176 to 200 of 344 Client Onboarding Jobs in England

We're looking for an experienced salesperson to build lasting partnerships with farmers across the North of England. Our client is a well established, forward thinking calf rearing enterprise entering an exciting phase of expansion. As they grow their network of rearing and finishing farms, they're looking to appoint a Business Development Manager to help drive this next More ❯

design, multimedia, and marketing teams to integrate learning into broader student experiences. Manage freelancers or guest contributors as needed, maintaining quality and consistency. Align programme development with commercial and client needs to ensure uptake and retention. Help onboard and support clients using our learning solutions through tailored walkthroughs or customised content. Innovation and Insights We continually evolve our platforms More ❯

design, multimedia, and marketing teams to integrate learning into broader student experiences. Manage freelancers or guest contributors as needed, maintaining quality and consistency. Align programme development with commercial and client needs to ensure uptake and retention. Help onboard and support clients using our learning solutions through tailored walkthroughs or customised content. Innovation and Insights We continually evolve our platforms More ❯

Lead collaborates with Global and Regional Heads of Delivery to ensure operational control gates are observed, escalating risks as needed. The role also works with On-Boarding, Upgrade teams, Client Management, and the Global Operations Centre to ensure process adherence and effective client lifecycle management. Key responsibilities include process improvement based on data analysis, reporting enhancements, and ensuring … platform availability. Key Responsibilities Ensure batch reporting and KPI monitoring, identifying improvements. Support planning, issue management, and client environment ownership. Manage change communications and operational updates to executive management. Lead Business Recovery Management and incident response for major issues. Drive process improvements and build business cases for recommended actions. Analyze data to generate reports for stakeholders and improve case … Financial/Software Services, with experience in Service Management and SaaS environments. Strong analytical skills with experience in ServiceNow and Salesforce. Proven leadership in technical teams and process improvement. Client management experience, especially with senior management. Knowledge of financial instruments and technical architectures, including SQL and web services. Excellent communication and customer service skills. Qualifications Bachelor's Degree in More ❯

This role will serve as an architect and technical leader role, responsible for refining and executing the IT vision, from market data aggregation and distribution, market making execution & hedging, client negotiation and order management. Hands-on experience in ultra low latency and high availability applications is required. Summary of Key Purposes of the Role: We are rebuilding our low … latency Foreign ExchangeCash platform covering client connectivity, negotiation, price construction and streaming, trade execution and booking. You will be the senior technologist who shapes the architecture, leads hands on delivery, and mentors a multi-disciplinary squad. The ideal candidate has already delivered FX Trading platforms for Tier 1 banks (eg FX Cash & Derivatives) or leading vendors, and can balance … Forex trading and banking Responsibilities: Architecture & Design Define the target micro service/event driven architecture (latency budget, throughput, HA & DR, observability). Own protocol & data model standards for client to venue and internal flows (eg FIX 4.4/5.0, REST/gRPC, protobuf, JSON) Hands on Engineering Lead development of price engine, negotiation logic and execution gateways in More ❯

notch support with a fintech environment. Responsibilities: Customer Support: Serve as the primary point of contact for customer enquiries, providing timely and accurate responses. Issue Resolution: Investigate and resolve client issues, escalating complex matters to the appropriate team members when necessary and ensuring prompt resolution. Onboarding Assistance: Assist clients with the onboarding process, guiding them … provide educational resources to clients to ensure they fully understand our products and services, empowering them to utilise our platform effectively. Documentation and Reporting: Maintain a comprehensive record of client interactions, including inquiries, resolutions and feedback. Generate reports on client activity and trends to inform decision-making and improve processes. Relationship Management: Cultivate strong relationships with clients, understanding … risk by adhering to established procedures and protocols. Networking and Sales: Be active in the payments industry space, creating contacts and opportunities for future growth. Experience in Product Support, Client Success, Customer Success, Account Management or Customer Operations Strong interpersonal skills with the ability to communicate effectively and build rapport with clients and internal stakeholders, in multiple languages. Communication More ❯

Escalations Manager (On call rota) - Software Solution - Remote Day rate: £350 - £500 (inside IR35) Duration: 3 - 6 months Start: ASAP My client is looking for a highly capable and proactive Escalations Manager to lead the resolution of complex client issues and ensure exceptional client satisfaction. This role is pivotal in maintaining client trust, managing critical incidents … and driving continuous improvement. The Escalations Manager is responsible for overseeing the support engineers that resolve Embedded Services client issues. Our Embedded Services consist of API-based software microservices and associated products developed by our teams for fintech clients. The Escalations Manager will be handling complex Embedded Services client issues that must be resolved in a timely and … effective manner. This role requires careful management of issues and diplomatic client communication, helping to maintain high levels of client satisfaction. The Escalations Manager will need to work with account managers to keep them informed of situations to ensure the client feels that they are working with a single unified team across our business. We are looking More ❯

prompt follow-up Conduct tailored discovery calls to understand prospect goals, challenges, and buying dynamics Maintain an active pipeline and accurately forecast sales activity and revenue contribution Solution Selling & Client Relationship Management Serve as a trusted advisor to prospects and clients, guiding them through solution scoping and value articulation Translate technical features into business benefits tailored to each client's needs Cultivate and deepen client relationships, focusing on long-term growth and satisfaction Sales Presentations, Proposals & Negotiations Deliver impactful product presentations and demos that highlight the power of our GPUaaS platform Collaborate with solutions architects to address technical questions and use case feasibility Create compelling proposals and manage contract negotiations to close high-quality deals Cross-Functional … Collaboration Work closely with marketing, product and technical teams to deliver a seamless customer experience Provide feedback on client needs, objections and market trends to influence product development Support go-to-market initiatives with strategic input based on client and market insights Performance Monitoring & Reporting Maintain accurate records of all client interactions and deal progress in CRM More ❯

100k - £136k per annum About the role The Client Services team at Zero Hash acts as the customer's trusted advisor and partner, building and growing an ongoing healthy relationship with each customer. Team members are responsible for scoping out new opportunities, onboarding new business, managing customer relationships and upsells, customer experience, facilitating daily operations, and performing … product roadmap planning Requirements 5+ years of experience in B2B SaaS as a technical account manager/technical project management/technical program management/technological consulting, specifically within client integrations with a software solution. Professional experience at a SaaS fintech company (e.g. banking-as-a-service, brokerage-as a service, payment-as-a-service business) Strong project management … enterprise customer teams at various levels of technical and non-technical depth Ability to clearly articulate technical topics to a non-technical audience Strategic thinker and ability to analyze client needs to drive additional value Collaborate with the relationship management team by identifying and driving cross-selling opportunities Becoming familiar with our offerings and staying apprised of the marketplace More ❯

initiate meaningful conversation. Arranging opportunities to present the business services, with the support of the senior management team. Progressing these opportunities through to quote stage and ultimately on-boarding. Client managing existing clients to ensure that opportunities for repeat business are maximised. Taking full responsibility for driving the company s on-line presence, including social media and Linked In. More ❯

Application Support team is responsible for providing technical support for all front office and post-trade applications including trade capture, market data, settlement and clearing systems and their associated client applications, as well as overnight risk calculation systems and the business systems used by control and support departments. The team handles all support requests, incidents, problems, and business continuity … the infrastructure team, the service desk and the wider IT group. Responsibilities: • Provide support for all trading and back-office platforms offered by Marex to both internal and external client base. • Support business users offering second- and third-line support. • Knowledge of scripting language (PowerShell, Python ). • Manage new system analysis and implementation. • Provide incident management per ITIL standards. … a high standard. • Ensure active tasks retain focus through workflow and prioritisation awareness. • Manage vendor system upgrades and implementation. • Manage exchange relationships and project manage mandatory upgrades. • Manage technical client on-boarding. • Complete exchange reporting and compliance audits. • Manage client technical requirements within Marex technology department. • Complete monthly transactional and volume reporting across all systems. Skills and Experience More ❯

Are you ready to be the go-to tech expert in a thriving Managed Services Provider? Our client—a fast-growing, agile MSP based in Bracknell —is on the hunt for a hands-on, proactive 3rd Line Engineer to lead from the front and elevate the team. You will: Take ownership of complex escalations , diving deep into Windows, networking … cloud, and infrastructure troubleshooting. Lead and mentor junior engineers, setting technical standards and sharing best practices. Work closely with senior management to implement and improve internal processes. Collaborate on client solutions including Office 365, Azure, Hyper-V/VMware, firewalls, and more. Scope and assist in project rollouts—from onboarding new clients to upgrading legacy systems. What 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 ❯

and improvement tracking. Own and evolve the support knowledge base, ensuring accurate and accessible documentation. Collaborate with Product, Development, and Sales teams to ensure seamless customer experiences. Manage onboarding processes for new customers, ensuring smooth software installation and setup. Identify operational risks and develop mitigation strategies. What we are looking for: Required … Skills & Qualifications Minimum 3 years' experience in managing a technical support or software support team. Strong leadership and team-building capabilities. Proven ability to drive customer satisfaction and build client relationships. Advanced troubleshooting and technical problem-solving skills. Experience with CRM and support ticketing platforms. Excellent communication and interpersonal skills. Data-driven mindset with strong analytical and reporting capabilities. More ❯

working - South West London office 3 days per week £40,000 + Commission | Data | Media | Events | B2B SaaS A great opportunity to join a growing business in a critical client management role. BMS have been engaged to recruit for a fast-growing, global financial intelligence business that's redefining how professionals across investment finance connect, learn, and grow. This … your chance to join a high-performing Customer Success team, working with market-leading data tools, virtual and in-person events, and award-winning editorial platforms. The Company - Our client is a digital-first B2B media and intelligence group serving international finance markets. Through multiple respected brands, they produce high-impact conferences, deliver premium market data, and publish trusted … Customer Success, the Customer Success Manager will manage a portfolio of 40-50 clients, guiding them through onboarding, engagement, training, and value delivery. This role combines strategic client management with hands-on support to maximise client retention and growth. This is a critical, strategic client management position. It requires logical, patient thinkers who can handle More ❯

dynamic workload, combining remote troubleshooting, on-site visits, and hands-on involvement in project deployments. Responsibilities Deliver responsive 1st and 2nd line technical support via phone, remote tools, and client site visits Troubleshoot and resolve a wide range of issues related to desktops, servers, cloud platforms, and networks Configure and deploy devices including servers, laptops, desktops, tablets, and Chromebooks … accurate service desk records using Atera, ensuring timely ticket updates and resolutions in line with SLAs Escalate complex issues appropriately, maintaining clear communication with clients and internal teams Support client infrastructure, including regular system checks, patching, backups, and monitoring Participate in project work such as onboarding new clients, cloud migrations, hardware rollouts, and software upgrades Assist with … client training, documentation, and onboarding processes Provide technical input during pre- and post-sales activities Contribute to internal knowledge sharing and continuous improvement of support processes Take part in on-call support rotation during the Christmas shutdown period Attend internal training, meetings, and industry events as required Adhere to all company policies, including those related to Health More ❯

Job Title: Customer Success Executive Location: England Remote Salary: £28,000 - £35,000 depending on experience, plus fantastic benefits package. Sector: Consultancy/Solution Provider The Company Our client is a professional services consultancy who specialise in providing businesses with software defined solutions, network assurance, network automation and managed support. Having launched just over two years ago, the company … has not only met but exceeded its initial growth targets, securing a solid client base within its ideal customer profile (ICP) and delivering high standards of technical excellence. With continued growth and new client wins, the business is now seeking a Customer Success Executive to support project coordination, service delivery, and internal operations. Role Snapshot This is a … service delivery, account management and business operations, in turn presenting clear pathways for professional development. Key Responsibilities Customer Success & Project Coordination Act as a primary point of contact for client queries, ensuring a positive and proactive experience throughout the customer journey. Coordinate project timelines, resources, and deliverables, working closely with technical consultants and the leadership team. Ensure all projects More ❯

Job Title: Customer Success Executive Location: England Remote Salary: £28,000 - £35,000 depending on experience, plus fantastic benefits package. Sector: Consultancy/Solution Provider The Company Our client is a professional services consultancy who specialise in providing businesses with software defined solutions, network assurance, network automation and managed support. Having launched just over two years ago, the company … has not only met but exceeded its initial growth targets, securing a solid client base within its ideal customer profile (ICP) and delivering high standards of technical excellence. With continued growth and new client wins, the business is now seeking a Customer Success Executive to support project coordination, service delivery, and internal operations. Role Snapshot This is a … service delivery, account management and business operations, in turn presenting clear pathways for professional development. Key Responsibilities Customer Success & Project Coordination Act as a primary point of contact for client queries, ensuring a positive and proactive experience throughout the customer journey. Coordinate project timelines, resources, and deliverables, working closely with technical consultants and the leadership team. Ensure all projects More ❯

Job Title: Customer Success Executive Location: England Remote Salary: £28,000 - £35,000 depending on experience, plus fantastic benefits package. Sector: Consultancy/Solution Provider The Company Our client is a professional services consultancy who specialise in providing businesses with software defined solutions, network assurance, network automation and managed support. Having launched just over two years ago, the company … has not only met but exceeded its initial growth targets, securing a solid client base within its ideal customer profile (ICP) and delivering high standards of technical excellence. With continued growth and new client wins, the business is now seeking a Customer Success Executive to support project coordination, service delivery, and internal operations. Role Snapshot This is a … service delivery, account management and business operations, in turn presenting clear pathways for professional development. Key Responsibilities Customer Success & Project Coordination Act as a primary point of contact for client queries, ensuring a positive and proactive experience throughout the customer journey. Coordinate project timelines, resources, and deliverables, working closely with technical consultants and the leadership team. Ensure all projects More ❯

Service Delivery Manager at Aptitude, you will be the ambassador of our Assure offering, ensuring seamless delivery according to contractual obligations. You will onboard clients, manage relationships with a "Client First" attitude, and become a trusted advisor and escalation point for any issues. Your role is crucial in ensuring that SLAs and KPIs are met throughout the contract lifecycle … main point of contact for customers with recurring services. Onboard and transition clients smoothly from sales/project to delivery. Lead value-creation projects that increase usage. Proactively manage client relationships and expectations; and ensure client satisfaction. Identify critical success factors (CSFs) and ensure KPIs support them. Allocate resources and manage distributed teams, including 24/7 operations. More ❯

Transformation Solutioning Lead Experience (In Years) 9-12 Job Description EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world's leading … complex transformation and managed services deals in banking and capital markets. Collaborate with sales, delivery, pricing, legal, and subject matter experts to develop end-to-end solutions aligned with client goals and EXL … s capabilities. Respond to RFPs, RFIs, and unsolicited proposals with detailed solution narratives, transformation roadmaps, delivery frameworks, and commercials. Develop solutions covering retail, commercial, and investment banking processes-customer onboarding, front/middle/back office processes, AML/KYC, payments, lending, risk etc Incorporate automation, AI/ML, cloud, and analytics into client solutions to drive More ❯

receive timely, high-quality implementations and that the entire business runs efficiently and at scale. You will lead the Professional Services function, including project delivery, onboarding, and client-facing implementation teams. In parallel, you will work cross-functionally to optimise internal processes, systems, and business operations ensuring that we scale sustainably and deliver exceptional outcomes for both … scalable delivery frameworks, playbooks, and templates to support repeatable and consistent project execution Embed KPIs to monitor delivery quality, customer satisfaction, and resource utilisation Partner closely with Sales and Client Success to ensure smooth handovers, project scoping, and early value delivery Operational Excellence Evaluate and optimise end-to-end internal processes across departments (e.g., Sales, Support, Product, R&D … experience 10+ years of experience in professional services and delivery 7+ years of experience in a leadership role Proven record of developing and implementing successful delivery processes and driving client satisfaction Excellent interpersonal and communication skills Exceptional business acumen, strategic thinking, organisational, and leadership skills About Us Onefile is the leading learner management platform and pioneer of the first More ❯

Senior 2nd Line Engineer (Progression to 3rd Line) HQ: Gloucester/Hybrid About the Company My client is a growing, fast-paced Managed Service Provider (MSP) delivering IT support, cloud solutions, and infrastructure projects to a wide range of clients across the UK. The team thrives on collaboration, learning, and solving real-world technical problems with a people-first … point for the 1st line team Support infrastructure upgrades, migrations, and deployment projects Assist with onboarding new clients and maintaining their environments Document fixes and maintain accurate client records in the service desk system Collaborate with 3rd line engineers and project teams to expand your technical exposure Proactively identify recurring issues and suggest improvements What Were Looking … remote troubleshooting A strong desire to develop your technical skillset and move into a senior/3rd line position Excellent customer service and communication skills Full UK driving licence (client visits required) Benefits: Salary up to £40,000 DOE Private healthcare 25 days annual leave + bank holidays Professional development and Microsoft certification support Electric car scheme Pension scheme More ❯

sector organisations across the UK and beyond.The Rate and Data Manager will be responsible for managing and maintaining the integrity of rate and recruitment data across internal systems and client platforms. This includes overseeing a team handling complex rate data, such as worker pay rates, supplier margins, vendor-neutral fees, and statutory contributions like employer’s NI and apprenticeship … customer implementations, ensuring accurate rate configuration. Manage a team of Change Control Executives to deliver data tickets in line with SLAs. Oversee job category management and make adjustments at client request. Conduct regular audits to ensure rate data accuracy. Lead change governance processes and continuous improvement initiatives. Provide insights and reports on rate data trends and performance. Identify risks … detail Confident, methodical, and data-driven with a passion for operational excellence Proactive in identifying and solving system inefficiencies Able to build and maintain trusted relationships across departments and client teams Key Benefits: Hybrid working model (minimum 3 days in the Milton Keynes or Basingstoke office) 25 days holiday plus Bank Holidays Birthday off 2 volunteering days per year More ❯

all aspects of engineering delivery—from architectural design and integration, to build, release, and continuous improvement. Your role will be pivotal in embedding the Apprivo 2 platform into the client's digital ecosystem, ensuring it is scalable, secure, and aligned with regulatory and business objectives. You will work closely with cross-functional teams and senior stakeholders to define the … delivering large Finova/Apprivo 2 implementations or similar platforms. Deep understanding of cloud-native architecture, CI/CD, and Agile/DevSecOps practices. Strong technical knowledge across customer onboarding, loan origination, deposits, and workflow configuration. Experience managing third-party vendors and ensuring alignment with internal technical and commercial objectives. Comfortable working in regulated environments with risk, audit … and compliance responsibilities. Excellent communication, mentoring, and stakeholder management skills. Why Join Our Client? Our client is at a critical point in their digital journey, investing heavily in future-ready technology to enhance customer experience, operational efficiency, and innovation. This role offers a unique opportunity to take full technical ownership of a flagship platform implementation, with strong executive More ❯