The purpose of this role is to generate and process new clients into the Company. This will be achieved through nurturing relationships with our existing introducers and direct business clients. As a Client Onboarding Specialist, you will be the first point of contact for clients referred to us by our partners and our direct clients. You will play a key role in guiding clients through the initial stages of their journey, collecting essential information, compliance checks, and preparing their case for the next steps. This role is perfect for someone who thrives on client interaction, takes ownership of their work, and is solutions driven. While predominantly focused on making outbound calls to clients referred to us by our partners, the role also involves handling inbound enquiries, so flexibility and responsiveness are key. The ideal candidate will be highly organised, able to work independently using their own initiative, and motivated to drive results while managing multiple priorities with accuracy and efficiency. On a daily basis this will involve: Providing outstanding customer service to generate quotes on new business leads over the telephone or online. Collecting and verifying client information and setting up new clients accurately in the case management system. Explaining the onboarding process to new clients in a clear and reassuring way Reporting all sales activities in our CRM system. Understanding the needs and potential challenges prospective clients may have and advise them accordingly whilst overcoming objections and looking for opportunities to maximise sales revenue. Efficiency managing inbound calls, emails and queries from clients, introducers and other partners ensuring all SLA’s are adhered to and met. Contribute to the overall success of the New Business Team by achieving individual and team targets and KPIs. Proactively liaise with internal departments to ensure that quotes are in line with current agreements and risk models. Ensure that all leads are regularly followed up and accurately recorded in line with business protocols. The Individual Essential Skills Experience of working in a telesales or account manager position Solid understanding and practical application of inbound and outbound sales techniques Ability to work in a targeted based environment and continuously deliver against agreed KPIs and sales targets. Exceptional customer service and relationship building experience. Strong ability in the use of Microsoft applications Proficiency with CRM systems and willingness to learn and adapt to new systems Understanding of the conveyancer process would be desirable. Personal Qualities Communicates effectively, keeping clients and colleagues informed and supported. Maintains high standards of accuracy and attention to detail in all work Thrives in a target-driven environment and consistently meets agreed KPIs Learns from mistakes, shows resilience and has a growth mindset Seeks opportunities to improve efficiency, accuracy, and client satisfaction Demonstrates empathy and respect in all interactions with clients and colleagues Communicates clearly and inclusively, adapting style to different audiences Demonstrates accountability, reliability, and loyalty to the team Works with integrity, ensuring trust and consistency in delivery Shares knowledge and supports colleagues to achieve common goals Brings positivity and enthusiasm to the working environment Benefits Our commitment to our staff to provide a supportive, empowering and rewarding workplace continues to be part of our core mission at Convey365. We offer a vast array of benefits for our staff and continue to enhance our benefits package to be the most comprehensive, supportive and engaging benefits package for our team, key features include: Up to 40 days annual leave inclusive of Bank Holidays Option to purchase up to 5 days leave Enhanced maternity and paternity leave Company Sick Pay Discounted Gym Membership Subsidised Conveyancing Employee Assistance Scheme which includes counselling sessions Well being programmes Ongoing training, development, and recognition programs. A supportive and fun team environment, with regular collaboration and charity events. Professional Development Support - We believe in fostering growth and will fully support your training and development in AWS and related technologies. This includes access to certification programs of your choosing, online courses, and workshops to advance your expertise and career. Next Steps If you're ready to take the next step in your career and join a company that values growth, learning, and impact, we’d love to hear from you. At Convey365, you’ll be joining a company with a strong mission to shape the future of legal conveyancing. Join us in building the future of Convey365 and help us scale to new heights!