1 to 25 of 37 Permanent Client Onboarding Jobs in the Thames Valley

progress and develop their careers in a fast-paced tech company. Role Description As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the trusted face of eflow during onboarding — advising … clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of client onboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows, and nuanced client expectations. While technical execution is supported by our proprietary technology and … specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key milestones, maintaining delivery momentum, and ensuring smooth, confident transitions from onboarding to production use. Key Responsibilities Strategic Client Onboarding Lead More ❯

looking for a Compliance Systems Manager to join their team in London. The ideal candidate for the Compliance Systems Manager would have a strong understanding of AML, CDD, and client onboarding processes within a law firm with extensive experience with Intapp . Key Responsibilities for the Compliance Systems Manager: Lead the ongoing development, configuration, and maintenance of … risk function within a law firm. Extensive hands-on experience with Intapp Intake and Intapp Conflicts; familiarity with Intapp Walls or Terms advantageous. Strong understanding of AML, CDD, and client onboarding processes. Proven experience supporting or managing system improvement projects. High proficiency in Microsoft Office and strong interest in learning new systems and tools. This is an More ❯

rapid global expansion, they are seeking a Technical Account Manager (TAM) to join their London-based team and deliver a best-in-class experience to an impressive and growing client base. Your remit: As a Technical Account Manager, you will act as the primary technical liaison between the platform and its institutional clients. You will collaborate closely with internal … product, engineering, and sales teams to ensure successful onboarding, integration, and ongoing support for clients using their SaaS solutions. This role will suit a motivated and client-focused individual with strong technical acumen and a solid understanding of financial markets — particularly structured products. It is an exciting opportunity to build strategic client relationships while contributing directly … to the continued success and innovation of the platform. Key Responsibilities Client Onboarding & Integration - Lead technical onboarding for new institutional clients, ensuring smooth API integration and platform adoption Account Management – Up selling and cross selling Serve as the primary technical point of contact for strategic accounts, addressing issues and providing guidance on best practices Product More ❯

we continue to expand globally, we’re looking for a Technical Account Manager (TAM) to join our dynamic team and help deliver a world-class experience to our growing client base. As a Technical Account Manager, you will serve as the primary technical liaison between LinkedTrade and our institutional clients. You’ll work closely with product, engineering, and sales … products, and a proven track record of supporting clients. This role presents an exciting opportunity to establish strategic relationships and contribute to the ongoing success of LinkedTrade. Key Responsibilities Client Onboarding & Integration: Lead technical onboarding for new clients, ensuring smooth API integration and platform adoption Account Management & Support: Serve as the day-to-day technical … point of contact for strategic clients, addressing issues and advising on best practices Product Expertise: Translate client needs into technical requirements, helping shape the product roadmap in collaboration with Product and Engineering Training & Enablement: Deliver platform demos, training sessions, and technical documentation to empower client success Incident Management: Proactively troubleshoot issues, coordinate with internal teams, and communicate resolutions More ❯

Customer Success Manager, SaaS, Milton Keynes. £30,000 Basic Salary plus bonuses We're looking for a passionate and proactive Customer Success Manager to join our client's growing team in Milton Keynes. This is a full-time, office-based, permanent role in West Milton Keynes. About the Role of Customer Success Manager This isn't your typical tech … job. We're looking for someone who sits comfortably between those two worlds-someone with the technical know-how to solve problems and the communication skills to build strong client relationships. You'll be the key to driving client satisfaction, helping customers get the most out of our product through effective onboarding, feature adoption, and ongoing … contact for clients, building and nurturing long-term relationships. Guide clients through the onboarding process to ensure a seamless start. Introduce new features and updates to maximise client usage and engagement. Provide technical support and creative solutions to client challenges. Act as a proactive, positive, and collaborative member of our team. What We're Looking For More ❯

Account Manager – Trading/Production Environment/Financial Services A leading low-latency trading firm is seeking a Technical Account Manager to support mission-critical trading environments and strengthen client relationships. This is a unique opportunity to work directly with production platforms that power financial markets worldwide. You’ll be the bridge between clients and technology, providing hands-on … technical client support, ensuring uptime in fast-moving trading environments, and managing projects from onboarding through to production. What you’ll do Lead client onboarding and manage technical projects. Provide hands-on support for production trading platforms . Investigate issues through log file analysis and debugging . Build strong technical relationships with key accounts. … of in-house products and advise clients on best practices. Contribute to pre-sales support and technical discussions. What we’re looking for ✅ 2+ years’ experience in technical or client-facing roles. ✅ Strong knowledge of Linux command line & server administration . ✅ Fluent communication skills with the ability to engage technical clients. ✅ Experience with production support environments . ✅ Analytical and More ❯

execution: Manage the full sales cycle from initial contact through negotiation and close, consistently hitting and exceeding quota Product positioning: Articulate Azoma's value proposition and tailor solutions to client needs across diverse industries and use cases Proposal development: Create compelling commercial proposals, pricing models, and pilot program structures that align with client objectives Cross-functional collaboration: Partner … with customer success and product teams to ensure seamless client onboarding and success Pipeline management: Maintain accurate forecasting and CRM hygiene, providing visibility into deal progression and revenue projections. (experience with Hubspot is preferred) Ideal Candidate Profile 2-3 years of experience in a closing sales role, preferably in SaaS, MarTech, or digital marketing Comfortable navigating ambiguity … Experience selling into e-com/martech/retail verticals Proven track record of meeting or exceeding quota Strong discovery and qualification skills, with the ability to understand complex client needs Understanding of MEDDIC/BANT/& other sales methodology frameworks Excellent communication and presentation abilities, confident leading sales conversations with senior stakeholders Highly organised with strong time management More ❯

based selling techniques. Accurately forecast sales performance, and maintain CRM hygiene (e.g., HubSpot, Salesforce). Work cross-functionally with product, customer success, and support teams to ensure smooth onboarding and customer satisfaction. Represent Document360 at trade shows, industry events, webinars, and customer meetings as needed. Meet and exceed monthly, quarterly, and annual sales targets. Requirements 5+ years of More ❯

Business Development Manager - Payroll Services Location: Windsor Work Setting: 1 day in the office, 4 days WFH Salary: Up to 35,000 per year + Commission About Us: Our client is a leading payroll services provider, recognised for its excellence, compliance, and commitment to client satisfaction. Accredited by industry bodies such as Professional Passport, they deliver domestic and … international payroll solutions to a growing client base across multiple sectors. The business is expanding rapidly and offers an exciting opportunity for an experienced professional to play a key role in driving further growth. Role Overview: We're seeking a Business Development Manager with proven experience in the payroll or outsourced services industry. The successful candidate will identify new … business opportunities, develop strong client relationships, and contribute to the company's strategic growth plans. Key Responsibilities: Identify and target new business opportunities within the payroll and outsourcing sector Build and maintain a healthy pipeline of prospective clients Develop and nurture long-term relationships with decision-makers and key stakeholders Present and demonstrate tailored payroll solutions to prospective clients More ❯

Havenwise into a rocket ship. Your role As our Head of Operations, you’ll build the backbone of the company. You’ll own Havenwise’s core operations, from customer onboarding and support to finance. You’ll set these up, run them initially, hire help as needed, and build the systems that let us scale. This is a wide More ❯

is ready to have a real impact. 🔧 What You’ll Do Build and own core operational functions — from customer support to finance and reporting. Set up and streamline customer onboarding & support , using tools, automation, and feedback loops to improve the user experience. Be the voice of the customer internally , making sure insights and issues feed into product and More ❯

mature data needs. What you’ll be doing: Own and deliver on revenue targets across direct and partner deals Manage the full sales cycle, from opportunity creation to customer onboarding Build long-term relationships with enterprise customers, partners, and influencers Leverage Salesforce + MEDDIC to run your pipeline like a business Travel across Europe and the US to More ❯

performance culture, entrepreneurial spirit, and a commitment to exceeding expectations both for our clients and our people. We are now looking to expand our high-performing team with a Client Manager who will be instrumental in driving new business within the enterprise space. The Role As a Client Manager at InterEx Group, you will be fully focused on … Data, and ERP verticals Build and nurture strong, consultative relationships with senior decision-makers (e.g. CTOs, CIOs) Own the end-to-end business development cycle – from lead generation to client onboarding Win exclusive or retained job roles to pass to the delivery team for fulfilment Collaborate closely with internal delivery consultants to ensure seamless handover and successful … skills Experience working alongside delivery or resourcing teams is a plus What We Offer Competitive base salary + uncapped commission structure Autonomy to build your desk and shape your client base Access to an elite delivery team to support your success Ongoing training, development, and progression opportunities Dynamic, high-energy company culture with a strong growth trajectory Flexible/ More ❯

Bonus opportunities Clear progression plan Socials and team events Looking for Graduate Customer Success jobs, or Client Success positions in Marlow? Are you keen on joining a dynamic and rapidly growing startup in the heart of Marlow? Apply for this Customer Success Executive job in Marlow today! Company Profile - Event Tech Company Fancy joining a rapidly growing event tech More ❯

testing (including parallel payroll runs). Help onboard new clients, working closely with our Implementation team. Create process documents and handover materials. Manage parts of projects, prioritising tasks as client needs shift. Provide support to colleagues and customers by phone and online. What were looking for You dont need years of experience were looking for people who are curious More ❯

cycle, from prospecting and pitching to closing deals Engage senior stakeholders across media agencies and brands Collaborate with cross-functional teams to ensure seamless on-boarding and long-term client success What We’re Looking For At least 4 years of experience closing sales in the AdTech/Digital Media space Strong background/expertise in video advertising Experience More ❯

working - South West London office 3 days per week £40,000 + Bonus | Data | Media | Events | B2B SaaS A great opportunity to join a growing business in a critical client management role. BMS have been engaged to recruit for a fast-growing, global financial intelligence business that's redefining how professionals across investment finance connect, learn, and grow. This … your chance to join a high-performing Customer Success team, working with market-leading data tools, virtual and in-person events, and award-winning editorial platforms. The Company - Our client is a digital-first B2B media and intelligence group serving international finance markets. Through multiple respected brands, they produce high-impact conferences, deliver premium market data, and publish trusted … Customer Success, the Customer Success Manager will manage a portfolio of 40-50 clients, guiding them through onboarding, engagement, training, and value delivery. This role combines strategic client management with hands-on support to maximise client retention and growth. This is a critical, strategic client management position. It requires logical, patient thinkers who can handle More ❯

a mission led organisation based in Banbury who are recruiting for a German Speaking Customer Services Advisor to join their team and play a key role in delivering premium client experiences that align with their mission. In this role, you will be the bridge between post-sale and retention, ensuring a seamless onboarding experience and ongoing support … clients to drive engagement, manage projects, and maintain high standards of service. Key Responsibilities: Lead onboarding for new and existing clients. Provide first-line support on the client portal. Manage and execute client project schedules. Facilitate communication between clients and internal teams. Ensure accuracy in contractual documentation and CRM systems. Deliver outstanding customer service across all … channels. Ideally you will have: 2 years customer service experience Professional proficiency in German both written and verbal Project management experience in client onboarding. Strong communication and organisational skills. Comfortable using MS Office, Zoom, Salesforce (or similar CRM). A proactive, can-do mindset with a passion for client success. Our client offers a fantastic range of More ❯

with loyalty, CRM, and eCommerce ecosystems (including Shopify, Eagle Eye, Braze, Bloomreach, Ometria, and Talon.One). We are scaling fast and are looking for a motivated Product Specialist & Customer Onboarding Intern to join our Customer Success team. > What You Will Do Customer Onboarding Own the onboarding journey for new customers, ensuring they are set … up for success from day one. Prepare and deliver onboarding sessions, documentation, and walkthroughs to help customers launch their first campaigns. Customer Training & Enablement Deliver engaging training sessions for customers and internal teams. Create training materials, guides, and video tutorials to support adoption. Product Expertise & Support Develop strong knowledge of the Odicci platform and integrations (with a focus … a plus). Organised, detail-oriented, and proactive in taking initiative. Eligible for a 12-month university-accredited internship. > What You Will Gain End-to-end experience in customer onboarding and training in a SaaS environment. Hands-on exposure to product, customer success, and marketing functions. Direct interaction with enterprise clients across retail, beauty, travel, and luxury. Training More ❯

transforming how people use and manage home energy. Backed by top-tier investors and growing fast, they’re looking for a Customer Success Manager to take ownership of customer onboarding, support, and communication — and help build the playbook for scale. 🚀 The Role You’ll be the go-to person for all things customer success , working at the heart … of the company to ensure users get the most out of the product. From onboarding and support content to forums, feedback loops, and data analysis — you’ll help shape how the business communicates with and supports its growing user base. This is a hands-on role perfect for someone with 1–4 years of experience who loves working … in fast-paced environments, wearing multiple hats, and helping build something from scratch. 🔧 What You’ll Do Own the end-to-end customer success journey , from onboarding to retention. Create and manage onboarding content , including videos, guides, and self-serve resources. Respond to and manage customer queries , ensuring issues are resolved quickly and clearly. Take ownership More ❯

insight, customer-first mindset, and ability to drive long-term relationships will be essential in delivering ROI and expanding account value over time. This role includes regular travel to client sites across the UK and Europe. You’ll engage stakeholders across warehouse, operations, and leadership teams to interpret insights generated by … DexoryView, helping teams unlock the full value of their data. You'll provide training, implementation guidance, and business context to ensure successful outcomes across entire organisations. Responsibilities: Lead customer onboarding , acting as the primary point of contact to ensure a smooth and value-driven implementation process. Develop strong, trusted relationships with key stakeholders at all levels, understanding their … or operational metrics and trends. Experience in delivering onboarding, training, and customer-facing workshops , both in person and virtually. Highly proactive, organised, and able to manage multiple client relationships and priorities simultaneously. Willingness to travel frequently across North America to support client relationships (estimated 1+ day/week). Work comfortably with dashboards and back-end More ❯

insight, customer-first mindset, and ability to drive long-term relationships will be essential in delivering ROI and expanding account value over time. This role includes regular travel to client sites across the UK and Europe. You’ll engage stakeholders across warehouse, operations, and leadership teams to interpret insights generated by … DexoryView, helping teams unlock the full value of their data. You'll provide training, implementation guidance, and business context to ensure successful outcomes across entire organisations. Responsibilities: Lead customer onboarding , acting as the primary point of contact to ensure a smooth and value-driven implementation process. Develop strong, trusted relationships with key stakeholders at all levels, understanding their … or operational metrics and trends. Experience in delivering onboarding, training, and customer-facing workshops , both in person and virtually. Highly proactive, organised, and able to manage multiple client relationships and priorities simultaneously. Willingness to travel frequently across North America to support client relationships (estimated 1+ day/week). Work comfortably with dashboards and back-end More ❯

sales professional to expand our presence within the market research sector across the UK. As a Sales Director, you will be responsible for identifying and securing new business, onboarding clients, and driving revenue growth across the region. You will own the sales process end-to-end—building a qualified pipeline, delivering product demonstrations, and converting opportunities into long … role, involving collaboration across multiple stakeholder levels and departments to ensure the successful adoption and expansion of PureSpectrum’s solutions. This position reports into a senior leader on the Client team, with the final reporting line determined based on your experience and alignment within the wider organisation. Key Responsibilities Drive the growth of PureSpectrum’s market research business in More ❯

to investment management firms. Engage and influence senior decision-makers across investment managers, private equity firms, and asset managers, building long-term, trusted relationships. Lead strategic conversations to uncover client needs and position Yardi’s suite as the platform of choice for efficiency, transparency, and ROI in investment operations. Run executive-level meetings and product demonstrations with clarity and … confidence, aligning solutions to client priorities. Partner cross-functionally with pre-sales, onboarding, and customer success teams to ensure a seamless client journey from first contact through adoption. Maintain precision in pipeline management , activity tracking, and forecasting through CRM best practices. Stay ahead of innovation , mastering Yardi’s rapidly expanding product portfolio—particularly new AI and … data analytics capabilities—and completing required certifications. Represent Yardi as a thought leader at industry events, conferences, and client engagements, both virtually and in person. What You Bring 5+ years of success in B2B SaaS sales , with a proven consultative, solution-selling approach. A track record of new business acquisition and direct engagement with senior investment management stakeholders. Deep More ❯

industry is facing! Job description - Product Executive (Marlow) As a Product Executive, you will be key to ensuring a smooth and successful onboarding experience for a varied client base. You'll serve as the go-to expert for configuring and launching events on the business platform, helping customers realise value from day one. In addition to supporting … clients through the technical setup and configuration of the internal platform to meet their specific event goals. Take a hands-on role in the bespoke and manual setup of client software ahead of events, ensuring all requirements are met Act as the primary technical contact for clients during the onboarding phase, troubleshooting any issues that arise. Collect … to the continuous improvement of our platform. Develop Onboarding Resources. Help create and refine training materials, best practice guides, and other resources to ensure a smooth customer onboarding experience. Support Continuous Improvement. Work across our internal teams to ensure the team can deliver the best possible customer experience, from a technical and product perspective. Job requirements More ❯