18 of 18 Permanent Client Onboarding Jobs in the West Midlands

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 ❯

at the intersection of technology, customer success, and digital transformation, we'd love to hear from you. Role Overview The Digital Experience Executive plays a key role in driving client engagement and platform adoption across our customer base. As a front-line member of the Digital Experience team, you are responsible for lead generation, client outreach, onboarding … methods to connect with prospects, and persisting through rejection to generate results. Strong organisational skills are essential to maintain follow-ups and ensure all actions are tracked and completed. Client Outreach & Lead Engagement Conduct outbound calls to prospective clients, focusing on promoting our digital platform solution. Follow up on leads from events, vendors, marketing campaigns, the MQL system, and … other internal sources. Qualify leads and hand over opportunities to the appropriate sales team where necessary. Work with the Client Director to identify and engage dormant or low-spend accounts from the CRM using platform-led propositions. Support marketing activities by representing and promoting the platform solution at exhibitions and events. Platform Demonstration & Advocacy Deliver engaging and tailored online More ❯

clients. In addition, the team offers consultative and educational support to internal partners and our clients and supports the delivery teams in the end-to-end delivery of new client onboarding programs. The team comprises of Business System Specialists, Business Analysts, Project Managers and System administrators who work with various internal partners and our external vendors and … as well as ensuring compliance with regulatory directives and card network mandates. What you will be doing In this role you will be responsible for managing the resolution of client facing and internal enhancement and/or maintenance projects within our B2K-P1C card issuing platform. Day to day responsibilities in the role: Analyses, designs, programs, debugs and modifies … Cards Solutions Interacts with product managers and/or clients to define system solutions and/or necessary modifications Works closely with Business Analysts and Project Managers on key client and internal deliverables Participates in software design meetings and analyses clients needs to determine technical requirements Supports code development, programming and performs testing and debugging of applications using current More ❯

Support the Service Delivery Manager Major accounts with service-related tasks, such as escalations and queries Be accountable for direct customer communications, both verbal and written Support the onboarding of new customers and engage with the Customer and Services Transition Manager to ensure seamless transition into BAU services Support service SLAs and manage the team accordingly to achieve More ❯

the overall vision for credit decisioning and mortgages in mind Support Lending Product Owners to shape and prioritise the backlog, ensuring features support automated decisioning, loan origination, mortgage onboarding, and customer affordability Actively participate in agile ceremonies and identify areas for improvement to contribute to continuous improvement of the end-to-end mortgage and loans journey Ensure end More ❯

systems. Key product areas you may work across include: Finance and calculation engines with secure third-party integrations Online customer journeys including quoting, checkout, and configuration Internal tools for client onboarding, automation, and operational support If you have experience in ecommerce, fintech, UX engineering, or any environment where seamless user journeys and frontend performance matter, this role More ❯

Diagnostics Following continued growth this market-leading organisation now seeks to recruit a customer focused Applications Specialist responsible for: Performing pre-sales demonstrations and post-sales customer training Onboarding new customers by engaging teams in the launch Travelling to prospective customer sites, luminary sites and trade shows to perform presentations Providing ongoing application assistance and support to end More ❯

to understand their evolving needs and identify additional service opportunities. Monitor of shipments (Export/Import) whiles providing updates to Clients Develop a comprehensive sales strategy delineating target markets, client segments, and revenue objectives. Formulate an action plan comprising sales tactics, timelines, and milestones to meet or surpass revenue targets. Collaborate closely with internal teams, particularly operations and customer More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

classes for very high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus … asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard clients. Our software helps realize a client's goals and objectives, develops, and implements an integrated wealth management plan and delivers first-class client service. The successful candidate will join the global PWM Onboarding Engineering Team. We develop digital solutions to help onboard and manage client and account data. We work closely with our business partners to streamline business workflows and drive growth. HOW YOU WILL FULFILL YOUR POTENTIAL This is a backend engineering role which will involve the candidate working across a variety of areas, primarily micro-service development in More ❯

are seeking a highly motivated and experienced Product Manager to lead the development and delivery of solutions that enhance the efficiency, accuracy, and scalability of configuration promotion and customer onboarding automation across environments. This role is pivotal to drive value to our customers quickly by enabling a seamless and intuitive user experience (UX) that empowers internal teams to … manage configuration promotion processes for large-scale enterprise applications with ease and confidence. You will also be responsible for product management of customer onboarding automation, helping to streamline and accelerate the onboarding process through innovative tooling and process improvements. You will manage the product backlog, define and deliver roadmap items, and collaborate with cross-functional teams … are used daily to facilitate development of the product using Teams and live shares. Responsibilities: Define and execute a product strategy and roadmap focused on improving configuration promotion & onboarding processes and enabling intuitive UX. Manage and prioritise the product backlog, ensuring alignment with business goals, technical feasibility, and user needs. Collaborate with design and engineering teams to implement More ❯

implementation, integration, and optimization. This role requires a strong technical foundation in IT/OT systems, industrial communication protocols, and cloud platforms, along with the ability to translate complex client requirements into scalable, validated solutions. You will collaborate closely with sales, engineering, and customer teams to ensure successful project delivery and long-term value creation. Hybrid working: The places … that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time. If you are successfully offered this position, you will go through a … AVEVA PI System architecture-including installation, configuration, high availability, and system upgrades-they lead the end-to-end solution lifecycle from project scoping and system sizing to implementation and client onboarding. Leveraging strong project management and technical presales skills, they analyze complex IT/OT integration challenges and propose tailored solutions aligned with OSIsoft best practices. Their proficiency spans 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 ❯

SLA's/agreed deadlines. Developing a positive culture of delivering feedback to Operational Teams. Continuously Improve Processes – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review. Continuous monitoring of all external software licences. Organising systems access for new joiners and removal of access for leavers. … Manage relationships with third-party software providers such as IRESS/FE/SmartSheet Oversee the maintenance, and enhancement of core business systems (e.g., CRM, Client Portal, financial reporting tools). Monitor system performance and troubleshoot issues whilst communicating with the wider business. Oversee the onboarding of new clients to the portal and providing support for any … incoming client queries. What we are looking for in our ideal Business Systems Manager: Proven experience in managing a team within financial services. An understanding of FCA regulations and compliance requirements. Experience in supervising or mentoring a team. Excellent organisational and time management skills. Ability to accurately interpret ideas, information, and needs through the application of appropriate communication behaviours. More ❯

native solution that has attracted new private equity investment this SaaS Account Manager will play a lead role in shaping and delivering a customer account management strategy spanning customer onboarding through to new product promotion within key accounts. Due to the growth trajectory this Account Manager can expect a clear progression path within this highly flexible, forward thinking … At least 3 years SaaS account management experience - Proven experience managing public sector accounts (ideally within national infrastructure, fleet, plant, transport or logistics sector) - A consultative, engaging sales/client engagement approach - Excellent stakeholder management & presentation skills - A personal drive to succeed independently through hands on delivery This SaaS Account Manager will receive the following benefits - base salary of More ❯

led approach Identify upsell and cross-sell opportunities within your customers Collaborate with internal teams to ensure smooth onboarding and exceptional customer experience Attend events, exhibitions, and client meetings to support brand visibility and lead generation Keep CRM data and sales forecasts up to date and report regularly on pipeline progress What We re Looking For Proven … positive, winning mentality Happy to be office-based though hybrid will be considered for the right person Open-minded about managing accounts post-sale or handing them to our Client Services team What s On Offer Uncapped commission structure realistic OTE of £75,000 £90,000 Health Cash Plan, Pension, Life Assurance A dynamic, growing business with serious growth More ❯

leads and existing partner channels. Build tailored commercial proposals and present value-driven solutions to prospective clients. Work closely with marketing, operations, and commercial teams to align offering with client needs and market demand. Attend partner events, trade shows, and meetings to represent the business and enhance brand presence. Maintain a robust sales pipeline, reporting on activity, conversion rates … and revenue forecasts. Support the onboarding of new clients, ensuring a smooth handover to account management teams. What We're Looking For Proven track record in B2B sales or business development, ideally retail/FMCG Strong experience converting warm leads and developing opportunities via commercial partnerships or referral channels. Excellent presentation, negotiation, and relationship-building skills. Comfortable managing … work autonomously across a national territory. Why Join? This is a unique opportunity to join a growth-focused business that invests in its people and thrives on long-term client success. You'll be trusted to drive strategic sales activity with the support of a collaborative and experienced leadership team, offering genuine earning potential and career progression. About Cast More ❯