Client Onboarding Expert

2 weeks ago


Melbourne, Victoria, Australia beBeeOnboarding Full time $110,000 - $140,000
Client Onboarding Expert

We are seeking a highly skilled and experienced professional to lead our client onboarding process.

Key Responsibilities:
  • Lead, direct, and govern the client onboarding process, ensuring alignment with overall business objectives and enhancing customer satisfaction.
  • Act as the primary liaison between clients, internal teams, and external partners, facilitating effective communication and collaboration.
  • Continuously assess and improve onboarding processes, driving efficiency and compliance with industry standards and regulations.
  • Monitor and ensure the team meets key performance indicators (KPIs) and metrics, and implement initiatives for continuous improvement.
  • Provide regular reports and insights to senior management on progress and areas for improvement.
  • Lead complex client onboarding projects, including those with stakeholders outside of country, ensuring successful integration.
Key Accountabilities:
  • Ensure high levels of client satisfaction with all onboarding processes.
  • Avoid client service failures during the onboarding process.
  • Ensure team members are well-trained and understand client requirements and expectations.
  • Meet or exceed agreed client onboarding KPIs and milestones.
  • Contribute to client retention.

To be successful, you will need to demonstrate strong leadership skills, effective communication, and a positive mindset.

What We Offer:

A dynamic work environment, opportunities for growth and development, and a competitive compensation package.


  • Client Onboarding Lead

    10 hours ago


    Melbourne, Victoria, Australia Qed Legal Llp Full time

    Client Onboarding LeadHertfordshireWe're currently working with a fabulous leading regional law firm in Hertfordshire, currently looking to add to their growing compliance function.Now looking for someone to move into a supervisory role managing a small team, ensuring stellar client service and regulatory standards.The roleSupervise and mentor New Business...


  • Melbourne, Victoria, Australia QED Legal LLP Full time

    Client Onboarding LeadHertfordshireWe're currently working with a fabulous leading regional law firm in Hertfordshire, currently looking to add to their growing compliance function. Now looking for someone to move into a supervisory role managing a small team, ensuring stellar client service and regulatory standards.The roleSupervise and mentor New Business...


  • Melbourne, Victoria, Australia beBeeCompliance Full time $90,000 - $120,000

    Job Title: Compliance ManagerWe are seeking a Compliance Manager to oversee client onboarding across property and private client matters. This role involves supervising and mentoring New Business Assistants, monitoring workflow and performance to meet service level agreements (SLAs) and deadlines.ResponsibilitiesSupervise and mentor junior team...


  • Melbourne, Victoria, Australia beBeeInsurance Full time $40,000 - $80,000

    Business Development Associate - Insurance SupportThe role involves assisting in onboarding new clients by collecting and verifying their documentation. This includes providing support to the business development team in preparing customized insurance proposals and quotations.Maintaining accurate records of client interactions and proposal submissions is...


  • Melbourne, Victoria, Australia beBeeData Full time $80,000 - $125,000

    Employee Data Excellence SpecialistKey responsibilities include ensuring accurate and efficient onboarding processes for new employees.Monitor daily data reports to identify discrepancies across HR, Payroll, and Time & Attendance Systems.Correct data issues quickly and accurately.Partner with Managers, People & Experience teams, and Payroll for seamless...


  • Melbourne, Victoria, Australia Momence Full time

    About MomenceMomence is a next-gen booking and communications platform for experience-based businesses, such as yoga and pilates studios, gyms, dance schools, salons and spas, golf facilities, swim schools, etc. We help thousands of businesses with scheduling and payments, communication, and automation of their business backend. We also have a...


  • Melbourne, Victoria, Australia beBeeIntake Full time

    Job Description">Our organization is seeking a highly skilled Intake Coordinator to join our team. In this role, you will be responsible for the administration of new clients and maintaining maximum occupancy rates for various funding streams.You will manage referrals via multiple channels, accurately and efficiently complete data entry using our Client...


  • Melbourne, Victoria, Australia beBeeCustomerSuccess Full time $90,000 - $120,000

    Senior Client Success ManagerWe are seeking a skilled professional to excel as a Senior Client Success Manager in Melbourne. This is an exciting opportunity for someone with extensive experience in customer success or account management within the wholesale and retail industries.Drive customer retention, product adoption, and engagement through data-driven...


  • Melbourne, Victoria, Australia beBeeOnboarding Full time $104,000 - $124,000

    Expert Onboarding SpecialistWe are seeking a detail-oriented specialist to join our team. In this customer-facing role, you will manage the migration and onboarding process for studios and businesses transitioning from other platforms.About Our PlatformWe provide a next-gen booking and communications platform for experience-based businesses. We help...


  • Melbourne, Victoria, Australia Resolve Finance Full time

    Join to apply for the Onboarding Coordinator role at Resolve FinanceJoin to apply for the Onboarding Coordinator role at Resolve FinanceAn exciting chance to join our operations team awaits, in a role pivotal to driving the growth and success of our national broker network. You'll take ownership of onboarding new brokers and franchisees, delivering a...