1 to 25 of 40 Permanent Client Onboarding Jobs in the North of England

Product Owner – Client Onboarding & Platform Change Manchester | Up to £65,000 | Hybrid working – four days in the office A leading global financial services organisation is looking to appoint a Product Owner to support a major client onboarding and platform transformation programme. This … opportunity to take ownership of a high-profile workstream involving the migration of a significant institutional client onto a large-scale investment servicing platform. Working as part of a multidisciplinary Agile pod, you will help define the future operating model, identify gaps within the existing product and oversee ...

running a requirements workshop with a facilities manager as you are reviewing a sprint backlog or presenting a delivery update to a board-level client? We're exclusively partnering with a fast-growing B2B SaaS business to find a Product Lead to own their CAFM Reactive Helpdesk product — complete … sitting at the intersection of Product Management, Business Analysis and Delivery — leading two Product Managers, owning the roadmap, and driving structured project delivery across client onboarding and platform development. What You'll Own The end-to-end CAFM helpdesk/FSM product roadmap, balancing client need ...

Role: Salary: Competitive Base + Bonus + Excellent Benefits Location: Manchester (hybrid working) My client is a rapidly growing international main market listed organisation offering a range of solutions to the global Financial & Professional Services sector. As part of their exciting growth plans a new opportunity now exists … experienced Support Executive/EA to join one of their well established and growing client services teams based in the London HQ. You would play a vital role in helping to deliver excellent client service and enabling their client facing Directors to focus on leadership, technical excellence ...

Responsibilities Lead business analysis activities across CRM implementation and transformation programmes. Analyse and optimise customer lifecycle processes, including lead management, customer acquisition, onboarding, retention and customer service journeys. Facilitate workshops and requirements gathering sessions with stakeholders at all levels. Produce high-quality business requirements, user stories, process maps ...

customer contractual compliance obligations are documented and controlled Assist operational teams in ensuring contractual processes align with company certifications and standards Support major customer onboarding from a compliance and assurance perspective 8. Management Reporting Provide regular reporting to senior leadership covering: Audit outcomes Non-conformances Certification status Corrective ...

implementation and support methodologies that are industry best practice and consistent where possible across the team Drive a smooth and high-quality onboarding experience for our customers onto Microsoft 365 and 3rd party workplace solutions Work across the technical landscape to ensure the right technologies, processes, and standards ...

technical support via phone, live chat, and SMS, helping customers resolve technical issues quickly and professionally. You'll manage customer accounts, support new customer onboarding, translate communications and documentation between English and German, and work closely with colleagues to maintain excellent service standards. What we're looking ...

Renewals Coordinator, you will be working alongside Softcat AM teams for some of our largest customers to provide a renewals process from onboarding the customer through to producing monthly renewals trackers and reviewing these with the customers. The ERMS (“Enterprise Renewals Management Service”) provides a tracking of renewals ...

remote and telephone support to fault-find and resolve problems. Occasionally, on-site work may be required. Youll be involved in product testing, customer onboarding and completing customer system health checks. Additionally, youll configure, maintain, optimise and update customers security systems, maximising uptime and maintaining continuity of service. ...

onboarding experience. Your role will involve guiding clients through the software setup process, helping them get the most out of the product. Client Details The organisation operates in the software and technology sector, delivering software solutions to its clients. Description Manage the onboarding process … internal teams to ensure customer requirements are met. Deliver training sessions to help clients understand and use the software effectively. Maintain detailed records of client interactions and progress during the onboarding process. Continuously improve onboarding processes based on customer feedback. Act as a trusted advisor ...

REST APIs, webhooks and other integration technologies. Experience working with legal practice management systems or comparable line-of-business platforms. Understanding of matter management, client onboarding, document management, diary management, billing and workflow automation. Experience using modern development practices including version control, testing, code reviews … Ability to gather requirements from non-technical stakeholders and translate them into effective technical solutions. Desirable Skills and Experience Experience of legal accounting or client account processes. Knowledge of SRA-regulated environments. Experience delivering case management system migrations. Experience working within professional services organisations. Experience developing bespoke legal technology ...

create structured learning programmes that drive customer adoption, platform engagement, and long-term success. Key Responsibilities Lead customer adoption across the platform. Design onboarding programmes and customer learning journeys. Build training content, user guides, videos, workshops, and webinars. Create a scalable LMS and customer education function. Deliver virtual ...

create structured learning programmes that drive customer adoption, platform engagement, and long-term success. Key Responsibilities Lead customer adoption across the platform. Design onboarding programmes and customer learning journeys. Build training content, user guides, videos, workshops, and webinars. Create a scalable LMS and customer education function. Deliver virtual ...

business deliver accurate calculations in an efficient and consistent way. You’ll report to the Calculations & Benefits Lead and be part of the wider Client Onboarding & Change Team. You’ll work with colleagues in the Administration business and other stakeholders across Isio, with support and guidance from … audit, testing and sign-off processes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards ...

Maintaining accurate records of support cases, technical issues and resolutions. Carrying out proactive system checks and preventative maintenance where required. Supporting system implementations, customer onboarding and technical improvement projects. Attending customer sites on an ad-hoc basis where an issue requires additional hands-on technical support. What experience ...

that connects Workday with local payroll systems, enabling consistent and scalable payroll processes across international environments.In this role, you support product evolution and customer onboarding, while ensuring integrations are configured, deployed and performing reliably. You collaborate closely with product teams, country stakeholders and customers to deliver high-quality ...

Portfolio are proud to be exclusively representing our HR Software & Employment Law client in their search for an Activation and Engagement Team Manager. You will manage a team of approx. 10 account managers who onboard new clients, introduce new products to clients and give unbeatable customer service. You will … look at where improvement can be made team and department wide, In order to support the company yearly objectives. Requirements: Strong understanding of customer onboarding principles and best practices Excellent communication, project management, and analytical skills Ability to work in a fast-paced environment and prioritize multiple tasks ...

line technical assistance Troubleshooting network, telephony and hardware issues Working with suppliers and carriers to resolve service faults Supporting project delivery and customer onboarding activities Maintaining accurate technical documentation and ticket updates Essential Skills Telecoms, VoIP or Unified Communications experience Strong fault-finding and troubleshooting abilities Knowledge ...

Portfolio are proud to represent our client, a global Software business in their search for an Activation and Engagement Account Manager. They are expanding the Customer Service team due to continued growth. Working with the Engagement and Activation team you will be an Account Manager for new Businesses joining … your allocated clients, this is not your normal high volume, inbound customer service role. You will be responsible for onboarding the client, dealing with any issues, general queries and technical questions they may have for the first 30 days of their contract. You will be keeping ...

internal functions, and the ability to build strong customer and industry partner relationships. Our customers are at the heart of everything we do so client relationship management and an ability to communicate at all levels is essential to this role. You will also take ownership of demonstrating our service … will work closely with the Enforcement Services Team to ensure processes and procedures are effective, Sales and Tendering to support new contracts and customer onboarding, Procurement to ensure a fit-for-purpose supply chain, and Finance to deliver and report financial performance across the portfolio. Ideally, you will ...

Reference: 3858Would you like to kick start your career in a supportive, collaborative and innovative company? Do you enjoy working as part of an enthusiastic, passionate, and collaborative team? Join our Cloud Operations TeamThe Cloud ...

support capabilities with strong client-facing communication, showing initiative in solving problems and managing processes from start to finish. Key Responsibilities 1. Customer Onboarding & Implementation Support initial setup of client environments, including user accounts and site configurations. Troubleshoot onboarding issues (e.g. Entra ID permissions … Automate routine or repetitive tasks to improve operational efficiency. 3. Documentation & Knowledge Management Maintain internal knowledge bases and troubleshooting documentation. Ensure accurate recording of client tenancy configurations and technical notes. Key Requirements Strong client service orientation and attention to detail. Ability to work independently and as part ...

Quality Assurance (QA) Analyst Location: Southport (hybrid after probation, 3 days office, 2 days WFH Salary: Competitive, depending on your experienceDo you have experience in software quality assurance and enjoy identifying issues before they reach ...

have a strong technical background paired with excellent client-facing communication skills, demonstrating initiative and ownership throughout technical processes. Key Responsibilities 1. Customer Onboarding & Implementation Support initial setup of client environments, including user accounts and SharePoint configurations. Troubleshoot onboarding issues (e.g. Entra ID permissions … complex technical issues. Automate repetitive tasks to improve team efficiency. 3. Documentation & Knowledge Management Maintain and update internal knowledge bases and troubleshooting guides. Document client tenancy configurations and technical implementation notes Key Requirements Strong client service mindset with excellent attention to detail. Comfortable working independently and in collaborative ...

Role As Head of Detection & Decisioning, you'll be responsible for building and leading a specialist function focused on financial crime detection across customer onboarding and payment activity. You'll oversee transaction monitoring, optimise detection rules, govern machine learning models and ensure automated decisions are transparent, explainable … future of the organisation's detection capability. Key Responsibilities Lead the Detection & Decisioning function and develop a high-performing specialist team. Own customer onboarding (KYC) decisioning and transaction monitoring across Faster Payments and card payments. Manage and optimise rules engines, including thresholds, suppression strategies and detection logic. Improve ...