We are seeking a dedicated Client Onboarding & Sales Support Executive to join our team. This office-based role in Northampton is critical for facilitating a smooth and successful client transition to live operations. You will provide essential administrative, pricing, operational, and analytical support to our sales department, ensuring efficient sales processes and nurturing strong client relationships.
About the Role:Your primary objective will be to ensure clients achieve a successful "go live" status with a high standard of onboarding. This involves close collaboration with sales teams, the meticulous preparation of crucial documentation such as pricing proposals and contracts, and effective management of client interactions to guarantee satisfaction and maintain accurate records.
Key Responsibilities:- Oversee client onboarding processes to achieve successful "go live" status.
- Support sales teams by preparing pricing letters, contracts, and onboarding applications.
- Collect Know Your Customer (KYC) documentation and maintain CRM databases and reports.
- Manage direct communications with key clients.
- Liaise with internal departments, including operations, legal, and compliance, to ensure seamless sales execution.
- Analyze sales data to identify trends and inform strategic decision-making.
- Demonstrated knowledge of the payments industry.
- Proven ability to deliver exceptional service in technical or operational settings.
- Previous experience in payments or customer support roles.
- Familiarity with payment products (Acceptance/Gateway).
- Client-facing experience.
- Excellent communication and presentation skills.
- Proficiency in Microsoft Office Suite.
We are committed to fostering a diverse, inclusive, and engaged culture. If you are a detail-oriented professional with a passion for client success, we encourage you to apply.
Pareto is committed to promoting equality, diversity and inclusion. We encourage and welcome applications from all, irrespective of background or circumstance. Our consultants are happy to discuss any adjustments you require in support of your application.
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