Customer Service Onboarding Lead

Valsoft Corporation; Geelong; On-site; AUD 60,000 - 100,000; Full time

Benefits offered by this job

Career Growth Opportunities

Dynamic Work Environment

Competitive Compensation

Performance-based Incentives

Job summary

An innovative company is seeking a Customer Service Onboarding Lead to enhance customer success through effective onboarding and project management. In this dynamic role, you will be responsible for guiding clients, planning projects, and fostering strong relationships. Your contributions will help deliver tailored solutions to meet client needs while navigating a fast-paced environment. Join a forward-thinking team that values collaboration and offers opportunities for career growth. If you are detail-oriented and tech-savvy, this is the perfect opportunity to make a significant impact in a thriving organization.

Qualifications

• Strong background in customer success and onboarding.
• Proven ability to gather requirements and manage client expectations.

Responsibilities

• Guide clients through onboarding and training for a seamless experience.
• Manage timelines and collaborate across teams for smooth project delivery.

Skills

Customer Success

Onboarding

Project Planning

Communication Skills

Relationship Building

Detail-oriented

Tech-savvy

Tools

Microsoft Office

CRM Platforms

Job description

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Forms Express is looking for an experienced Customer Service Onboarding Lead to support our customers.

About Forms Express
Forms Express, part of Valsoft Corporation revolutionizes the way payment solutions are delivered. Our innovative and flexible payment options are tailored to meet the unique needs of local government billing in Australia and New Zealand. Join us in 2025 as we do more with eNotices, Flexipay and AI!

The Role
As a Customer Service Onboarding Lead you will drive customer success, plan and execute projects, foster strong relationships and deliver solutions.

Key Responsibilities

• Drive Customer Success: Guide clients through onboarding and training, ensuring a seamless experience.
• Plan and Execute Projects: Collaborate with internal teams and clients to gather requirements, define project scopes, and oversee successful implementations.
• Foster Strong Relationships: Serve as the primary contact for key clients, providing proactive support and personalized solutions.
• Deliver Solutions: Work closely with the operations team to address customer needs, resolve challenges, and optimize workflows.
• Champion Excellence: Continuously learn about company offerings to provide expert guidance to our clients.
• Assist with daily Customer Service duties, such as quoting, invoicing, and providing customers updates, data entry etc.

Your Daily Impact

• Customer Onboarding: Lead training sessions and ensure clients are confident in using our services.
• Requirements Gathering: Work with clients to understand their needs and tailor solutions.
• Project Coordination: Manage timelines, communicate updates, and collaborate across teams for smooth project delivery.
• Continuous Support: Respond to inquiries, troubleshoot issues, and ensure clients feel supported every step of the way.

About You

• Strong background in customer success, onboarding, or project planning.
• Proven ability to gather requirements, plan workflows, and manage client expectations.
• Exceptional communication and relationship-building skills.
• Tech-savvy, with proficiency in tools like Microsoft Office and CRM platforms.
• Detail-oriented, proactive, and capable of juggling multiple priorities in a fast-paced environment.

Why Forms Express?

• Innovative Solutions: Be part of a company that is at the forefront of flexible payment solutions, with a unique offering that sets us apart.
• Career Growth: Opportunities for advancement and professional development as we grow our market presence.
• Dynamic Environment: A fast-paced, supportive, and collaborative workplace where your contributions are valued.
• Competitive Compensation: Attractive salary with performance-based incentives.

For more information about Forms Express, please visit our website at: https://www.formsexpress.com.au/

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service

Industries

IT Services and IT Consulting