Onboarding Account Manager

The Portfolio Group Inc.; Hinckley; On-site; GBP 24,000 - 26,000; Full time

Job summary

The Portfolio Group Inc. in Hinckley is seeking an Onboarding Account Manager to guide new clients through their initial setup and maximize their use of our services from day one.

You will be the friendly first point of contact, coordinating onboarding calls and delivering engaging demonstrations of our consultancy tools. In this fast-paced role you will own the client journey for the first 30 days, resolve issues promptly, and help customers realise value.

Qualifications

• Previous customer service experience (telephone-based preferred).
• Confident communicator adapting to varied client needs.
• Excellent listening and problem-solving skills.
• Ability to work under pressure in a fast-moving environment.
• Proactive, adaptable mindset with passion for client success.
• Strong organisational skills and accountability for product knowledge.

Responsibilities

• Proactively contact new clients to schedule onboarding calls.
• Demonstrate walkthroughs of consultancy systems and tools.
• Serve as primary support during the first 30 days.
• Identify disengaged users and tailor re-engagement training.
• Own and resolve service issues promptly and professionally.
• Host online demos and webinars of consultancy solutions.
• Meet and exceed personal KPIs while supporting the team.
• Champion exceptional client experience to boost satisfaction and retention.

Skills

Customer service

Communication

Problem solving

Pressure resilience

Organisational skills

Job description

Onboarding Account Manager

Hinckley HQ - 5 Days Onsite

£24,000 - £26,000

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

At our consultancy group, client relationships are at the heart of what we do. This is your chance to make a real impact on engagement and retention, while developing your career in a supportive, growth-focused environment. You'll be part of a team that values innovation, collaboration, and putting the client first-every single time.

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