25 of 25 Client Onboarding Jobs in the Midlands

we know the true potential of our market and we'd love to bring you on to the team to support us as we grow. Role at a glance: Client Onboarding Consultant Grantham, Lincolnshire Office Based 2/Hybrid Working/Travel to Client Sites as Required £40,000 - £50,000 Depending on Experience Plus Complete … a result, our team thrives from a more relaxed working environment. If that sounds good to you, then we'd love to hear from you. The Opportunity: As the Client Onboarding Consultant, you will play a key role in overseeing software implementations, delivering user training, supporting software demonstrations, and providing ongoing customer consultation as needed. To succeed … A strong understanding of business processes, software systems, and how users interact with software will be essential. What your day-to-day might look like: • Customer Requirement Gathering - Understanding client's business needs and identifying opportunities where ERP can be integrated into their processes • Software Implementation - Assemble tailored software solutions and overseeing the software implementation process with the software More ❯

office & 2 days working from home Salary: £30,000 - £35,000 We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement - making financial services simpler and smarter. As a Project Consultant, you’ll play a key role … in delivering high-quality onboarding and implementation experiences for new clients. From coordinating internal teams to supporting client rollouts, you'll help ensure projects run smoothly, on time, and to a consistently high standard. This role sits within a new and growing project team, giving you the opportunity to shape processes, contribute to the team's evolution … You’ll Do: Coordinate daily project activities and keep timelines on track Monitor progress, flag risks, and drive follow-ups Organise meetings, track actions, and maintain clear documentation Support client onboarding, rollout, and training on the platform Collaborate with internal teams to align resources and deliverables Contribute to QA and ensure projects meet quality and compliance standards More ❯

Software, Tech, or IT- and the right mindset - we’ll train you on our product and help you succeed in a dynamic, customer-focused role. Role at a glance: Client Onboarding Manager Grantham, Lincolnshire Office - Hybrid Working + Travel to Client Sites as Required £55,000 - £65,000 Depending on Experience Plus Complete Benefits Package Including … Conduct in-depth needs analysis to capture precise software requirements. • Software Implementation - Develop tailored ERP solutions with impactful presentations and demos. • Manage implementation timelines, ensuring alignment with specs and client goals. • Create and maintain the Project Initiation Document (PID) and secure stakeholder buy-in. • Customer Support - Deliver hands-on support throughout and after implementation, resolving issues promptly. • Proactively manage … a fast-track path to our Leadership Team. Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate More ❯

Support the Service Delivery Manager Major accounts with service-related tasks, such as escalations and queries Be accountable for direct customer communications, both verbal and written Support the onboarding of new customers and engage with the Customer and Services Transition Manager to ensure seamless transition into BAU services Support service SLAs and manage the team accordingly to achieve More ❯

tailored solutions that align with customer requirements and demonstrate strong ROI Manage the entire sales cycle, from lead generation, following up marketing generated leads to closing deals and onboarding new customers Collaborate with internal teams, including marketing and presales, to drive customer engagement Maintain accurate sales pipeline and forecasting in Salesforce CRM Stay up to date with industry More ❯

solutions Develop and execute strategic sales plans to acquire new customers Manage the entire sales cycle, from lead generation, following up marketing generated leads to closing deals and onboarding new customers Collaborate with internal teams, including marketing and presales, to drive customer engagement Maintain accurate sales pipeline and forecasting in Salesforce CRM Stay up to date with industry More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

acumen, and a strategic, consultative approach to sales. Key Responsibilities: Identify, pursue, and secure strategic new business opportunities Lead New Product Introduction (NPI) and contract review meetings for new client onboarding Work cross-functionally with Estimating, Engineering, Purchasing, and Operations teams Create tailored proposals and solutions based on in-depth client understanding Ensure commercial success by … Excel; MRP software experience is a bonus Clear, confident communication across digital and written channels If you're a commercially driven, technically adept professional with a passion for building client relationships and delivering tailored solutions-this could be the ideal next step in your career. ACS are recruiting for a Business Development Manager. If you feel that you have More ❯

Diagnostics Following continued growth this market-leading organisation now seeks to recruit a customer focused Applications Specialist responsible for: Performing pre-sales demonstrations and post-sales customer training Onboarding new customers by engaging teams in the launch Travelling to prospective customer sites, luminary sites and trade shows to perform presentations Providing ongoing application assistance and support to end More ❯

EU Road Freight - Business Development Manager - Birmingham - Up to 45,000 We are supporting our Client, who are a Global Freight Forwarder find a Business Development that is experienced in European Road Freight to help them bring in new business in the midlands. They have already have a very strong presence in the Midlands but are now looking to More ❯

Business Manager to refine sales strategies based on market feedback. Maintain accurate sales records and customer interactions within our CRM system. Collaborate with internal teams to ensure smooth customer onboarding and post-sale support. Identify and act on cross-sell and upsell opportunities within existing business customers. Provide feedback into business functions on potential deal and proposition opportunities. More ❯

Business Manager to refine sales strategies based on market feedback. Maintain accurate sales records and customer interactions within our CRM system. Collaborate with internal teams to ensure smooth customer onboarding and post-sale support. Identify and act on cross-sell and upsell opportunities within existing business customers. Provide feedback into business functions on potential deal and proposition opportunities. More ❯

process improvements and knowledge base documentation. * Support the onboarding of new clients and participate in configuration/setup activities. * Contribute to team meetings and share insight on client support trends or platform improvements. Infrastructure Support * Maintain and support internal IT infrastructure including networks, laptops, desktops, printers, and display equipment. * Prepare and provision IT equipment for new starters … management including secure disposal. * Experience with cloud services, remote support tools, and cybersecurity principles. * Microsoft Certified Professional or willingness to achieve MCP qualifications through self- study Personal Qualities * A client-focused approach with strong interpersonal and communication skills. * High levels of enthusiasm, motivation, and a proactive attitude. * Calm, composed and solution-focused under pressure. * Detail-oriented with the ability … to manage multiple priorities. * Strong problem-solving skills focused on practical, timely solutions. * Adaptability to changing client needs and shifting business priorities. * A team player who thrives in a collaborative environment. * Ability to communicate clearly and confidently with stakeholders at all levels. Qualifications Bachelor's degree in Information Technology, Computer Science, Engineering, or a related field or vocational infrastructure More ❯

to understand their evolving needs and identify additional service opportunities. Monitor of shipments (Export/Import) whiles providing updates to Clients Develop a comprehensive sales strategy delineating target markets, client segments, and revenue objectives. Formulate an action plan comprising sales tactics, timelines, and milestones to meet or surpass revenue targets. Collaborate closely with internal teams, particularly operations and customer More ❯

initiate meaningful conversation. Arranging opportunities to present the business services, with the support of the senior management team. Progressing these opportunities through to quote stage and ultimately on-boarding. Client managing existing clients to ensure that opportunities for repeat business are maximised. Taking full responsibility for driving the company s on-line presence, including social media and Linked In. 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 ❯

an excellent opportunity for a Customer Success Manager to join an innovative & award-winning tech client. We're looking for a strategic and customer-focused leader to join our client's management team. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping to improve … how customers learn, adapt, and get real value from our client's product. You'll lead the Customer Service Manager and Product Training Manager, supporting both pre and post-sale experiences. Your goal is to build scalable processes, develop the customer education approach, and ensure that customer insights are driving continuous improvement across the business. This is a hands … post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most from our client's product Prioritise content development for all user levels (beginner to advanced), ensuring alignment with customer needs and use cases. Customer Voice & Insights Use customer feedback (e.g. NPS survey More ❯

SLA's/agreed deadlines. Developing a positive culture of delivering feedback to Operational Teams. Continuously Improve Processes – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review. Continuous monitoring of all external software licences. Organising systems access for new joiners and removal of access for leavers. … Manage relationships with third-party software providers such as IRESS/FE/SmartSheet Oversee the maintenance, and enhancement of core business systems (e.g., CRM, Client Portal, financial reporting tools). Monitor system performance and troubleshoot issues whilst communicating with the wider business. Oversee the onboarding of new clients to the portal and providing support for any … incoming client queries. What we are looking for in our ideal Business Systems Manager: Proven experience in managing a team within financial services. An understanding of FCA regulations and compliance requirements. Experience in supervising or mentoring a team. Excellent organisational and time management skills. Ability to accurately interpret ideas, information, and needs through the application of appropriate communication behaviours. More ❯

Job Title: Customer Support Representative Location: Leicester (LE12) About Us: Our client is a leading recruitment CRM software business dedicated to providing a top class service to their clients/users. They are passionate about delivering an exceptional service, training and solutions to their clients. We are currently seeking a dynamic, friendly, energetic, well spoken, computer literate, problem solving … on Zendesk. Collaborate with customers and deliver training sessions to improve user knowledge and overall software experience with occasional on site training at customer locations across the UK. Onboarding of new customers on to the platform. Escalate any complex issues to the Head of Training and Service. Upselling additional services that are available on the system. Requirements: Excellent More ❯

Life on the team Due to a brand-new client win, we are seeking a number of qualified and customer-focused?Mobile Technology Support Analysts. Ideally, you should already hold Security Clearance (SC) or have the willingness and ability to undertake it. The Support Analysts will form part of the?MDM team, working within our 2nd line service desk. … either?our Milton Keynes?or?Nottingham sites and youll need to be based onsite 5 days per week. These roles are key in assisting with the transition and onboarding of a new customer account, with a view to continuing into BAU once the service goes live. Analysts will manage and support End User Devices as part of the More ❯

Description We are seeking a highly organised and proactive Senior Administrator to join our team. This role is integral to ensuring smooth operations by managing and maintaining records, onboarding new clients, and providing essential administrative support. Key Responsibilities Key Responsibilities • Provide PA support to Directors, including diary management and correspondence • Co-ordinate and manage the maintenance of records … ensuring regulatory compliance to strict deadlines • Facilitate the onboarding process for new clients, ensuring a seamless experience • Handle a range of general administrative duties to support the team Key Requirements Key Requirements • Proven experience in an administrative or PA role • Excellent communication skills, both written and verbal Additional Requirements Additional Requirements • A proactive and solutions-focused mindset • Strong More ❯

native solution that has attracted new private equity investment this SaaS Account Manager will play a lead role in shaping and delivering a customer account management strategy spanning customer onboarding through to new product promotion within key accounts. Due to the growth trajectory this Account Manager can expect a clear progression path within this highly flexible, forward thinking … At least 3 years SaaS account management experience - Proven experience managing public sector accounts (ideally within national infrastructure, fleet, plant, transport or logistics sector) - A consultative, engaging sales/client engagement approach - Excellent stakeholder management & presentation skills - A personal drive to succeed independently through hands on delivery This SaaS Account Manager will receive the following benefits - base salary of More ❯

led approach Identify upsell and cross-sell opportunities within your customers Collaborate with internal teams to ensure smooth onboarding and exceptional customer experience Attend events, exhibitions, and client meetings to support brand visibility and lead generation Keep CRM data and sales forecasts up to date and report regularly on pipeline progress What We re Looking For Proven … positive, winning mentality Happy to be office-based though hybrid will be considered for the right person Open-minded about managing accounts post-sale or handing them to our Client Services team What s On Offer Uncapped commission structure realistic OTE of £75,000 £90,000 Health Cash Plan, Pension, Life Assurance A dynamic, growing business with serious growth More ❯

leads and existing partner channels. Build tailored commercial proposals and present value-driven solutions to prospective clients. Work closely with marketing, operations, and commercial teams to align offering with client needs and market demand. Attend partner events, trade shows, and meetings to represent the business and enhance brand presence. Maintain a robust sales pipeline, reporting on activity, conversion rates … and revenue forecasts. Support the onboarding of new clients, ensuring a smooth handover to account management teams. What We're Looking For Proven track record in B2B sales or business development, ideally retail/FMCG Strong experience converting warm leads and developing opportunities via commercial partnerships or referral channels. Excellent presentation, negotiation, and relationship-building skills. Comfortable managing … work autonomously across a national territory. Why Join? This is a unique opportunity to join a growth-focused business that invests in its people and thrives on long-term client success. You'll be trusted to drive strategic sales activity with the support of a collaborative and experienced leadership team, offering genuine earning potential and career progression. About Cast More ❯