Onboarding Analyst facilitating customer training and support for ClearBank's services. Collaborating with teams to enhance customer onboarding experience and ensure satisfaction.
Responsibilities
Conducting one-on-one training sessions tailored to the specific needs of each customer
Providing customers with all necessary resources, including documentation, tutorials, and support contacts
Providing ongoing support to new customers throughout the onboarding journey, addressing any questions or concerns they may have
Working closely with the sales, customer support, and product teams to ensure a smooth transition for new customers
Track and report on key performance indicators (KPIs) related to customer onboarding and satisfaction
Identifying and helping to deliver efficiencies and process improvements.
Requirements
Demonstrate ability to maintain high levels of accuracy
Previous experience in customer onboarding, customer success, or a similar role
A good understanding of Payments and Clearing rules, including Multi-Currency and digital assets.
Excellent verbal and written communication skills with the ability to convey complex information in a clear and concise manner
Strong analytical, organisational and interpersonal skills
Ability to prioritise and work on multiple items concurrently
Delivery focused and highly self-motivated with a can-do attitude
Benefits
We're flexible – We support a culture of flexibility which allows our employees to achieve a strong work-life balance.
Offices – Work in a way that works for you – whether that’s in the London office, at home, or hybrid.
Holiday – 27 days of annual leave per year, plus bank holidays.
Holiday buy/sell - Buy or sell up to five days of annual leave each year and shape your year around what matters most.
Work abroad – You have the flexibility to work outside of the UK for up to 30 days in a rolling 12-month period.
Socials – Regular social events open to all.
Holiday swap – Option to swap your bank holidays to any other day of your choice.
Wellbeing – 24/7 employee assistance programme including mental health support, life assurance and income protection.
Bigger than ClearBank – Take a couple of days per year to do something that matters to you.
Healthy living – Private healthcare and discounted dental cover, with employee perks and discounts.
Family – Enhanced family-friendly leave.
Personal development – We offer personal development budgets, opportunities to take part in role-related training and unlimited LinkedIn Learning.
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