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Onboarding Coordinator - Remote

Posted 17 weeks ago
Customer Service
Full Time
UK

Overview

An Onboarding Coordinator is a customer’s primary contact at the point of set up for our Facilities Managed Service and other clients. They are responsible for ensuring that the customer implementation is completed effectively, within customer timescales.

In Short

  • Management of Customer onboarding experience to successful delivery
  • Effective management of resources to ensure high levels of utilisation
  • Update and maintain information on all company databases and systems
  • Managing stakeholders’ expectations via phone, email, and project documentation
  • Communicating with customers and defining project objectives
  • Coordinating tasks and bookings to ensure activities are completed in line with the project schedule
  • Tracking customer projects and logging changes and updates using Salesforce
  • Manage and prioritise multiple workloads
  • Interact with financial and technical project stakeholders
  • Support Clients in the implementation of the API code

Requirements

  • Experience in a Customer Services environment
  • Be capable and comfortable working in a fast paced environment
  • Demonstrate a capacity for problem solving and decision making
  • A team player but able to work on own initiative
  • The ability to plan and prioritise own work
  • Experience and knowledge of the Direct Debit Scheme
  • Appropriate handling of sensitive information
  • Great verbal and written communication skills
  • A responsible attitude. Professional and positive.
  • Good 'people skills' for building relationships with colleagues at all levels

Benefits

  • Inclusive and open environment for everyone
  • Equal opportunity employer
Bottomline logo

Bottomline

Bottomline is a global market leader in digital transformation, specializing in innovative solutions for how businesses manage payments. With a strong emphasis on customer satisfaction, Bottomline fosters a collaborative culture that empowers its teams to take ownership and drive improvements. The company is dedicated to continually enhancing its processes to meet the evolving needs of its clients while maintaining a focus on risk management and operational excellence.

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