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Responsibilities include educating customers, facilitating smooth adoption of Tecman’s products and services, helping resolve system issues, and visiting customer sites as needed. The position supports development and continuous improvement of standard onboarding workflows, reviews existing Business Central and/or D365 CRM usage, manages customer experience until handover, and conducts regular account plan reviews with Customer Engagement and Helpdesk stakeholders. 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We like to think we have come this far because our customers know we want to help them-in the best way possible.  \nMicrosoft Dynamics 365 is our tool of choice to help our customers achieve their business goals and we help our customers succeed because we believe in leading with business objectives, not technology. We take the time to develop an understanding of each customer 's business while encouraging and educating them about best-practice processes.  \nWe are a Great Place to Work® Excellence in Winner (over numerous years) and by having the right team in place (with the relevant skills and experience) as well as enjoying what they do and where they work, means we can deliver the projects that make a real difference to our customers.  \nOur obsession has always been to use technology to make our clients’ businesses more efficient, and our people are critical to us in achieving this goal. With our people as our most valuable asset, our involvement in Great Place to Work® means we can continuously benchmark and improve our peoples’experiences to build and sustain great customer experiences.  \nOverall Responsibilities  \nAs a Customer Onboarding Specialist, you will set up new customers for immediate success by facilitating the onboarding process for those transferring from another partner including visiting customer sites to complete the onboarding process. You will educate new customers; help solve existing system issues and ensure smooth adoption of Tecman’s products and services.  \nMain Areas of Responsibility  \n• Assist with development of a standard onboarding process and ensure this is understood and deployed across the various departments involved as well as the delivery and continuous improvement to these processes  \n• Develop an understanding of transferring customer’s business processes and operational objectives.  \n• Reviews of customer’s existing solutions to document current use of their Business Central and/or D365 CRM and any existing issues – including existing processes, system problems and training requirements etc  \n• Manage the customer’s experience up until handover to the Customer Engagement Manager and Helpdesk.  \n• Complete regular reviews with the Customer Engagement Manager, building an Account Plan until the customer can be classed as Business as Usual  \nThe Person  \nYou will be someone who is passionate about providing excellent customer service and who enjoys working in a fast-paced team.  \nExperience  \n• Ideally a minimum of 3 years’ experience within Business Central – either in a support or consulting role  \n• Experience of Dynamics 365 Sales or Service is advantageous  \nCommunication  \n• Ability to work effectively in a team environment.  \n• Exceptional customer service, communication and interpersonal skills, both written and verbal.  \nSkills  \n• Passionate about helping others  \n• A good understanding of how businesses operate and be able to qualify operational challenges  \n• Ability to quickly learn new technologies and explain these to customers  \n• Clear and empathetic communication  \n• Building and maintaining strong relationships with a problem-solving attitude  \n• Proven track record of managing escalations from customers and delivering resolutions What we offer:  \n• A competitive salary depending upon experience  \n• Competitive annual leave that includes an entitlement to an extra day’s holiday for each calendar six-month period completed with no sick leave.  \n• Access to our Employee Assistance Programme – offering a complete support network that offers expert advice and compassionate guidance 24/7, covering a wide range of issues.  \n• Pension scheme: eligible to join the company pension sche","cbCaipe04KNYLIEq","https://ap.wps.com/l/cbCaipe04KNYLIEq","pdf",718963,"English","# Overall Responsibilities\n## Main Areas of Responsibility\n## The Person\n## Experience\n## Communication\n## Skills\n## What we offer\n## Diversity and Inclusion","[{\"question\":\"What is the primary purpose of the Customer Onboarding Specialist role?\",\"answer\":\"To set up new customers for immediate success by facilitating onboarding for transferring customers and enabling smooth adoption of Tecman’s products and services.\"},{\"question\":\"Which systems and tools does the role involve reviewing or working with?\",\"answer\":\"The role includes reviewing existing solutions and current use of Microsoft Business Central and/or D365 CRM, and supporting issues related to those systems.\"},{\"question\":\"What qualifications and skills are expected for candidates?\",\"answer\":\"Ideally at least 3 years’ experience in Business Central support or consulting, strong written and verbal communication skills, customer service focus, and the ability to learn new technologies and manage escalations to resolution.\"}]","Customer Onboarding Specialist - Role Overview | PDF",1789345035]