2 of 2 Permanent Client Onboarding Jobs in Colchester

range of prospecting activities. In addition to new business development, you will be responsible for maintaining and developing strong relationships with 45-50 existing client practices in your region. Key Responsibilities: New Business Development Manage inbound new business leads; qualify, scope, and convert high value opportunities with strong … simple systems and processes to support a smooth transition. Onboarding new clients (hands on): Collate setup information and liaise with Design and Client Services to build the practice on our portal and produce plan promo materials. Edit and collate templated letters (competitor switch/NHS conversion), coordinating ...

main point of contact Manage end-to-end onboarding of new clients, including training and implementation support Maintain accurate records of client interactions, trends, and performance in Zoho CRM Deliver structured Business Review Meetings, tracking performance, trends, and growth opportunities Set, monitor, and support growth targets, particularly … practices launching plans for the first time or seeking to expand their patient base Deliver client training, including: First-time dental plan launches 'Simple switch' transfers from competitor providers Refresher training for existing clients or new practice staff Supporting practices transitioning from NHS to private Ensure all client ...