14 of 14 Client Onboarding Jobs in Preston

aligned processes for escalation and management of incidents. Participate in an On-Call Rota for out-of-hours incident response. System Maintenance & Monitoring Perform regular system health checks on client infrastructure, including servers, networks, and backups. Implement preventive maintenance plans and updates to minimise downtime. Proactively monitor system alerts and mitigate risks. Project Support Assist with IT infrastructure projects … such as server upgrades, cloud migrations, and network improvements. Support the on boarding of new clients, including hardware and software configuration. Client Management & Communication Maintain clear and professional communication with clients regarding ticket progress and resolutions. Ensure a high standard of customer satisfaction through quality service delivery. Documentation & Knowledge Sharing Maintain and update technical documentation, SOPs, and knowledge base More ❯

Social network you want to login/join with: col-narrow-left Client: Location: preston, lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 1 Posted: 06.06.2025 Expiry Date: 21.07.2025 col-wide Job Description: Location: Hybrid UK Rate: Competitive Duration : 3 month contract 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 will be working with you to look at alternative projects within the firm that suit your experience should you wish to … users, resolving connectivity issues and 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 for our web portal and More ❯

Social network you want to login/join with: Derivatives Onboarding Analyst, Preston, Lancashire Client: Location: Preston, Lancashire, United Kingdom Job Category: Other - EU work permit required: Yes Job Views: 4 Posted: 31.05.2025 Expiry Date: 15.07.2025 Job Description: About Us: Our client is a dynamic and innovative fintech company specialising in collateral management solutions for the … optimise operations, and enhance transparency in the fast-paced trading ecosystem. Based in London, we serve a global clientele, including banks, asset managers, and clearing brokers. Role Overview: Onboarding Analyst As an Onboarding Analyst, you will be responsible for getting new clients up and running on our platform. Working with a team of analysts and software developers, you will analyse client data, validate analytics, and configure the product to meet their specific needs, ensuring they can rely on the platform to run their business effectively. Every client has a More ❯

Social network you want to login/join with: Implementation and Customer Success Consultant, preston, lancashire col-narrow-left Client: Tracker Location: preston, lancashire, 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 … 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), preston, lancashire col-narrow-left Client: FBO One Location: preston, lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 12 Posted: 06.06.2025 Expiry Date: 21.07.2025 col-wide Job Description: Are you a proactive, relationship-focused professional passionate about … 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 ❯

Social network you want to login/join with: Technical Service Manager, Preston, Lancashire col-narrow-left Client: Location: Preston, Lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 10.06.2025 Expiry Date: 25.07.2025 col-wide Job Description: Redfaire is a fast-growing, international technology company headquartered in Limerick, Ireland. Redfaire … 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 … preventative actions are implemented Work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements Work with GS & PS to plan customer onboarding Support consultants on technical issue resolution and act as an escalation point for technical support incidents/tasks Implement service improvement initiatives and help to plan, design and More ❯

Social network you want to login/join with: Audit Software Consultant, preston, lancashire col-narrow-left Client: Location: preston, lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 07.06.2025 Expiry Date: 22.07.2025 col-wide Job Description: Audit Software Consultant – Remote (UK) Salary: £60,000 - £75,000 + up to … 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. Contribute to the improvement of More ❯

Social network you want to login/join with: Solutions Consultant, preston, lancashire col-narrow-left Client: Location: preston, lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 2 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Solutions Consultant – Remote (UK) Salary: £60,000 - £70,000 + up to 25% bonus … 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: Inside Sales Representative, preston, lancashire col-narrow-left Client: Aveni Location: preston, lancashire, 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: Aveni is an award-winning technology company. We use advanced AI to … 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 ❯

Social network you want to login/join with: Operations Manager - FinTech, preston, lancashire col-narrow-left Client: Cavenwell Group Location: preston, lancashire, 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 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 families. We arenot your traditional trust company. Our operations are already highly automated. We’ve built a robust internal stack of … 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 More ❯

app company dedicated to revolutionising private health services for pharmacy patients. Our innovative platform combines technology with personalised care to deliver exceptional healthcare experiences. Position: Clinical Lead/Customer Onboarding Location: Home-based. North West Region, ideally Job Type: Full-time and/or, Part-time, Permanent Job Summary: We are seeking a motivated, clinically qualified Pharmacy professional … innovation in healthcare delivery. Additional Responsibilities that ARE NOT clinical may include some of the following Develop creative visual materials for presentations Product Development contributions Customer Support and onboarding User training Refresher training for current customers on new features Customer product feedback to the Product Delivery Team Potential Product Marketing Activities Operations Coordination Your Background & Experience Required: Registered More ❯

Social network you want to login/join with: Business Consultant, preston, lancashire col-narrow-left Client: Lawcloud Location: preston, lancashire, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 4 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Job Opportunity: Business Partner - Lawcloud Revenue Sharing Role | Fully Remote | Develop Business for … About Lawcloud Lawcloud is an advanced legal CRM and case management platform designed to streamline the operations of law firms and legal professionals. We provide innovative solutions to optimize client management, enhance productivity, and automate administrative processes. With features tailored to the needs of lawyers and law firms, Lawcloud helps legal professionals stay organized, efficient, and ahead of the More ❯

install, and commission new technology on superyachts. As a 3rd line engineer based in Preston, you will work for an MSP providing IT and wireless solutions to a diverse client base, including numerous superyachts. This exciting role is ideal for an inquisitive engineer eager to stay ahead with emerging technologies. You will join a flexible team where your ideas … can influence the company's future direction. Your initial responsibilities will include answering support tickets and participating in project work during client onboarding. There is potential for this role to evolve into a team lead position, with opportunities to expand the team in the future. We are looking for an engineer with a Microsoft focus, experienced with 365, Azure More ❯

time Data Migration and Support Analyst to join an established and fast-paced Tech Company providing E-learning and LMS Services. Main Responsibilities Your primary role will involve onboarding our clients by cleansing and importing their data. In addition, you will be required to support both the First Line Support Desk and the Development Team. Technical Support can More ❯