Customer Onboarding and Proactive Sales

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Neath, Neath Port Talbot

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Up to £23000 per annum


Onboarding and Proactive Sales


£23,000 P/A

My client:

My client has built a strong reputation in the market as a quality British manufacturer supplying the UK and worldwide, they truly believe in going the extra mile for their customers. My clients product range is at the cutting edge of parcel and logistics management. This is an amazing opportunity to make an invaluable contribution to the team and also influence the sector as a whole.

The Role:

The main purpose of this role is to ensure the smooth adoption and use of my client's system during and after installation, resulting in the best possible customer experience. There is also a requirement to undertake winning new business with pro-active sales activity in and around the onboarding role. This latter part of the role will be until such time as the customer account management and onboarding requires full time focus.

The role will include the following:

  • Deliver onboarding for new customers
  • Portal training: end user account management, and statistical reporting
  • Full process training for delivery, collection, returns, drop off, pick up etc
  • Provide process support for retail click and collect and other bespoke processes
  • Monitor, measure, and report both internally and externally to customers on usage
  • Take appropriate steps to rectify any shortfall in end user registration and delivery volumes
  • The onboarding process will require post-installation video tutorials to be delivered to purchasing customers
  • You will also be required to issue self-help 'how to videos' and pdf guides. These will be tailored to suit the installed software process and configuration
  • You will be responsible for the administration of all contractual requirements relating to the purchase of the system including appropriately signed GDPR contracts with the customer, the issue of service and maintenance contracts and uploading the terms of use to customer system portals
  • You will capture customer feedback for continuous improvement of the product and system
  • You will also be expected to upsell service and maintenance contracts where these have not been taken up by customers
  • You will plan and diarise periodic update calls with existing customers to ensure customer satisfaction and the best possible customer experience
  • You will be charged with specific pro-active sales tasks with the objective of generating new sales opportunities for the wider sales team to pursue

Requirements, the successful applicant will have the following experience and qualifications:

  • Experienced in Customer Service and Customer Account Management
  • Excellent communication and problem-solving skills
  • Engaging and positive with the ability to build lasting customer relationships
  • Tech savvy with working knowledge of office automation products, databases and remote control
  • Good understanding of computer systems, mobile devices, and other tech products
  • Multi-tasking abilities
  • Customer-oriented and cool-tempered
  • Writing and Editing Skills to aid in writing and updating manuals
  • A formal qualification in customer service is desirable

In return you will receive:

The opportunity to engage with likeminded individuals in a positive friendly environment.My client will be moving to modern offices which offer on site parking and great working spaces. This is an incredibly exciting time to be joining my client's organisation.

Apply now.

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