Vacancy Name
Client Onboarding Specialist
Created Date
4/16/2026 3:50 PM
Description
Client Onboarding will be the first point of contact for new leads and are responsible for the onboarding journey of our client’s suppliers. The team aims to build a relationship with clients and their suppliers through phone calls and emails, gaining trust, explaining the benefits and reasons for the registration, and closing the sale.
Key Responsibilities
REVENUE
Generate new revenue through engaging with supplier lists provided by new clients
Retain revenue by proactively contacting suppliers whose annual subscription is due for renewal
Assist suppliers with auto-renewal issues, such as card declining or card changes
Lead generation through clients who did not register during their initial invitation process or during their renewal process
Manage and maintain sales pipeline by tracking sales opportunities through the sales cycle and identifying and resolving potential roadblocks
Analyzing sales performance metrics to deliver monthly / quarterly sales quotas and providing insights to management
RETENTION
Build rapport with suppliers, becoming their trusted point of contact
Maintain optimum customer satisfaction and experience
Advise suppliers on the purpose of the registration and key benefits this can provide their company 1. Know yourself 2. Market Differentiator 3. Streamlined Process 4. Client Retention
DATA QUALITY
Maintain and update CRM system with customer information, contact log, pipeline stage, and notes
Maintain accurate notes and comments from each supplier interaction
TEAM WORKING
Working as part of a team in collaborating with others to achieve goals, utilizing individual skills and perspectives to contribute to a collective effort.
Taking part in brainstorming and problem-solving and willingness to divide tasks and supporting each other's efforts.
Effective teamwork built on clear communication, mutual respect, and a willingness to adapt and cooperate.
Attend team meetings to discuss issues, suggestions, and improvements relating to the running of the inside sales team
Take part in team huddles to review trends and set objectives
Work within a framework of corporate standards and policies
Take part in training sessions to learn new skills, undergo coaching with experienced agents, and participate in group workshops
KEY PERFORMANCE INDICATORS
Monthly Sales Goals
New business conversion rate
Renewal business conversion rate
Daily calls and supplier contacts
Qualifications
QUALIFICATIONS
No mandatory qualifications required
Person Specification
DRIVE & MOTIVATION
Addresses multiple demands without losing focus or energy
Increases efforts in the face of difficulties or obstacles and recovers quickly after setbacks
Remains calm and focused during stressful or challenging situations; concentrates only things they can control or influence
Encourages others during challenging times with their positive, can-do attitude
INFLUENCING
Successfully employs more than one influencing strategy or tactic when trying to persuade others
Effectively employs bold, unusual, or dramatic steps to persuade and convince others
Rehearses or role-plays conversations or presentations to get feedback on their intended approach
Anticipates the effect of their approach on others
CUSTOMER FOCUS
Uses communication styles that are appropriate to the needs and interests of customers and stakeholders
Proactively identifies repeated problems or barriers to customer service and takes steps to resolve these
Asks questions to gain a clear understanding of customer’s problems or complaints
Keeps customers informed of progress
ACHIEVING RESULTS
Plans and structures own work in order to achieve agreed objectives
Strives to deliver within agreed deadlines
Thinks carefully about how to make the best use of their time
Balances quality standards with the need to meet deadlines
SUPPORTING COLLEAGUES
Treats others with respect, fairness, and consistency
Makes time available to help others when asked
Uses their skills and knowledge to make things easier for others
Thinks about the impact of their own work and performance on others in the team
Collaborate with a diverse group of team members across different countries and time zones as needed
Effective teamwork built on clear communication, mutual respect, and a willingness to adapt and cooperate
KNOWLEDGE & SKILLS
Excellent communication skills to articulate product benefits clearly and persuasively over the phone and email
Strong listening skills demonstrated by actively listening to customer needs and concerns
Demonstrate a sales acumen by understanding the sales process, objective handling techniques and closing strategies
Time management skills to effectively manage a high volume of leads and calls
Ability to handle rejection and stay motivated in a fast-paced environment
Working knowledge of MS Office applications
Sector knowledge is desirable
EXPERIENCE
Previous experience in a quota based Inside Sales or Customer Service role and demonstration of exceeding sales objectives
Customer focus experience in a high-paced environment
Previous experience in a collaborative team environmentWe welcome applications from people of all backgrounds. We foster a diverse and inclusive culture that empowers staff to grow and maximise their skills in an environment free from all forms of inequality.
Our benefits packages vary from country to country dependant but we aim to provide flexible and competitive benefits that support individual financial, physical health and mental wellbeing. Some examples include:
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Pension or retirement benefits
- Health insurance cover
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Paid Annual Leave / PTO
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Charity / Volunteering Day
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Family friendly policies
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Flexible working practices (dependent upon role and location)
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Health & Wellbeing initiatives
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