6 of 6 Permanent Client Onboarding Jobs in Wales

UK and beyond. We do things differently. Innovation drives us, whether through our dynamic team of legal experts or our suite of technology driven legal solutions designed to meet client challenges. Founded in Cardiff, we have grown into a nationally recognised full-service commercial law firm, with offices in Swansea, Bristol, London, Birmingham, Leeds, and Liverpool. We pride ourselves … and growing Consultant Support team. This pivotal role provides essential administrative and finance-related support to our expanding community of self-employed Consultant Partners, ensuring a seamless experience from client onboarding through to matter management and invoicing. This is an exciting opportunity for someone with a strong background in legal or professional services administration, particularly with experience … in legal finance, client onboarding, and document handling. The successful candidate will play a key role in supporting the Commercial Director and the wider Consultant Community, helping to drive operational efficiency and ensure compliance with firm protocols. About the team At Acuity Consult, our Consultant Partners enjoy the independence of self-employment while benefiting from the support More ❯

configuring and supporting our product suite, and providing ongoing technical support. You will also collaborate with Account Managers, product, engineering and analyst teams to deliver exceptional service and drive client success. About Insight by Insight by is a dynamic B2B arm of providing data and analytics solutions to partners in the insurance industry. We empower our partners with actionable … insights to optimise their operations, improve customer experience, and drive business growth. What you'll be doing: Client Onboarding: Manage the technical onboarding process for new clients, ensuring smooth implementation of Insight by solutions. Provide technical guidance and support during initial setup and integration. Conduct training sessions to educate clients on product functionality and best … practices. Product Configuration and Support: Configure and customise Insight by products to meet specific client requirements. Troubleshoot and resolve day-to-day technical issues reported by clients. Provide timely and accurate responses to client inquiries related to product features, APIs, and data delivery. Account Management Collaboration: Partner with Account Managers in pre-sales meetings to provide technical expertise More ❯

global not-for-profit organisation. As part of their continued transformation, they're hiring a CRM Product Manager to drive internal product solutions that streamline global sales, marketing, onboarding, and customer engagement. The role: You'll take ownership of Salesforce CRM-based digital tools used by internal teams, manage the full product lifecycle, and collaborate with 15+ departments More ❯

value? This opportunity is perfect for someone who understands that onboarding isn’t just a box-ticking exercise, it’s the critical first step in building lasting client relationships and operational success. You’ll work at the heart of service transition, helping organisations integrate, scale, and move forward with confidence. Whether you're actively looking or simply … to internal infrastructure Acting as a trusted advisor throughout onboarding, ensuring clear communication and strong collaboration Setting up robust security and access protocols that align with both client expectations and internal standards Overseeing offboarding when necessary, ensuring secure data transfers, compliance, and a positive final impression Managing service transitions for new suppliers or services, ensuring readiness and … service operations, SLAs, and commercial constraints Full UK driving licence What success looks like Onboarding projects delivered on time, to a high standard, and with consistently positive client feedback Zero financial losses on your projects, delivered within allocated budgets and resources Clear, actionable documentation captured for 100% of your projects, enabling seamless transitions into long-term support More ❯

Who are we? UpGuard's mission is to protect the world's data. We obsessively seek out elegant, robust ways to enable our customers to find, acknowledge, and remediate cyber risk. With UpGuard, organizations leverage our security expertise and software More ❯

successful candidate would be required to work with enterprise-level clients globally to act as a subject matter expert for APIs, integrations and bespoke deliveries. This role involves extensive client interaction from pre-sale through to implementation sign-off, ensuring successful delivery of tailored solutions. WHAT YOU WILL BE DOING Collaborate with clients to understand business requirements and use … cases. Work with the Business Analyst to translate business needs into documented technical specifications for bespoke solutions. Design, develop, test and release bespoke solutions to meet client expectations using technologies such as Python, Airflow and S3. Provide pre-sale and post-sale support to clients. Review existing implementations and make recommendations for improvements to the efficiency and effectiveness. Contribute More ❯