

  • Conducting onboarding meetings to introduce customers to the onboarding process and provide guidance on how to get started.
  • Managing the non-technical aspects of the onboarding process, including coordinating with multiple teams and ensuring a smooth onboarding experience.
  • Reporting on internal metrics and highlighting potential risks.
  • Assisting clients in migrating partners onto Partnerize from another provider.
  • Providing onboarding support and training to clients, including creating documentation for internal and external use.

Requirements:

  • Minimum 2 years of client or customer support experience.
  • Project management experience.
  • Excellent communication skills with the ability to translate technical information to a non-technical audience.
  • Strong attention to detail and prioritization skills.

Desired Skills:

  • Ability to present and lead meetings confidently.
  • Proficient in using Excel or Google Sheets to manipulate data.
  • Experience in conducting training sessions and writing guides and training material.

Benefits:

  • 25 days holiday in addition to bank holidays.
  • Enhanced parental leave and benefits.
  • Private medical insurance and enhanced pension contributions.
  • Cycle to work scheme and eye care vouchers.


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