1 to 25 of 34 Client Onboarding Jobs in East London

Saas Solutions Manager Keywords: SaaS Product - implementation/client onboarding CRM - e.g. Salesforce/HubSpot BI Tooling - e.g. Tableau or Power BI Finance Systems - e.g. Sage/Qube/IRIS Technical, Business and/or Data Analysis Established PropTech SaaS business in the process of revolutionising residential real estate management for agents and property managers are seeking … a Solutions Manager to lead client onboarding, drive platform implementation and enhance their cutting-edge property management solution. The organisation are part of a group-structured business (real estate investment management company with >£3bn Assets Under Management), located in Central London. They are in the final stages of deploying their property management solution to the market with … multiple listed entities expressing significant interest. Excellent time to join with considerable scope for advancement. Your role will be to lead assist implementation and onboarding of new clients into the platform, working with the team in familiarisation, training, and support for all systems involved in implementations. You'll help address challenges presented by clients as well as come More ❯

IT support and infrastructure while enhancing security and operational efficiency. Headquartered in Farringdon London, our team embraces flexible and hybrid working as a core part of our culture and client offering. Role Overview We are seeking a driven and customer-focused Customer Success Manager (CSM) to join our growing team. You’ll play a vital role in onboarding … at the heart of our service delivery, collaborating closely with both technical and sales teams to drive value and satisfaction across your portfolio. Key responsibilities include: Own the onboarding experience for new clients, working closely with sales and technical teams to ensure a smooth handover and successful go-live. Manage a portfolio of 20 to … customer accounts, developing trusted relationships with key stakeholders and decision-makers. Identify business goals and technology gaps across accounts, proactively recommending value-add and solutions upsells to support client growth. Expand stakeholder engagement across accounts using CRM, customer satisfaction tools and data insights. Collaborate with internal teams to understand customer needs, challenges, and service improvement opportunities. Deliver on growth More ❯

Client Success Manager Location: London Remote - Hybrid (Visit to the offices twice a month) Salary: £60,000/Depending on experience Kamro is partnering with a cutting-edge legal scale-up that is transforming the delivery of legal services. With a strong focus on legal technology, flexibility, and practical, real-world solutions, this is a unique opportunity to join … a progressive company reshaping the future of transactional law. Our client is seeking a Client Success Manager to lead and manage relationships with new and existing clients engaged with their legal technology solutions. Reporting to the COO, you will be responsible for managing the full client lifecycle, from onboarding and training to ongoing relationship management … and feedback integration. Support for product lifecycle initiatives, feedback gathering and alignment of product capabilities with client needs is also expected. The successful candidate will possess a strong understanding of client engagement, exceptional communication skills, and the ability to collaborate cross-functionally to ensure high levels of client satisfaction and product adoption. The team is small, so More ❯

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

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 ❯

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 ❯

Senior Project Manager Up to £70,000 (depending on experience) Based in London Hybrid Working Our client is a fast-growing technology MSP based in London, delivering strategic IT, security, and infrastructure solutions across a diverse client base. With a strong focus on consultancy, cloud (including Microsoft Azure), and ongoing support services, they’re offering an exciting opportunity … Consulting team as a Senior Project Manager. In this role, you’ll take ownership of complex, high-value technical projects - ranging from infrastructure migrations to network transformations - across multiple client environments. You’ll be expected to lead from the front, managing delivery hands-on while working closely with senior stakeholders. Alongside ensuring projects are delivered on time and within … internal delivery processes in a maturing, fast-paced environment. Role and Responsibilities: Lead the delivery of infrastructure, cloud, and security projects - including migrations and network transformations - for a varied client base. Manage project scope, timelines, budgets, risks, and stakeholder expectations across multiple concurrent projects. Act as a senior escalation point for project issues, ensuring timely and effective resolution in More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

and increase efficiency for non-strategic third-party spend. We act as an extension of our customer’s procurement team by executing the end-to-end sourcing, supplier onboarding and contracting process for indirect categories of spend. We are focused on delivering an innovative and disruptive procurement solution to our customers to make managing non-strategic spend simpler More ❯

. Key Responsibilities: - Serve as the primary point of contact and build long-term relationships with new and existing customers - Take responsibility for cross selling and upselling into existing client base. - Develop understanding of the clients tech and business landscape to enable other teams within the business to sell other solutions - Target existing customers for cross selling - Fully understand … of monthly/quarterly initiatives to internal and external stakeholders. - Forecast and track key account metrics. - Assist with high-severity requests or issue escalations as needed. - Develop and manage client portfolios, sustaining business growth and profitability by maximizing value. - Analyze customer data to improve customer experience and minimize churn. - Hold product demonstrations for customers and improve onboarding … Years) as an Account Manager, Customer Success Manager, or similar role. - Work experience within SaaS, Tech or reoccurring revenue businesses essential - Experience in developing business within existing client accounts - Experience of working with Azure and or 3rd party Azure related products desired but not essential - Knowledge of FinOps desirable however training can be provided - Experience working with SaaS products. More ❯

Investment Bank - £780 p/day Inside IR35 Role Overview We are seeking a dynamic CLM Platforms Change Manager to drive strategic technology and business transformation initiatives across our Client Lifecycle Management (CLM) and Know Your Customer (KYC) platforms, with a strong focus on regulated applications. This role is pivotal in ensuring seamless integration of process and platform changes … that enhance compliance, efficiency, and client experience. Role Responsibilities Change & Transformation Leadership Lead large-scale technology and business change programs impacting CLM and KYC platforms. Manage the end-to-end rollout of system upgrades and process enhancements. Define and implement frameworks to ensure seamless transition and change adoption across CLM Operations. Strategic Planning & Roadmapping Develop strategic roadmaps to enhance … Skills & Qualifications Proven experience leading transformation initiatives within CLM/KYC environments in investment banking. Hands-on experience with Fenergo or similar CLM/KYC platforms. Strong understanding of client onboarding, regulatory compliance (AML, FATCA, MiFID II), and KYC frameworks. Excellent stakeholder management skills and the ability to engage at all levels of the organisation. Proficiency in More ❯

work with customers to understand their business objectives, helping them leverage the TRIFFT platform to achieve measurable success and maximise their ROI. Onboarding & Enablement: Lead successful customer onboarding experiences, ensuring quick adoption and effective use of the TRIFFT platform. Provide ongoing training and best practices. Proactive Engagement: Regularly check in with customers, identifying potential risks, celebrating … provide expert guidance to your clients. What you'll bring to the TRIFFT Loyalty team: 2-5 years of successful experience in a Customer Success, Account Management, or similar client-facing role within SaaS , ideally in MarTech or a related industry. Experience working with mid-market accounts , with a strong understanding of their unique needs and how to drive … customer relationships. Exceptional communication, presentation, and interpersonal skills , able to build rapport and trust quickly with diverse stakeholders. Strong problem-solving skills and the ability to think strategically about client needs and platform solutions. Self-motivated, proactive, and empathetic, with a strong commitment to customer satisfaction. Experience with CRM software (e.g., Salesforce, HubSpot) and Customer Success platforms (e.g., Gainsight More ❯

that. What you’ll be doing Own the internal “product” roadmap across: Growth: tooling for lead gen, CRM automation, marketing ops Collaboration: internal workflows, async tools, project management Delivery: client onboarding, reporting, scheduling, candidate tracking, LMS integrations Act as a centre of excellence for low-code/no-code and off-the-shelf solutions — Airtable, Zapier, Notion … Then actually make it happen. Collaborate with ops leads, marketers, recruiters, facilitators, and senior leadership to understand user needs and solve real-world problems quickly Own tooling decisions, onboarding, maintenance and internal documentation for the systems you put in place What we’re looking for Experience shipping and owning internal tools or operational systems — ideally in a startup More ❯

pharmaceutical clients are looking for 2 customer success executives to help deliver advanced insights that help commercial and medical teams make data-driven decisions and improve performance. Responsibilities Support client onboarding and engagement to ensure smooth implementation and strong adoption Assist in developing stakeholder engagement plans and maintaining strong client relationships Collaborate with internal cross-functional … teams to deliver valuable outcomes for clients Help drive strategies for product adoption and track usage to maximize client value Support contract renewals and contribute to account growth opportunities Participate in business development activities to attract new clients and expand existing partnerships Coordinate the operational delivery of client projects, ensuring high standards and satisfaction Build and maintain relationships … with stakeholders across various functions and levels Respond to client inquiries during onboarding and ongoing engagement Help manage delivery schedules, calendars, and priorities to ensure smooth execution Requirements Recent graduate with a degree in a relevant field (e.g., Life Sciences, Biotechnology, Business, etc.) Strong interest in healthcare, technology, and client-facing work Eagerness to learn, take More ❯

inspire creativity and resilience to overcome challenges and achieve greatness. Position Overview: The role is responsible to secure value revenue commitment from clients, and focus on implementation/onboarding and product adoption with our new and existing customers. You will be responsible for identifying, monitoring and the successful delivery of ROI/value … for our customers' investment. You will be working with the sales and the wider business to ensure you are maximising revenue within our existing customers. You'll combine your client-focused mindset with a creative approach to becoming a leader and contributor who collaborates with our Leadership Team and the Sales, Product, and Engineering functions to optimise long-term More ❯

that supports over 25,000 conveyancers across the UK and Wales. This is a highly collaborative and commercially critical role, focused on driving awareness, adoption, and engagement with our client’s onboarding solution across the UK legal sector. The ideal candidate will combine strong content creation skills with a solid understanding of compliance in SaaS and ideally … have experience communicating around changing legislation that impacts legal services. You’ll be the company’s go-to expert for eCOS marketing—working closely with product, legal, sales, and client teams to position the platform as the definitive onboarding solution for modern law firms. The role reports into the Head of Marketing. The role offers hybrid working … days in the office during the 2 month probation period. KEY RESPONSIBILITIES: eCOS Platform Marketing Own & lead all marketing activity related to eCOS, positioning it as a market-leading client onboarding solution Create & manage compelling content that highlights the platform’s benefits across ID verification, AML checks, e-signatures, & source of funds Develop go-to-market messaging More ❯

Account Manager The Role Our client is a fast-growing and innovative technology business in the mortgage and financial services space. They’re looking to hire an Account Manager to play a key role in building strong client relationships and ensuring users get maximum value from the platform. In this role, you’ll be responsible for onboarding new customers, driving product adoption, and supporting retention and growth through proactive engagement and expert guidance Key Responsibilities: Proactively onboard new client accounts, delivering clear, engaging training sessions that set the foundation for long-term success. Build strong client relationships, getting under the skin of how each customer runs their business and identifying how our client … ways the platform can support clients’ goals. Analyse customer usage data to spot opportunities for improved adoption, engagement, and upsell—driving platform usage and increasing account value. Own the client journey post-sale: ensure every customer continues to see measurable benefits and is positioned for renewal and expansion. Develop and implement success strategies that not only retain customers but More ❯

experienced in applying the MEDDIC OR SPICED framework to drive meaningful, value-led sales conversations? We’re looking for a Pre-Sales Consultant OR Solutions Consultant to join our client, a leading, best-in-class GRC platform. As the Pre-Sales Solutions Consultant, this role is about making a real impact. You’ll be the vital link between Product … Engineering, Sales, and Customer Success, helping tell a story, solve real customer challenges, and drive adoption across an exciting, diverse client base. What you'll be doing as the Pre-Sales Solutions Consultant Partnering with Sales and account executives to deliver tailored, value-led demos, presentations, and workshops Create and present compelling presentations and solution demonstrations to C-level … strategic advisor, understanding complex customer challenges and aligning them with the correct GRC Solution Driving a MEDDIC/SPICED-led sales playbook and influencing deal success Supporting smooth onboarding with our Customer Success team Offer technical assistance to the sales team during the sales process, ensuring customer needs align with solution capabilities. Collaborating with Product & Engineering on roadmap More ❯

deep understanding of electronic execution workflows within the crypto trading industry . The successful candidate will play a critical role in supporting and expanding our electronic trading infrastructure and client connectivity. Key Responsibilities: Client Onboarding: Design and implement onboarding processes for new electronic trading clients, ensuring seamless integration and optimal experience. API & FIX Documentation … update, and improve technical documentation for REST, WebSocket, and FIX APIs. Integration Support: Develop and maintain sample code and technical guides to showcase integration workflows with our trading APIs. Client Support: Provide comprehensive technical and business support to clients, acting as a bridge between trading operations and external stakeholders. Issue Resolution: Troubleshoot and resolve issues related to connectivity, order More ❯

cloud-native, low-code platform is built to replace outdated legacy systems and help the world’s largest financial institutions automate post-trade, reconciliations, tax, regulatory reporting, and onboarding workflows . The product is battle-tested and enterprise-ready — already in use by Tier 1 and Tier 2 banks, asset servicers, and major market infrastructure firms. Now, it … product teams to shape winning proposals Be the voice of the market — feeding back on trends, gaps, and growth opportunities Represent the firm at industry events and in strategic client meetings ✅ What You Bring 5–10+ years of enterprise SaaS sales experience, ideally in capital markets or financial infrastructure Strong domain knowledge in post-trade, reconciliations, client onboarding … travel as needed Why This Role? Sell real solutions to real problems — not “nice-to-have” tools A respected name in the industry with award-winning tech and global client references Join a scale-up with global reach and an agile, supportive culture Direct exposure to leadership and a seat at the strategic table Base up to More ❯

A prominent international consultancy is seeking a skilled and motivated Data Protection Advisor to support a growing privacy function. This is a fantastic opportunity to work with a diverse client base across sectors including media, tech, entertainment, and more, delivering practical, business-focused data protection advice. Your Day to Day Deliver outsourced data protection officer and GDPR representative services … clients. Provide hands-on support with data privacy compliance, data breach response, international data transfers, and records of processing activities. Lead and manage medium-to-large privacy projects, including client onboarding, scoping, and delivery of key outputs. Act as a trusted advisor, building strong, long-term relationships with internal and external stakeholders. Collaborate with colleagues across international … offices and multidisciplinary teams to ensure consistent, high-quality service delivery. Contribute to internal knowledge development, training, and best practices. Support business development by identifying client needs and potential areas for growth. We are looking for: 3 to 6 years’ experience working in data protection or privacy roles within legal, consulting, or in-house settings. Strong working knowledge of More ❯

solution-oriented Comfortable with fast turnaround and high demo volume Nice-to-have Experience in SaaS, Healthtech, or healthcare sales/support Prior experience conducting software demos or customer onboarding Benefits £32,000 – £36,000 base salary + discretionary bonus Flexible, remote-first working (UK-based) Full product training and structured demo support materials Opportunity to grow into More ❯

Customer Relationship Manager. The successful applicant will play a pivotal role in supporting continuous growth of our business, whilst ensuring the highest level of customer service for our existing client base. Working across all functions of the business. This is the perfect opportunity for an ambitious & self-motivated individual to take a lead role in the way we approach … customer relationships. Primary responsibilities: Manage existing client accounts – Build strong connections with the company’s client base with the aim of retaining, developing and growing relationships. Support the onboarding team to ensure smooth onboarding of new clients, quickly nurturing relationships with key stakeholders through proactive and regular communication. Proactively arrange regular catch ups with … Mother’s client base to review monthly/quarterly sales & service levels. Lead negotiations on client retention – Reviewing past performance and putting together compelling proposals that ensure our client satisfaction & retention. Support sales team with new business acquisition, pitches and site visits Previous Experience Proven experience in client account management. Experience in contract catering/facilities More ❯