About the role

  • 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.

Job title

Client Onboarding Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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