7 of 7 Client Onboarding Jobs in Lancashire

Product Owner – Client Onboarding & Platform Change Manchester | Up to £65,000 | Hybrid working – four days in the office A leading global financial services organisation is looking to appoint a Product Owner to support a major client onboarding and platform transformation programme. This … opportunity to take ownership of a high-profile workstream involving the migration of a significant institutional client onto a large-scale investment servicing platform. Working as part of a multidisciplinary Agile pod, you will help define the future operating model, identify gaps within the existing product and oversee ...

onboarding experience. Your role will involve guiding clients through the software setup process, helping them get the most out of the product. Client Details The organisation operates in the software and technology sector, delivering software solutions to its clients. Description Manage the onboarding process … internal teams to ensure customer requirements are met. Deliver training sessions to help clients understand and use the software effectively. Maintain detailed records of client interactions and progress during the onboarding process. Continuously improve onboarding processes based on customer feedback. Act as a trusted advisor ...

business deliver accurate calculations in an efficient and consistent way. You’ll report to the Calculations & Benefits Lead and be part of the wider Client Onboarding & Change Team. You’ll work with colleagues in the Administration business and other stakeholders across Isio, with support and guidance from … audit, testing and sign-off processes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards ...

Portfolio are proud to represent our client, a global Software business in their search for an Activation and Engagement Account Manager. They are expanding the Customer Service team due to continued growth. Working with the Engagement and Activation team you will be an Account Manager for new Businesses joining … your allocated clients, this is not your normal high volume, inbound customer service role. You will be responsible for onboarding the client, dealing with any issues, general queries and technical questions they may have for the first 30 days of their contract. You will be keeping ...

Product Designer (UX/UI) Manchester | Full-time | Hybrid/Office-based/Remote Salary: Negotiable, depending on experience 3-6 month contract Our Client is a fast-growing UK business finance company based in Manchester. They SMEs access funding from across the market, and we’re now investing … significant freedom to shape how it works. What You’ll Be Designing The platform will ultimately cover the full business finance journey, including: Customer onboarding and finance applications Open Banking and account connectivity Financial and banking data visualisation Credit and eligibility information Intelligent lender and product matching Funding ...

security Maintaining accurate CRM records and pipeline data Presenting proposals, negotiating, and closing business Collaborating with internal teams on onboarding and ongoing client support What we're looking for B2B sales experience, ideally managing a high volume of accounts (tech/telecoms a nice-to-have … accurate pipeline management A demonstrable track record of hitting target and forecasting accurately The right habits and attitude for juggling a large, varied client base Strong communication, negotiation and relationship-building skills What's in it for you £28,000 - £30,000 basic plus uncapped commission ...

improvement platform, Attend , helps schools strengthen attendance practice through live data, communication, automation and structured intervention workflows. We work closely with schools throughout onboarding and implementation, helping them move from initial setup to confident, embedded use of Attend within their day-to-day attendance practice. We are looking … Clear and professional by phone, email and video meeting Calm and supportive when customers need additional help Experience within schools, attendance, education support, customer onboarding, customer success or education technology would be extremely valuable. Knowledge of school systems such as SIMS, Arbor or Bromcom would be an useful. ...