Client Onboarding and Review Coordinator

2 weeks ago

Beckenham, Greater London, United Kingdom Care Vision AI Full time

Client Onboarding and Review Coordinator

UK-based | Full-Time

£28,000-£35,000 (DOE)

About Care Vision AI

Care Vision AI is a leading provider of care management software solutions designed to streamline operations, improve care delivery, and ensure compliance across care homes and healthcare organisations. Our platform empowers care providers with the tools they need to offer high-quality, person-centred care. We are committed to innovation, integrity, and exceptional client experiences.

Please send your CV and a short cover letter outlining your suitability for the role to:
-

Position Overview

We are looking for a highly organised and client-focused Client Onboarding and Review Coordinator to join our growing team. In this role, you will be responsible for coordinating the end-to-end onboarding process for new clients and managing ongoing service reviews to ensure client satisfaction and long-term success with the Care Vision AI platform.

This position is ideal for someone who thrives in a fast-paced environment, has excellent communication and project coordination skills, and is passionate about delivering an exceptional client experience.

Key Responsibilities:

Client Onboarding

  • Coordinate all aspects of the client onboarding process from initial setup to go-live
  • Serve as the primary point of contact during onboarding, ensuring a smooth and positive transition
  • Schedule and conduct onboarding calls, platform walkthroughs, and user training sessions
  • Collaborate with internal teams (technical, training, sales) to ensure timely configuration and deployment
  • Track onboarding progress, address client queries, and escalate any technical issues where necessary
  • Ensure all required documentation is collected and processed accurately

Client Reviews

  • Schedule and lead regular service reviews with clients to evaluate satisfaction and platform usage
  • Gather feedback to identify areas of improvement and relay insights to the product and support teams
  • Monitor client engagement metrics and proactively reach out to clients at risk of disengagement
  • Assist in developing client success plans and recommending additional services or training where needed
  • Maintain accurate records of all interactions and outcomes in the CRM system

Required Skills & Qualifications

  • Previous experience in client onboarding, customer success, or account management (ideally in a SaaS or healthcare/care setting)
  • Strong interpersonal and communication skills (written and verbal)
  • Highly organised with strong project coordination abilities
  • Proactive and solution-oriented with a keen attention to detail
  • Comfortable using CRM systems and other client management tools
  • Ability to manage multiple clients and priorities simultaneously

Desirable

  • Knowledge or experience in the care sector or healthcare IT systems
  • Experience using Care Vision AI or similar care management platforms
  • Familiarity with regulatory and compliance standards in care delivery

What We Offer

  • £28,000-£35,000
  • Opportunities for career growth
  • Supportive and inclusive team environment
  • The chance to make a real impact in the care sector

How to apply:

Please send your CV and a short cover letter outlining your suitability for the role to: -

We look forward to hearing from you

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