13 of 13 Client Onboarding Jobs in Coventry

Social network you want to login/join with: Customer Success Consultant- Fully Remote- United Kingdom, coventry col-narrow-left Client: Leasepath Location: coventry, 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 ❯

Social network you want to login/join with: col-narrow-left Client: Location: coventry, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 7 Posted: 09.06.2025 Expiry Date: 24.07.2025 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 software developers, you will analyze client data, validate analytics, and configure the product to meet their needs, ensuring they can rely on the platform for their business operations. Each onboarding is unique, presenting … margin models. Join a supportive team that nurtures development and offers new opportunities. Engage with teams across functions like relationship management, software development, and product strategy. Contribute directly to client success with measurable impact from day one. Requirements: Proven problem-solving skills with a methodical approach. Experience in banking, hedge funds, asset management, or fintech. Familiarity with enterprise systems More ❯

Social network you want to login/join with: Implementation and Customer Success Consultant, coventry col-narrow-left Client: Tracker Location: coventry, 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 ❯

Social network you want to login/join with: Customer Success Manager (Aviation Tech), coventry col-narrow-left Client: FBO One Location: coventry, 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 ❯

compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate Skillset Bachelor's degree preferred More ❯

why some of the world’s biggest and best-known tech companies choose to work with us. The Team Chesamel has a large team of marketing experts delivering on client projects across the globe, ranging from fully integrated and embedded consultancy to ad-hoc on demand project delivery. You will be joining a collective focused on delivering excellent client … business transformation for our clients. About the Role: As a vendor resource within the EMEA Creator Product Marketing team, you will be instrumental in driving the success of our client’s creator products across the region. This role requires a highly organised, proactive, and data-savvy individual with exceptional project management and communication skills. You will work independently on … projects after initial onboarding, collaborating closely with client’s stakeholders and cross-functional teams to deliver impactful results. Core Responsibilities: 1. Product Marketing & Go-to-Market (GTM): Regional GTM Execution: Lead the regional execution of go-to-market plans for new creator product launches in EMEA. Localisation & Integration: Collaborate closely with global Product Marketing Managers (PMMs) to More ❯

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 ❯

Social network you want to login/join with: Cavenwell is a next-generation trust and fiduciary firm — client-obsessed, cross-border by design, and powered by technology. We provide global structuring, governance, and administration solutions to ultra-high-net-worth families, acting as the architects of wealth structures for some of the world’s wealthiest families. We arenot … 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 ❯

Customer Support and Onboarding Coordinator We are seeking a highly motivated and customer-focused Customer Support and Onboarding Coordinator to join our team. This dual-role position is designed for someone passionate about helping customers succeed, providing excellent support, and ensuring a smooth onboarding experience. The ideal candidate will serve as the first point … CRM or support software. Identify recurring issues and provide feedback to improve user experience. Develop and update FAQs, help articles, and other self-service resources to empower customers. Customer Onboarding & Training: Guide new customers through the onboarding process, ensuring they understand and can effectively use our product or service. Conduct personalized training sessions (virtual or in … person) tailored to customer needs. Create and deliver training materials, including videos, webinars, and user guides. Act as a proactive resource to customers during the critical onboarding period, ensuring adoption and satisfaction. Monitor customer progress during onboarding and provide timely follow-ups to address any roadblocks. Key Qualifications: Excellent communication skills, both written and verbal. Strong More ❯

customer success and software configuration/testing. The team operate on a flat structure and you'll be given high autonomy with room to grow and develop your own client portfolio. Responsibilities: Manage the full lifecycle of service engagement for an assigned client portfolio, managing customer satisfaction, expansion, upsell and service requirements. Perform customer facing onboarding … including but not limited to customer discovery, desired outcome creation, success planning and in-depth platform training. Analysing requirements, designing, and documenting the solution, configuring the software to meet client’s needs, testing, supporting the client during rollout, etc. Engage with customers regularly throughout the onboarding period to address customer questions and concerns, ensuring a world … class onboarding experience. Input into project management activities including creating and updating project plans and timelines. Executes against key onboarding KPIs, including key milestone achievement, response time, time to value, and customer satisfaction. Work in a highly consultative manner with customers to determine and understand their needs and goals to provide tailored guidance in successful adoption More ❯

and industry trends. Internal Collaboration Align closely with Sales, Product, Support, and Implementation teams. Champion the voice of the customer internally to shape product roadmap and services. Support onboarding and customer enablement efforts as needed. Track KPIs and feature adoption rates. What Does Success Look Like? You deliver 110%+ Net Revenue Retention across your portfolio, complete quarterly … Salesforce, or HubSpot (bonus). What’s on Offer? Autonomy and ownership of a high-value portfolio and career progression in a growing, mission-led SaaS company. Structured onboarding, a collaborative team, and full travel reimbursement. Note: Due to high application volumes, if you have not been contacted within 7 days, please assume your application was unsuccessful. #J More ❯

long-term partnership. This includes onboarding new clients, delivering product demos, nurturing relationships, and identifying opportunities to expand our impact. Key Responsibilities Own the end-to-end client journey, from onboarding through ongoing success Conduct engaging demos and training sessions to showcase the Neuroworx platform Act as the main point of contact for client communications and support Monitor client health and proactively address any issues or concerns Collaborate with internal teams to ensure client feedback informs product development Identify growth opportunities within accounts and support upsell/cross-sell initiatives Help refine and improve our customer experience processes as we scale Ideal Background 2+ years of experience in customer success, account … management, or client-facing roles Experience in SaaS, HR Tech, or recruitment-related industries is a strong plus Excellent communication skills with the ability to build trust quickly Comfortable running product demos and training remotely Tech-savvy and adaptable in fast-moving startup environments Self-starter with a strong sense of ownership and accountability What We Offer Flexible, remote 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 ❯