Client Relationship Manager

• Client Relationship Manager
• £35,000
• Monday to Friday
• Home based with regular travel to the Office
• Comprehensive Company benefits (inc. healthcare insurance)

About the Client

As a thriving tech company at the cutting edge of technology since 2004, we work with passionate teams from around the world to enhance property businesses through automation. To date, we’ve automated over £2bn in rental property payments. And we’re just getting started! This is your chance to join a very successful business and be part of our continued growth in the UK market.

The role

We are seeking a dynamic and customer-focused individual to join our team as a Client Relationship Manager - Onboarding Specialist. In this role, you will be responsible for managing the onboarding process for new clients, ensuring a seamless transition and providing ongoing support to foster strong relationships.

Our commitment remains steadfast in consistently striving to establish a new standard in customer excellence to help achieve lasting sustainability and impact on the UK business growth.

Truth, Care and transparency are the core of all communications and engagement with clients and colleagues.

Key Responsibilities

• Serve as the primary point of contact for new clients during the onboarding process, guiding them through each step and addressing any questions or concerns.
• Coordinate and facilitate the setup of new client accounts, ensuring accuracy and completeness of all required data
• Collaborate with internal teams, including to streamline the onboarding process and resolve any issues or challenges that may arise.
• Conduct regular check-ins with new clients to ensure their needs are being met and to gather feedback on their onboarding experience.
• Provide training and support to clients on our products/services, ensuring they have a clear understanding of how to utilise our offerings to achieve their goals.
• Monitor client progress and satisfaction during the onboarding period, identifying opportunities for improvement and proactively addressing any concerns.
• Act as an advocate for clients within the organisation, representing their interests and ensuring their success.
• Maintain accurate records of client interactions and onboarding progress in our CRM system
• Strive to meet and exceed established performance metrics and service level agreements (SLAs) for response times, resolution times, and customer satisfaction scores.

Qualifications

• Previous experience in client onboarding, account management, or a related role preferred.
• High proficiency with Microsoft office particularly excel
• Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Strong organizational and multitasking abilities, with a keen attention to detail.
• Ability to work collaboratively in a team environment and effectively coordinate with cross-functional teams.
• Familiarity with CRM software and client management tools preferred.
• Proactive and customer-focused attitude, with a commitment to delivering exceptional service

We read through each application thoroughly and respond quickly to those we think would be a good fit for the role.

Looking forward to hearing from you.