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For Companies At a Glance
- Tasks: Design and build digital forms to streamline customer onboarding and enhance user experience.
- Company: Join Fieldmotion, a leading job management software platform with a focus on innovation.
- Benefits: Enjoy 30 days annual leave, a pension scheme, and a commission structure.
- Why this job: Make a real impact by transforming customer processes into efficient digital solutions.
- Qualifications: Customer service experience and proficiency in Microsoft Office; HTML knowledge is a plus.
- Other info: Dynamic team environment with opportunities for growth and development.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Head of Customer Service & Onboarding | Expert in Seamless Software Implementation Processes & Exceptional Client Support
Fieldmotion is a job management software platform. We work with companies across multiple industries including but not limited to Fire & Security, HVAC, Pest Control, Waste and Landscaping. Fieldmotion’s job management system needs altered and adapted to suit individual customer processes and workflows. The successful applicant would need to consult with customers, make suggestions and provide best practice guidelines for customers to be successfully onboarded. As a Workflow and Forms Administrator at Fieldmotion, you are an essential part of our onboarding/customer service team dedicated to understanding our customers unique requirements for their account paperwork and setup. Fieldmotion\\\’s mission is to provide cutting-edge field service management solutions, and your role is crucial in achieving this goal. You will work closely with the sales, customer service teammates and the development team to understand the customer’s requirements and translate them into well-structured and user-friendly digital forms. Leveraging Fieldmotion\\\’s form-building tools, you\\\’ll create dynamic forms that adapt to various scenarios and capture data efficiently, whether offline or online. Your attention to detail and commitment to quality ensure that the forms you build are functional and compliant with industry standards and regulations. You\\\’ll continuously refine and optimise forms based on feedback and evolving business needs, delivering exceptional user experiences.\”
Responsibilities
- Gather and analyse customer forms (e.g. job sheets, checklists, reports) to ensure accurate digital replication.
- Review and consult with customers on their existing processes, workflows, and documentation needs.
- Design, build, and configure digital forms within the Fieldmotion platform, including conditions, visibility rules, and workflow logic.
- Conduct regular calls and meetings with customers to verify and refine form flows, ensuring they align with operational requirements.
- Collaborate with internal teams (Sales, Data, Training, Development, and Account Management) to deliver seamless onboarding and support.
- Delegate and oversee form-building tasks across the wider team, ensuring consistency and quality of builds.
- Translate customer requirements into structured digital solutions that improve efficiency and accuracy.
- Apply knowledge of HTML to enhance form functionality and address customisation requests.
- Maintain detailed documentation of customer workflows and implemented solutions.
- Provide feedback and recommendations to improve form-building processes and platform functionality.
Qualifications
- 1+ years’ experience in dealing with customers in a customer service / consultation environment. Form building experience is not essential but preferred.
- Proficient in Microsoft Office Packages (Excel, Word, PowerPoint)
- Minimum education level A-Level to include GCSE Maths and English at A – C/equivalent.
- 1+ years’ experience working as part of an office-based team
- HTML experience
- 1+ years’ previous customer consultation role
- Excellent attention to detail, organised and task focused at all levels in both oral and written communications.
- Prosper in a fast-paced, task focused environment with the ability to work independently to tight deadlines
Benefits
- Commission structure
- Company pension scheme
- 30 days annual leave (inclusive of bank holidays)
- On-site parking
Seniorities
- Entry level
Employment type
- Full-time
Job function
- Information Technology
Industries
- Software Development
Locations
- Newry, Northern Ireland, United Kingdom
- Banbridge, Northern Ireland, United Kingdom
- Newry, Northern Ireland, United Kingdom
- Mayobridge, Northern Ireland, United Kingdom
- Dundalk, County Louth, Ireland
- Craigavon, Northern Ireland, United Kingdom
- Ballynahinch, Northern Ireland, United Kingdom
- Dundalk, County Louth, Ireland
Additional information
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Workflow and Forms Administrator employer: FIELDMOTION | Job Management Software
Contact Detail:
FIELDMOTION | Job Management Software Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Workflow and Forms Administrator
✨Tip Number 1
Get to know the company inside out! Research Fieldmotion's products and services, especially how they help different industries. This will not only impress during interviews but also help you tailor your conversations to show how you can add value.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews by practising common questions related to customer service and form building. Think about scenarios where you've solved problems or improved processes, as these will showcase your skills effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Fieldmotion team.
We think you need these skills to ace Workflow and Forms Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Workflow and Forms Administrator role. Highlight your experience in customer service and any relevant skills that align with the job description, like form building or consultation.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, be sure to demonstrate this in your application. Use clear formatting, check for typos, and ensure your documents are well-organised to reflect your commitment to quality.
Highlight Relevant Experience: If you've worked in a fast-paced environment or have experience with digital forms, make it known! Share specific examples of how you've successfully managed customer requirements or improved processes in previous roles.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at FIELDMOTION | Job Management Software
✨Know the Product Inside Out
Before your interview, take some time to familiarise yourself with Fieldmotion's job management software. Understand its features and how it benefits various industries. This will not only show your enthusiasm but also help you discuss how you can contribute to improving customer onboarding.
✨Prepare for Customer Scenarios
Think about potential customer scenarios you might encounter in the role. Be ready to discuss how you would gather and analyse customer forms or consult on their existing processes. This demonstrates your problem-solving skills and understanding of the customer service aspect of the position.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it was in form building or ensuring compliance, having specific instances ready will highlight your suitability for the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the challenges they face in onboarding, or how they measure success in form-building. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.