151 to 175 of 260 Client Onboarding Jobs in London

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 ❯

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 ❯

of Support Engineer. This position requires the ability to balance multiple competing priorities - on any particular day you could be diagnosing a complex system issue, working with an external client to help them on-board to our platform, writing new monitoring queries to drive our alerting, or coordinating across multiple teams to manage the response to an incident. Our … doing: Acting as the first point of contact for technical queries from our B2B clients Proactively monitoring the day-to-day availability and health of both our internal and client-facing platforms Coordinating any response required to issues with the platform, taking ultimate responsibility for seeing incidents through to resolution Assisting with the technical onboarding of new More ❯

around the world. We are a fast-growth company and have already gone from 10 - 210+ employees in the last three and a half years. The role: The Customer Onboarding Senior Associate will be assisting with the management of customer onboardings and effectively communicating throughout the planning processes, technical integrations with partners, user acceptance testing and system rollout. … As a Customer Onboarding Senior Associate, you will be working in partnership with Sales, Operations and Technology departments providing oversight, governance and control for customer onboardings. This role assists in driving the successful onboarding of Proxymity's enterprise customers, as such you will be required to develop a solid understanding of the company platform and offerings … asset servicing, custodian banking, or equivalent relevant industry experience Experience working with scalable and repeatable business processes. Excellent interpersonal skills with proven ability to build relationships with internal and client senior management. Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients. Well organizsed with the ability to manage several priorities with 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 ❯

is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Job Description The Vice President will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the EMEA region. The role will primarily support the EMEA Sales Team and Clients to deliver a world-class … multi-task, and be a team player. The role will be report to the Managing Director and Head of BOWS Investor Relations. Key Responsibilities Own the execution of key client service initiatives in EMEA Region Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships … with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists 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 ❯

Get AI-powered advice on this job and more exclusive features. nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. We are seeking a Lead Engineer to join our team and to More ❯

skills to help clients unlock the full value of a powerful SaaS platform from day one. What You'll Be Doing Leading onboarding projects tailored to each client's unique needs and goals Coordinating with cross-functional teams including Sales, Product, and Engineering Delivering engaging training and onboarding sessions that build client confidence Managing … platform Supporting clients with data integration and system connections Communicating timelines, deliverables, and potential risks clearly and consistently Troubleshooting challenges to keep projects on track Building strong, long-term client relationships that promote satisfaction and loyalty Feeding client insights back into the product team to influence future development Monitoring implementation performance and sharing updates with internal teams What … They're Looking For Essential Experience: 3+ years in a Customer Success, Implementation, or Onboarding role (ideally in a SaaS environment) Strong technical acumen with experience in software configuration and setup Confident communicator with excellent presentation and relationship-building skills Familiarity with CRM and project management tools such as Salesforce, HubSpot, or Jira More ❯

This journey begins during the sales process, continues through onboarding as a customer, and beyond into consultancy/professional services once they're live. Away from the client/prospect/customer journey we develop and maintain a growing suite of system integration libraries and components that act as the 'lines' we draw when we 'connect the … of demand upstream without additional effort, allowing you and the team to focus on high-value, unique, exciting work. Key Responsibilities Sales Run effective and efficient workshops to understand client needs, mapping them to our onboarding and integration playbooks Build relationships with clients to drive low-friction Sales and … Onboarding processes Support RFP, RFI, due diligence and Q+A requests Develop and present proofs-of-concept to demonstrate the integration capabilities of hx Renew Customer Support customer onboarding, helping to deliver their previously-agreed integration plans Deepen relationships with customers, becoming their 'trusted advisor' on all things hx Renew Provide consultancy/professional services, solving unique More ❯

This journey begins during the sales process, continues through onboarding as a customer, and beyond into consultancy/professional services once they're live. Away from the client/prospect/customer journey we develop and maintain a growing suite of system integration libraries and components that act as the 'lines' we draw when we 'connect the … of demand upstream without additional effort, allowing you and the team to focus on high-value, unique, exciting work. Key Responsibilities Sales Run effective and efficient workshops to understand client needs, mapping them to our onboarding and integration playbooks Build relationships with clients to drive low-friction Sales and … Onboarding processes Support RFP, RFI, due diligence and Q+A requests Develop and present proofs-of-concept to demonstrate the integration capabilities of hx Renew Customer Support customer onboarding, helping to deliver their previously-agreed integration plans Deepen relationships with customers, becoming their 'trusted advisor' on all things hx Renew Provide consultancy/professional services, solving unique More ❯

Basic information EditJob description Client Logistics Manager Remote (U.S. Eastern Time Zone) or Hybrid (New York Metro Area) - your choice based on location. About Us Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees-while driving measurable ROI. Our platform makes it easy to deliver personalized gifts and … the technology and SaaS space, Reachdesk is backed by a world-class team with hubs in New York, London, and Lisbon. We're growing and currently looking for a Client Logistics Manager to join us. About the Role As a Client Logistics Manager at Reachdesk, you'll partner directly with our Enterprise clients to optimize how they manage … Key responsibilities include the following: Advise clients on how to structure and manage their warehoused merchandise to minimize spending and maximize operational efficiency Oversee SKU organization based on each client's business objectives and contractual terms Identify opportunities to upsell additional storage when clients exceed current allocations or expand usage Create and implement best practices for returning unused event More ❯

implementation phases. Oversee testing, deliver training, maintain documentation, manage launches, and provide initial customer support. Manage logging and monitoring of project hours for accurate tracking and reporting. Oversee customer onboarding and manage customer expectations throughout projects. Maintain strong communication with customers and internal teams across the full project lifecycle. Lead change management initiatives to support successful project delivery. … Conduct regular status meetings and prepare progress reports for stakeholders. Manage project handover processes to the Customer Success team for seamless transitions. Provide presales support during client meetings to contribute technical insights and project perspectives. Advise existing clients on future development opportunities and upgrade paths. Contribute recommendations and insights to strategic plans and business reviews. Develop and maintain the … project management process framework to support consistent delivery practices. Lead or support advanced or technically complex projects, ensuring successful outcomes. Resolve project-related problems swiftly to maintain momentum and client satisfaction. Knowledge and Experience Required Minimum 3 years of experience in project management, with a proven track record of successful project delivery. Demonstrated experience managing customer-facing projects in 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 ❯

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 ❯

engaging both business and ITstakeholders. Reporting and Interactions - Reports to theGroup Chief Commercial Officer (Global) - Interacts with the Customer Solutions, Marketing, Sales Specialists teams and R&D and Customer Onboarding teams - Individual Contributor - Location: EMEA (preferably London) Key Responsibilities - Define and execute a territory plan to generate and close new business opportunities across EMEA - Own complex, multi-stakeholder … methodology (MEDDIC) to qualify, forecast, and manage pipeline - Contribute regional market insight to internal teams to help shape messaging and roadmap - Represent the company at industry events, conferences, and client meetings Qualifications - 8+ years of enterprise B2B software sales experience, ideally in financial services or capital markets - Experience selling SaaS or workflow solutions to banks, asset managers, or brokers More ❯

professional to expand our presence within the market research sector across the UK. As the Business Development Director, you will be responsible for identifying and securing new business, onboarding clients, and driving revenue growth across the region. You will own the sales process end-to-end-building a qualified pipeline, delivering product demonstrations, and converting opportunities into long … on role, involving collaboration across multiple stakeholder levels and departments to ensure successful adoption and expansion of PureSpectrum's solutions. This position reports into a senior leader on the Client team, with the final reporting line determined based on your experience and alignment within the wider organisation. Key Responsibilities Drive the growth of PureSpectrum's market research business in More ❯

About the role: Shape the Future of Cyber Security at Holland & Barrett At Holland & Barrett, we're not just a leading health and wellness retailer—we're a digital-first business that places customer trust at the heart of everything 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 ❯

the technology and SaaS space, Reachdesk is backed by a world-class team with hubs in New York, London, and Lisbon. We're growing and currently looking for a Client Logistics Manager to join us. About the Role As a Client Logistics Manager at Reachdesk, you'll partner directly with our Enterprise clients to optimize how they manage … Key responsibilities include the following: Advise clients on how to structure and manage their warehoused merchandise to minimize spending and maximize operational efficiency Oversee SKU organization based on each client's business objectives and contractual terms Identify opportunities to upsell additional storage when clients exceed current allocations or expand usage Create and implement best practices for returning unused event … refine internal processes Partner with the Onboarding team to ensure clients are fully prepared to ship event items from warehouses shortly after contract signing Collect and communicate client feedback to help evolve Reachdesk's event logistics offering and maintain a best-in-class experience Review and track client event calendars to ensure timely, accurate shipping to More ❯

growth strategies focused on traditional and crypto hedge funds, asset managers, family offices, and related 'buy-side' entities in Europe, Middle East, Africa. Accelerate regional growth and achieve new client acquisition, volume, and revenue targets. Strategically sell Bitstamp products and features through industry, platform, client business models, and cryptocurrency ecosystem knowledge. Source new clients, manage key accounts, and … assist in onboarding new corporate clients. Establish strong relationships with institutional customers and support their performance as the main point of contact. Act as a client advocate during negotiation and onboarding, navigating Bitstamp departments and functions. Collaborate with the Business Development team to support all prospective and existing client opportunities. Maintain up-to-date … CRM data and reports. Assess client potential regularly and prioritize based on estimated future revenues. Attend industry events and continually expand your network. On day one, you'll bring Mandatory prior experience in sales or business development roles. Experience in the financial industry, fintech, crypto, blockchain technology, and global work experience. Characteristics: Responsible, goal-oriented, self-initiative, good communication More ❯