4 of 4 Permanent Client Onboarding Jobs in Warwickshire

office & 2 days working from home Salary: £30,000 - £35,000 We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement - making financial services simpler and smarter. As a Project Consultant, you’ll play a key role … in delivering high-quality onboarding and implementation experiences for new clients. From coordinating internal teams to supporting client rollouts, you'll help ensure projects run smoothly, on time, and to a consistently high standard. This role sits within a new and growing project team, giving you the opportunity to shape processes, contribute to the team's evolution … You’ll Do: Coordinate daily project activities and keep timelines on track Monitor progress, flag risks, and drive follow-ups Organise meetings, track actions, and maintain clear documentation Support client onboarding, rollout, and training on the platform Collaborate with internal teams to align resources and deliverables Contribute to QA and ensure projects meet quality and compliance standards More ❯

an excellent opportunity for a Customer Success Manager to join an innovative & award-winning tech client. We're looking for a strategic and customer-focused leader to join our client's management team. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping to improve … how customers learn, adapt, and get real value from our client's product. You'll lead the Customer Service Manager and Product Training Manager, supporting both pre and post-sale experiences. Your goal is to build scalable processes, develop the customer education approach, and ensure that customer insights are driving continuous improvement across the business. This is a hands … post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most from our client's product Prioritise content development for all user levels (beginner to advanced), ensuring alignment with customer needs and use cases. Customer Voice & Insights Use customer feedback (e.g. NPS survey More ❯

for a strategic and customer-focused leader to join our management team as Customer Experience Manager. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping us improve how customers learn, adapt, and get real value from our product. You'll lead our Customer Service Manager … by enabling the team with tools and training to improve response workflows and to maximise service effectiveness. Customer Journey & Enablement Optimise the customer journey, reducing friction across product onboarding, training, and post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most … needs and use cases. Use customer feedback (e.g. NPS survey feedback, support tickets, product reviews and call recordings) to identify pain points and opportunities to improve training content, onboarding sequences and customer satisfaction Represent the customer across internal teams (Product, Marketing & Video Production) by sharing their feedback to help shape product development decisions and marketing strategy. Continuous Improvement More ❯

Application Support Engineer CoventryFull time Investigate and resolve escalated L2 incidents and requests. Provide updates on high-priority incidents and ensure timely resolution. Document resolutions, RCA, and corrective actions in the ticketing system. Liaise with L3 teams for unresolved critical More ❯