14 of 14 Permanent Onboarding Jobs in Cheltenham

risk, 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 … configure the product to meet their specific needs, ensuring they can rely on the platform to run their business effectively. Every client has a unique setup, which makes every onboarding project a unique challenge. Your day-to-day tasks will include: Setting up a range of user functionality for the purposes of margin management. Analysing trade portfolios to identify the More ❯

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 maintain strong, long-lasting … 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 and organizational More ❯

Europe Operations Team, this role will report into Operations Lead UK and Europe. You will work alongside the Sales & Distribution, Technology, Finance and Outsourced Operations teams to manage data onboarding, premium and cash management of speciality underwriters within Europe and UK, at Accelerant we call them members. In this role you will build relationships and intimate knowledge of our Members … contribute to the overall success of the Operations function who are charged with transforming our data processes to deliver governed, timely and high-fidelity data sources. Key Responsibilities Member Onboarding Manage the operational due diligence and onboarding procedures for new Members and Business expansions Responsible for coordination and management of the Bank accounts, systems, and regulatory reports onboarding procedures. Responsible … for onboarding of new Tax authorities and liaison with the Tax department Manage reconciliation between Written & Paid Bordereaux against cash received, manage, and oversee the transition to Outsourced Operations team DUA & Credit Control teams Liaise with members on invoicing procedures at the onboarding stage Ensure the Member Crib sheet have extensive notes for both Delegated Underwriting Authority and Credit Control More ❯

throughout the lifecycle of the account. You can also expect to: Build and maintain strong relationships with customers, understanding their specific needs and goals. Guide new clients through the onboarding process and ensure they understand how to effectively use the Ripjar product. Identify and address potential issues before they escalate, providing solutions and support. Collaborate with other departments in the More ❯

where you have a direct impact on our growth journey. An open environment where we understand the importance of taking a break to recharge and achieve the best results. Onboarding, learning and buddy programs Flexible options for hybrid working so you can work in a way that suits you best. Competitive perks & benefits A lot of fun moments with an More ❯

Finance & Operations Assistant/Remote (UK-based)/Part-Time (Mon–Fri, 4 hours/day)/£28,000 – £30,000 (pro-rata) Join a fast-growing tech consultancy that’s redefining excellence in engineering, operations, and client delivery. At More ❯

Finance & Operations Assistant/Remote (UK-based)/Part-Time (MonFri, 4 hours/day)/£28,000 £30,000 (pro-rata) Join a fast-growing tech consultancy thats redefining excellence in engineering, operations, and client delivery. At TwinStream, we More ❯

sales career or scale your sales pipeline, memoryBlue is the partner that delivers. As an Account Executive, your primary focus will be on Customer Success—guiding clients through their onboarding journey and ensuring their success at every step. Key responsibilities include: Acting as the primary point of contact for clients, building trust and strong relationships. Leading clients through onboarding processes More ❯

environment where we understand the importance of taking a break to recharge and achieve the best results. We make it a priority to celebrate milestones, both big and small. Onboarding, learning and buddy programs to get ready for a smooth start in your new job. A flexible and inclusive working environment – where people can just be who they are, and More ❯

trends and market conditions to provide clients with insightful advice on recruitment strategies. Contract Management: Oversee the end-to-end recruitment process, including negotiating contract terms and managing the onboarding of successful candidates. Database Maintenance: Keep accurate and comprehensive records within our recruitment database to ensure efficient and effective candidate tracking and reporting. Compliance: Keep accurate candidate records and GDPR More ❯

core HCM functionality of Workday Business Process Configuration, Security configuration a bonus Advanced Reporting Writer skills Beneficial to have cross module knowledge within other areas of Workday – Compensation, Recruiting, Onboarding, Talent Management Excellent documentation and communication skills and used to working with multiple stakeholders across a complex matrix structure Strong problem-solving skills to solve any issues within the system More ❯

teams at the MGA level. Act as a hands-on partner, assisting with technical accounting, process questions, and issue resolution. Project & Strategic Support Actively participate in and support the onboarding and integration of newly acquired MGAs. Support and contribute to the purchase accounting prepared by the Group consolidation team. Promote and drive finance transformation initiatives across the Owned MGA portfolio. More ❯

C Unreal Engineer Location: UK Based (No sponsorship available) Day Rate: £275 Outside IR35 Job Position: Contract – 6 months Work Pattern: Remote – 4 days total in Manchester & London for onboarding with their clients (expenses covered). Then fully remote for the rest of the contract I’m currently on the lookout for a C++ Engineer to join one of my More ❯

Partner with internal teams to drive overall success Identify & build long-term relationships with key decision makers across prospective accounts Lead on initial upsell & cross-sell opportunities after account onboarding period Attend industry events where necessary Maintain up to date knowledge of industry trends & competitor activity The Successful Candidate 5+ years software sales experience A connection to or experience with More ❯