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On Boarding Co-ordinator Direct Debit Specialist

UK, Theale (Reading)

Why Choose Bottomline?

Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

On Boarding Coordinator  

DEPARTMENT: BPS/PTX 

 

LOCATION: Theale or Home worker  

 

REPORTING TO: BPS Operations Manager 

 

 

JOB SUMMARY  

An On Boarding Coordinator is a customer’s primary contact at the point of set up for our Facilities Managed Service and other clients.  

They are responsible for ensuring that the customer implementation is completed effectively, within customer timescales. 

 

JOB RESPONSIBILITIES 

 

  • Management of Customer onboarding experience to successful delivery 
  • Effective management of resources to ensure high levels of utilisation 
  • Update and maintain information on all company databases and systems, including but not limited to billing, expenses, resource bookings and full project history 
  • Managing stakeholders’ expectations via phone, email, and project documentation 
  • Communicating with customers and defining project objectives throughout the project timeline and life cycle 
  • Coordinating tasks and bookings to ensure activities are completed in line with the project schedule  
  • Tracking customer projects and logging changes and updates using Salesforce 
  • Manage and prioritise multiple workloads 
  • Interact with financial and technical project stakeholders from junior to executive level 
  • Manage the bulk transfer process both into and out of Bottomline Payment Services 
  • Support Clients in the implementation of the API code. 
  • Confident running virtual meetings and calls 

 

 

 

Customers 

Delight our customers by: 

  • Providing a positive service that exceeds Customer expectation 
  • Supporting the department to achieve exceptional levels of Customer service by ensuring that processes and controls are maintain 

 

Teamwork 

 

Work together by: 

  • Ensuring the effective use of resources 
  • Establishing common processes, and share best practice 
  • Ensuring that issues are escalated in a timely manner 
  • Ensuring good levels of communication with other departments 

 

 

 

Innovate 

 

Innovating by: 

  • Sharing lessons learnt within the team and department 
  • Supporting the role out of new solutions  

 

 

SKILLS, KNOWLEDGE AND EXPERIENCE REQUIRED 

  • Experience in a Customer Services environment. 
  • Be capable and comfortable working in a fast paced environment 
  • Demonstrate a capacity for problem solving and decision making 
  • A team player but able to work on own initiative 
  • The ability to plan and prioritise own work 
  • Experience and knowledge of the Direct Debit Scheme 
  • Appropriate handling of sensitive information 
  • Great verbal and written communication skills 
  • A responsible attitude. Professional and positive. 
  • Good 'people skills' for building relationships with colleagues at all levels 

 

 

DATE: January 2024 

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.

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