7 of 7 Client Onboarding Jobs in Edinburgh

Customer Onboarding Lead - Edinburgh I'm working with a high-growth SaaS company making a genuine impact in its sector. They're now looking for a Customer Onboarding Lead, someone passionate about delivering exceptional onboarding experiences, driving early product success, and building the processes and teams that make it all scalable. This is an … Apple equipment Workplace pension scheme Supportive, close-knit team environment The chance to work for a company where your contribution has a real, measurable impact The role: As Customer Onboarding Lead, you'll take ownership of the entire post-sale journey, from initial setup and technical implementation through to user enablement and early adoption. You'll not only … onboarding experience. Monitor onboarding metrics and user data to proactively address risks and improve processes. To be considered, you will have: Proven experience in Customer Onboarding, Customer Success, or Implementation within a B2B SaaS environment. Strong relationship-building and communication skills. Confidence in delivering product training and driving early engagement. Experience with platforms like More ❯

lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which … and externally. This includes system design and programming, network planning, budget planning, database management, and computer operations. We are seeking a proactive and agile Systems Analyst?to join our Client Tribe, to work with the tribe to deliver excellent client and colleague digital experiences and services. The tribe is made up of three squads, looking after the technology … across the full client value chain, from marketing and sales, to onboarding and client service. About the Role This role will be primarily focused in supporting the delivery of client data across the firm, which is pivotal to our strategy and enabling the business and client. You will help bridge the gap between business stakeholders More ❯

Customer Onboarding Lead Edinburgh Im working with a high-growth SaaS company making a genuine impact in its sector. Theyre now looking for a Customer Onboarding Lead, someone passionate about delivering exceptional onboarding experiences, driving early product success, and building the processes and teams that make it all scalable. This is an exciting opportunity … Apple equipment Workplace pension scheme Supportive, close-knit team environment The chance to work for a company where your contribution has a real, measurable impact The role: As Customer Onboarding Lead, youll take ownership of the entire post-sale journey, from initial setup and technical implementation through to user enablement and early adoption. Youll not only manage day … onboarding experience. Monitor onboarding metrics and user data to proactively address risks and improve processes. To be considered, you will have: Proven experience in Customer Onboarding, Customer Success, or Implementation within a B2B SaaS environment. Strong relationship-building and communication skills. Confidence in delivering product training and driving early engagement. Experience with platforms like More ❯

lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which … and externally. This includes system design and programming, network planning, budget planning, database management, and computer operations. We are seeking a proactive and agile Business Analyst to join our Client Tribe, to work with the tribe to deliver excellent client and colleague digital experiences and services. The tribe is made up of three squads, looking after the technology … across the full client value chain, from marketing and sales, to onboarding and client service. About the Role This role will be primarily focused in supporting the delivery of c lient data across the firm, which is pivotal to our strategy and enabling the business and client. You will help bridge the gap between business stakeholders More ❯

documentation alongside having some basic web development knowledge, and ideally being able to craft simple API requests based on this using tools such as postman Design and implement onboarding processes to integrate customers onto the BR-DGE Platform Generate reports on customer transactions, providing valuable insights for internal teams Have an appetite for taking on challenges and understanding More ❯

and prospecting. • Build trusted customer relationships, addressing challenges with tailored solutions. • Acquire new clients via presentations, cold calling, and event attendance. • Ensure smooth onboarding and long-term client retention through strategic relationship management. • Present additional products and services to drive client growth. • Collaborate with cross-functional teams to align on goals and client needs. • Report More ❯

a rapidly growing SaaS company that is making a real impact in its sector. Theyre looking to bring on board a talented CustomerSuccess Manager who is passionate about customer onboarding, long-term client success, and driving product adoption. This is an excellent opportunity for someone who thrives in a fast-paced environment, loves building relationships, and wants … scheme A supportive, close-knit team environment The chance to work for a company where your contribution will have real impact The role: Youll take ownership of the customer onboarding process, ensuring new clients are set up for success and quickly see the value of the platform. Beyond onboarding, youll be a trusted partner for your … accounts, focusing on engagement, retention, and growth opportunities. Key responsibilities: Manage the end-to-end onboarding process, ensuring a smooth and timely go-live for new customers. Develop bespoke onboarding plans tailored to each clients goals and business needs. Deliver training sessions and provide hands-on support to ensure clients are confident using the platform. Build More ❯