101 to 125 of 942 Client Onboarding Jobs in London

The Opportunity: The Client Partner, Media (Essentials Accounts) is a key role responsible for owning and expanding the relationships with assigned large and strategic accounts. As the Account Owner, the Client Partner will oversee the account transition from the new business team, manage onboarding, and develop ongoing strategies for account retention and growth. The role requires … Work closely with Customer Success Managers (CSMs) to monitor product adoption rates and usage patterns, implementing strategies to increase engagement where necessary. Develop strategic account plans tailored to individual client objectives and execute against these plans to meet and exceed growth targets. Actively understand the evolving needs of clients and propose Shutterstock solutions that support their growth, identifying and … new leads within existing accounts, ensuring accurate tracking and follow-up in Shutterstock’s CRM system and other tools. Efficiently manage and execute account renewals, aligning Shutterstock solutions with client needs to secure continued partnership. Serve as the primary point of contact for any and all customer needs, ensuring a seamless customer experience and the timely resolution of any More ❯

engagement, onboarding, training, and ongoing support. Your goal is to ensure customer satisfaction, retention, and account expansion. You will lead a team of specialists who support customer onboarding, manage system integration projects, and provide procurement advisory services. In this role, you will collaborate closely with the Buyer Sales and Technology teams to ensure seamless delivery and … engagement, onboarding, training, and ongoing support. Your goal is to ensure customer satisfaction, retention, and account expansion. You will lead a team of specialists who support customer onboarding, manage system integration projects, and provide procurement advisory services. In this role, you will collaborate closely with the Buyer Sales and Technology teams to ensure seamless delivery and … Success, Account Management, or Consulting role — preferably in B2B SaaS. Strong understanding of procurement process, category management and supplier management skills preferably within maritime industry. Proven track record of client or external facing roles with the ability to build long-term relationships with customers/suppliers. Proven experience in a consultative role, with the ability to diagnose customer challenges More ❯

Social network you want to login/join with: Implementation and Customer Success Consultant, West London Client: Tracker Location: West London, United Kingdom Job Category: Other EU work permit required: Yes Job Views: 4 Posted: 10.06.2025 Expiry Date: 25.07.2025 Job Description: We’re a fast-growing SaaS company at the forefront of garment personalisation technology. Our platform enables embroidery … new and existing customers. You’ll lead implementation, configuration, and operational setup, optimising processes across warehouse operations, order management, and garment personalisation workflows. You’ll ensure a smooth onboarding experience, provide hands-on training and expert consultancy, and drive early value and long-term customer success. You’ll act as a trusted advisor throughout the lifecycle, working closely … Manage end-to-end implementation projects for Tracker’s SaaS platform managing all aspects from initial scoping, platform configuration to operational set-up and go-live. Deliver structured onboarding to ensure customers effectively adopt the platform for customer operations including warehousing, production workflows for garment decoration and dispatch. Advise customers on best practices in warehouse operations, stock handling More ❯

seeking a Customer Success Manager reporting to our Manager, Customer Success. We’re looking for someone excited to champion customer satisfaction, nurture long-lasting relationships, and strategize to maximize client investment returns. In the Customer Success Manager role, you will work with clients of our Contract Automation solution, supporting our fast-growing emerging accounts program. If you are a … in fast-paced environments, possess a growth mindset, and have a knack for building strategic relationships, we’d love to get to know you! What You’ll Do: Onboarding Facilitation : Efficiently facilitate the onboarding process for new customers joining the low-touch program, ensuring a smooth transition. Customer Activities: Prepare customer materials, conduct bi-annual check … for backgrounds in law firms, legal tech companies, or B2B SaaS focused on asset management or investment banking. Communication Skills: Excellent written and verbal communication abilities, essential for effective client interactions and collaborative teamwork. Attention to detail: Highly organized and detail-oriented, capable of managing multiple tasks and projects efficiently. Interpersonal Skills: Strong relationship-building capabilities, with an enjoyment More ❯

of engineering and customer engagement. You'll be responsible for designing, deploying, and refining integrations and product configurations, serving as both an advisor and hands-on builder during customer onboarding, expansion, and success lifecycles. You'll act as a trusted technical partner to our clients - drawing on your understanding of modern SaaS architecture, APIs, and data flows to …/data). Strong communication skills - able to explain technical concepts to non-technical users and vice versa. Ability and interest to travel up to 25%, as needed to client sites, but flexible based on personal preferences. In addition, here are the core attributes we are looking for: Development and maintenance of software applications using Java and React. Collaboration … with Engineering and Product teams to resolve client-reported bugs and broken features promptly. Ability to enhance processes and documentation for application support through effective collaboration with internal teams. Communicate effectively in real-time via internal communication platforms, meetings, email, bug reports, and documentation. Demonstrate proficiency in SaaS environments, including cloud hosting, APIs, and optimising performance and scalability using More ❯

structure, metrics, and driving the processes needed to deliver exceptional customer outcomes. This individual will collaborate intensively with the Sales and Clinical teams and across departments to optimize customer onboarding, implementation, and performance management while ensuring accountability to key performance indicators (KPIs). Though the role does not have direct supervisory authority, it will heavily influence strategy, execution … their full potential use of Qbtech products and services. Define, track, and report KPIs, including customer satisfaction, implementation timelines, and product utilization rates Establish standardized workflows and procedures for client engagement and support. Lead customer-facing process improvement initiatives, focusing on user adoption and engagement Act as a key liaison between Virtual Providers and Enterprise Healthcare and Qbtech colleagues. More ❯

structure, metrics, and driving the processes needed to deliver exceptional customer outcomes. This individual will collaborate intensively with the Sales and Clinical teams and across departments to optimize customer onboarding, implementation, and performance management while ensuring accountability to key performance indicators (KPIs). Though the role does not have direct supervisory authority, it will heavily influence strategy, execution … their full potential use of Qbtech products and services. Define, track, and report KPIs, including customer satisfaction, implementation timelines, and product utilization rates Establish standardized workflows and procedures for client engagement and support. Lead customer-facing process improvement initiatives, focusing on user adoption and engagement Act as a key liaison between Virtual Providers and Enterprise Healthcare and Qbtech colleagues. More ❯

Primary Purpose of Role We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities: Technical Onboarding of New Clients Supporting Relationship Managers in … Incremental Business for Existing Clients Key Responsibilities: Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations. Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities. Collaborate closely with the Relationship Managers to onboard incremental business for existing clients. Serve … as the technical expert for all aspects of client onboarding and platform adoption. Skills & Experience: Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes. Excellent communication skills to engage clients effectively and clearly articulate technical concepts. A driven and ambitious individual, eager to grow within a fast-paced, evolving More ❯

ensuring all efforts align with our business goals of customer retention and revenue expansion. You will be responsible for managing a growing team, tracking customer value attainment, facilitating onboarding, identifying expansion opportunities, and overseeing escalations to ensure seamless delivery of services. Your success will be tied to achieving measurable outcomes, including upsell revenue and customer retention. This is … pilots. Customer Health & Advocacy Monitor customer satisfaction and mitigate risks. Drive customer advocacy and generate references and case studies. Conduct regular check-ins and value sessions with clients. Onboarding & Training Oversee onboarding processes for new customers. Provide training and resources for effective use of solutions. Ensure clients understand the full potential of services to reduce churn. More ❯

high-energy and connected culture, while benefiting from continuous learning opportunities, a supportive community which is proud to serve our mission, and comprehensive benefits. Job Description As an Onboarding and ongoing monitoring Analyst, you will pay a critical role in providing the best onboarding experience to our new members. The due diligence and customer monitoring Team … manages both financial crime due diligence as well as other relevant due diligence processes to mitigate fraud and financial risk at the onboarding stage. The team prides itself on conducting KYC/KYB due diligence checks whilst upholding Teya’s stringent onboarding requirements to ensure Teya maintains compliance with AML regulation to actively support Teya’s … working in a fast-paced environment and thrive upon challenge and be flexible to working extended hours subject to business needs. Key Areas Of Focus Have experience in customer onboarding, including KYC/KYB due diligence as well as fraud and financial risk screening, and assessing risk of merchants at application stage. You will have experience reviewing PEP More ❯

feature validation to refine and enhance the InsideOut experience Project Delivery: Keep everything on track with risk logs, Gantt charts, and structured project plans to ensure smooth execution Customer Onboarding & Success: Develop and lead best-in-class onboarding experiences, ensuring new users and customers see value from day one and stay engaged User Engagement & Retention: Track More ❯

vital role in ensuring LAIIER’s innovative solutions deliver maximum value to our customers. Acting as the primary technical liaison, you will manage the full customer journey, from onboarding and implementation to long-term relationship building and value realization. This role combines hands-on technical expertise with exceptional customer engagement skills to ensure our customers thrive with LAIIER … regular travel across the US and EU (probably around once every 8 weeks) to support installations, attend customer meetings, and represent LAIIER at key industry events. Key Responsibilities Customer onboarding & support Manage end-to-end customer onboarding, ensuring seamless deployment of LAIIER’s solutions. Conduct hands-on installations and provide product demonstrations, building deep expertise in More ❯

mission: to empower customers to succeed, drive adoption, and ensure every interaction adds value. Key responsibilities include: Champion our customers: Build strong, lasting relationships and guide them from onboarding to expansion. Drive adoption & enablement: Train technical and non-technical teams, helping them extract full value from our tools. Be the customer voice: Share feedback, surface pain points, and … company. Track record of managing high-value customer relationships and driving retention and expansion. Strong communication and relationship-building skills with both technical and business stakeholders. Experience with onboarding, lifecycle management, and customer health monitoring. Proactive, resourceful, and highly organized with the ability to prioritize in a fast-paced environment. Analytical mindset and comfort working with KPIs, dashboards 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 ❯

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 be responsible for driving platform and product adoption across key accounts by providing technical expertise, training, and workflow guidance. You will play a critical part in accelerating customer onboarding, driving product adoption, and empowering users through strategic enablement programs. You will work closely with our Sales, Marketing, and Account Management teams to ensure all customers are getting … key role in ensuring customer satisfaction and retention. Key Responsibilities: Assist customers to define workflows , ensuring they align with their unique business requirements and objectives Design and deliver onboarding and training programmes to ensure customers are trained effectively for success on the platform Conduct in-person and online training tailored to different user roles and industries Deliver ongoing More ❯

Client Account Services (CAS) Vice President Join to apply for the Client Account Services (CAS) Vice President role at JPMorganChase Client Account Services (CAS) Vice President 1 day ago Be among the first 25 applicants Join to apply for the Client Account Services (CAS) Vice President role at JPMorganChase Job Description Transform client experiences as … Vice President of Client and Account Services with innovative global solutions. Job Description Transform client experiences as Vice President of Client and Account Services with innovative global solutions. As a Client Account Services (CAS) Vice President in the Digital and Platform Services Team, you will lead multiple transformative initiatives that drive innovation and efficiency across our … global operations. As a key player in our organization, you will act as a strategic change manager who makes a significant impact by optimizing client account services and enhancing the client experience through cutting-edge solutions. Job Responsibilities Spearheads reference data transformation projects and supports various strategic initiatives across the project lifecycle. Leads research on new projects, implements More ❯

Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve … funds, financial advisors and brokers) via telephone, ticket, and live chat. Being bilingual in English and a German is preferred. We pride ourselves on building and maintaining long-term client relationships, while providing a seamless onboarding experience for our clients as we continue expanding our global product and service offerings. Your contribution will play a crucial role … encourage our team to develop and grow through involvement in projects, mentoring programmes, mandatory and enhanced training as well as professional qualifications. Key Responsibilities: First point of contact for client queries, including but not limited to: Assistance with multiple trading platforms (desktop, mobile, browser) Resolution of trade-related queries (order entry, trade execution) Communication and escalation of high-level More ❯

A leading MSP based in Central London is seeking an experienced Head of Project Management Office to join its highly accredited operations. Responsibilities include: Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. Managing a team comprising 1 Senior Project Manager and 1 Project Manager. Leading a Projects Engineering team of 7 engineers (including TDE, PDE … the office to drive the team and department forward. Requirements Key Responsibilities: Participate in the Senior Leadership and Technical Leadership Teams. Collaborate with PMO & Projects Engineering Teams to improve Client Onboarding and Managed IT Project delivery. Report directly to the CTO/Executive Management Team. Develop long-term goals for the PMO team and engineering resources. Review … implement PMO processes and procedures for consistent project management. Oversee resource allocation and management across projects. Provide resource forecasting methodologies for project managers. Manage a portfolio of projects including Client Onboarding and key client projects. Ensure project quality management based on client feedback and continuous improvement. Promote a culture of continuous improvement within the PMO. More ❯

A leading MSP based in Central London seeks to bring an experienced Head of Project Management Office to join its Highly Accredited Operations. Responsibilities include Overseeing the Project Managers, Client Onboarding, and Projects Engineering Teams. The Project Management Office comprises x1 Senior Project Manager and x1 Project Manager. The Projects Engineering team consists of 7 engineers (x2 … negotiable. Requirements Key Responsibilities: • Part of the Senior Leadership and Technical Leadership Teams within the organisation • Work closely with PMO & Projects Engineering Teams to deliver Continuous Service Improvement to Client Onboarding experience and delivery of Managed IT Projects • Report directly to the CTO/Executive Management Team • Strategic Planning - Development of long-term goals for PMO Team … management of resources across Projects to optimize efficiency and effectiveness • Project Resource Forecasting - Provide Project Resource Forecasting processes and methodologies to the Project Managers to use • Projects such as Client Onboarding and key Clients - Working on a small portfolio of projects, including Client Onboarding and preparing work plans for some key client projects More ❯

financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will: Support new clients in "on-boarding" them onto Carta Europe - i.e., implementation of client's capitalization table and securities on Carta Manage complex datasets with high integrity Migrate client data to Carta Europe's import file in Excel. Coordinate and manage inputs … needed from client stakeholders. This might involve working client law firms Maintain the quality of clients' data throughout the onboarding process Train clients on how to use Carta Europe Software. Continuously look for ways to improve the efficiency and effectiveness of the onboarding process You will proactively manage your clients to dates, activating their … implementations leaders to improve the on-boarding experience for our customers. Have the opportunities to work on potentially cross-functional side projects in addition to your core function onboarding new accounts, learning to deliver new services. The Impact You'll Have You have working knowledge of Excel and Google Sheets You have strong project management skills-must be 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 ❯

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 ❯

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 ❯

Our client is an international outsourcing company specialising in technology led, customer experience (CX) solutions. With revenues in excess of £40m and profitable, they provide tailored, scalable, and omni-channel customer service strategies for a variety of clients across a range of industries. Their in-house software development group has its own leadership, P&L and Mission. The division … customers with best-in-class service and support. Leading cross-functional teams across product management, delivery, and customer operations, this role ensures that product roadmaps are executed effectively, customer onboarding is smooth, and ongoing service delivery meets or exceeds expectations. What you will have Strong leadership and team management skills, with experience leading cross-functional teams. Excellent communication … drive solutions. Strategic mindset, with the ability to align delivery efforts with long-term business goals. Excellent project management skills, with the ability to manage multiple initiatives simultaneously. Our client has an incredibly valuable opportunity to realise the potential for future growth through developing their product portfolio and their partner range. This has a consequent impact on increased revenue More ❯