Client Onboarding Specialist (UK Market)
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Client Onboarding Specialist (UK Market) at Homey: Colombo, Шрі-Ланка; На місці; Повна зайнятість. JobGrid adds normalized role facts, source context, and a path to the employer application page so candidates can compare the listing before applying.
- Location and workplace: Colombo, Шрі-Ланка, На місці
- Role classification: Повна зайнятість
- Source freshness: checked by JobGrid on 2026-05-28.
- Application path: candidates continue to the employer application page with non-personal referral tags.
We are looking for a communicative, detail-oriented, and tech-savvy Client Onboarding Specialist to join our team. In this role, you will be the face of our company for new UK-based clients, guiding them seamlessly through their initial setup. Your primary mission is to help clients navigate our proprietary Homey system, assist them in completing necessary documentation, and ensure a smooth, welcoming transition until their case file is officially fully onboarded.
If you have a knack for clear communication, love helping people master new software, and thrive in a customer-centric environment, we want to hear from you!
Key Responsibilities
- System Guiding: Act as the primary guide for clients, walking them step-by-step through our Homey system to ensure they understand how to use it effectively.
- Documentation Support: Assist clients with gathering, understanding, and filling out all initial onboarding forms and documentation accurately.
- End-to-End Case Management: Own the onboarding journey from the moment a client signs up until their case file has 100% completed onboarding and ready for the next stage.
- Relationship Building: Build trust and rapport with UK clients by providing empathetic, patient, and proactive support.
- Problem Solving: Address client queries, troubleshoot minor technical hurdles within the Homey system, and escalate complex issues when necessary