26 to 50 of 77 Client Onboarding Jobs in Scotland

technical issues efficiently, and ensuring every interaction drives customer confidence and success. Reporting to the CEO and working closely with both the Technical Onboarding and Onboarding & Activation teams, this role combines problem-solving, communication, and technical understanding to deliver outstanding customer experiences. You will help manage … range of issues—from simple "how-to" questions to complex technical investigations requiring code awareness and product expertise. Escalate issues to the Technical Onboarding or Development teams when additional technical investigation is required, ensuring clear context and handovers. Deliver a positive and professional experience in every interaction, reinforcing ...

technical issues efficiently, and ensuring every interaction drives customer confidence and success. Reporting to the CEO and working closely with both the Technical Onboarding and Onboarding & Activation teams, this role combines problem-solving, communication, and technical understanding to deliver outstanding customer experiences. You will help manage … range of issues—from simple "how-to" questions to complex technical investigations requiring code awareness and product expertise. Escalate issues to the Technical Onboarding or Development teams when additional technical investigation is required, ensuring clear context and handovers. Deliver a positive and professional experience in every interaction, reinforcing ...

advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity … compliance with card network regulations (Visa, Mastercard, Maestro, Pulse, AMEX) and regulatory policies.Oversee workflow management, queue balancing, and SLA performance.Support new process transitions and client onboarding.Participate in audits and implement corrective actions.Collaborate with client stakeholders, quality assurance (QA) team, and Learning Experience (LX teams) to improve process performance.Qualifications ...

teams to design and implement high‐impact, scalable Kosli implementations. This role spans strategic technical discussions, solution architecture design, implementation support and long‐term client management. You’ll collaborate across engineering, product, and sales teams to ensure we deliver best‐in‐class service and innovation. Key Responsibilities Engage with … product feedback to the engineering team, contributing to the product roadmap with customer insights. Help shape Kosli’s service offerings, including training and onboarding programs for new customers. Support marketing efforts through content creation, including blog posts, webinars, and live events. Collaborate in the Sales and Field Services ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly … Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You'll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

have an opening for a pro-active and personable Solution Engineer with deep JavaScript, HTML, and Web development experience. This is a client-facing role where you will be the point person for our enterprise clients in the region and help them maximize the value they generate from … will also work closely with our business development, product, and engineering teams to identify potential product enhancements and sales opportunities arising from your client engagements. This is a remote role with preference for London/UK-based (Must be fluent/native Spanish speaker). If you're keen ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms … Addepar platform, leading the solution design and execution of the implementation project Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve ...

this role includes hosting kick-off calls to coordinate, plan, and measure the implementation of new clients and ensuring the client is on track with their onboarding process. This includes traveling to meet clients, engaging with their external and internal teams, understanding & documenting their business and technical … requirements, managing the implementation of the Five Sigma platform, and transitioning the client to the Customer Support & Success team. THE ROLE Conduct the project planning activities and manage the execution of large-scale, high-risk, or strategic projects from Initiating to successful go-live on time, scope and budget. ...