Onboarding Assistant (f/m/d) - FTE 12 months

The Onboarding Assistant will play a key role in delivering a smooth, efficient, and high-quality onboarding experience for our Platform Services clients. The role involves conducting initial screenings, processing lead/application management activities, and collaborating with cross-functional teams.

Requirements

• Conduct initial screening to ensure leads meet Awin's standards
• Process all lead/application management activities in Salesforce and ensure proper tracking of lead/application status outcomes
• Collaborate with Sales and CRM teams to ensure smooth handover of qualified leads and prompt resolution of any open application items
• Follow established onboarding workflows, processes, and documentation in Salesforce and other internal systems
• Monitor Technically Signed off clients and ensure they understand what is missing from their profile to get them live asap
• Maintain regular communication with clients throughout the onboarding phase to answer questions and provide guidance through the Salesforce Console
• Escalate issues or delays proactively to the Onboarding Team Leader to ensure resolution and avoid service disruptions
• Participate in team meetings, training sessions, and knowledge sharing to stay updated on new system updates, and best practices
• Contribute ideas to improve onboarding efficiency, client satisfaction, and team performance
• Support the Onboarding Team Leader with special projects, reporting, and ad hoc tasks as needed
• Assist with management of programme upsells such as consultancy Add-Ons and Launch Package

Benefits

• Flexi-Week and Work-Life Balance
• Flexi-Office
• Remote Working Allowance
• Health & Well Being
• Development
• Appreciation