Onboarding & Customer Success Specialist

Methodfi; Greater London; Hybrid; GBP 35,000 - GBP 45,000; Full time

Job summary

A leading fintech company in Greater London is looking for an Onboarding Analyst to ensure new customers have a seamless onboarding experience. The role involves conducting personalized training sessions, providing necessary resources, and tracking customer satisfaction metrics. Ideal candidates will have experience in customer onboarding, excellent communication skills, and a strong understanding of payment systems. The position offers flexible work arrangements, a supportive culture, and various employee benefits.

Benefits

Flexible work environment

27 days of annual leave

Holiday buy/sell option

Work abroad flexibility

24/7 employee assistance program

Private healthcare

Personal development budget

Family-friendly leave

Qualifications

• Ability to maintain high levels of accuracy.
• Experience in customer onboarding or success roles.
• Knowledge of Payments and Clearing rules.
• Strong verbal and written communication skills.
• Analytical and organizational skills.
• Ability to prioritize tasks.
• Self-motivated and delivery focused.

Responsibilities

• Conduct one-on-one training tailored to customers' needs.
• Provide necessary resources and support to customers.
• Address customer queries throughout the onboarding process.
• Collaborate with sales and support teams for smooth transitions.
• Track KPIs related to onboarding and customer satisfaction.
• Deliver efficiencies and process improvements.

Skills

Accuracy

Customer onboarding experience

Understanding of Payments and Clearing

Verbal and written communication

Analytical skills

Organizational skills

Prioritization

Motivation and can-do attitude

Job description

A leading fintech company in Greater London is looking for an Onboarding Analyst to ensure new customers have a seamless onboarding experience. The role involves conducting personalized training sessions, providing necessary resources, and tracking customer satisfaction metrics. Ideal candidates will have experience in customer onboarding, excellent communication skills, and a strong understanding of payment systems. The position offers flexible work arrangements, a supportive culture, and various employee benefits.