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Client Onboarding Executive

  • Location:

    Castle Donington, Leicestershire

  • Sector:


  • Job type:


  • Salary:

    £24000 - £28000 per annum

  • Contact:


  • Contact email:

    [email protected]

  • Job ref:


  • Published:

    25 days ago

  • Expiry date:


  • Startdate:


Job Description

**Client Onboarding Executive**

Are you a confident communicator who is interested an exciting role with a forward thinking business? Look no further! We are supporting a leading business in the Innovation funding and R&D tax space as they look to add to their commercial team. This role is paying £24k-£28k dependant on experience.

As a Client Onboarding Executive you will be joining a fast-developing company and as such, you will have the opportunity to play a key part in the continued growth of the business.

You will manage incoming enquiries, understand the key requirements and opportunities for new and existing clients in relation to the business's service offering and convert these into commercial opportunities. You will also spot the opportunity to self-source potential new clients through a targeted approach, focusing on key client benefit.

The role is a mixture of client facing and virtual contact, the majority being virtual contact and requires the ability to communicate with a range of people from technical through to mid to senior management.

This is a great opportunity if you're looking for a chance to take a stimulating role working with clients and in collaboration with a team-based and consultancy environment.

Core Responsibilities

  • Manage incoming enquiries to the company through a number of methods, telephone, video conference, email and face to face
  • Establish the need of each client quickly and effectively and their eligibility to work with one of the company's services
  • Work in collaboration with the commercial team to ensure the on-boarding of new clients is seamless
  • Grow and maintain relationships with existing clients, identifying opportunities to support in all aspects of the company's offering
  • Work in collaboration to create and follow up on marketing campaigns
  • Attend face to face business and networking events when required

Qualifications, skills and experience

  • Strong communication skills both written and verbal
  • Ability to build strong relationships and rapport
  • Experience in a similar role supporting the on-boarding of new clients, sales opportunities, encouraging client cross sell and referral
  • Strong organisational skills including multi-tasking, prioritising, planning, and effective time management
  • Comfortable working in a close team
  • Creative thinker, independent worker, and a self-starter

Desired skills (not essential)

  • Experience in supporting innovative companies
  • Knowledge of Tax incentives in particular R&D Tax Relief
  • Knowledge of the funding landscape (Innovate UK & Horizon)

Company Benefits

  • Flexible working
  • 20 days holiday + bank holidays + Christmas shutdown + 1 day per year after 2 years service, up to 25 days
  • Pension
  • Generous company bonus scheme
  • Private medical insurance
  • Life cover
  • Well-being days
  • Regular social events

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