2 of 2 Client Onboarding Jobs in Runcorn

Onboarding Coordinator to join the team. You will join a friendly and professional team reporting directly to the Head of the Client services and work closely and collaboratively with our field-based Business Development Team. The role: Our committed Client Services team and experienced regional Business … process and on-boarding of new clients and the subsequent support. Data manipulation of both test and live patient imports Raise new client agreements and invoices. Build new clients on their own dedicated web-based portal. Undertake KYC checks via Creditsafe. Deal with all incoming simple switches ...

plan launch opportunities, whilst working alongside the wider field-based Business Development team. Key Responsibilities: Managing and nurturing a portfolio of approximately 150 client practices Supporting New Plan Launch (NPL) opportunities from inbound leads (no cold prospecting) Protecting and growing existing client relationships, with responsibility of own ARR. … meetings, with regular touchpoints throughout the year to maintain Practice specific plan objectives. Maintaining accurate CRM records and managing pipeline activity. Working closely with Client Services and Design teams to build practices on the portal and produce plan promotional materials. Following the Client Engagement Commitment (CEC) to identify ...