Customer On Boarding Coordinator
Customer On Boarding Coordinator

Customer On Boarding Coordinator

Theale Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage customer onboarding and ensure smooth implementation of services.
  • Company: Join a dynamic team at Bottomline Payment Services, focused on customer satisfaction.
  • Benefits: Enjoy a hybrid work model with flexibility and opportunities for growth.
  • Why this job: Be the key contact for clients, making a real impact on their experience.
  • Qualifications: Experience in customer service and strong communication skills are essential.
  • Other info: Work in a fast-paced environment and collaborate with diverse teams.

The predicted salary is between 28800 - 43200 £ per year.

Customer On Boarding Co-ordinator direct debit specialist

This is Hybrid role with 1 day required in the office in Theale, Reading.

JOB SUMMARY

An On Boarding 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.

JOB RESPONSIBILITIES

  • 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, including but not limited to billing, expenses, resource bookings and full project history
  • Managing stakeholders’ expectations via phone, email, and project documentation
  • Communicating with customers and defining project objectives throughout the project timeline and life cycle
  • 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 from junior to executive level
  • Manage the bulk transfer process both into and out of Bottomline Payment Services
  • Support Clients in the implementation of the API code.
  • Confident running virtual meetings and calls

Customers

Delight our customers by:

  • Providing a positive service that exceeds Customer expectation
  • Supporting the department to achieve exceptional levels of Customer service by ensuring that processes and controls are maintain

Teamwork

Work together by:

  • Ensuring the effective use of resources
  • Establishing common processes, and share best practice
  • Ensuring that issues are escalated in a timely manner
  • Ensuring good levels of communication with other departments

Innovate

Innovating by:

  • Sharing lessons learnt within the team and department
  • Supporting the role out of new solutions

SKILLS, KNOWLEDGE AND EXPERIENCE REQUIRED

  • 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

Customer On Boarding Coordinator employer: Bottomline

At our company, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation. As a Customer On Boarding Coordinator in Theale, Reading, you will benefit from a hybrid work model, allowing for flexibility while still enjoying the camaraderie of in-office teamwork. We are committed to your professional growth, providing ample opportunities for development and a culture that values your contributions, ensuring that you can thrive both personally and professionally.
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Contact Detail:

Bottomline Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer On Boarding Coordinator

✨Tip Number 1

Familiarize yourself with the Direct Debit Scheme, as this role requires specific knowledge in that area. Understanding the nuances of the scheme will not only help you during the interview but also demonstrate your commitment to the position.

✨Tip Number 2

Practice your communication skills, especially in a virtual setting. Since you'll be running meetings and calls, being articulate and confident will set you apart from other candidates.

✨Tip Number 3

Showcase your problem-solving abilities by preparing examples of how you've successfully managed customer expectations or resolved issues in previous roles. This will highlight your capacity to thrive in a fast-paced environment.

✨Tip Number 4

Network with current or former employees of StudySmarter on platforms like LinkedIn. Gaining insights about the company culture and the onboarding process can give you an edge in your application.

We think you need these skills to ace Customer On Boarding Coordinator

Customer Service Experience
Project Management
Stakeholder Management
Effective Communication Skills
Problem-Solving Skills
Time Management
Direct Debit Scheme Knowledge
Database Management
Salesforce Proficiency
Team Collaboration
Adaptability in Fast-Paced Environments
Attention to Detail
Virtual Meeting Facilitation
Relationship Building

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and project management. Emphasize any previous roles where you managed onboarding processes or worked with direct debit schemes.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your skills align with the job responsibilities. Mention specific examples of how you've successfully managed customer expectations and delivered exceptional service.

Showcase Communication Skills: Since the role requires great verbal and written communication skills, provide examples in your application that demonstrate your ability to communicate effectively with stakeholders at all levels.

Highlight Problem-Solving Abilities: Include instances where you've successfully solved problems in a fast-paced environment. This will show your capacity for decision-making and your proactive approach to challenges.

How to prepare for a job interview at Bottomline

✨Showcase Your Customer Service Experience

Make sure to highlight your previous experience in customer service roles. Discuss specific examples where you successfully managed customer expectations and delivered exceptional service, as this is crucial for the On Boarding Coordinator position.

✨Demonstrate Problem-Solving Skills

Prepare to discuss situations where you faced challenges and how you resolved them. This role requires a capacity for problem-solving, so sharing relevant experiences will show that you can handle the fast-paced environment effectively.

✨Familiarize Yourself with Direct Debit Schemes

Since knowledge of the Direct Debit Scheme is essential, make sure you understand its processes and can discuss them confidently. This will demonstrate your readiness for the role and your ability to support clients during implementation.

✨Practice Effective Communication

As the primary contact for customers, strong verbal and written communication skills are vital. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you would manage stakeholder communications throughout a project.

Customer On Boarding Coordinator
Bottomline
B
  • Customer On Boarding Coordinator

    Theale
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-03-10

  • B

    Bottomline

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