Onboarding & Activation Specialist — Bonus Potential
Workwell Contractor Solutions
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
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
Tools
Job description
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.
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