Onboarding Account Manager

Onboarding Account Manager

Hinckley HQ - 5 Days Onsite

Do you thrive in a fast-paced environment where no two days are the same?

We're on the hunt for a Client Engagement & Onboarding Specialist!

In this role, you'll be the friendly first point of contact for our new clients - welcoming them onboard, guiding them through their initial setup, and making sure they get the very best out of our services from day one!

Day to Day

Proactively contact new clients to schedule onboarding calls and ensure a smooth start
Deliver engaging walkthroughs of our consultancy systems and tools
Act as the go-to support during a client's first 30 days, keeping accurate records of every interaction
Spot disengaged users and offer tailored training to re-engage them
Take ownership of any service issues, ensuring prompt and professional resolution
Host online demonstrations and webinars to showcase our consultancy solutions
Hit and exceed personal KPIs while contributing to team success
Always champion exceptional client experience to boost satisfaction and retention

YOU?

Previous customer service experience (telephone-based preferred)
A confident communicator who can adapt to different client needs and levels of technical know-how
Excellent listening and problem-solving skills
Ability to work under pressure in a fast-moving environment
A proactive, adaptable mindset with a passion for client success
Strong organisational skills and accountability for your own product knowledge

At our consultancy group, client relationships are at the heart of what we do. This is your chance to make a real impact on engagement and retention, while developing your career in a supportive, growth-focused environment. You'll be part of a team that values innovation, collaboration, and putting the client first-every single time.

If you're energetic, client-focused, and ready to hit the ground running, we'd love to have you on board!

(phone number removed)CCR3

INDHIN

The Portfolio Group are acting on behalf of our client in recruiting for this position

This is a summary of a vacancy from the advertiser. Read the full job description and apply →