Client Onboarding Coordinator

Company Overview

Voly is a fast\-growing, industry\-leading SaaS business based in the Greater Manchester area of Cheadle Hulme, with offices in Barcelona and Guernsey.

We provide unique online software for managing the finances of yachts and businesses within the music industry. As a multi\-asset technology business, Voly has gone from strength to strength, winning a number of awards and prestigious clients, some of whom are the largest yacht management and music management companies in the industry.

Voly’s software also incorporates a multi\-currency foreign exchange (FX) solution. In addition, Pinpoint Works, a specialist software business, provides a simple, effective work list and project management solution for yachting.

Continual investment in new technology, like our app, integrated prepaid card, FX/payment systems, and our project integration, enables Voly to provide a superior software solution. Voly has also recently added an HR and payroll solution and workrest platform to our extensive suite of products to further support our client's needs.

Voly is proactive about building a unique company culture. We do this by creating a dynamic workplace, forging strong professional relationships with a focus on innovation and business excellence.

If you’re a passionate and driven person who thrives on challenge, you’re who we’re looking for to join our team.

Company Website: https://www.voly.com

Role
This is a crucial role within Voly as the implementation phase of a client’s journey will have a huge impact on their experience; it is essential to client satisfaction and long\-term relationships. Each client onboarding is a mini project and needs a proactive client\-centric attitude. Our clients’ first impression of Voly is you, and as such, we expect a high level of service and passion to make this journey a sleek and efficient experience.

You will report to the Head of Implementation \& Training and work alongside each of the operations, finance and sales teams to successfully manage each phase of the onboarding process for both new and existing clients, across our entire product suite, to ensure all aspects are completed within the agreed SLAs before handing them to their Account Managers.

Responsibilities

On a daily basis you will:

• Project manage client onboardings for all of Voly Group’s products (Voly Financial, Voly APA, Pinpoint Works, Workrest/VCS)


• Have an in\-depth understanding of the yachting industry as well as Voly’s products, how they are implemented and how they work


• Use our dedicated HubSpot pipelines to track progress of each onboarding, adding notes when needed, updating properties etc. The accuracy of our onboarding records is crucial to our process.


• Regularly undertake reviews of all active onboardings to ensure that clients are chased for outstanding information and that all internal stakeholders are completing their parts of the process


• Identify and prioritise ‘Tier 1’ onboardings (those which are for our most important clients)


• Work closely with internal stakeholders in other departments who are involved in the clients’ onboarding journeys (sales, client relations, applications, treasury).


• Regularly keep clients updated by email, phone and WhatsApp as well as responding to clients’ queries


• Lead intro calls with clients and other internal stakeholders to understand a client’s needs


• Create client accounts within Voly Group’s platforms with a high level of accuracy


• Identify cross\-sale opportunities and pass these on to our sales team


• Be responsible for the sign\-off (completion stage) of onboarding – providing notes that will help the account manager maintain the account going forward, ensuring that the record is accurately stored in HubSpot etc.


• Adherence to all ISO 27001 requirements

• Excellent verbal and written communication skills


• IT literate – Outlook, Excel, Word


• Attention to detail


• Excellent organisational skills


• Proactive approach to all aspects of the role


• Ability to prioritise workload


• Ability to successfully manage projects from start to finish


• Ability to work within agreed SLAs

Pay: £30,000\.00\-£31,000\.00 per year

Benefits:

• Company pension


• Cycle to work scheme


• Enhanced maternity leave


• Enhanced paternity leave


• Health \& wellbeing programme


• On\-site gym


• Paid volunteer time


• Private medical insurance


• Sick pay

• United Kingdom (required)

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