Client Onboarding & Success Executive

Anne Corder Recruitment; South Kesteven; On-site; GBP 25,000 - 40,000; Full time

Job summary

Anne Corder Recruitment is seeking a Sales and Client Support Executive to join its Commercial Team in the UK. The role focuses on onboarding new clients, becoming a main point of contact, and delivering excellent service as queries are resolved from start to finish.

You’ll work with the Sales, Compliance and Accounts teams to support clients via phone, email and video calls, setting up accounts, dashboards and providing ongoing demonstrations and first-line technical support.

Qualifications

• Previous experience within customer service, client support, sales and account management
• Excellent telephone and written communication skills
• A confident and professional approach when dealing with a wide variety of customers
• Strong problem-solving skills and the ability to take ownership of queries
• Good Microsoft Office and general computer skills
• Strong organisation and attention to detail
• The ability to manage several priorities while maintaining excellent customer service
• A proactive, team-focused approach

Responsibilities

• Supporting new clients through the onboarding process via telephone, email and video calls
• Checking documentation and keeping clients updated throughout their application
• Liaising with internal teams to ensure a smooth onboarding journey
• Setting up new client accounts and dashboards
• Delivering online dashboard demonstrations and providing ongoing assistance
• Providing first-line technical support and helping clients resolve queries
• Building strong relationships with existing clients to encourage retention and deliver an excellent customer experience
• Handling complaints, transaction enquiries and refund queries professionally
• Supporting the onboarding of suppliers and affiliate partners
• Maintaining accurate and up-to-date information within the CRM system
• Supporting the Head of Sales with wider commercial activity
• Preparing client communications, updates and important information
• Collating data and producing end-of-month reports
• Assisting with commercial reviews
• Supporting the preparation and delivery of occasional Sales & Marketing events

Job description

Anne Corder Recruitment is seeking a Sales and Client Support Executive to join its Commercial Team in the UK. The role focuses on onboarding new clients, becoming a main point of contact, and delivering excellent service as queries are resolved from start to finish.

You’ll work with the Sales, Compliance and Accounts teams to support clients via phone, email and video calls, setting up accounts, dashboards and providing ongoing demonstrations and first-line technical support.