Onboarding Specialist – Limited Company Accountancy

We are an Accountancy firm and we are experiencing exciting growth. One of our core beliefs is that our clients get the very best service, advice, and support, so unlike many of our competitors, when it comes to providing that support, the best advice that can ever be provided is by our subject matter experts rather than a generic customer service team. If you want advice about your tax or limited company filing obligations, you want that to come from a specialist accountant. That is the commitment we make to our clients.

Are you looking to further your career by joining an exciting and vibrant growing business. Do you want to be part of a business where the customer experience is the number one focus? Do you want to join a team where your efforts are rewarded and appreciated, and you can progress your sales career?

If you can answer yes to ALL these questions read on…

We love doing a great job for our clients and going above-and-beyond is second nature to us.

We are looking for ambitious, committed professionals that have experience dealing with inbound and outbound calls to-and-from Limited Company clients and UK accounting knowledge.

As someone who has current or has had previous experience either in a New Business Welcome Team, On-boarding or Client Support type-role, your job will be to discuss a range of Limited Company solutions that best suit the client and have the ability to discuss the technical aspect of our service.

You will manage the onboarding process for new clients. You will have the support of a very experienced team including a Practice Manager, Team Leader, Head of Sales, Onboarding team and accountants.

If you have worked in either a customer support or sales role within Limited Company Accountancy, we want to hear from you about what you think you can bring to the team and to the role.

Who are we looking for?

Someone with a great attitude towards delivering a great service and be a real team player
Confident in both outbound and inbound calls
Minimum 2 year’s accountancy experience is essential
Sales experience is desirable
Good organisational skills and attention to detail are a must

What’s on offer?

Competitive pay
Job Type: Full-time


Application question(s):

Do you have any Accounting or technical knowledge of Limited Companies?

Experience:

Sales: 2 years (preferred)
Accountancy: 1 year (preferred)

As this is a UK client facing role, availability during UK business hours is required. We anticipate this can be fulfilled by 3pm to 10pm local time, which is 8am to 3pm in the UK. Administrative duties can be undertaken outside of UK business hours and will count towards hours worked.

Please note, we are looking for exceptional candidates only.
-You must have excellent English.
-You must be comfortable in selling to and closing warm leads.
-You must be able to sell and exception handle a technical product.
-You must be smart, a fast learner have a positive attitude.
-You must be an awesome communicator, to integrate yourself in to the team and build relationships.
-You must have a very strong work ethic to achieve this.

If you think you are not quite there yet in any of these areas, we thank you for your interest and wish you well with your job search. You are going to be competing with local applicants who may have direct industry experience and are available in person.

If you think you do meet ALL these criteria, we'd love to see your application.
The successful candidate has a great opportunity to establish themselves and thrive for an ongoing role in a growing business with a supportive business.