1 to 25 of 31 Client Onboarding Jobs in the Midlands

office & 2 days working from home Salary: £30,000 - £35,000 We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement - making financial services simpler and smarter. As a Project Consultant, you’ll play a key role … in delivering high-quality onboarding and implementation experiences for new clients. From coordinating internal teams to supporting client rollouts, you'll help ensure projects run smoothly, on time, and to a consistently high standard. This role sits within a new and growing project team, giving you the opportunity to shape processes, contribute to the team's evolution … You’ll Do: Coordinate daily project activities and keep timelines on track Monitor progress, flag risks, and drive follow-ups Organise meetings, track actions, and maintain clear documentation Support client onboarding, rollout, and training on the platform Collaborate with internal teams to align resources and deliverables Contribute to QA and ensure projects meet quality and compliance standards More ❯

Software, Tech, or IT- and the right mindset - we’ll train you on our product and help you succeed in a dynamic, customer-focused role. Role at a glance: Client Onboarding Manager Grantham, Lincolnshire Office - Hybrid Working + Travel to Client Sites as Required £55,000 - £65,000 Depending on Experience Plus Complete Benefits Package Including … Conduct in-depth needs analysis to capture precise software requirements. • Software Implementation - Develop tailored ERP solutions with impactful presentations and demos. • Manage implementation timelines, ensuring alignment with specs and client goals. • Create and maintain the Project Initiation Document (PID) and secure stakeholder buy-in. • Customer Support - Deliver hands-on support throughout and after implementation, resolving issues promptly. • Proactively manage … a fast-track path to our Leadership Team. Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate More ❯

Support the Service Delivery Manager Major accounts with service-related tasks, such as escalations and queries Be accountable for direct customer communications, both verbal and written Support the onboarding of new customers and engage with the Customer and Services Transition Manager to ensure seamless transition into BAU services Support service SLAs and manage the team accordingly to achieve More ❯

tailored solutions that align with customer requirements and demonstrate strong ROI Manage the entire sales cycle, from lead generation, following up marketing generated leads to closing deals and onboarding new customers Collaborate with internal teams, including marketing and presales, to drive customer engagement Maintain accurate sales pipeline and forecasting in Salesforce CRM Stay up to date with industry More ❯

3rd line support for complex issues including root cause analysis, bug fixes, and performance tuning Triage and escalate issues where needed Document integration processes and support activity Support onboarding of new clients and roll-out of new features Participate in a support rota covering UK and CST time zones What you will need: Strong experience with SQL and More ❯

3rd line support for complex issues including root cause analysis, bug fixes, and performance tuning Triage and escalate issues where needed Document integration processes and support activity Support onboarding of new clients and roll-out of new features Participate in a support rota covering UK and CST time zones What you will need: Strong experience with SQL and More ❯

solutions Develop and execute strategic sales plans to acquire new customers Manage the entire sales cycle, from lead generation, following up marketing generated leads to closing deals and onboarding new customers Collaborate with internal teams, including marketing and presales, to drive customer engagement Maintain accurate sales pipeline and forecasting in Salesforce CRM Stay up to date with industry More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Account Team Manager to manage the full customer lifecycle, including renewals, to ensure sustained More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Account Team Manager to manage the full customer lifecycle, including renewals, to ensure sustained More ❯

acumen, and a strategic, consultative approach to sales. Key Responsibilities: Identify, pursue, and secure strategic new business opportunities Lead New Product Introduction (NPI) and contract review meetings for new client onboarding Work cross-functionally with Estimating, Engineering, Purchasing, and Operations teams Create tailored proposals and solutions based on in-depth client understanding Ensure commercial success by … Excel; MRP software experience is a bonus Clear, confident communication across digital and written channels If you're a commercially driven, technically adept professional with a passion for building client relationships and delivering tailored solutions-this could be the ideal next step in your career. ACS are recruiting for a Business Development Manager. If you feel that you have More ❯

Diagnostics Following continued growth this market-leading organisation now seeks to recruit a customer focused Applications Specialist responsible for: Performing pre-sales demonstrations and post-sales customer training Onboarding new customers by engaging teams in the launch Travelling to prospective customer sites, luminary sites and trade shows to perform presentations Providing ongoing application assistance and support to end More ❯

EU Road Freight - Business Development Manager - Birmingham - Up to 45,000 We are supporting our Client, who are a Global Freight Forwarder find a Business Development that is experienced in European Road Freight to help them bring in new business in the midlands. They have already have a very strong presence in the Midlands but are now looking to More ❯

and pursue new opportunities. Upselling and cross-sell products and services. Develop and nurture strong relationships with key decision-makers. Onboard new clients and grow accounts within our existing client base. Liaise with a variety of stakeholders to identify challenges they may face and provide tailored solutions. Collaborate with other teams to ensure smooth transition and successful implementation of More ❯

to understand their evolving needs and identify additional service opportunities. Monitor of shipments (Export/Import) whiles providing updates to Clients Develop a comprehensive sales strategy delineating target markets, client segments, and revenue objectives. Formulate an action plan comprising sales tactics, timelines, and milestones to meet or surpass revenue targets. Collaborate closely with internal teams, particularly operations and customer 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 ❯

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 ❯

implementation, integration, and optimization. This role requires a strong technical foundation in IT/OT systems, industrial communication protocols, and cloud platforms, along with the ability to translate complex client requirements into scalable, validated solutions. You will collaborate closely with sales, engineering, and customer teams to ensure successful project delivery and long-term value creation. Hybrid working: The places … that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time. If you are successfully offered this position, you will go through a … AVEVA PI System architecture-including installation, configuration, high availability, and system upgrades-they lead the end-to-end solution lifecycle from project scoping and system sizing to implementation and client onboarding. Leveraging strong project management and technical presales skills, they analyze complex IT/OT integration challenges and propose tailored solutions aligned with OSIsoft best practices. Their proficiency spans More ❯

an excellent opportunity for a Customer Success Manager to join an innovative & award-winning tech client. We're looking for a strategic and customer-focused leader to join our client's management team. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping to improve … how customers learn, adapt, and get real value from our client's product. You'll lead the Customer Service Manager and Product Training Manager, supporting both pre and post-sale experiences. Your goal is to build scalable processes, develop the customer education approach, and ensure that customer insights are driving continuous improvement across the business. This is a hands … post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most from our client's product Prioritise content development for all user levels (beginner to advanced), ensuring alignment with customer needs and use cases. Customer Voice & Insights Use customer feedback (e.g. NPS survey More ❯

for a strategic and customer-focused leader to join our management team as Customer Experience Manager. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping us improve how customers learn, adapt, and get real value from our product. You'll lead our Customer Service Manager … by enabling the team with tools and training to improve response workflows and to maximise service effectiveness. Customer Journey & Enablement Optimise the customer journey, reducing friction across product onboarding, training, and post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most … needs and use cases. Use customer feedback (e.g. NPS survey feedback, support tickets, product reviews and call recordings) to identify pain points and opportunities to improve training content, onboarding sequences and customer satisfaction Represent the customer across internal teams (Product, Marketing & Video Production) by sharing their feedback to help shape product development decisions and marketing strategy. Continuous Improvement More ❯

Application Support Engineer CoventryFull time Investigate and resolve escalated L2 incidents and requests. Provide updates on high-priority incidents and ensure timely resolution. Document resolutions, RCA, and corrective actions in the ticketing system. Liaise with L3 teams for unresolved critical More ❯

SLA's/agreed deadlines. Developing a positive culture of delivering feedback to Operational Teams. Continuously Improve Processes – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review. Continuous monitoring of all external software licences. Organising systems access for new joiners and removal of access for leavers. … Manage relationships with third-party software providers such as IRESS/FE/SmartSheet Oversee the maintenance, and enhancement of core business systems (e.g., CRM, Client Portal, financial reporting tools). Monitor system performance and troubleshoot issues whilst communicating with the wider business. Oversee the onboarding of new clients to the portal and providing support for any … incoming client queries. What we are looking for in our ideal Senior Software Developer: Proven experience in managing a team within financial services. An understanding of FCA regulations and compliance requirements. Experience in supervising or mentoring a team. Excellent organisational and time management skills. Ability to accurately interpret ideas, information, and needs through the application of appropriate communication behaviours. More ❯

Job Title: Trainee Customer Support Specialist Location: Leicester (LE12) About Us: Our client is a leading recruitment CRM software business dedicated to providing a top class service to their clients/users. They are passionate about delivering an exceptional service, training and solutions to their clients. We are currently seeking a dynamic, friendly, energetic, well spoken, computer literate, problem … on Zendesk. Collaborate with customers and deliver training sessions to improve user knowledge and overall software experience with occasional on site training at customer locations across the UK. Onboarding of new customers on to the platform. Escalate any complex issues to the Head of Training and Service. Upselling additional services that are available on the system. Requirements: Excellent More ❯

Permanent Ludlow £45,000 pa - £50,000 pa Hybrid Our client deliver operational excellence in high education, conferencing and events. As the leading provider of software solutions for student accommodation, event management, catering, and residential services, they help institutions streamline operations, elevate customer experiences, and unlock their full potential.With over 25 years of experience and trusted by more than … built on empowerment, community, and continuous growth. They believe in giving people the tools, support, and freedom to do their best work — and have fun while doing it.Joining our client means being part of a purpose-driven business where your ideas matter, your development is supported, and your impact is real. If you're ready to help shape the … disciplinary team as we expand into the North American market. This hybrid role combines hands-on integration delivery with 3rd line support responsibilities, ensuring our platform integrates seamlessly with client systems and performs reliably.You'll work closely with customers and internal teams to design, implement, and support integrations with systems such as student records, finance, and access control. You More ❯