Head of Client Onboarding

Head of Client Onboarding

Manchester Full-Time 47500 £ / year No home office possible
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At a Glance

  • Tasks: Lead the onboarding team to ensure clients are activated and engaged effectively.
  • Company: Join an award-winning HR software provider serving over 50,000 clients globally.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
  • Why this job: Be at the forefront of client engagement and transformation in a fast-paced industry.
  • Qualifications: Prior management experience in a service-driven environment is essential.
  • Other info: Ideal for innovative leaders passionate about enhancing client experiences.

Head of Onboarding and Activation Portfolio are proud to be exclusively representing our award-wining, HR Software provider based in the heart of Manchester, providing people solutions to over 50,000 clients worldwide. Our client is searching for a Head of Onboarding and Activation department to join their growing business and to support the department in driving customer activation and engagement strategy. We are looking for an experienced, innovative and driven Customer Service Leader to join our growing client. The team are required to onboard new clients and be the first point of contact with their clients within the first 30 days of becoming a client. They offer support, join demo's with clients and help them navigate the software offering. We are looking for someone with prior management experience, ideally from a Professional Services or Shared Services, high volume background. The Head of Onboarding will work closely with senior leadership in order to improve operational execution and client engagement. This person must be confident in project managing large scale transformation projects and it would be beneficial if they had experience managing multiple products at one time. The Head of Onboarding and Activiation will be responsible for: Manage, monitor, and review the core metrics linked to client on-boarding, service implementation, service follow up, client adoption and engagement, client dissatisfaction and cancellation requests to ensure a positive experience for all clients across the service offerings Identify non-usage and implement effective processes to increase usage Liaise with Sales and Service teams on any client issues and support in online reputation Review the client on-boarding journey and propose and implement changes which support rapid growth and allow scale without compromising quality Monitor and review early indications of client dissatisfaction and buyer's remorse to improve and enhance the service in an efficient way Support the management of the Client Experience, Customer Care and Retention, working closely with the Service Leadership and wider Global Leadership team Improve the quality of the initial post-sale interactions across multiple channels including digital journeys, email and human touchpoints Significantly increase client activation MoM and YoY, with a focus on revisiting clients who have never activated their account to drive a 10% increase in the first 6 months Provide support and coaching on a daily basis Produce daily, weekly and monthly reports for Senior Directors To be considered for this opportunity: A passion for work with clients in a service driven industry Excellent communication skills A "can-do" attitude with the ability to support, drive and motivate your team to achieve their best potential and performance overall Strong Organisation and time management skills Excellent people management skills Ability to work in a fast-paced environment with a solutions-based approach A dynamic and flexible approach, as well as the ability to work under pressure Excellent interpersonal skills Excellent technical knowledge and customer service skills Ability to provide constructive feedback where required Excellent service issue / complaint resolution skills Contribution to business growth and service improvements 48972BG INDMANS

Head of Client Onboarding employer: The Portfolio Group

Join our award-winning HR software provider in the vibrant heart of Manchester, where innovation meets a supportive work culture. We prioritize employee growth through continuous training and development opportunities, ensuring you thrive in your role as Head of Client Onboarding. With a focus on collaboration and client success, you'll be part of a dynamic team dedicated to delivering exceptional service to over 50,000 clients worldwide.
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Contact Detail:

The Portfolio Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Client Onboarding

✨Tip Number 1

Familiarize yourself with the latest trends in client onboarding and activation strategies. Understanding what successful companies are doing can give you an edge in discussions during interviews.

✨Tip Number 2

Network with professionals in the HR software industry, especially those who have experience in onboarding roles. They can provide insights and potentially refer you to opportunities within their organizations.

✨Tip Number 3

Prepare to discuss specific examples of how you've improved client engagement and satisfaction in previous roles. Highlighting your achievements will demonstrate your capability to drive results in this position.

✨Tip Number 4

Research the company’s current onboarding processes and think about innovative ideas you could bring to the table. Showing that you’ve done your homework will impress the hiring team and set you apart from other candidates.

We think you need these skills to ace Head of Client Onboarding

Customer Service Leadership
Project Management
Client Onboarding Expertise
Operational Execution
Data Analysis and Reporting
Process Improvement
Team Motivation and Coaching
Excellent Communication Skills
Interpersonal Skills
Time Management
Problem-Solving Skills
Adaptability in Fast-Paced Environments
Technical Knowledge of HR Software
Complaint Resolution Skills
Strategic Thinking

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and customer service leadership. Use specific examples that demonstrate your ability to manage teams and improve client engagement.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your innovative approach to onboarding. Mention how your previous experiences align with the responsibilities outlined in the job description.

Highlight Key Skills: Emphasize your strong organizational, time management, and people management skills. Provide examples of how you've successfully led teams in fast-paced environments and resolved client issues effectively.

Showcase Project Management Experience: Detail any experience you have with managing large-scale transformation projects. Highlight your ability to oversee multiple products and ensure a positive client onboarding experience.

How to prepare for a job interview at The Portfolio Group

✨Showcase Your Leadership Experience

Make sure to highlight your previous management roles and how you've successfully led teams in high-volume environments. Share specific examples of how you motivated your team and improved client engagement.

✨Demonstrate Your Client-Centric Approach

Prepare to discuss your passion for client service and how you've implemented strategies to enhance the client onboarding experience. Be ready to share metrics or success stories that illustrate your impact on client satisfaction.

✨Be Ready to Discuss Process Improvements

Think about past experiences where you've identified inefficiencies in onboarding processes and how you addressed them. Show that you can think critically and propose actionable solutions to improve client activation and retention.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills, especially regarding client dissatisfaction or complaints. Practice articulating your thought process and the steps you would take to resolve such issues effectively.

Head of Client Onboarding
The Portfolio Group
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