26 to 33 of 33 Client Onboarding Jobs in Reading

your voice will always be heard. PURPOSE OF THE ROLE This role will be responsible for managing a portfolio of transition concerning the onboarding of new customers or uplift in services into the UK Managed Services department. You will provide planning, resourcing, direction, focus, communication and results on … with HSO Managed Service Department. As such, it is seen as a critical role within the department as it sets the tone of our client's relationship with HSO. JOB FUNCTION Play a key role within 'HSO Managed Services' to ensure a first-class service is delivered to all … whom. This checklist will include config items (user setup for example) alongside knowledge transfer session set-up, environment management and new contract introductions for client key users. Keep close to the UK Projects team, having regular calls with Project Managers that are introducing new customers to the MS team More ❯

with existing SME accounts for expansion and renewals. This role is crucial to driving growth through direct engagement with prospects, ensuring a seamless onboarding process, and supporting customers throughout their lifecycle. It’s a great stepping stone to develop your closing skills and move towards a Mid-Market … larger opportunities for MM and Enterprise AEs. Identify, develop, and close expansion opportunities with existing SME accounts. Manage post-sale processes, ensuring smooth onboarding and access to the platform for new users, including but not limited to arranging and conducting user training and ensuring customer success post-implementation. More ❯

Align closely with Sales, Product, Support, and Implementation teams. Champion the voice of the customer internally to shape product roadmap and services. Support onboarding and customer enablement efforts as needed. Data-Driven Success Track KPIs and feature adoption rates. What Does Success Look Like? You deliver 110%+ … What’s on Offer? Autonomy and ownership of a high-value portfolio and career progression in a growing, mission-led SaaS company. Structured onboarding, a collaborative team, and full travel reimbursement. Note: Due to high application volumes, if you have not been contacted within 7 days, please assume More ❯

Software Trainer – Fintech Salary - £40,000 - £45,000 Remote-first (occasional visits to the office in Warwickshire + client sites) SaaS | Financial Services | Client Enablement | Training Are you passionate about tech, training, and helping people get the most out of great software? We’re hiring a Software Trainer … for a fast-growing fintech that’s empowering Financial Planning & Investment Management firms with a modern client portal - boosting efficiency, compliance, and client engagement. What you’ll be doing: You’ll be the face of the product when it comes to user adoption - leading training, building resources, and … use cases Onboard new clients and train internal teams Keep training content aligned with product updates Collect feedback + continuously improve delivery Support ongoing client engagement + product adoption What we’re looking for: Experience delivering software training (virtual + in person) Excellent communicator who builds rapport easily Adaptable More ❯

My client is a Series A InsurTech and a digital-native TPA who use automation technology and AI to bring speed, advanced data science, and simplicity to the experience of consumers, insurance adjusters, and carriers. As an Account Manager, you will be an integral part of the approach to … client service - working closely with the claims, operations, analytics and technology teams to drive positive customer engagement and identify opportunities to win business. For this role, you will need to have experience managing accounts in the UK general insurance market, with a strong preference for relevant claims knowledge. The … of the customer and provide valuable insights to the operations and technology teams to ensure continual improvement and optimisation of outcomes Support the onboarding of new customers working closely with claims operations and technology teams Requirements Strong experience in the UK insurance industry in an Account Executive function More ❯

play a vital role in the implementation and integration of learning technology platforms , working directly with new and existing customers to ensure smooth onboarding and robust technical support. This is a great opportunity for someone who thrives in … a remote-first team and enjoys both structured problem-solving and customer engagement. 🔍 What You’ll Be Doing Leading technical integrations for new customer onboarding Managing and troubleshooting API and SSO integrations (SAML, Shibboleth, OAuth, LTI) Acting as a go-to technical escalation point for complex support queries More ❯

Equity Front Office Application Support – Investment Bank – London Location: London (3 Days on-site per week) Level: Mid to Senior Our client, a leading global investment bank, is looking for an experienced Application Support Analyst to join their Front Office Technology team in London. You’ll be embedded within … workflows, particularly around booking, allocations, and commission issues Support and troubleshoot workflows in Fidessa CTAC , CTM, FIX, and internal trading systems Assist with onboarding new clients, building reports, and managing enhancement requests Become the go-to person for booking/allocation and settlement processes Own incidents through to More ❯

achieve a successful outcome for the customer. We are a leading software supplier to Local Government and have a mature customer base. When onboarding new customers, we deliver consultancy and training throughout the lifecycle of the project. More often, due to the nature of our user base, consultancy … Enterprise and Total Land Charges, depending on the needs of the business and your particular areas of expertise • Carrying out specialist product configuration in client environments throughout the lifecycle of an implementation • Undertake system audits for clients, reviewing existing system usage and writing detailed reports including recommendations for improved … maintain and progress your product knowledge and are fully prepared for customer facing deliveries • A good listener with the ability to understand and interpret client requirements • Have excellent written skills to provide detailed written reports following system audits • Be adaptable to learning additional product areas and performing other tasks More ❯