12 of 12 Client Onboarding Jobs in Merseyside

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: Derivatives Onboarding Analyst, Liverpool Client: Location: Liverpool, United Kingdom Job Category: Other EU work permit required: Yes Job Views: 7 Posted: 06.06.2025 Expiry Date: 21.07.2025 Job Description: About Us: Our client is a dynamic and innovative fintech company specialising in collateral management solutions for the derivatives market. … 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 use. Each client presents a unique setup, making each onboarding a distinct … and margin models. Join a supportive team that nurtures development and provides new opportunities. Interact with teams across functions like relationship management, software development, and strategy. Contribute directly to client value from day one. Requirements: Proven problem-solving skills and a methodical approach. Experience in banking, hedge funds, asset management, or fintech. Familiarity with enterprise systems, issue investigation, or More ❯

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

Level Agreement (SLA) compliance. They will collaborate with Technical Resource Managers to build dedicated support teams based on technical environment & service requirements. The TSM will be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role involves participating in a Duty Manager rota and acting as Incident Manager … Oversee RCA completion and publication, ensuring preventative actions are implemented Work with Technical Resource Managers to assemble support teams tailored to customer needs Coordinate with GS & PS for customer onboarding Assist consultants with technical issue resolution and serve as escalation point for incidents Implement and support service improvement initiatives and process enhancements Stay updated on current trends and … as needed Manage the rollout of new workflows, automation, and tools Collaborate with CSMs & SDMs to identify cost reduction and revenue growth opportunities Manage patching and maintenance schedules Represent client needs at weekly CAB meetings Support presales activities, including information requests related to tools and Oracle software lifecycle management Candidate Skillset Bachelor's degree preferred or equivalent experience in 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: SuccessFactors Consultant - Onboarding & Recruiting (UK), Liverpool Client: Jigsaw Cloud Location: Liverpool, United Kingdom Job Category: Other - EU work permit required: Yes Job Views: 10 Posted: 06.06.2025 Expiry Date: 21.07.2025 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 will be 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 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 ❯

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 ❯

IESBA Code of Ethics/APES 110, SEC regulations, and the Corporations Act. Develop understanding of the firm’s service offerings to support compliance management and monitoring systems, including client and engagement acceptance, and conflict checks. Update independence policies, tools, guidance, and processes to align with global and local policies, incorporating best practices and innovative solutions. Design and deliver … Grant Thornton. Exhibit attention to detail, critical thinking, problem-solving skills, and the ability to manage multiple tasks under pressure. Skills & experience Ideal candidates will have experience in a client-facing role within a professional services firm, with a focus on quality standards. The role suits those who are agile, responsive, and innovative, with a passion for regulatory environments … Knowledge of independence rules and regulations, including APES 110, IESBA, Corporations Act 2001, EU PIE, and SEC rules. Understanding of independence technology platforms for managing non-assurance services and client onboarding. Strong organizational, troubleshooting, research, analytical, and communication skills, with a self-driven attitude and relevant tertiary qualifications. If you do not meet every requirement, we still encourage you More ❯

Join a startup to grow the organisation. Hybrid Working Options. About Our Client A fast-growing digital startup is preparing to launch an innovative platform in the UK, aimed at transforming how people connect with trusted professionals. They're currently looking for an enthusiastic Client Relationship Manager to join their team. Job Description Serve as the primary point … new clients onto the platform, ensuring exceptional service and long-lasting partnerships. Identify opportunities for upselling and cross-selling, contributing to revenue growth. Collaborate with colleagues to align client strategies and enhance overall service delivery. Provide valuable client feedback to inform platform enhancements and service improvements. Maintain a strong understanding of market trends, client industries, and … competitor offerings. Track and report on relationship management activities and outcomes using CRM tools. The Successful Applicant Proven experience in client relationship management, account management, or building and maintaining relationships. Excellent interpersonal and communication skills, with the ability to build strong, lasting relationships Confidence using CRM systems and managing sales pipelines effectively A proactive and self-driven mindset, focused More ❯

the value of our SaaS platform. You will deliver training sessions, create educational materials, and act as the primary point of contact during the onboarding phase, ensuring client success from the outset. Key responsibilities: Client Onboarding: Guide new clients through the onboarding process, customize onboarding plans, conduct kickoff meetings, system … configuration, and initial data imports. Training Delivery: Design and deliver engaging training sessions, develop training resources, and ensure clients understand how to use the software effectively. Client Engagement: Serve as the primary contact during onboarding, address questions, resolve issues, and follow up to ensure satisfaction and adoption. Collaboration: Work with sales, support, and product teams, and provide … feedback on user experiences and feature requests. Metrics & Reporting: Track onboarding progress, client satisfaction, training effectiveness, and suggest improvements. Skills & Experience: 2+ years in training, onboarding, or customer success, preferably in SaaS. GCSEs in Maths and English (Grades A*- C). Learning & Development or training qualifications (e.g., CIPD, TAP). Experience with project system implementation. 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 ❯