Customer Onboarding Administrator

About the Role:

We are seeking a detail-oriented and proactive Customer Onboarding Administrator to ensure our new clients have a smooth and positive start to their journey with us. In this role, you will be the first point of contact for new customers, guiding them through the onboarding process, addressing their questions, and ensuring they feel confident using our services.

Responsibilities

•       Act as the primary point of contact for new customers during the onboarding process.

•       Coordinate and execute onboarding activities, including account setup, system configuration, and training sessions.

•       Collaborate with internal teams (Sales, Operations, IT) to ensure a seamless handoff from the sales process to onboarding.

•       Monitor on boarding progress, provide timely updates to clients, and resolve any issues or roadblocks.

•       Develop and maintain onboarding documentation, including checklists, guides, and training materials.

•       Proactively address customer questions and concerns, ensuring their satisfaction throughout the onboarding journey.

•       Gather feedback from new customers to improve the onboarding process continuously.

•       Maintain accurate records of onboarding activities and client interactions in the CRM system

Key Skills & Requirements

•       Previous experience in customer service, administrative roles, or onboarding processes is essential.

•       Strong organisational skills and attention to detail.

•       Excellent communication and interpersonal skills, with a professional and friendly demeanour.

•       Ability to manage multiple tasks and prioritise effectively.

•       Proficiency in using CRM software and other tools (e.g., Microsoft Office, project management platforms).

•       A proactive and customer-focused mindset with a problem-solving attitude

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