Business Onboarding Coordinator

Mortgage Advice Bureau; Derby; On-site; GBP 25,000 - 35,000; Full time

Job summary

Une entreprise de conseil hypothécaire recherche un Onboarding Coordinator pour rejoindre son équipe dynamique. Ce rôle est essentiel pour garantir une intégration fluide des nouveaux partenaires et soutenir les objectifs commerciaux de l'entreprise. Le candidat idéal aura des compétences en communication et en gestion de relations, et sera motivé par l'excellence du service client.

Qualifications

• Expérience en gestion de relations clients dans un environnement commercial.
• Personnalité engageante pour établir des relations solides.
• Compétences interpersonnelles solides et capacité à travailler efficacement.

Responsibilities

• Organiser des réunions pour les entreprises en cours d'intégration.
• Gérer l'administration des tâches d'intégration pour les nouvelles entreprises.
• Collaborer avec les départements clés pour les actions de suivi.

Skills

Communication

Gestion des relations

Service client

Travail d'équipe

Initiative

Job description

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About the role
TheSales Support Team at MAB are a key part of driving a high-quality service to our businesses and Advisers as part of our network. As an Onboarding Coordinator you will focus on supporting the Onboarding Team and Sales Support Team through your initiative and excellent customer service to contribute to the overall sales objectives at both business and regional level, driving a culture of excellent customer service and high performance for MAB.

Key responsibilities

• Organising meetings for onboarding businesses and managing diary bookings for internal stakeholders.
• Liaising with key departments for follow up actions from onboarding meetings and to ensure actions have been completed in preparation for businesses to go live with MAB.
• Organising new business set ups – Administrative onboarding tasks such as submitting tickets, compliance docs, provider registrations.
• Requesting set-up for new advisers including ordering of agency numbers, creation of adviser guides and new starter documents.
• Ad-hoc tasks to support sales objectives as required by Sales Support Lead

About You

• Engaging personality with the ability to build rapport with internal and external stakeholders
• You have experience in managing key relationships with customers or clients in a commercial environment
• You are team-orientated and collaborate with your team and colleagues
• Proactive and self-motivated with a strong sense of initiative
• Strong communication and interpersonal skills, with the ability to work effectively with clients and internal teams