practice while designing the systems that will scale with us. As the senior operational leader in the market, you will: Execute day-to-day operations — directly leading partner and clientonboarding to set the standard for service excellence. Build the playbook for scale — designing processes, systems, and KPIs that form the foundation of our global expansion.. This … as the business expands. You will be the go-to expert for all operational matters in international markets, turning complex, first-time challenges—like onboarding a global client to an industry-first product—into scalable, repeatable processes. What You'll Do Your responsibilities will be centered around these key areas: Media Owner and Programmatic Partnerships Lead and … media owners and programmatic partners, ensuring they are onboarded successfully with Veridooh. Own, develop and document best practices for partner onboarding, integrations, ongoing relationship management and support. ClientOnboarding & Service Delivery Personally lead operational onboarding for major global media agencies and direct clients. Map and document campaign workflows, proposing best-in-class solutions More ❯
practice while designing the systems that will scale with us. As the senior operational leader in the market, you will: Execute day-to-day operations — directly leading partner and clientonboarding to set the standard for service excellence. Build the playbook for scale — designing processes, systems, and KPIs that form the foundation of our global expansion.. This … as the business expands. You will be the go-to expert for all operational matters in international markets, turning complex, first-time challenges—like onboarding a global client to an industry-first product—into scalable, repeatable processes. What You'll Do Your responsibilities will be centered around these key areas: Media Owner and Programmatic Partnerships Lead and … media owners and programmatic partners, ensuring they are onboarded successfully with Veridooh. Own, develop and document best practices for partner onboarding, integrations, ongoing relationship management and support. ClientOnboarding & Service Delivery Personally lead operational onboarding for major global media agencies and direct clients. Map and document campaign workflows, proposing best-in-class solutions More ❯
Client Delivery Executive The Client Delivery Executive (CDE) is the primary point of contact for clients, ensuring the seamless delivery of services and maintaining a high-quality client experience. This role is responsible for building trusted relationships, managing post-sales service delivery, and ensuring client satisfaction through effective communication, issue resolution, and continuous improvement. Key Responsibilities … Client Relationship Management Act as an ambassador and advocate for clients. Own and lead the end-to-end client service experience. Build and maintain strong, trusted relationships through regular engagement. Work with leadership to shape long-term service strategies. Client Management Understand client strategies and timelines to support effective planning and delivery. Lead clientonboarding and transition activities post-contract. Manage ongoing client needs, including site familiarisation, best practice sharing, event coordination, and issue resolution. Ensure transparent and timely communication with clients at all times. Order Management Support clients in placing orders and defining requirements. Coordinate internal teams to ensure accurate pricing, quotations, and fulfilment. Manage non-standard client requests and More ❯
Client Delivery Executive The Client Delivery Executive (CDE) is the primary point of contact for clients, ensuring the seamless delivery of services and maintaining a high-quality client experience. This role is responsible for building trusted relationships, managing post-sales service delivery, and ensuring client satisfaction through effective communication, issue resolution, and continuous improvement. Key Responsibilities … Client Relationship Management Act as an ambassador and advocate for clients. Own and lead the end-to-end client service experience. Build and maintain strong, trusted relationships through regular engagement. Work with leadership to shape long-term service strategies. Client Management Understand client strategies and timelines to support effective planning and delivery. Lead clientonboarding and transition activities post-contract. Manage ongoing client needs, including site familiarisation, best practice sharing, event coordination, and issue resolution. Ensure transparent and timely communication with clients at all times. Order Management Support clients in placing orders and defining requirements. Coordinate internal teams to ensure accurate pricing, quotations, and fulfilment. Manage non-standard client requests and More ❯
we're going. How we get there is up to us. Join us and help Take Us There. The Role The Team Lead, EMEA Customer Operations will support the Client & Account Services Manager, EMEA & APAC in the delivery of a central first-line Client Service and Operational Support to our EMEA clients. As Team Lead, this individual will … senior capacity to ensure participants, trading operations, technical onboarding and MiFID II requirements are met. Additionally, the Lead will focus on trading system functionalities, global trading protocols, client satisfaction, client account services, automation and individual and team development. How You'll Help Take Us There Perform general day-to-day support (1st Line) of EMEA trading … queries e.g., PII - in line with MiFID II, Allocations and Fund accounts Support production inquiries/test trades New platform release and sanity checks Act as oversight for EMEA Client Due Diligence workflow Work with key stakeholders across the business to ensure CDD policy is adhered to Monitor and report against relevant KPIs Ensure that tooling (Loopio) is maintained More ❯
market leader globally. Learn more about why we do what we do here The role: Onboarding Manager The Onboarding Manager is responsible for overseeing the clientonboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and client due diligence. They ensure that all new clients meet regulatory … requirements and internal compliance standards while providing a seamless onboarding experience. The Onboarding Manager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to the Head of Operations your responsibilities would include … Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during a period of high growth. Liaise with More ❯
market leader globally. Learn more about why we do what we do here The role: Onboarding Manager The Onboarding Manager is responsible for overseeing the clientonboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and client due diligence. They ensure that all new clients meet regulatory … requirements and internal compliance standards while providing a seamless onboarding experience. The Onboarding Manager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to the Head of Operations your responsibilities would include … Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during a period of high growth. Liaise with More ❯
market leader globally. Learn more about why we do what we do here The role: Onboarding Manager The Onboarding Manager is responsible for overseeing the clientonboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and client due diligence. They ensure that all new clients meet regulatory … requirements and internal compliance standards while providing a seamless onboarding experience. The Onboarding Manager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to the Head of Operations your responsibilities would include … Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during a period of high growth. Liaise with More ❯
london (city of london), south east england, united kingdom
TreasurySpring
market leader globally. Learn more about why we do what we do here The role: Onboarding Manager The Onboarding Manager is responsible for overseeing the clientonboarding process with a focus on Anti-Money Laundering (AML), Know Your Customer (KYC), and client due diligence. They ensure that all new clients meet regulatory … requirements and internal compliance standards while providing a seamless onboarding experience. The Onboarding Manager collaborates with internal teams and external partners to manage client checks, resolve compliance issues, and continuously optimise onboarding processes to enhance efficiency and reduce risk. What you’ll do: Reporting to the Head of Operations your responsibilities would include … Working with our administrator to onboard clients within the AML framework. Helping design and improve the onboarding journey. Corresponding with potential clients in onboarding. Liaising with technology providers to help improve automation. Understanding the documentation required for different entity types and ensuring compliance. Build out the appropriate team as required during a period of high growth. Liaise with More ❯
service delivery functions. This is a hands-on leadership role focused on operational excellence. You’ll be responsible for ensuring customers receive timely, high-quality support, while also overseeing clientonboarding, service continuity, and process optimisation. Role and Responsibilities Own the full customer operations function from initial clientonboarding to ongoing service delivery Manage … or service changes Skills and Experience Proven experience leading customer operations or service delivery teams, ideally in a SaaS or tech-driven environment Strong track record in managing customeronboarding, support, and day-to-day service operations Skilled in process improvement, team management, and operational performance analysis Excellent communication and stakeholder engagement skills Experience with tools like Zendesk More ❯
sales team and technical teams Execute seamless handovers between pre-sales and post-sales Help clients get the most out of the software product, overseeing customer engagement and fostering client relationships Solve client problems and resolve issues/queries quickly and help with user adoption Act as a voice for the customer, providing insights to internal teams to … this by emailing (if this email address has been removed by the job-board, full details for contact are available on our website). Keywords: Customer Success Manager/Client Success Manager/Customer Experience Manager/Customer Engagement Manager/SaaS Customer Success/Customer Account Manager/Customer Relationship Manager/Client Services Manager/Customer … SaaS/Software as a Service/Cloud Software/B2B Software/AI/Artificial Intelligence/Machine Learning/Legal Software/CRM/Customer Lifecycle/ClientOnboarding/User Adoption/Customer Engagement/Renewals/Upselling/Account Growth/Business Relationship Management/Communication Skills/Problem-Solving/Stakeholder Management More ❯
We are looking for an analytical self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden client management issues for wealth management and private … banking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK. What is the role? ClientOnboarding … existing clients, ensuring a smooth transition and high customer satisfaction. Wealth Dynamix Product Expertise : Develop a deep understanding of Wealth Dynamix software solutions, becoming a trusted resource for clients. Client-Focused Activities : Assist with setting up trial platforms for new prospects and clients. Support clients in importing their data and configuring specific areas of the Wealth Dynamix platform based More ❯
are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success : proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing … value from our solutions. Clientonboarding : create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding : deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply … subscription renewal at all clients; and generate, escalate and help convert up-sell and cross-sell opportunities. Marketing collaboration : develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ). Operations : as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across More ❯
option scheme means you'll share in the company's success. Cutting-edge tools - The company are embedding AI into workflows, giving you the opportunity to shape modern, scalable client engagement processes. Career-defining growth - Join at a pivotal stage where your work has visible impact on both clients and the company. What you'll be doing Ensuring clients … projects that get clients up and running smoothly. Building and refining scalable customer engagement processes and resources. Driving product adoption and loyalty, spotting opportunities to grow accounts. Feeding structured client insights back into product development. What you'll bring We're looking for someone who thrives at the intersection of people, process and product : Strong systems aptitude - SaaS comes … naturally and you're curious about how AI can enhance client experience. A track record of delivering exceptional customer outcomes, especially in onboarding and client-facing delivery. Excellent communication skills - personable, credible and able to build trust quickly. Detail orientated in written communication and documentation. Experience in Financial Services, Compliance, RegTech or FinTech is key Why More ❯
Client Technical Onboarding Senior Associate Why you should apply for a job to JPMorgan Chase: 61% say women are treated fairly and equally to men 77% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Position summary n of payment solutions for a diverse, global portfolio of corporate clients, ensuring high … guidance on best practices, problem-solving during implementations and identifying opportunities to streamline and enhance payment processes Collaborate with cross-functional teams, including Product, Sales and Implementation to ensure client satisfaction from pre-sale to post-implementation Required qualifications, capabilities, and skills Good understanding of payment systems, including ISO XML standards, SWIFT, APIs, and H2H file transmissions Excellent knowledge … Cash Management solutions and Treasury services Exceptional verbal and written communication skills, with the ability to present technical solutions to both technical and non-technical audiences Experience working in client-facing role, with a demonstrated ability to build relationships and support clients Track record of driving results by taking initiative A collaborative team player who can work cross-functionally More ❯
one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you'll not only be working on exciting client challenges, you'll also be helping us shape the future of accounting . The Role We are seeking an experienced Business Analyst with a background in accountancy or professional … core business systems. This role will play a critical part in shaping and implementing the future of our operational ecosystem, including practice management systems (PMS) , document management systems (DMS) , client portals , and finance platforms . You'll be the linchpin between our internal stakeholders and technology teams-translating business needs into clear requirements, mapping current and future processes, and … ensuring solutions are fit for purpose, scalable, and client-focused. Key Responsibilities: Lead the requirements gathering for replacement or optimisation of key business systems including PMS, DMS, client portal, and finance systems Facilitate workshops with internal teams (e.g. Finance, Client Services, Operations, Compliance) to understand user needs, pain points, and desired outcomes Document as-is and to More ❯
IT function across 4+ jurisdictions, to implement end-to-end process automation (including the use of AI) across all business units, to ensure uninterrupted and secure operation of all client-facing and internal operational platforms, critical to the wealth and asset management business, to maintain and evolve IT infrastructure in line with regulatory requirements (FCA, CySEC, FINMA, ADGM, etc. … IT Strategy and Architecture Develop a unified IT strategy aligned with the Group’s business strategy. Design and implement the target architecture for ERP, Data Systems, Workflow Automation, and Client Platforms. Automation and Digitalisation Build and execute the roadmap for process automation (middle/back office, financial control, reporting, clientonboarding). Introduce AI-based solutions … for data processing, transaction monitoring, KYC/AML processes, and client services. Operational Platforms Oversee all systems supporting client services and internal operations. Ensure high availability, resilience, and scalability. Develop and regularly test Disaster Recovery Plans (DRP) and business continuity frameworks. Cybersecurity and Compliance Implement and maintain standards such as ISO27001, SOC2, GDPR, PCI DSS. Ensure compliance with More ❯
efficiently, ensuring everything is set up correctly from day one. The Energy team also works closely alongside the wider Sustainability and Commercial functions to help manage and develop a client-focused Energy and Utility service. We are looking for a Business Development Manager to drive growth within their Energy team, expanding services to new and existing clients. This is … an exciting opportunity for a commercially driven professional with strong sales expertise and a passion for building lasting client relationships. What You'll Do Identify and secure new business opportunities. Lead client pitches, proposals, and presentations. Oversee clientonboarding, ensuring smooth handover to operations. Act as a key contact during onboarding and resolve … opportunities. Collaborate with internal teams to ensure service delivery is scalable and future-ready. Prepare reports on business development activity and progress. Travel across the UK for meetings and client engagement. What We're Looking For Proven experience in business development and consultative sales, ideally at C-suite level. Strong track record in lead generation, pitching, and closing opportunities. More ❯
of our growth strategy in London. This is a high-profile, strategic role where you’ll identify new opportunities, build trusted relationships, and deliver bespoke solutions to an evolving client base. Key Responsibilities: Lead and execute a regional business development strategy focused on expanding FirstPort’s presence in the London market. Identify and secure new business opportunities with RMCs … RTMs, developers, and other stakeholders. Confidently pitch and present tailored property management solutions that meet diverse client needs. Conduct market research to anticipate trends, competitor activity, and emerging customer expectations. Build and nurture long-term client relationships that support retention and future growth. Attend industry networking events and represent FirstPort at key forums and meetings. Work closely with … the Head of Business Development and Regional Director to ensure alignment with wider company goals. Collaborate with internal teams to ensure seamless clientonboarding and exceptional service delivery. Generate leads by leveraging an established network of property professionals. Maintain a strong sales pipeline and contribute to strategic growth initiatives across London. Required Skills & Qualifications: Minimum 5+ years More ❯
of our growth strategy in London. This is a high-profile, strategic role where you’ll identify new opportunities, build trusted relationships, and deliver bespoke solutions to an evolving client base. Key Responsibilities: Lead and execute a regional business development strategy focused on expanding FirstPort’s presence in the London market. Identify and secure new business opportunities with RMCs … RTMs, developers, and other stakeholders. Confidently pitch and present tailored property management solutions that meet diverse client needs. Conduct market research to anticipate trends, competitor activity, and emerging customer expectations. Build and nurture long-term client relationships that support retention and future growth. Attend industry networking events and represent FirstPort at key forums and meetings. Work closely with … the Head of Business Development and Regional Director to ensure alignment with wider company goals. Collaborate with internal teams to ensure seamless clientonboarding and exceptional service delivery. Generate leads by leveraging an established network of property professionals. Maintain a strong sales pipeline and contribute to strategic growth initiatives across London. Required Skills & Qualifications: Minimum 5+ years More ❯
be to exceed our ambitious revenue retention targets by driving widespread adoption across our customers' organizations. You will own the complete customer journey for your portfolio, from initial onboarding to long-term growth. By partnering creatively with our Technical Account Managers, you will gain a deep understanding of your customers' business and technical challenges. Your goal is to More ❯
with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision … Business teams. Ensure compliance with internal controls and regulatory requirements. Provide input into programme-level reporting and updates. Support trade lifecycle and payments-related project streams, including trade migration, clientonboarding, and transaction reporting. Maintain documentation to required standards for audit and PMO review. Assist in post-implementation reviews and lessons learned exercises. WORK EXPERIENCE Essential … About US At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the More ❯
grown into a global leader by focusing on the specific challenges of partner-led firms. We've built a suite of intelligent, cloud-based solutions that support compliance, collaboration, clientonboarding, and relationship management With demands for our solutions growing, we are now seeking an experienced Senior Solutions Consultant to work across our Intapp and Dealcoud platform More ❯
retention, and growth Serve as the main point of contact for assigned partners, building strong relationships and addressing their needs Collaborate with partner teams to ensure seamless end customeronboarding and integration Monitor partner performance metrics and provide regular reports and insights Identify and pursue upsell and cross-sell opportunities within the partner ecosystem Conduct regular business reviews More ❯
retention, and growth Serve as the main point of contact for assigned partners, building strong relationships and addressing their needs Collaborate with partner teams to ensure seamless end customeronboarding and integration Monitor partner performance metrics and provide regular reports and insights Identify and pursue upsell and cross-sell opportunities within the partner ecosystem Conduct regular business reviews More ❯
