Client Onboarding & Scheduling Lead

Amtivo Group ltd; Kings Hill; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Discretionary bonus

Pension scheme

Laptop and equipment

Paycare healthcare

Death in service

Group insurance

25 days annual leave

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Job summary

Amtivo Group invites applications for a Client Onboarding & Scheduling Manager to lead the onboarding and scheduling of clients through the certification journey, ensuring seamless experiences from contract sign-off to initial certification.

This role combines client relationship management, operational leadership, scheduling excellence and team management in a fast-paced environment at Kings Hill, Kent with hybrid working and a discretionary bonus.

Qualifications

• Experience in account management, customer success, client services, scheduling, coordination or another client-facing operational role.
• Proven experience managing complex scheduling or resource planning activities.
• Experience leading, coaching and developing a team.
• Strong customer service and complaint resolution experience.
• Excellent organisational and project management skills.
• Ability to build relationships and influence stakeholders at all levels.
• Experience using CRM and operational systems.
• Strong communication skills, both written and verbal.

Responsibilities

• Own the end-to-end onboarding experience for new clients, contract sign-off through to first certification audit.
• Design and deliver a structured onboarding journey with clear audit timelines, documentation requirements and certification milestones.
• Coordinate with key stakeholders including the New Business Sales team, the Audit Delivery team, Scheme Managers, Auditors and Compliance Operations to ensure a smooth handover.
• Proactively guide clients through certification progression stages, including Stage 1, Stage 2 and certification issue.
• Monitor client progression against agreed timelines and address delays, dependencies or barriers to certification.
• Manage the administration and completion of NDAs and supplier/vendor forms during onboarding.
• Complete a structured handover to the allocated Account Manager once initial certification is achieved.

Skills

Client relationship management

Operational leadership

Scheduling & planning

Team management

Stakeholder engagement

Project coordination

Tools

HubSpot CRM

Job description

Amtivo Group invites applications for a Client Onboarding & Scheduling Manager to lead the onboarding and scheduling of clients through the certification journey, ensuring seamless experiences from contract sign-off to initial certification.

This role combines client relationship management, operational leadership, scheduling excellence and team management in a fast-paced environment at Kings Hill, Kent with hybrid working and a discretionary bonus.