I explored the feasibility of using Google Document AI to extract data from documents uploaded by candidates and validate them, improving automation for our onboarding process" - Lucas "I implemented backend and frontend MixPanel events for crucial workflows to better understand how users interact with our product and what we can More ❯
Team Overview: Client Onboarding Engineering is the key group focused on various key activities involving onboarding of clients of Goldman Sachs faster and better. We are committed to delivering projects involving process workflow for KYC Due Diligence (AML), Regulatory & Product Due Diligence, entity case assessment, Client outreaches, Contact Management, Agreement … requires innovative strategic thinking and immediate, real solutions. We use both open-source industry standard and internal proprietary technologies to build strategic platforms for onboarding clients through proactive management of the f2b onboarding process. This also involves projects requiring document and data digitization through various NLP techniques where the developer More ❯
want to progress and develop their careers in a fast-paced tech company. Role Description As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the … trusted face of eflow during onboarding — advising clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of client onboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows, and … technical execution is supported by our proprietary technology and specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key milestones, maintaining delivery momentum, and ensuring smooth, confident transitions More ❯
want to progress and develop their careers in a fast-paced tech company. Role Description As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the … trusted face of eflow during onboarding — advising clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of client onboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows, and … technical execution is supported by our proprietary technology and specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key milestones, maintaining delivery momentum, and ensuring smooth, confident transitions 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 Onboarding 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 More ❯
working closely with a growing, well-funded Cross-border Payments organisation who are looking to hire a Head of Client Onboarding. Head of Client Onboarding London Based: Working in the office 3 days per week with 2 from home. Salary circa £80 92,000 pa plus benefits This is a … permanent, London based role, but will have scope looking after an onboarding team spreading across 4 jurisdictions (UK, N.America, ME and Singapore) As the Head of Client Onboarding, you will play a pivotal role in ensuring a seamless, efficient, and compliant onboarding experience for new clients. You will lead and … develop a team responsible for managing the end-to-end onboarding process, working closely with cross-functional teams to optimise workflows and enhance client satisfaction. Your leadership will ensure the department meets regulatory requirements, maintains high service standards, and continuously improves processes to support business growth. Key Responsibilities of the More ❯
Saas Solutions Manager Keywords: SaaS Product - implementation/client onboarding CRM - e.g. Salesforce/HubSpot BI Tooling - e.g. Tableau or Power BI Finance Systems - e.g. Sage/Qube/IRIS Technical, Business and/or Data Analysis Established PropTech SaaS business in the process of revolutionising residential real estate management More ❯
Saas Solutions Manager Keywords: SaaS Product - implementation/client onboarding CRM - e.g. Salesforce/HubSpot BI Tooling - e.g. Tableau or Power BI Finance Systems - e.g. Sage/Qube/IRIS Technical, Business and/or Data Analysis Established PropTech SaaS business in the process of revolutionising residential real estate management More ❯
and BI reporting) Keen interest in delving into emerging technologies across AI, Data and the wider Microsoft stack Providing IT support across M365 and onboarding users when required. An exciting opportunity to join a growing organisation with ambition to utilise the Power Platform and it's capabilities, as well as More ❯
and BI reporting) Keen interest in delving into emerging technologies across AI, Data and the wider Microsoft stack Providing IT support across M365 and onboarding users when required. An exciting opportunity to join a growing organisation with ambition to utilise the Power Platform and it's capabilities, as well as More ❯
and BI reporting) Keen interest in delving into emerging technologies across AI, Data and the wider Microsoft stack Providing IT support across M365 and onboarding users when required. An exciting opportunity to join a growing organisation with ambition to utilise the Power Platform and it's capabilities, as well as More ❯
P2P systems. Manage lease data uploads and track resolution of issues or delays. Run and analyse regular integrity and audit reports. Assist with client onboarding, data migrations, and supplier verification. Support automation and process improvement projects across PMA functions. Liaise with property managers, client accountants, and finance teams to resolve More ❯
London office. Responsibilities: Deliver in-person coaching and support at our client's London offices Co-ordinate and run structured masterclasses, drop-in clinics, onboarding sessions and tailored 1-to-1 coaching across Coach a c. 200 user base Track tool adoption, behavioural change, and productivity impact using both analytics More ❯
London office. Responsibilities: Deliver in-person coaching and support at our client's London offices Co-ordinate and run structured masterclasses, drop-in clinics, onboarding sessions and tailored 1-to-1 coaching across Coach a c. 200 user base Track tool adoption, behavioural change, and productivity impact using both analytics More ❯
London office. Responsibilities: Deliver in-person coaching and support at our client's London offices Co-ordinate and run structured masterclasses, drop-in clinics, onboarding sessions and tailored 1-to-1 coaching across Coach a c. 200 user base Track tool adoption, behavioural change, and productivity impact using both analytics More ❯
Procurement team. You will work closely with various teams including Finance and Technology to process invoices, technology purchase order requests and assist with the onboarding of vendors. Responsibilities: Expedite and track purchase orders Liaise with suppliers to obtain product information such as price, availability and delivery Communicate with internal stakeholders More ❯
Manage the integrity of the Procurement Spend Cube, including cleansing of data with the Category Management Team Manage and maintain the supplier database and onboarding processes within D365. Developing product items, punch out catalogues and continuous improvement opportunities in relation to the procurement function within D365. Responsible for setting data More ❯
Manage the integrity of the Procurement Spend Cube, including cleansing of data with the Category Management Team Manage and maintain the supplier database and onboarding processes within D365. Developing product items, punch out catalogues and continuous improvement opportunities in relation to the procurement function within D365. Responsible for setting data More ❯
and executive teams and assisting them with data-related technical issues This role will require you to have Security Clearance. As part of the onboarding process candidates will be asked to complete a Baseline Personnel Security Standard; details of the evidence required to apply may be found on the government More ❯
and executive teams and assisting them with data-related technical issues This role will require you to have Security Clearance. As part of the onboarding process candidates will be asked to complete a Baseline Personnel Security Standard; details of the evidence required to apply may be found on the government More ❯
our technology platform for derivative transaction reporting and reconciliation. Experience: Bachelor's degree in Finance, Accounting or related field. 3+ years' experience in client onboarding within FS or technology space. Experience working with derivatives and familiarity with transaction reporting and reconciliation processes. Knowledge of regulatory reporting requirements, including Dodd-Frank More ❯
london, south east england, united kingdom Hybrid / WFH Options
Methods
and executive teams and assisting them with data-related technical issues This role will require you to have Security Clearance. As part of the onboarding process candidates will be asked to complete a Baseline Personnel Security Standard; details of the evidence required to apply may be found on the government More ❯
South East London, London, United Kingdom Hybrid / WFH Options
Sentinel Core Services Limited
EV salary sacrifice scheme, flexible remote working Modern offices with breakout spaces and regular social events Supportive, inclusive, and high-performing team culture Structured onboarding and fully funded training programs More ❯
Use Cases, and Mobile App User Stories. Mobile & Banking Expertise: Understand and bridge both core banking systems and mobile platforms, covering features such as onboarding, authentication, transactions, payments, alerts, KYC, and mobile security. Stakeholder Management: Act as a key liaison between business units, UX/UI teams, mobile development teams More ❯
platform Expanding global business with growth plans in EMEA Pre-IPO business with over $90M in funding Hybrid working The Role Guide clients through onboarding, training, and technical support Build and maintain strong day-to-day relationships with partners Offer strategic advice to optimize advertising performance Monitor campaign data and More ❯