9 of 9 Client Onboarding Jobs in the City of London

client is a high-growth capital markets Fintech firm. They provide advanced, automated solutions that support some of the worlds leading financial institutions, helping to streamline complex operational processes and improve efficiency across global markets. Due to continued success and expansion, the business is expanding its Customer Success Team … requires an experienced collateral management operations professional with the ability to continuously improve the client relationships and ensure maximum utilization of the product provided. The successful applicant will have extensive collateral management experience and the ability to build & maintain client relationships and encourage maximum adoption of a vendor ...

requirement gathering with internal and external stakeholders and working closely with development teams to translate requirements into deliverable solutions. Constantly reviewing Trading Systems and client needs to see where functionality can be improved Project management - drive the delivery of product initiatives. Defining project timelines and identifying dependencies and risks … delivery. Translate business requirements into clear technical requirements Client Onboarding - develop and provide comprehensive training materials (in English) for internal teams and clients, ensuring a clear understanding of product features and functionalities. Proactively managing multiple projects of varying scope and size in parallel Solving problems with innovative ...

around 100 mid-market accounts, identifying upsell and cross-sell opportunities to maximize revenue potential Develop and execute strategic account plans tailored to each client's business objectives and needs Serve as the primary point of contact for assigned accounts, ensuring exceptional service delivery and client satisfaction Conduct … regular business reviews with key stakeholders to assess performance, address concerns, and identify growth opportunities Negotiate contracts and pricing agreements while maintaining profitability and client relationships Collaborate with internal teams including sales, product, and customer success to ensure seamless service delivery and client onboarding Maintain accurate ...

relationships internally, contributing market insight to product, pricing and go-to-market strategy and working closely with Customer Success to ensure a smooth onboarding process for new customers. Experience and background Proven enterprise sales experience selling software or infrastructure into banks or regulated financial institutions. Track record ...

travel ecosystem. Key Responsibilities Own and lead the end to end sales cycle from identification and prospecting leading to a successful win and onboarding of the customer. Develop the sales strategy at an individual customer level and continuously drive the velocity of the sales pipeline by adopting best ...

strategic transformation programme to unify its Microsoft Dynamics 365 Customer Engagement (D365 CE) capability across Sales and Customer Service alongside its custom build client/worker portal. This is a hybrid Product Owner/Lead Business Analyst role, suited to someone who has grown through business analysis into product … delivery reality. Reporting to the Group Product Owner and working alongside the Delivery Manager, you will define the D365 CE and custom build client/worker facing portals product vision and be accountable for delivery quality from discovery through to go-live and hypercare. What youll be doing ...

identity fraud, synthetic identities and AI-enabled attacks continue to evolve, organisations are increasingly investing in technologies that improve trust, security and customer onboarding experiences. This role will place you at the forefront of that transformation. Working directly with the founders and executive leadership team, you will define … gaming or other regulated sectors. Experience selling digital identity, fraud prevention, RegTech, FinCrime, compliance, onboarding or security-related technologies. Knowledge of customer onboarding, identity verification, anti-money laundering, sanctions screening, fraud detection or digital trust ecosystems. Experience working with solutions involving biometric authentication, document verification, liveness ...

eligible to apply for a rental deposit loan Responsibilities May Include the Following: Learn, assimilate and keep up to date with industry technology Manage client relationships to grow and cross sell Spitfires products into new customers and existing customer base via telephone and customer facing meetings Have a competitive … management to allocated customers Support business growth through prospecting and lead generation, identifying potential customers and engaging them to create new business opportunities. Shadow client calls and assist senior team members in onboarding new customers, helping to ensure a smooth and positive start to the client ...

part of how we scale well. The role This is a hybrid customer success and operations role, sitting at the centre of customer onboarding, account health, platform configuration, and day-to-day delivery. Youll work directly under our co-founder and Head of Customer Success, supporting a growing … portfolio of organisations through onboarding, activation, and account health. Part of the job is execution: making sure accounts are set up correctly, integrations are running cleanly, and nothing falls through the cracks. The bigger part is ownership: being the person who spots a problem and sorts it, without ...