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Client Onboarding Specialist

The Portfolio Group
Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Do you pride yourself on delivering exceptional customer serviceOur client is seeking a Client Experience superstar to provide support to their growing client base.Within this role, you will be the first point of contact for any issues or concerns raised whilst achieving and delivering excellence in service, by providing fast client focused solutions.Want to hear moreDay to Day:

  • Deliver engaging online training courses via Teams or the clients preferred platform.
  • Whether onboarding new clients, training to increase usage on customers who are mid-term or presenting to those under threat from cancellation, youll be able to adapt your course to suit any audience to ensure the customer becomes a frequent user of theservice.
  • Supporting the sales team trials with tailored training based on their brief and key messages.
  • Be able to discuss further customer needs and provide referrals into the sales team.
  • Follow up on any training events with videos, tip sheets and any further information.
  • Update training event records on Sales Force and creating quarterly reports for KPIs.
  • Liase with content team to ensure training is always topical and relevant to the audience.
  • Provide feedback to the product and content team to help improve the service.
  • Request customer feedback on training events using Feefo or Trust Pilot.
  • Discuss any feedback or support needs with manager in weekly one to ones.
  • Analyse usage reports and data to find new training opportunities proactively.
You:
  • The ability to absorb and share knowledge easily in an ever-developing portfolio of services.
  • The ability to communicate clearly and professionally with a wide range of customers.
  • The ability to work in a fast-paced environment always responding in a supportive manner.
  • Strong commercial awareness. Ability to discuss the value of the service with a business and spot opportunities for growth.
  • A dynamic and flexible approach, as well as the ability to work under pressure.
  • Great presentation skills with a desire to continually upskill and improve knowledge and format/training style to make the most of event.
  • Extensive experience in presenting/training audiences of various sizes.
  • Experience within Accounts/Tax/Audit industry ideal.
47658EBINDLON

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