6 of 6 Remote/Hybrid Client Onboarding Jobs in the East of England

across teams. The role will operate within Birketts’ core ecosystem, including Microsoft 365 (Copilot), iManage (Document Management), Aderant Expert (Practice Management), Intapp Intake (new client onboarding) and Microsoft Fabric (data platform). Azure is a likely hosting platform for any future ‘Birketts-approved AI environment’, subject ...

pipeline. What You'll Be Doing Speaking with inbound leads via phone, email and video calls Conducting outbound calls to generate additional opportunities Understanding client goals and recommending suitable digital marketing services Selling services including SEO, PPC, website design and digital growth strategies Building strong relationships with business owners … decision-makers Managing the sales process from enquiry through to close Working closely with internal teams to ensure a smooth client onboarding experience What They're Looking For Previous B2B sales experience is essential Confident communicator who enjoys speaking with people Comfortable working towards targets and closing ...

efficiency Support financial reporting, budgeting, and month-end Oversee onboarding, HR admin, and employee records Manage contracts and support compliance Support customer onboarding, documentation, and product testing SKILLS: Experience in operations or generalist roles (ideally high-growth/startup) Exposure to multiple areas (ops, finance ...

Manager with exposure to finance and now looking for a role where you can own the customer lifecycle and make a measurable impact? Our client is a fast-growing SaaS provider shaking up the accounting industry with innovative solutions helping their clients eliminate the manual bottlenecks that accounting teams … dynamic, high-impact hybrid role blending structured onboarding, proactive account management, and live training delivery. As the Customer Success Manager our client is looking to 2 different profiles however both would come from an accounting background. Profile A: The Transforming Accountant You currently work ...

Process invoices, expenses, and support month-end close Liaise with external accountants and bookkeepers Support fundraising preparation (data rooms, investor materials) HR Manage onboarding and off boarding workflows Maintain HR records and support payroll administration Help develop and implement people policies Legal & Compliance Manage contract lifecycle: drafting, review … documentation Support with ISO 27001 and GDPR compliance and its audit preparation Customer Operations Contribute to product documentation and internal knowledge bases Support customer onboarding and building scalable sales processes Assist with product testing What We're Looking For Experience 3-5 years in operations, business operations ...

change records Schedule project activities, meetings, and resources with internal teams, partners, and clients Act as a central point of contact between engineers, suppliers, client IT teams, and end users Track progress against milestones and proactively flag risks, issues, and delays Support onboarding of new projects, clients … client acquisitions Assist with project reporting and status updates Work independently and collaboratively as part of both internal IT and client IT teams What We’re Looking For Strong organisational skills with excellent attention to detail Clear and confident written and verbal communication skills Previous experience coordinating business ...