Onboarding Account Executive

The Portfolio Group; Hinckley; On-site; GBP 22,000 - 24,000; Full time

Job summary

A leading consultancy firm located in Hinckley is seeking an Onboarding Account Executive to provide exceptional support to new clients. You will guide them through the initial setup and ensure they maximize the use of our services. The ideal candidate will have customer service experience, strong communication skills, and a proactive mindset. Competitive salary offered with bonus potential.

Qualifications

• Previous customer service experience with a telephone-based focus.
• Confident communicator who adapts to various client needs.
• Strong listening and problem-solving skills required.

Responsibilities

• Proactively contact new clients for onboarding.
• Deliver engaging walkthroughs of systems.
• Act as the go-to support during the first 30 days.

Skills

Customer service experience

Confident communication

Listening skills

Problem-solving skills

Organizational skills

Job description

Onboarding Account Executive

Croner

Permanent

Hinckley HQ - 5 Days Onsite

£22,000 - £24,000 + Group Bonus

Do you thrive in a fast-paced environment where no two days are the same?

We're on the hunt for a Client Engagement & Onboarding Specialist!

In this role, you'll be the friendly first point of contact for our new clients - welcoming them onboard, guiding them through their initial setup, and making sure they get the very best out of our services from day one!

Day to Day

• 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

YOU?

• Previous customer service experience (telephone-based preferred)
• A confident communicator who can adapt to different client needs and levels of technical know-how
• Excellent listening and problem-solving skills
• Ability to work under pressure in a fast-moving environment
• A proactive, adaptable mindset with a passion for client success
• Strong organisational skills and accountability for your own product knowledge

If you're energetic, client-focused, and ready to hit the ground running, we'd love to have you on board!