1 to 25 of 29 Client Onboarding Jobs in Birmingham

Social network you want to login/join with: col-narrow-left Client: Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 1 Posted: 06.06.2025 Expiry Date: 21.07.2025 col-wide Job Description: Location: Hybrid UK Rate: Competitive Duration : 3 month contract Working with the Deloitte Associate (Contractor) Programme means we can … offer you the opportunity to work on a variation of industry and client related projects. Our aim is to retain the best talent and so when your project end date nears our team of Talent Community Advisors will be working with you to look at alternative projects within the firm that suit your experience should you wish to continue … users, resolving connectivity issues and managing user access. Collaboration & Integration : Collaborate with BI development teams on content promotion, best practices, and system integrations. Assist with Tableau content governance, customer onboarding, and request processes. Proactive Monitoring: Proactively monitor server health, capacity, and resource utilisation to ensure platform stability. Content Management : Maintain and update content for our web portal and More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Digital Client More ❯

Social network you want to login/join with: Customer Success Consultant- Fully Remote- United Kingdom, birmingham col-narrow-left Client: Leasepath Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: About Us: At Leasepath, a Microsoft Business Applications Partner, we … for driving customer satisfaction, retention, 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 for initial success. • Build and … report on key customer success 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 success platforms. • Strong problem-solving More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

Social network you want to login/join with: col-narrow-left Client: Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 7 Posted: 06.06.2025 Expiry Date: 21.07.2025 col-wide Job Description: About the job About Us: Our client is a dynamic and innovative fintech company specialising in collateral management … Analyst As an Onboarding Analyst, you will be responsible for onboarding new clients onto our platform. Working with analysts and developers, you will analyze client data, validate analytics, and configure the product to meet their needs, ensuring effective platform usage. Each onboarding is unique due to different client setups. Your daily More ❯

Social network you want to login/join with: Implementation and Customer Success Consultant, birmingham col-narrow-left Client: Tracker Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 4 Posted: 10.06.2025 Expiry Date: 25.07.2025 col-wide Job Description: We’re a fast-growing SaaS company at the forefront of garment … new and existing customers. You’ll lead implementation, configuration, and operational setup, optimising processes across warehouse operations, order management, and garment personalisation workflows. You’ll ensure a smooth onboarding experience, provide hands-on training and expert consultancy, and drive early value and long-term customer success. You’ll act as a trusted advisor throughout the lifecycle, working closely … Manage end-to-end implementation projects for Tracker’s SaaS platform managing all aspects from initial scoping, platform configuration to operational set-up and go-live. Deliver structured onboarding to ensure customers effectively adopt the platform for customer operations including warehousing, production workflows for garment decoration and dispatch. Advise customers on best practices in warehouse operations, stock handling More ❯

implementation, integration, and optimization. This role requires a strong technical foundation in IT/OT systems, industrial communication protocols, and cloud platforms, along with the ability to translate complex client requirements into scalable, validated solutions. You will collaborate closely with sales, engineering, and customer teams to ensure successful project delivery and long-term value creation. Hybrid working: The places … that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time. If you are successfully offered this position, you will go through a … AVEVA PI System architecture—including installation, configuration, high availability, and system upgrades—they lead the end-to-end solution lifecycle from project scoping and system sizing to implementation and client onboarding. Leveraging strong project management and technical presales skills, they analyze complex IT/OT integration challenges and propose tailored solutions aligned with OSIsoft best practices. Their proficiency spans More ❯

Social network you want to login/join with: Customer Success Manager (Aviation Tech), birmingham col-narrow-left Client: FBO One Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Are you a proactive, relationship-focused professional passionate about customer engagement … you will do: As a Customer Success Manager, you will: Develop strong customer relationships and serve as the primary point of contact between clients and our business. Lead onboarding for new customers, ensuring they quickly and effectively adopt FBO One. Provide training and demonstrations to help customers maximize the value of FBO One. Assist the sales team by More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements. The TSM will also be involved in new customer onboarding, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role requires participation in a Duty Manager rota and acting as Incident Manager during … and ensure preventative measures are implemented Collaborate with Technical Resource Managers to form dedicated support teams based on technical and service needs Coordinate with GS & PS to plan customer onboarding Assist consultants with technical issue resolution and serve as an escalation point for support incidents/tasks Implement service improvement initiatives, including planning, designing, and executing process enhancements … Manage the rollout of new workflows, automation, and tools Work with CSMs & SDMs to identify opportunities for cost reduction and increased gross margin Manage patching and maintenance schedules Represent client needs at weekly Change Advisory Board (CAB) meetings Support presales activities by managing requests for information, such as tool releases and Oracle software end-of-life updates Candidate Skillset More ❯

boarding new contractual requirements & overseeing the transition into service for additional services, ensuring AIS is completed, and any known risks are managed. Ensure that active involvement in the onboarding of a customer is applied and/or assist the service delivery manager at Contract finalisation. Follow and apply knowledge to be able to support the major incident management More ❯

+ up to 25% bonus We’re looking for a motivated, detail-oriented Audit Software Consultant to support strategic customer evaluations and implementations of our client's SaaS accounting solutions. You’ll collaborate with sales, product, and support teams to guide … clients through onboarding, provide consultative advice, manage project plans, and help improve internal processes for scalable service delivery. Key Responsibilities: Partner with Strategic Account Managers on customer onboarding and implementation. Develop tailored project and demo strategies focused on client value. Coordinate cross-functional support to ensure smooth client experiences. Contribute to the improvement of … internal knowledge bases and scalable processes. Gather and relay customer feedback to support product innovation. Requirements: 4+ years in audit/accounting or 5+ years in a client-facing SaaS role. Strong communication, project coordination, and problem-solving skills. Experience in or understanding of technology in the accounting sector. Bonus: Chartered Accountant qualification, audit tech experience, or CRM/ More ❯

WM5G Health Business Development Manager WM5G Health Business Development Manager 1 day ago Be among the first 25 applicants WM5G is looking for an experienced Business Development Manager (BDM) from the Health & Care tech sector to lead the work to More ❯

Social network you want to login/join with: SuccessFactors Consultant - Onboarding & Recruiting (UK), Birmingham Client: Jigsaw Cloud Location: Birmingham, United Kingdom Job Category: Other EU work permit required: Yes Job Views: 10 Posted: 09.06.2025 Expiry Date: 24.07.2025 Job Description: Ideal Applicant: Due to business expansion, we are looking for an experienced Onboarding Consultant to … is not a sponsored role - You must have existing right to work in the UK or Ireland without Sponsorship. Job Purpose: To ensure a successful implementation by meeting the client's requirements and expectations, advising on the impacts of their decisions, guiding the client on the options within the product, providing best practices, and driving adoption. The Consultant … maintains a strong client relationship by establishing high levels of satisfaction and trust through proactive engagement. SuccessFactors Certifications Required: Onboarding (THR97) Certification is required Recruitment Management (THR83) is ideal in addition to the Onboarding Certification Recruitment Marketing (THR84) is ideal in addition to the Onboarding Certification Certifications must be active, in date, and More ❯

Social network you want to login/join with: Operations Manager - FinTech, birmingham col-narrow-left Client: Cavenwell Group Location: birmingham, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: ABOUT CAVENWELL Cavenwell is a next-generation trust and fiduciary firm — client … fluent with the kinds of tools modern fintechs and service firms use to move quickly and scale effectively. RESPONSIBILITIES Operational Infrastructure Design, document, and roll out core processes across client onboarding, compliance, finance, HR, and client service Build clear and scalable SOPs to capture institutional knowledge and reduce key-person dependency Establish reliable, auditable workflows for … Collaborate with internal technical stakeholders on larger integrations (e.g. RPA, APIs, intelligent document workflows) Cross-Functional Delivery Serve as a day-to-day execution partner to finance, compliance, and client service leads Support the rollout of new jurisdictions, systems, or service offerings with strong operational planning and oversight Help develop and enforce internal service standards (e.g. SLAs, process ownership More ❯

smaller inbound opportunities while working with existing SME accounts for expansion and renewals. This role is crucial to driving growth through direct engagement with prospects, ensuring a seamless onboarding process, and supporting customers throughout their lifecycle. It’s a great stepping stone to develop your closing skills and move towards a Mid-Market Account Executive role in the … partnership channels and flag potential larger opportunities for MM and Enterprise AEs. Identify, develop, and close expansion opportunities with existing SME accounts. Manage post-sale processes, ensuring smooth onboarding and access to the platform for new users, including but not limited to arranging and conducting user training and ensuring customer success post-implementation. Take ownership of renewals for More ❯

by providing an efficient and profitable solution serving complimentary clients. Managing and leading the sales function you will ensure that it positioned to maximise sales opportunities to ensure our client achieves its ambitious growth plans. With excellent commercial acumen, you will recognise when investment needs to be made to support profitable business growth and ensure that the necessary resources … are in place to enable the delivery of targets. The SaaS Sales Director Logistics is responsible for driving new client acquisition, building strong, lasting relationships with mid-to-large-sized companies. A natural strategic and ambassadorial person you will enjoy leading a national sales team in a competitive environment. This role is based in the North West with National … outperforming your competitors. Adaptability to thrive within a complex business. You must demonstrate a hunger for success, and be prepared to invest exceptional time and effort to achieve our client's ambitions. Confident and articulate, commanding respect through knowledge experience and personal style, you will have a passion for achieving sales and profit targets. Thriving under pressure you will More ❯

with group budgetary requirements. Managing regional inbound sales requests to grow business opportunities. Collaborating with LRQA Nettitude and LRQA Group sales teams on cross-selling and opportunity identification. Identifying client needs and reviewing requirements to sell tailored cybersecurity solutions. Creating effective cybersecurity presentations and proposals highlighting solutions and benefits to close deals. Providing timely and accurate sales forecasts to … the VP of Sales weekly. Maintaining the sales funnel and CRM data quality for accurate forecasting. Demonstrating knowledge of the competitive cybersecurity landscape. Managing client relationships to ensure completion of sales documentation (contracts, forms, etc.). Working with Client Success and Project Management teams to ensure smooth delivery of sold projects. Promoting our security services, capabilities, and expertise … cybersecurity sales role involving new business and account management. Strong English communication skills. Proven ability to generate new business as a sales ‘Hunter’. Experience building trusted, long-term client relationships. Track record of achieving and exceeding sales targets. Experience working with C-level and technical audiences. Excellent listening and consultative skills. Knowledge of Cyber Security services, solutions, and More ❯

Story! Location: The Midlands To £45K Basic - £90K OTE (Uncapped Commission) - Car Allowance - Corporate Benefits! Are you a high-performing Telecoms Sales professional looking to elevate your career? Our client, a top UK technology business, delivers solutions that drive scalability, mobility, integration, and cost-efficiency. Their expert Telecoms/Unified Comms team has a strong presence across SME and … Market clients, they are expanding their reach and need dynamic business development professionals like you to drive their success. The Role Maximise Opportunities: Drive revenue by developing an existing client base and winning new logo accounts Consultative Selling: Understand client needs and deliver bespoke Telecoms solutions that add value. Full Sales Cycle Ownership: From prospecting to closing, ensure … seamless client onboarding and handovers. Expand Your Network: Represent the company at industry events, building lasting connections and partnerships. About You Proven Expertise: A strong track record of selling Telecoms solutions to SME and Mid-Market clients. Consultative Approach: Skilled at tailoring solutions to client needs for measurable impact. Exceptional Communication: Confident in presenting to and More ❯

Deliver results quickly: Take advantage of our streamlined, quick sales process that allows you to onboard clients in as little as 15 minutes and start earning commission faster. Build Client Relationships: Establish strong, lasting relationships with clients, providing ongoing support and ensuring customer satisfaction. Nationwide Flexibility: You will have no restrictions for where you can generate business across the More ❯

celebrate success at every step. What Success Looks Like: New Business Revenue: Meet and exceed monthly/annual targets. Sales Pipeline Growth: Expand with high-quality leads and opportunities. Client Acquisition: Successfully onboard new SME clients. Win Rate: Achieve strong conversion rates from leads to closed deals. What You Bring: Experience: 7+ years in B2B sales, preferably in MSP More ❯

About Lawcloud Lawcloud is an advanced legal CRM and case management platform designed to streamline the operations of law firms and legal professionals. We provide innovative solutions to optimize client management, enhance productivity, and automate administrative processes. With features tailored to the needs of lawyers and law firms, Lawcloud helps legal professionals stay organized, efficient, and ahead of the More ❯

Job Overview This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Job title: New Business Development Manager (SAP Supply Chain Software) Employment: Permanent, full time with flexible working Location More ❯

date. Onboard clients Carry out training of new starters. Work with our COO to develop our systems and processes. Work with HMRC & VOA to maintain our systems Assist with Client IQ system, as a superuser, ensuring records are up to date Monitor the incoming post on a weekly basis and redistribute to the team Maintain and process system/ More ❯