Client Onboarding & Project Manager

Overview

What we do. Electric Car Leasing

Why we do it. Greener. Fairer. Future.

As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end implementation and onboarding experience for new clients. Acting as a subject matter expert on our customers and systems, you will play a critical role in deploying and configuring new ways of working, systems, and process solutions in partnership with multiple departments to support implementation of scheme set ups, as well as the client-facing launch.

Reporting into the Client Onboarding Manager, you’ll be the primary post-sale contact, establishing a deep understanding of client requirements and supporting the Onboarding Team, Business Development and Account Management Teams on best practices.

• Lead new clients through the technical and client-facing onboarding process in partnership with Business Development and Account Management.
• Project manage onboarding for a range of customers, including Enterprise accounts, ensuring clear communication of milestones to all stakeholders.
• Support Business Development with client pitches, tenders, and proposal documentation as required.
• Collaborate cross-functionally with Sales, Account Management, Product, and Engineering to improve the onboarding experience and streamline implementation processes.
• Ensure timely, accurate, and precise configuration updates to customer schemes throughout their lifecycle.
• Develop productive and trusted relationships with internal teams, and establish yourself as a point of contact for all things Client Onboarding.
• Collect, analyse, and present implementation data to measure success and inform continuous improvement.

• 5+ years of experience in Client Onboarding, Account Management or a related area, leading early-stage client projects.
• Strong attention to detail and analytical thinking.
• Confident presenter, with the ability to think on your feet in client-facing situations.
• Ability to handle and analyse large data sets, visualising them in a clear way for interpretation.
• Proactive in analysing data and trends, and identifying changes to present back to the team.
• Excellent communication skills, with the maturity, gravitas and ability to engage and influence senior stakeholders internally and externally.
• Able to problem solve and operate independently, taking proactive responsibility for the performance of your launches and implementation projects.
• A start-up / entrepreneurial mindset, being able to adjust to change and keep up with a fast-moving business.

• Experience of working with Enterprise accounts
• Project Management Qualification (e.g., Prince2)
• Familiarity with CRM software such as Pipedrive and data-analytics software such as Databricks
• An interest in sustainability, and a desire to accelerate the transition to electric vehicles.
• Knowledge of employee benefits, EVs or leasing would be great but not crucial.

• We offer salary discussions on request; recruiters can discuss appropriate compensation to match experience. We aim to find the right fit rather than disclose a fixed salary.
• Octopus Energy Group offers a unique culture with autonomy and co-ownership on impactful projects. Perks are provided through the perks hub and include employee benefits.

The electric revolution has arrived - and from 2035 you’ll no longer be able to buy a new petrol or diesel car in the UK.

We’re building a whole new way for drivers to join the electric charge and not only learn about and shop for their EV online, but experience a 'lease for life' through an industry changing customer experience. This is the chance to join one of the UK’s most exciting start-ups – making it easy for individuals and businesses to go electric by getting their car, charger and energy all in one cracking deal.

Octopus Electric Vehicles launched in 2018 to make it seamless to switch to cleaner, greener driving. Our mission is to drive sustainable change, decarbonise the planet and provide our customers with fair pricing and a fantastic experience.

We re an Octopus Energy company—an innovative new energy supplier. We are part of the Octopus Energy Group, which seeks to…