Customer Onboarding Advisor

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

Benefits offered by this job

Uncapped bonus

25 days leave

Pension

Health Assured

Life Assurance

Cycle to Work

Employee awards

Long service recognition

Spectrum Life

Annual pay review

Employee referral scheme

Job summary

Workwell Contractor Solutions is seeking a Customer Onboarding Advisor to guide new contractors and customers from referral to activation. You will ensure a simple, proactive onboarding experience while balancing customer care, accuracy, compliance and commercial awareness.

Join a fast-paced team and own onboarding cases, maintain CRM records, and drive activity that supports Workwell Plus and Care Packages. Competitive benefits and a structured incentive program are offered.

Qualifications

• Experience in customer service, onboarding or sales in fast-paced environments.
• Confident communicator with a friendly, reassuring approach.
• Ability to manage customers at different journey stages and take ownership.

Responsibilities

• Welcome customers and provide clear onboarding guidance.
• Proactive outbound contact to drive activation and remove blockers.
• Explain identity, Right to Work and onboarding requirements clearly.
• Own onboarding cases, keep CRM updated and inform customers of progress.
• Introduce Workwell Plus and Care Packages where beneficial to customers.
• Work toward KPIs for customer, quality, compliance and conversions.
• Support a smooth onboarding journey from enquiry to activation.

Skills

Customer service

Onboarding

Sales

Lead conversion

Outbound calls

CRM

KPI-driven

Teamwork

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
• Spectrum Life
• 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