CORE BUSINESS HOURS: (10AM UNTIL 4PM)

Location: Homebased (Expected to attend any of our BSC Locations at least three days a month)
We are looking for a detail-oriented and customer-focused Client Success Onboarding Specialist to join our team.
The Client Onboarding Specialist’s responsibilities include collecting necessary documentation, inputting client information into our database, assisting clients with initial onboarding and providing new clients with training on how to sell our products effectively.
Our ideal candidate has excellent interpersonal skills, a knack for problem-solving, and the ability to multitask in a fast-paced environment.
Familiarity with CRM software and customer onboarding processes will be advantageous.
This role will require the ability to be flexible with your schedule as our clients are based all over the world!

JOB DESCRIPTION

Overview: The Client Success Onboarding Specialist will work as part of the wider Commercial and Client Success Team to ensure the agent onboarding process runs smoothly. The postholder will be the initial point of contact with our partner Agents, with a key focus on setting new partners up, delivering product training and ensuring new partners have everything they need to begin their journey with BSC. The post holder will also provide other administrative support to the Regional Account Directors as required.

DESIRED EXPERIENCE/SKILLS:

• Customer Service skills
• Minimum of 2 years prior experience within a Sales environment
• Knowledge of customer onboarding processes
• Previous experience in a multi stream business preferred
• Excellent communication and interpersonal skills
• Proficiency in CRM software and MS Office products
• Strong problem-solving abilities
• Ability to multitask and handle pressure in a fast-paced environment
• Detail-oriented with a customer-service approach
• Process improvement experience a distinct advantage

• Create and maintain a welcoming and positive onboarding experience that encourages long-term client success and retention
• Responsible for ensuring that new partner agent contracts are set up quickly, accurately and in line with the approved BSC policies
• Maintain up-to-date knowledge on all BSC products to provide accurate information to new partners
• Document all client interaction and onboarding activities for future reference
• Address any questions or issues promptly and professionally
• Maintain regular communication with new clients to ensure a smooth transition over the first 3-months
• Liaise with the Head of Partnership Marketing to ensure all marketing content provided is current and relevant
• Maintain good working relationships with both colleagues cross the business and suppliers, projecting a professional image of the Company at all times
• Ensure all new clients are efficiently handed over to the Regional Account teams after the onboarding period