Customer Onboarding Representative

Michael Page; Baildon; On-site; GBP 20,000 - 28,000; Full time

Benefits offered by this job

Free on-site parking

Possible extension or permanent role

Excellent career prospects

Job summary

Michael Page is seeking a Customer Onboarding Representative to help new customers start smoothly and confidently in Shipley. You will handle queries, set up accounts, and ensure data accuracy for a seamless onboarding experience.

Responsibilities include validating data across systems, resolving discrepancies, and maintaining records for billing and communications. The role emphasizes accuracy, speed, and collaboration to meet daily targets.

Qualifications

• Experience in administration, data processing, data entry, customer account management, or billing administration.
• Proven ability with Excel, databases and business systems to manage records accurately.
• Demonstrable track record of delivering precise work in a fast-paced environment.

Responsibilities

• Assist new customers with account setup and onboarding processes.
• Respond to customer queries and provide clear, helpful guidance.
• Set up new customer accounts following mobilisation of new client contracts.
• Process and validate customer data across multiple systems and databases.
• Review information for accuracy and completeness before entering into live systems.
• Investigate and resolve data discrepancies through research with internal teams.
• Update and maintain customer records in line with company procedures.
• Work to daily and weekly productivity and quality targets.
• Ensure customer account information is accurate and ready for billing and communications.
• Support onboarding of new customers and developments.
• Maintain accurate records and audit trails of work completed.

Skills

Data entry

Administration

Billing administration

Customer account management

Excel

Databases

Business systems

Job description

This Customer Onboarding Representative role in Shipley is all about helping new customers get started smoothly and confidently. You'll be handling customer queries, setting up accounts, and ensuring everything is in place for a seamless onboarding experience.

Client Details

An organisation based in Shipley who are a leader in their sector.

Description

• Assist new customers with account setup and onboarding processes.
• Respond to customer queries and provide clear, helpful guidance.
• Set up new customer accounts following the mobilisation of new client contracts.
• Process and validate customer data across multiple systems and databases.
• Review information for accuracy and completeness before it is entered into live systems.
• Investigate and resolve data discrepancies through research and collaboration with internal teams.
• Update and maintain customer records in line with company procedures.
• Work to daily and weekly productivity and quality targets.
• Ensure customer account information is accurate and ready for billing and customer communications.
• Support the successful onboarding of new customers and developments.
• Maintain accurate records and audit trails of work completed.

Profile

A successful Customer Onboarding Representative should have:

• Proven experience in administration, data processing, data entry, customer account management, billing administration, or a similar role.
• Experience working with Excel, databases, and business systems.
• Demonstrable track record of delivering accurate work within a fast-paced environment.

Job Offer

• Fixed-term contract offering an immediate start.
• Free on-site parking.
• Possibility to be extended or be made perm.
• Excellent career prospects on offer