Customer Onboarding Advisor

Workwell Group; Chester; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Uncapped bonus

25 days annual leave

Pension

Health Assured

Life Assurance

Cycle to Work Scheme

Employee awards and recognition

Long Service Recognition

Annual Pay Review

Employee Referral Scheme

Job summary

Workwell Contractor Solutions in Chester, United Kingdom, is seeking a Customer Onboarding Advisor to guide new contractors and customers from referral through activation. You’ll balance accuracy, compliance and commercial awareness to deliver a simple, proactive onboarding experience.

You’ll engage proactively, explain identity and Right to Work requirements, own onboarding cases in CRM and drive KPIs while delivering excellent customer care and clear progress updates.

Qualifications

• Experience in customer service or onboarding in a fast-paced environment.
• Clear, confident communicator with professional demeanor.
• Able to own onboarding processes and manage multiple customers.

Responsibilities

• Welcome customers through registration and onboarding.
• Explain identity, Right to Work, compliance and onboarding requirements clearly.
• Maintain accurate CRM records and inform customers of progress.
• Take ownership of onboarding cases and drive progress toward activation.
• Promote Workwell Plus and Care Packages when they provide real benefits.
• Work toward KPIs for customer success, quality, compliance and conversion.

Skills

Customer service

Onboarding

Sales

Lead conversion

Communication

CRM experience

Tools

CRM software

Job description

As a Customer Onboarding Advisor, you’ll guide new contractors and customers from referral and registration through to activation. Your goal is to create a simple, proactive and confidence-building onboarding experience while balancing customer care, accuracy, compliance and commercial awareness.

What You’ll Be Doing

• Welcome new customers and provide clear, timely guidance throughout registration and onboarding.
• Make proactive outbound contact, follow up outstanding actions and remove barriers that could delay activation.
• Explain identity, Right to Work, compliance and onboarding requirements in clear, practical language.
• Take ownership of onboarding cases, maintain accurate CRM records and keep customers informed of progress and next steps.
• Introduce Workwell Plus and Care Packages where they provide a genuine customer benefit.
• Work towards agreed customer, quality, compliance and conversion KPIs.
• Support a smooth and positive onboarding journey from initial enquiry through to activation.

We’d Love to Hear from Someone Who

• Has customer service, onboarding, sales or lead-conversion experience in a fast-paced environment.
• Is a confident and professional communicator with a friendly, reassuring approach.
• Takes ownership, stays organised and can manage customers at different stages of their journey.
• Can make detailed requirements feel simple, using empathy, patience and sound judgement.
• Is comfortable making outbound calls, following up actions and working towards agreed KPIs.
• Balances commercial awareness with doing what is right for the customer.
• Is a fast learner who embraces technology, teamwork, feedback and continuous improvement.

What We Can Offer You

• Uncapped bonus opportunity through successful Workwell Plus and Care Packages sales
• 25 days annual leave (increasing with service) plus bank holidays
• Pension
• Health Assured
• Life Assurance
• Cycle to Work Scheme
• Employee awards and recognition
• Long Service Recognition
• Annual Pay Review
• Employee Referral Scheme

Brand: Workwell Contractor Solutions
Territory: EMEA
Location : Chester, United Kingdom
Salary : £25,275
Workplace : Office
Experience : Mid
Hours : 37.5