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OnBoarding Representative
Job in
Saltaire, Shipley, West Yorkshire, RH13, England, UK
Listed on 2026-10-11
Listing for:
Switch2 Energy Limited
Full Time
position Listed on 2026-10-11
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
Business Context and Main Purpose of the Role
Onboarding Representatives are a key function of Customer Operations and act as a progressive step between project handover and routine operational procedures. The work of this team ensures that billing cycles are successfully established and processed, working with key stakeholders throughout the onboarding process to resolve issues and ensure a smooth transition to operations.
Key Result AreasThe primary Tasks of an Onboarding Representative are as follows.
- Complete checklists to ensure onboarding requirements have been provided.
- Accurate data base upload and administration of client information
- Handling and resolving client questions.
- Thoroughly checking quality of information provided vs. requirement for contract
- Working closely with the projects team
- Supporting their manager in the improvement and delivery of business KPI’s
- Handover to BAU Operations
- Stakeholder management, including timescales for delivery
- 1st class professional service and communication with clients
- Excellent communication skills, able to discuss and articulate complex information
- Problem solving and a strong level of attention to detail.
- Interpretation and a high degree of accuracy.
- Analytically minded.
- Confident and articulate communicator
- Comprehensive PC Skills including the familiarity of the Microsoft Office Package (Excel, Word, Outlook, SharePoint)
Educated to GCSE ‘A’ level standard or NVQ level 2 or 3 in customer service.
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