1 to 25 of 64 Client Onboarding Jobs in the City of London

we believe in adaptive, new-ways-of-working, in a culture of learning and agility. As we enter the next stage of our growth, we are revamping our customer onboarding approach. We are looking for more clock speed that gets our customer automations designed and deployed, in the optimal time window, to start delivering value and customer success. More ❯

IT Consultant/Senior Client Technical Lead with demonstrable technical skills and certifications in Microsoft cloud technologies, a customer-focussed approach and ability to deal with IT Technical challenges is required for a well-established Cloud IT Services Company based in the City of London. This role is known within the organisation as a Client Technical Lead. SALARY … office (Faringdon/Chancery Lane EC1N) and from home JOB TYPE: Full-Time, Permanent JOB OVERVIEW We have a fantastic new job opportunity for an IT Consultant/Senior Client Technical Lead with demonstrable technical skills and certifications in Microsoft cloud technologies, a customer-focussed approach and ability to deal with IT Technical challenges. Working as the IT Consultant …/Senior Client Technical Lead you will act as a bridge between the customer and internal teams, addressing technical challenges, facilitating seamless implementations, and fostering long-term relationships to drive customer satisfaction and retention. Working in partnership with a customer relationship manager, the IT Consultant/Senior Client Technical Lead will ensure the back office and field engineering More ❯

for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath. Responsibilities : Customer Onboarding & Relationship Management: • Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success. • Build and … report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention. Qualifications : • Proven experience in customer success or related role. • Strong understanding of customer onboarding, relationship management, and renewal processes. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze data and identify trends. • Experience with CRM and customer success platforms. • Strong problem-solving More ❯

and communication Maintain and update knowledge base articles, FAQs, and internal documentation Collaborate with product and development teams to relay customer feedback and identify recurring issues Participate in onboarding sessions for new clients as needed, helping with setup and initial configuration Meet service-level agreements (SLAs) and maintain high customer satisfaction scores Requirements Essential: 2+ years experience in More ❯

will work closely with product, sales, and engineering teams to monitor liquidity behavior, analyze trading data, and contribute to operational and strategic initiatives aimed at improving execution quality and client experience. What You’ll Do Monitor FX liquidity profiles and depth metrics across currency pairs and sessions Flag and investigate unusual quote or trade activity using internal monitoring tools … providers and clients, ensuring readiness from both a technical and operational standpoint Build and maintain dashboards or scripts to track latency, quote consistency, and fill performance Handle internal and client-facing requests for data insights, from time-series analysis to order book behavior Participate in the evolution of our automated liquidity tools by surfacing observations from real-world platform … usage Collaborate with the product and sales teams to optimize maker/taker alignment and address liquidity gaps Join client discussions where needed to provide quantitative context on flow behavior and platform usage What You Bring 1–3 years of experience in a financial markets, e-trading, or data analyst role Proficiency in Python, R, or KDB+/q More ❯

be the go-to escalation point for 1st Line Engineers, resolving more complex issues across Microsoft 365 and network environments, with a particular focus on robust networking skills. Our client values a proactive, can-do attitude. You'll be joining a tight-knit, collaborative team where everyone pulls together. If you’re looking for a role where you can … a strong focus on networking infrastructure Support Microsoft 365, Azure, and Windows Server environments Manage and maintain network devices — ideally including Meraki, UniFi, or DrayTek Assist with the onboarding of new clients and contribute to infrastructure projects Liaise directly with clients, providing updates and delivering high-quality customer service Use ConnectWise (or similar PSA/RMM tools) to More ❯

Project Manager – Client Implementation (Agile) Location: London Salary: £90,000 - £120,000 per annum Working Model: Hybrid We are recruiting on behalf of a leading financial technology trading system provider. As a Project Manager, you will lead the client implementation process in an Agile environment, ensuring timely and successful onboarding, scoping, data integration, user testing, training … and migration. You will work closely with both internal teams and clients to manage project delivery, track progress, and ensure high-quality outcomes. Key Responsibilities: Manage client onboarding and implementation in an Agile framework, including scoping, data integration, and migration. Plan, track, and align Program Increments with Project and Product Roadmaps. Provide accurate progress reports to clients More ❯

and increase efficiency for non-strategic third-party spend. We act as an extension of our customer’s procurement team by executing the end-to-end sourcing, supplier onboarding and contracting process for indirect categories of spend. We are focused on delivering an innovative and disruptive procurement solution to our customers to make managing non-strategic spend simpler More ❯

support for internal and external users Managing incidents, system changes, and vendor upgrades Writing and maintaining PowerShell or Python scripts for automation Running exchange reporting and handling technical onboarding for clients Collaborating with development, infrastructure, and business users to maintain platform reliability Ensuring documentation and change control follow best practice (ITIL) What you’ll need: Experience in a More ❯

. Key Responsibilities: - Serve as the primary point of contact and build long-term relationships with new and existing customers - Take responsibility for cross selling and upselling into existing client base. - Develop understanding of the clients tech and business landscape to enable other teams within the business to sell other solutions - Target existing customers for cross selling - Fully understand … of monthly/quarterly initiatives to internal and external stakeholders. - Forecast and track key account metrics. - Assist with high-severity requests or issue escalations as needed. - Develop and manage client portfolios, sustaining business growth and profitability by maximizing value. - Analyze customer data to improve customer experience and minimize churn. - Hold product demonstrations for customers and improve onboarding … Years) as an Account Manager, Customer Success Manager, or similar role. - Work experience within SaaS, Tech or reoccurring revenue businesses essential - Experience in developing business within existing client accounts - Experience of working with Azure and or 3rd party Azure related products desired but not essential - Knowledge of FinOps desirable however training can be provided - Experience working with SaaS products. More ❯

in one of the most critical parts of the global economy. We’re seeking a Private Credit and Banking Associate to support and grow relationships across Termgrid’s expanding client base. This is a great opportunity for someone early in their career who is excited to work directly with leading private equity, credit and capital markets firms, help clients … fast-growing SaaS company, while still leveraging your capital markets knowledge. You’ll have direct exposure to leading private equity and capital markets clients, building a strong foundation in client management, product adoption, and startup operations. Details Job Title : Private Credit and Banking Associate Location : London Reports to : Global Head of Credit and Bank Coverage What You’ll Do … Support client relationships - serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed. Help lead onboarding and training - work closely with internal teams to coordinate smooth client onboarding, assist clients in getting up to speed with More ❯

Fidarsi are partnering with a Digital Asset firm who are looking to hire an Operations Manager. The Operations team is responsible for managing the digital asset services which includes client onboarding, creation and maintenance of governance rules, transaction processing, monitoring, reporting, staking and operations risk reporting. In the initial stages a high degree of project support and … team, to ensure it fulfils its obligations both to its clients and its regulators, assuming accountability for managing all digital Admin operations services, including resource management and oversight, operational client onboarding, monitoring of daily controls, MI reporting, and timely issue resolution. The role requires regular client interaction with an expectation that the postholder will support the … team in providing first-class client service delivery and anticipate future client needs. There is also a requirement to centrally coordinate, manage and control daily processes to ensure outstanding exceptions are addressed on a timely basis and escalated as required. The role: Ongoing monitoring and control Liaise with Sales team to agree prioritisation and process all client More ❯

that the business adheres to regulatory requirements while maintaining efficient and effective compliance operations. PRINCIPAL RESPONSIBILITIES Support in the enhancement and execution of compliance procedures and controls. Conduct onboarding review and approval on customers, business partners, and transactions in accordance with established policies and procedures. Review and analyse customer information and documentation to assess risk levels and identify …/CFT in the financial services, fintech or payment industry. Solid understanding of AML/CFT regulations, as well as UK financial regulations and standards. Strong knowledge of customer onboarding processes and due diligence frameworks (KYC/KYB). Experience with regulatory inquiries, audits, and exams. Experience with compliance monitoring tools and transaction monitoring systems. Ability to develop More ❯

Operations Manager – Technology Consulting (Financial Services) Our client is a small financial technology consultancy providing advisory and implementation services and works with clients predominantly in the investment management sector. Due to strong growth over the past couple of years the company is looking to hire an Operations Manager, reporting to the Chief Operating Officer. The role will have overall … managing a small team of 3 people. The team support a range of activities, from consultant work assignment admin, invoicing, travel arrangements, service agreements with consultants and clients, onboarding new clients, HR matter, preparing board meeting papers, managing their core CRM system, and contributing to sales and marketing material and presentations. The team also deliver small to medium More ❯

for a recent graduate or someone with up to one year of experience looking to start their career in customer success within the SaaS space. You will support our client portfolio by helping customers achieve their goals with platforms like Smartsheet, acting as a reliable point of contact and learning from experienced colleagues. You will gain hands-on experience … working with leading global organisations, assisting with onboarding, adoption, and ongoing customer engagement to ensure success and satisfaction. Key Responsibilities: Support the Customer Success team in managing client relationships and day-to-day customer needs. Assist in monitoring customer engagement and platform usage to help identify opportunities and risks. Help resolve basic customer queries and escalate more … based work environment or internship in customer-facing roles. Proficiency in additional languages is a plus Personal Qualities: Proactive & Collaborative: Works well in a team environment and fosters strong client relationships. Client-Centric: Passion for delivering exceptional customer experiences and business value. Tech-savvy & Curious: Enjoys working with cutting-edge, web-based technologies and learning new tools. Resilient More ❯

work with customers to understand their business objectives, helping them leverage the TRIFFT platform to achieve measurable success and maximise their ROI. Onboarding & Enablement: Lead successful customer onboarding experiences, ensuring quick adoption and effective use of the TRIFFT platform. Provide ongoing training and best practices. Proactive Engagement: Regularly check in with customers, identifying potential risks, celebrating … provide expert guidance to your clients. What you'll bring to the TRIFFT Loyalty team: 2-5 years of successful experience in a Customer Success, Account Management, or similar client-facing role within SaaS , ideally in MarTech or a related industry. Experience working with mid-market accounts , with a strong understanding of their unique needs and how to drive … customer relationships. Exceptional communication, presentation, and interpersonal skills , able to build rapport and trust quickly with diverse stakeholders. Strong problem-solving skills and the ability to think strategically about client needs and platform solutions. Self-motivated, proactive, and empathetic, with a strong commitment to customer satisfaction. Experience with CRM software (e.g., Salesforce, HubSpot) and Customer Success platforms (e.g., Gainsight More ❯

use platform streamlines investment administration, performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering, business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on-time and successful client implementation through project scoping, stakeholder management as well as … ensuring system adoption post implementation. To succeed in this role, experience in successfully coordinating with internal team as well as external client account management are important. You will leverage your interpersonal skills to cultivate strong relationships with clients. If you are passionate about financial technology, and are result-driven & motivated to make a difference, take a bold step toward More ❯

near London for occasional Central London meetings Basic Salary up to £65,000 + Uncapped £60,000 Commission Share Options (after 12 months) + Benefits About the Company Our client is an innovative and fast-growing AI automation platform transforming the way financial professionals source and evaluate investment opportunities. By harnessing advanced machine learning, they deliver actionable insights to … clients across Private Equity, Venture Capital, and Management Consulting. With strong momentum and client traction, they are now hiring their first Account Executive to help shape the future of their commercial team. Why Join? High-Earning Potential: Basic up to £65,000 + £60,000 uncapped commission Equity: Share options available after 12 months service Flexible Working: Fully remote … clients Build and execute account plans to nurture long-term relationships Maintain a healthy pipeline and accurate forecasting using HubSpot or similar CRM Collaborate cross-functionally to support onboarding and ensure customer satisfaction Stay informed on market trends, competitor activity, and evolving customer needs What Were Looking For 35+ years of full-cycle B2B sales experience (preferably in More ❯

in proposal and opportunity development and customer success for existing accounts Implementation & Cross-Functional Support - Prepare detailed handover documentation for Operations post-deal - Support implementation to ensure seamless onboarding and customer satisfaction Qualifications Experience & Knowledge - 3–5 years in sales or account management (preferably in data centers, telecom, IT, or related fields) - Proven ability to build customer relationships More ❯

that. What you’ll be doing Own the internal “product” roadmap across: Growth: tooling for lead gen, CRM automation, marketing ops Collaboration: internal workflows, async tools, project management Delivery: client onboarding, reporting, scheduling, candidate tracking, LMS integrations Act as a centre of excellence for low-code/no-code and off-the-shelf solutions — Airtable, Zapier, Notion … Then actually make it happen. Collaborate with ops leads, marketers, recruiters, facilitators, and senior leadership to understand user needs and solve real-world problems quickly Own tooling decisions, onboarding, maintenance and internal documentation for the systems you put in place What we’re looking for Experience shipping and owning internal tools or operational systems — ideally in a startup More ❯

a smooth, engaging start with our platform while supporting the sales and renewals teams to deliver exceptional service. What You'll Do: Be the go-to contact for onboarding new law firm clients within existing accounts Run engaging demos and training sessions for legal professionals Create … onboarding materials, guides, and FAQs Support the sales team with admin and proposals Identify upsell opportunities and help reduce churn What You Bring: Proven experience in customer onboarding, sales support or client success Great communication skills you re confident leading demos and building relationships Highly organised, detail-driven, and proactive Experience in B2B SaaS or More ❯

inspire creativity and resilience to overcome challenges and achieve greatness. Position Overview: The role is responsible to secure value revenue commitment from clients, and focus on implementation/onboarding and product adoption with our new and existing customers. You will be responsible for identifying, monitoring and the successful delivery of ROI/value … for our customers' investment. You will be working with the sales and the wider business to ensure you are maximising revenue within our existing customers. You'll combine your client-focused mindset with a creative approach to becoming a leader and contributor who collaborates with our Leadership Team and the Sales, Product, and Engineering functions to optimise long-term More ❯

support operations across all platforms, with a strong focus on maintaining a clean and efficient Hubspot ticketing system, reporting on key performance indicators (KPIs), and ensuring prompt resolution of client issues. This role also involves collaborating with Account Managers and Product Team members, continuously improving support processes, and managing the sourcing and training of 24/7 customer support … resources when required Train and onboard new customer support staff, ensuring consistent service standards across all shifts and regions Work closely with Account Management and Implementation teams to ensure client expectations are met Maintain and update Customer Support documentation, FAQs, and support guidelines Gather and analyse customer feedback to identify trends and propose actionable improvements Act as an escalation More ❯

To apply, please email careers@kiplot.com. Be sure to include: A short paragraph explaining why you’re interested in this role Your CV Who we are Kiplot enables large organizations to turn their strategies into reality. The project portfolio management More ❯

that supports over 25,000 conveyancers across the UK and Wales. This is a highly collaborative and commercially critical role, focused on driving awareness, adoption, and engagement with our client’s onboarding solution across the UK legal sector. The ideal candidate will combine strong content creation skills with a solid understanding of compliance in SaaS and ideally … have experience communicating around changing legislation that impacts legal services. You’ll be the company’s go-to expert for eCOS marketing—working closely with product, legal, sales, and client teams to position the platform as the definitive onboarding solution for modern law firms. The role reports into the Head of Marketing. The role offers hybrid working … days in the office during the 2 month probation period. KEY RESPONSIBILITIES: eCOS Platform Marketing Own & lead all marketing activity related to eCOS, positioning it as a market-leading client onboarding solution Create & manage compelling content that highlights the platform’s benefits across ID verification, AML checks, e-signatures, & source of funds Develop go-to-market messaging More ❯