Client Onboarding & Success Specialist

Portfolio Group; Hinckley, West Midlands; On-site; GBP 24,000 - 26,000; Full time

Job summary

The Portfolio Group is seeking an Onboarding Account Manager in Hinckley to welcome new clients, guiding them through initial setup and ensuring they gain maximum value from our services from day one.

You will schedule onboarding calls, deliver engaging walkthroughs of our consultancy systems, and stay as the primary support during the first 30 days, aiming to boost engagement, satisfaction and retention across our client base.

Qualifications

• Previous customer service experience (telephone-based preferred).
• Confident communicator adapting to different client needs and levels of technical know-how.
• Excellent listening and problem-solving skills.

Responsibilities

• Proactively contact new clients to schedule onboarding calls and ensure a smooth start.
• Deliver engaging walkthroughs of our consultancy systems and tools.
• Act as the go-to support during a client’s first 30 days, keeping accurate records of every interaction.
• Spot disengaged users and offer tailored training to re-engage them.
• Take ownership of any service issues, ensuring prompt and professional resolution.
• Host online demonstrations and webinars to showcase our consultancy solutions.
• Hit and exceed personal KPIs while contributing to team success.
• Always champion exceptional client experience to boost satisfaction and retention.

Skills

Customer service

Communication

Listening skills

Problem solving

Organization

Job description

The Portfolio Group is seeking an Onboarding Account Manager in Hinckley to welcome new clients, guiding them through initial setup and ensuring they gain maximum value from our services from day one.

You will schedule onboarding calls, deliver engaging walkthroughs of our consultancy systems, and stay as the primary support during the first 30 days, aiming to boost engagement, satisfaction and retention across our client base.