We are looking for a communicative, detail-oriented, and tech-savvy Client Onboarding Specialist to join our team. In this role, you will be the face of our company for new UK-based clients, guiding them seamlessly through their initial setup. Your primary mission is to help clients navigate our proprietary Homey system, assist them in completing necessary documentation, and ensure a smooth, welcoming transition until their case file is officially fully onboarded.
If you have a knack for clear communication, love helping people master new software, and thrive in a customer-centric environment, we want to hear from you!
Key Responsibilities- System Guiding: Act as the primary guide for clients, walking them step-by-step through our Homey system to ensure they understand how to use it effectively.
- Documentation Support: Assist clients with gathering, understanding, and filling out all initial onboarding forms and documentation accurately.
- End-to-End Case Management: Own the onboarding journey from the moment a client signs up until their case file has 100% completed onboarding and ready for the next stage.
- Relationship Building: Build trust and rapport with UK clients by providing empathetic, patient, and proactive support.
- Problem Solving: Address client queries, troubleshoot minor technical hurdles within the Homey system, and escalate complex issues when necessary
Requirements
- Flawless English Skills: Exceptional verbal and written English communication skills are a must. You must be able to naturally comprehend British English nuances, idioms, and professional etiquette.
- UK Shift Capability: Ability to work standard UK business hours (GMT/BST).
- Tech Literacy: Comfortable learning and navigating new software systems (like our Homey platform) and guiding less tech-savvy users through them.
- High Attention to Detail: Ensuring forms and client data are accurately processed and complete.
- Experience: Previous experience in a Customer Success, Customer Support, or Account Management role is appreciated but not mandatory. We value attitude and communication skills above all!
Benefits
- A supportive, collaborative, and growth-oriented team environment.
- Comprehensive training on the Homey system and our internal documentation processes.
- Competitive salary and benefits package.
Think you’re the perfect fit? Apply today by sending over your resume and a brief cover letter highlighting why you’d be great at guiding our UK clients!
Skills Required
- Exceptional verbal and written communication skills in English
- Tech literacy with the ability to navigate new software
- High attention to detail for processing client data
- Ability to work UK business hours (GMT/BST)
- Previous experience in Customer Success or Account Management
What We Do
Homey is a user-centred platform that streamlines property transactions with centralised case management, automated quoting, and efficient client onboarding. We help agents, panel managers, and solicitors save time, enhance client relationships, and boost referral and conversion rates, providing a competitive edge with faster, simpler transactions. Book a free demo today via our website!
