4 of 4 Client Onboarding Jobs in Worcestershire

Major accounts with service-related tasks, such as escalations and queries Be accountable for direct customer communications, both verbal and written Support the onboarding of new customers and engage with the Customer and Services Transition Manager to ensure seamless transition into BAU services Support service ...

will lead and develop the teams responsible for getting new customers live on the company’s software platforms. You will oversee the full customer onboarding journey, from implementation and data migration through to project delivery, training alignment, governance and continuous improvement. This role would suit someone with … Responsibilities Lead the implementation function across implementation, data migration, programme management and project management. Own the strategy, standards and delivery framework for customer onboarding and implementation. Ensure customer projects are delivered on time, within budget and to agreed quality standards. Improve and standardise delivery methodologies, tools, templates ...

customer accounting platforms (Xero, Sage, QuickBooks and similar) Design and maintain Power Automate workflows to deliver in-time and monthly reporting packs Create granular client-facing dashboards covering job cost, margin, WIP, and invoicing performance Own XMP's internal management accounts, cash flow forecasting, and financial reporting … Work with the product team to translate customer reporting needs into platform improvements Support data mapping, finance configuration, and integration scoping for new customer onboarding Required Skills and Experience Solid working knowledge of Power BI, including data modelling, DAX, and report building Hands-on experience with Power Automate ...

client is a leading supplier of bespoke vehicle tracking and telematics systems to a growing number of fleet operators throughout the UK and Staffbase have been appointed to recruit for the position of Technical Support Advisor Basic salary £35K- £40K Negotiable + Bonus + Benefits The Technical Support Advisor … Tickets" and liaise/escalate to other departments as required. Assist with the remote commissioning of newly installed vehicle telematic software Deliver remote onboarding training for new customers Issue new user profiles and ensure asset register is accuratley maintained up to date Investigate, communicate and resolve online software ...