Client Onboarding Specialist (UK Market)

We are looking for a communicative, detail-oriented, and tech-savvy Client Onboarding Specialist to join our team. In this role, you will be the face of our company for new UK-based clients, guiding them seamlessly through their initial setup. Your primary mission is to help clients navigate our proprietary Homey system, assist them in completing necessary documentation, and ensure a smooth, welcoming transition until their case file is officially fully onboarded.

If you have a knack for clear communication, love helping people master new software, and thrive in a customer-centric environment, we want to hear from you!

Key Responsibilities

• System Guiding: Act as the primary guide for clients, walking them step-by-step through our Homey system to ensure they understand how to use it effectively.
• Documentation Support: Assist clients with gathering, understanding, and filling out all initial onboarding forms and documentation accurately.
• End-to-End Case Management: Own the onboarding journey from the moment a client signs up until their case file has 100% completed onboarding and ready for the next stage.
• Relationship Building: Build trust and rapport with UK clients by providing empathetic, patient, and proactive support.
• Problem Solving: Address client queries, troubleshoot minor technical hurdles within the Homey system, and escalate complex issues when necessary

Requirements

• Flawless English Skills: Exceptional verbal and written English communication skills are a must. You must be able to naturally comprehend British English nuances, idioms, and professional etiquette.
• UK Shift Capability: Ability to work standard UK business hours (GMT/BST).
• Tech Literacy: Comfortable learning and navigating new software systems (like our Homey platform) and guiding less tech-savvy users through them.
• High Attention to Detail: Ensuring forms and client data are accurately processed and complete.
• Experience: Previous experience in a Customer Success, Customer Support, or Account Management role is appreciated but not mandatory. We value attitude and communication skills above all!

Benefits

• A supportive, collaborative, and growth-oriented team environment.
• Comprehensive training on the Homey system and our internal documentation processes.
• Competitive salary and benefits package.

Think you’re the perfect fit? Apply today by sending over your resume and a brief cover letter highlighting why you’d be great at guiding our UK clients!