Onboarding Consultant
Skills
Analytical SkillsBuild Strong RelationshipsEnglishJugglingNegotiationOnboardingPayroll Administration
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience delivering great customer service with strong problem solving skills and a focus on improving processes
- Confidence managing multiple priorities and keeping projects on track both independently and as part of a team
- Comfortable working with data including Microsoft Excel with experience importing or adjusting data in systems
- An interest in payroll or financial software with knowledge of payroll processes or legislation and experience in customer facing roles
Nice to have
- Calm
- Organised
- Relationship builder
- Customer focused
- Process minded
Day to day
- Onboard new customers using the FlightPath approach, managing projects from start to finish and building strong relationships
- Deliver clear engaging training sessions and create simple guidance such as videos and written documents to help customers use the system with confidence
- Support customers with live payroll runs by checking results together and resolving differences to reach the right outcome
- Manage key setup tasks including BACS setup test payments and HMRC authorisation