4 of 4 Client Onboarding Jobs in Altrincham

Product Demonstrations: Deliver engaging and tailored online demos via Teams/Zoom. CRM Management: Maintain accurate records of interactions and data in the CRM. Client Onboarding & Account Management: Support new clients through the on boarding process and manage ongoing relationships. Upselling Opportunities: Identify and promote new platform More ❯

and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath. Responsibilities: Customer Onboarding & Relationship Management: • Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up … metrics, providing insights and recommendations to improve customer satisfaction and retention. Qualifications: • Proven experience in customer success or related role. • Strong understanding of customer onboarding, relationship management, and renewal processes. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze data and identify trends. • Experience with CRM and customer More ❯

Sales Support Executive: £28,000 - £33,000 + excellent benefits About the Company - Our Client, a UK leading digital media solutions provider has an exciting opportunity for Sales Support Executive to join their friendly team. About the Role - You will work for a multi-award-winning business supported by … to develop their career over the next two to three years. The role will involve exposure to the whole sales process, including presence at client pitch meetings and involvement in the overall business development process. You'll get to develop your own client relationships. Initially, you will support … CRM, quote creation and general administration. Responsibilities - Supporting customers with pre and postsales queries Creating performance and sales reports Obtaining and inputting quotes Onboarding new clients with help from the finance team Assist in the planning and execution of customer visits, events and awards Assist with the creation More ❯

for candidates based in Northern Ireland, though applicants across the UK will be considered. What You'll Be Doing This is a hands-on, client-facing role focused on configuring smart, user-friendly solutions - no coding required. You'll become a trusted partner to clients in professional services, financial … platform's no-code tools Collaborate with internal teams (Sales, Customer Success, Architects) to ensure smooth delivery Work across the UK, EMEA, and US client base Provide ongoing best practice guidance on information management, compliance, and workflow optimisation What We're Looking For This role suits someone who's … curious, proactive, and passionate about helping clients work smarter - not just ticking boxes. 3-7 years' experience in a similar client-facing role Strong business process understanding - ideally in sectors like accounting, audit, wealth management or consulting Comfortable configuring tools or workflows via UI (e.g. building automations, setting metadata More ❯