21 of 21 Client Onboarding Jobs in the South West

process-driven Director of Implementation to lead the onboarding and successful implementation of UK clients within our Corporate Payments business. This leader will manage the delivery of client onboarding for our AP automation, FX, and corporate card solutions, working closely with Sales, Product, and Customer Success teams. They will drive operational excellence, optimize delivery timelines … and ensure seamless integration of our products into client systems and processes. The ideal candidate has 5+ years of implementation or onboarding experience in the payments or ERP space, with strong project management skills, client communication abilities, and the capability to align cross-functional teams around delivery goals. This is a hybrid role, requiring regular travel … support and ensure client satisfaction and delivery on time and budget What we need: Experience: 5+ years in implementation, solution engineering, technical pre-sales or customer onboarding roles, with ERP/SaaS/Finance systems Experience working with accounts payable and working on ERP systems is a must AP Automation is preferred Has been in More ❯

Operations Coordinator Location: Remote (UK-based preferred) Salary: £28,000 per annum (Pro Rata) About the Company Our client is a fast-growing compliance technology startup thats shaking up how recruitment agencies and payroll providers handle transparency, accountability, and trust. Theyre the only company offering real-time audit capabilities and compliance insights across a unique ecosystem of partners. Agile … heart of the day-to-day, keeping everything ticking behind the scenes. Its a varied role that touches nearly every aspect of the business from verifying data and managing client communications, to supporting compliance cycles and shaping operational processes. Its ideal for someone who thrives in a fast-paced, ever-evolving environment. Key Responsibilities ?? Data Review & Operational Oversight Review … and update company records across recruitment agencies, contractors, and payroll partners Process incoming company data to ensure consistency across systems Manage data cycles in line with each tax month ??? Client Onboarding & Compliance Cycles Support the onboarding of new clients by sending documentation, sharing guides, and prepping platform access Coordinate monthly compliance reviews, including document collection More ❯

be doing on a day-to-day basis: Assisting with bookkeeping and record keeping of inventory/stock, etc Multitasking on projects Spearhead process and organisational improvements Assisting with client on-boardings, ensuring that everyone on the team has what they need to do their job Organising and reviewing invoices/charges for our clients Organising and reviewing stock More ❯

lead—from planning and scoping to implementation and handover. Key Responsibilities Install and support IT networks, hardware, telecoms, and cloud-based systems Deliver on-site project work and customer onboarding Plan, scope, and manage technical installs end-to-end Liaise with customers and internal teams to ensure successful delivery Maintain clear documentation using CRM and ticketing systems Identify More ❯

head office in Bath, UK. As Creative Services Manager, you will be working within an established team of Content and Paid Media Marketing professionals, across a wide range of client projects across a diverse range of sectors, most of which have global marketing needs. Candidates should be confident in delivering high-quality outputs across multiple disciplines, while taking on … a wide range of responsibilities for client accounts in support of the wider team in delivering and developing best-in-class services to our clients. You should also be agile and able to approach and tackle varied challenges, both inside and outside of the Creative Services environment. Our priority is to recruit the right fit for our creative culture … with developing design practices, specifically relating to innovative social media and digital marketing thinking and best practices, to both share with the creative team, and apply new strategies to client campaigns Embed yourself within the processes and culture of That Media Thing, as well as offer up your own ideas on improvements and enhancements to areas relevant to you More ❯

typical tech consultancy. Born out of hands-on engineering experience solving some of the UK's most complex cross-domain challenges, we ve built a company around technical excellence, client-first delivery, and a passion for doing things right. As we grow our team, we're looking for an experienced Implementation Consultant who thrives at the intersection of technical … solutions and business outcomes. This is a hybrid role with regular visits to client sites near North Bristol and Herefordshire , supporting national security and defence-related programmes. Why TwinStream? We re committed to building a team that grows with us. Here s what you can expect: Pension 8% employer contribution Private Healthcare Comprehensive cover for you and your family … ll work directly with stakeholders at all levels, providing both hands-on technical support and strategic guidance. Your responsibilities will include: Acting as the primary point of contact for client onboarding and technical scoping Translating customer needs into scoped work packages in collaboration with our Technical Architects Managing the lifecycle of customer integrations, from initial setup to More ❯

typical tech consultancy. Born out of hands-on engineering experience solving some of the UK's most complex cross-domain challenges, we’ve built a company around technical excellence, client-first delivery, and a passion for doing things right. As we grow our team, we're looking for an experienced Implementation Consultant who thrives at the intersection of technical … solutions and business outcomes. This is a hybrid role with regular visits to client sites near North Bristol and Herefordshire , supporting national security and defence-related programmes. Why TwinStream? We’re committed to building a team that grows with us. Here’s what you can expect: Pension – 8% employer contribution Private Healthcare – Comprehensive cover for you and your family … ll work directly with stakeholders at all levels, providing both hands-on technical support and strategic guidance. Your responsibilities will include: Acting as the primary point of contact for client onboarding and technical scoping Translating customer needs into scoped work packages in collaboration with our Technical Architects Managing the lifecycle of customer integrations, from initial setup to More ❯

typical tech consultancy. Born out of hands-on engineering experience solving some of the UK's most complex cross-domain challenges, we’ve built a company around technical excellence, client-first delivery, and a passion for doing things right. As we grow our team, we're looking for an experienced Implementation Consultant who thrives at the intersection of technical … solutions and business outcomes. This is a hybrid role with regular visits to client sites near North Bristol and Herefordshire , supporting national security and defence-related programmes. Why TwinStream? We’re committed to building a team that grows with us. Here’s what you can expect: Pension – 8% employer contribution Private Healthcare – Comprehensive cover for you and your family … ll work directly with stakeholders at all levels, providing both hands-on technical support and strategic guidance. Your responsibilities will include: Acting as the primary point of contact for client onboarding and technical scoping Translating customer needs into scoped work packages in collaboration with our Technical Architects Managing the lifecycle of customer integrations, from initial setup to More ❯

typical tech consultancy. Born out of hands-on engineering experience solving some of the UK's most complex cross-domain challenges, we've built a company around technical excellence, client-first delivery, and a passion for doing things right. As we grow our team, we're looking for an experienced Implementation Consultant who thrives at the intersection of technical … solutions and business outcomes. This is a hybrid role with regular visits to client sites near North Bristol and Herefordshire , supporting national security and defence-related programmes. Why TwinStream? We're committed to building a team that grows with us. Here's what you can expect: Pension – 8% employer contribution Private Healthcare – Comprehensive cover for you and your family … ll work directly with stakeholders at all levels, providing both hands-on technical support and strategic guidance. Your responsibilities will include: Acting as the primary point of contact for client onboarding and technical scoping Translating customer needs into scoped work packages in collaboration with our Technical Architects Managing the lifecycle of customer integrations, from initial setup to More ❯

tools and analysis to help process and understand internal documentation Translate complex internal systems into usable service maps and documentation Work with implementation teams to build a better customer onboarding experience Confidently chase stakeholders and gather the information needed independently Skills: Proven experience as a Service Designer in B2B or enterprise environments Strong experience with service mapping, workflow More ❯

Senior 2nd Line Engineer (Progression to 3rd Line) HQ: Gloucester/Hybrid About the Company My client is a growing, fast-paced Managed Service Provider (MSP) delivering IT support, cloud solutions, and infrastructure projects to a wide range of clients across the UK. The team thrives on collaboration, learning, and solving real-world technical problems with a people-first … point for the 1st line team Support infrastructure upgrades, migrations, and deployment projects Assist with onboarding new clients and maintaining their environments Document fixes and maintain accurate client records in the service desk system Collaborate with 3rd line engineers and project teams to expand your technical exposure Proactively identify recurring issues and suggest improvements What Were Looking … remote troubleshooting A strong desire to develop your technical skillset and move into a senior/3rd line position Excellent customer service and communication skills Full UK driving licence (client visits required) Benefits: Salary up to £40,000 DOE Private healthcare 25 days annual leave + bank holidays Professional development and Microsoft certification support Electric car scheme Pension scheme More ❯

IT and Telecoms service provider delivering comprehensive technology solutions to businesses across the South of England. With a strong reputation built over three decades, the company serves a diverse client base by providing tailored support, installation, and managed services. Their focus is on delivering high-quality products and outstanding customer service, and they are now seeking talented professionals to … candidate will be a proactive, skilled engineer with a 'can do attitude, capable of delivering well-planned, professional installations and support services across a wide range of technologies. The client will be interested in a Support Engineer who is would be interested in moving into a more hands on role. Key Responsibilities: Deliver efficient and high-quality on-site More ❯

IT and Telecoms service provider delivering comprehensive technology solutions to businesses across the South of England. With a strong reputation built over three decades, the company serves a diverse client base by providing tailored support, installation, and managed services. Their focus is on delivering high-quality products and outstanding customer service, and they are now seeking talented professionals to … candidate will be a proactive, skilled engineer with a 'can do’ attitude, capable of delivering well-planned, professional installations and support services across a wide range of technologies. The client will be interested in a Support Engineer who is would be interested in moving into a more hands on role. Key Responsibilities: Deliver efficient and high-quality on-site More ❯

Locations: Sheen/Richmond Hours: 08.0-17.00/09.00- 18.00 We are currently recruiting for a Client Services Executive to join a small but friendly team within a growing company that provides specialist investment systems and tools to clients in the finance and banking sector. Due to continued growth and product expansion, the business is looking to strengthen its … client-facing operations team. About the Role As a Client Services Executive, you will be part of the team responsible for supporting clients and users across the company's core product suite. You will help ensure smooth delivery of services, respond to client enquiries, and contribute to the ongoing success of business operations. This is an exciting … detail-oriented individual who enjoys working in a collaborative environment and is looking to grow their career in financial technology. Key Responsibilities Act as a point of contact for client queries and provide timely, accurate support Use internal systems to maintain and update client data and product information Assist with onboarding new clients and ensuring they More ❯

We are seeking a Service Manager to join our client's team, responsible for ensuring that support services are planned and delivered in line with business objectives, budgets and agreed contractual obligations and expectations. The intention for this position is to create a positive, collaborative customer journey from bid to service delivery execution. Key Accountabilities Customer and Stakeholder Relationship … Ownership and Initiative Serve as an escalation point, responding promptly and effectively to service alerts and issues Proactively mitigate potential or actual service disruptions, ensuring swift resolution Support customer onboarding for service-specific requirements - inclusive of process creation Continual Service Improvement Lead and support initiatives to enhance service delivery, focusing on customer satisfaction, service quality, cost efficiency, and … governance management Adept at building relationships and influencing stakeholders with credibility and confidence Ability to challenge existing approaches constructively while fostering trust through experience and personal style What Our Client Offers This is an excellent opportunity to join a growing organisation where you can make a real impact on service delivery and customer satisfaction. You'll be working in More ❯

Ownership and initiative • Serve as an escalation point, responding promptly and effectively to service alerts and issues. • Proactively mitigate potential or actual service disruptions, ensuring swift resolution • Support customer onboarding for service-specific requirements - inclusive of process creation Continual service improvement • Lead and support initiatives to enhance service delivery, focusing on customer satisfaction, service quality, cost efficiency, and … Ownership and initiative • Serve as an escalation point, responding promptly and effectively to service alerts and issues. • Proactively mitigate potential or actual service disruptions, ensuring swift resolution • Support customer onboarding for service-specific requirements - inclusive of process creation Continual service improvement • Lead and support initiatives to enhance service delivery, focusing on customer satisfaction, service quality, cost efficiency, and More ❯

We’re experts in solving complex business problems through intelligent and secure IT implementation that protects and transforms organisations, helping them to grow. We embrace innovation and drive change, bringing new ideas, new technologies and new ways of thinking as More ❯

We’re experts in solving complex business problems through intelligent and secure IT implementation that protects and transforms organisations, helping them to grow. We embrace innovation and drive change, bringing new ideas, new technologies and new ways of thinking as More ❯

be joining a collaborative, fast-paced environment where quality service and strong internal culture go hand in hand. You'll be at the heart of the customer journey, managing client portals, processing orders, troubleshooting issues, and ensuring every interaction delivers a professional, responsive experience. What You'll Be Doing Client Engagement & Collaboration Develop a strong working knowledge of … the core products Work closely with internal teams (Sales, Marketing, IT, Ops) Log and track all activity using CRM and reporting tools Customer Portal & Account Support Maintain and update client portals (pricing, branding, access) Assist with onboarding new clients and setting up their accounts Monitor usage and resolve or escalate technical issues Order Processing & Service Respond to More ❯

Onboarding & Customer Training Specialist - Exeter (Hybrid) - Permanent - Up to £30k (DOE) Uneek Global is excited to be working with a well-established, technology-focused company based in Exeter. They're looking for an enthusiastic and organised professional to join their team as an Onboarding and Customer Training Specialist. Key Responsibilities: Guide new users through the onboarding … tools and services. Design and deliver interactive, needs-based training sessions, primarily via remote platforms such as Microsoft Teams. Serve as the main point of contact during the onboarding phase, providing timely responses and support. About You: Excellent communicator with experience in customer-facing roles. Skilled in training delivery, onboarding, or customer success, ideally within a … software or digital services environment. Customer-focused with a passion for creating positive, effective onboarding experiences. Why Apply? Salary up to £30k. Comprehensive benefits package. Hybrid working (Exeter based). Please get in touch for further details and a discussion about this opportunity. Uneek is a professional organisation, and we gladly welcome applications from persons of any age More ❯

in new business and maximising/servicing the existing clients you have. There is progression as you grow into the role to move into pure Account Management as your client base does grow. Our client is a forward-thinking tech company based in the events industry space. They have a market-leading virtual, hybrid, and in-person event … and existing customers in order to win new accounts and maximise existing business Manage a variety of different clients and take them through the whole sales process, including onboarding and then growing the account to gain long term relationships Pipeline management of new business and prospecting new accounts - Scoping out new projects, creating and sending … proposals Software demonstrations Onboarding new customers through different channels such as inbound leads, outbound prospecting, networking Skills & experience required Experience in an Account Manager, Business Development or client facing role Comfortable with the whole sales process, including new business and growing existing accounts Excellent listening skills – ability to build and keep relationships Highly organised and excellent administration More ❯