Onboarding Specialist

Job DescriptionAbout the RoleA detail-oriented and proactive Customer Onboarding Administrator is sought to ensure a smooth and positive start for new clients. This role serves as the initial point of contact for incoming customers, guiding them through the onboarding process, resolving queries, and ensuring they are confident in using the organisations services.ResponsibilitiesServe as the main point of contact for new clients throughout the onboarding phase.Coordinate and deliver onboarding tasks, including account setup, system configuration, and training sessions.Collaborate with internal departments (e.g., Sales, Operations, IT) to ensure a seamless transition from sales to onboarding.Track onboarding progress, communicate updates to clients, and address any issues that arise.Create and maintain onboarding materials such as checklists, user guides, and training resources.Respond promptly to customer questions and concerns, ensuring a positive experience.Collect and relay feedback from new clients to support continuous improvement of onboarding processes.Maintain accurate records of onboarding activities and communications within the CRM system.Key Skills & RequirementsExperience in customer service, administration, or onboarding functions is essential.Exceptional organisational skills and keen attention to detail.Strong communication and interpersonal skills with a friendly and professional approach.Ability to handle multiple priorities and work efficiently under pressure.Familiarity with CRM platforms and productivity tools (e.g., Microsoft Office, project management software).A proactive, customer-centric mindset with a solutions-focused attitude.

Created: 2025-07-06