Prerequisites:
● You should have fluent English
● You should be able to work from 3:30 a.m. to 12:30 p.m. (Early Morning Shift)
About the company:
H&M Virtual Services Pvt Ltd. is one of the leading backed services providers in Australia. Our major clients are Australian-based solar retailers who sell solar panels in Australia. with a team of experts, we provide backend and telesales services to these Australian-based solar retailers.
Job Overview
The Customer Onboarding Executive will play a pivotal role in the onboarding process, serving as the primary point of contact for new customers. This role involves conducting welcome calls, creating customer profiles, verifying sales authenticity, assisting with rebate applications, and facilitating finance applications. The successful candidate will ensure a smooth transition for customers, set expectations, and maintain a high level of service quality.
Key Responsibilities:
● Welcome Calls and Customer Onboarding: Conduct welcome calls to new customers, introducing them to our services and addressing their initial queries. Create customer profiles and record essential information during onboarding.
● Setting Customer Expectations: Educate customers about the expected Turnaround Time (TAT) for various processes and services. Provide clear and accurate information regarding the services they are entitled to.
●Sales Verification: Verify the authenticity of sales transactions and ensure they align with company policies and standards.
● Rebate Application Support: Assist customers in completing rebate applications, ensuring all required documentation is submitted accurately and on time.
● Finance Application Support: Guide customers through the process of applying for finance with various providers, such as Plenti or Brighte.Provide hand-holding and support throughout the finance application process.
● Grid Pre-Approval: Facilitate the pre-approval process for grid connections, ensuring that customers’ applications are processed efficiently.
● Monitoring TAT and Sales Progress: Continuously monitor the status of customer applications to ensure they are progressing according to established TAT. Take proactive steps to resolve any issues or delays, ensuring that no sales are stuck in the process.
Qualifications:
- Bachelor’s degree or equivalent work experience.
- Strong communication and interpersonal skills, with a customer-centric approach.
- Previous experience in customer onboarding, customer service, or a related field (preferred).
- Ability to navigate and utilize relevant software and CRM systems.
- Excellent time management and organizational skills.
- Attention to detail and a commitment to ensuring a smooth onboarding experience for customer