19 of 19 Client Onboarding Jobs in Guernsey

clunky back-office legacy systems. No endless tickets. Just seamless onboarding, happy clients and scalable success. Now we’re looking for a Client Services Lead to run the show across onboarding, implementation, support, and account management - and help us build a standout client experience … accounts with confidence Build out toolkits, playbooks and automation to scale service Collaborate with Sales and Product to drive usage and upsell Champion the client voice internally and constantly push for better What we’re looking for You’ve led onboarding, client services or delivery teams … Bonus if you’ve worked with adviser tech or UK financial services What’s on offer High-impact leadership role with full ownership of client success Smart, humble people building something meaningful Competitive salary + bonus + share options Fully remote & flexible working Interested? You don’t need to More ❯

At Prospa, we’ve spent the last 5 years developing a leading team of e-commerce experts. With 40+ exciting DTC brands in our client base, our mission is to drive growth and profitability for 7-figure E-commerce brands through creative and profit focused marketing. Our success is … in team development with structured programmes designed to fuel your growth. We’re seeking an A-player to own their CRM accounts and drive client success. KEY RESPONSIBILITIES Take complete ownership of project management and delivery of all email clients Lead the onboarding and integration of new … clients Execute research during client onboarding & account development Implement testing strategies across Klaviyo flows and campaigns Lead daily & weekly client communication via various channels Complete in-depth monthly data reports Provide ongoing value to all clients - go above and beyond SKILLS & EXPERIENCE 1+ CRM experience is More ❯

ABOUT CAVENWELL 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 … 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 … 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 More ❯

Ventures , our investment arm supporting early-stage businesses with capital and capability. The Role We are looking for a commercially driven and operationally strong Client Director to lead our client delivery function and help us scale with quality and consistency. This is a senior leadership role, responsible for … managing and growing our client relationships, developing high-performing delivery processes, and helping to shape the future of the business. Key Responsibilities Client Leadership & Relationship Management Lead and develop strategic relationships with Bula’s key clients, acting as a trusted advisor. Serve as the senior escalation point and … quality control for client delivery across all services. Identify and action opportunities to upsell and cross-sell services within our existing client base. Collaborate with Partners and consultants to align on client growth strategies and execution plans. Operational Excellence & Delivery Build and oversee delivery frameworks and processes More ❯

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. More ❯

position the value of AI-powered data security in solving enterprise challenges. Collaborate with Pre-Sales and Customer Success teams to ensure successful onboarding and customer satisfaction. Maintain accurate pipeline forecasting. What Does Success Look Like? You consistently meet or exceed quota, close complex deals with key enterprise More ❯

Role: Implementation Engineer Location: Client Sites across the United Kingdom This is a field-based role, 5 days per week. Join the AI Revolution in Contact Centres! Are you ready to be part of the future of contact centre technology? ConnexAI, a leading force in Dialers, OMNI Channel enablement … to be the face of ConnexAI. We value customer service, so travel regularly is necessary for this role, as you will likely be on client sites most working days across the UK. Who We're Looking For: ConnexAI seeks driven individuals passionate about contact centre platforms and AI technology … the UK. Providing technical onsite training Offering support guidance to clients Being an essential part of advisory and escalation functions Assisting with project scoping, client onboarding, and documentation Are You the Right Candidate for Us? Professional and confident work ethic. Experience in the contact centre industry is More ❯

No sponsorship available) Day Rate: £275 Outside IR35 Job Position: Contract – 6 months Work Pattern: Remote – 4 days total in Manchester & London for onboarding with their clients (expenses covered). Then fully remote for the rest of the contract I’m currently on the lookout for a C++ More ❯

contract Deloitte 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 … 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 More ❯

where you can grow, learn and feel challenged. The atmosphere is fun, consultative and focused on delivering best of class products to our global client base. What You’ll Be Doing Build and maintain long-term … relationships with clients by understanding and interpreting their technical and business needs. Provide pre-sales technical assistance, product demonstrations, and training to support customer onboarding and adoption. Influence client decision-making by aligning our solutions with their goals and recommending best-fit services. Calculate client quotations … Collaborate with global support teams to resolve technical issues and provide backup coverage when needed. Deliver compelling presentations and product education sessions tailored to client requirements. Work cross-functionally with Developers, Sales, and Marketing to ensure a seamless customer experience. Support project management efforts and contribute to technical support 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 ❯

We’re Hiring: Freelance Frontend Developer (Remote) About the Client: Join one of the world’s fastest-growing AI companies, trusted by global leaders like Meta, Microsoft, and Accenture. Backed by Amazon and Meta, and valued at $13.8B, our client delivers high-quality data-labeling services powering innovations … hour 20 min of technical assessment (MCQs + coding) Candidates scoring 80% + will be contacted for: Interview Onboarding 20-minute client assessment Why Join Our Client? ✅ Work remotely from anywhere ✅ Weekly payouts for completed work ✅ Contribute to cutting-edge AI innovation ✅ Access to multiple ongoing … projects ✅ Smooth onboarding with dedicated support Ready to Apply? Send your resume to: referrals@invokhr.com Email Subject Line: Resume for Front-End Developer – AI Role Be part of a global mission to accelerate AI development through high-impact projects. We look forward to connecting with talented developers like 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. … 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 More ❯

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 …/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 . More ❯

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 … 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. More ❯

Fully remote £40,000 OTE Do you enjoy solution selling? Hate the idea of cold calling, but love the idea of warm leads? Our client is looking for a results focused Account Executive to join their fast-growing SaaS company. This is a full-cycle sales role where you … first contact through to close Work with a steady stream of warm leads from marketing and inbound sources Conduct effective discovery calls to understand client needs and decision drivers Deliver persuasive, solution-focused product demonstrations (virtual and in person) Build and present tailored proposals to stakeholders across a range … objections, follow up professionally, and keep momentum in your pipeline Maintain CRM hygiene and ensure accurate forecasting and deal tracking Collaborate with marketing, onboarding and customer success to ensure smooth handover The candidate: Proven B2B sales experience, ideally in SaaS or a tech-led environment Confident managing deals More ❯

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. Data-Driven Success Track KPIs and feature adoption rates. What Does Success Look Like? You deliver 110%+ … 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 More ❯

My client is a Series A InsurTech and a digital-native TPA who use automation technology and AI to bring speed, advanced data science, and simplicity to the experience of consumers, insurance adjusters, and carriers. As an Account Manager, you will be an integral part of the approach to … client service - working closely with the claims, operations, analytics and technology teams to drive positive customer engagement and identify opportunities to win business. For this role, you will need to have experience managing accounts in the UK general insurance market, with a strong preference for relevant claims knowledge. The … of the customer and provide valuable insights to the operations and technology teams to ensure continual improvement and optimisation of outcomes Support the onboarding of new customers working closely with claims operations and technology teams Requirements Strong experience in the UK insurance industry in an Account Executive function More ❯

achieve a successful outcome for the customer. We are a leading software supplier to Local Government and have a mature customer base. When onboarding new customers, we deliver consultancy and training throughout the lifecycle of the project. More often, due to the nature of our user base, consultancy … Enterprise and Total Land Charges, depending on the needs of the business and your particular areas of expertise • Carrying out specialist product configuration in client environments throughout the lifecycle of an implementation • Undertake system audits for clients, reviewing existing system usage and writing detailed reports including recommendations for improved … maintain and progress your product knowledge and are fully prepared for customer facing deliveries • A good listener with the ability to understand and interpret client requirements • Have excellent written skills to provide detailed written reports following system audits • Be adaptable to learning additional product areas and performing other tasks More ❯