76 to 100 of 317 Client Onboarding Jobs in the South East

Social network you want to login/join with: Customer Success Manager (Aviation Tech), high wycombe col-narrow-left Client: FBO One Location: high wycombe, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Are you a proactive, relationship-focused professional passionate about … you will do: As a Customer Success Manager, you will: Develop strong customer relationships and serve as the primary point of contact between clients and our business. Lead onboarding for new customers, ensuring they quickly and effectively adopt FBO One. Provide training and demonstrations to help customers maximize the value of FBO One. Assist the sales team by More ❯

Social network you want to login/join with: Customer Success Manager (Aviation Tech), crawley, west sussex col-narrow-left Client: FBO One Location: crawley, west sussex, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Are you a proactive, relationship-focused professional … you will do: As a Customer Success Manager, you will: Develop strong customer relationships and serve as the primary point of contact between clients and our business. Lead onboarding for new customers, ensuring they quickly and effectively adopt FBO One. Provide training and demonstrations to help customers maximize the value of FBO One. Assist the sales team by More ❯

Social network you want to login/join with: col-narrow-left Client: FBO One Location: Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Are you a proactive, relationship-focused professional passionate about customer engagement and success? Do you thrive in a dynamic, technology … you will do: As a Customer Success Manager, you will: Develop strong customer relationships and serve as the primary point of contact between clients and our business. Lead onboarding for new customers, ensuring they quickly and effectively adopt FBO One. Provide training and demonstrations to help customers maximize the value of FBO One. Assist the sales team by More ❯

Social network you want to login/join with: Client Solutions Associate/Assistant Vice President (FinTech), slough col-narrow-left Client: Quantium Location: slough, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 4 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: ABOUT US Quantium is an all-in-one … use platform streamlines investment administration, performance analytics, data aggregation and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering, business development and client support teams. JOB BRIEF We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on-time and successful client implementation through project scoping, stakeholder management as well as More ❯

sits within the Digital team and will report directly to the Head of Digital. As a Digital Service Manager , your mission is to own and evolve the broker and client-facing onboarding and support journey for these digital tools. You will act as the key point of contact for clients, brokers, and internal teams, ensuring successful adoption … and use of the platforms while also establishing scalable, lightweight service management processes. This is a hands-on, client-centric role, perfect for someone who thrives in a fast-moving, startup-like digital team environment. Key Responsibilities Client Onboarding & Success Own the onboarding process for clients and broker teams onto Lockton’s digital platforms … Develop training materials, user guides, and onboarding manuals Deliver training sessions and proactive client engagement to ensure adoption Service Management & Support Design and implement a light-touch ITIL service model aligned with Lockton’s internal ITSM framework Manage incoming issues (approx. 40–60/month) from brokers and clients, resolving basic issues (logins/admin) directly Triage More ❯

enhance the service experience by providing guidance on how the practice can best utilize the CareStack software program. This service experience is based upon the financial outcomes of the client as well as other measures that occur within Practice Management Solutions. The Client Success Manager (CSM) provides regular feedback to the client on monthly Practice Roundup and … success. o Proactively engage with clients to understand their goals, challenges, and needs related to dental practice management, and offer tailored solutions and support. • Retention and renewals o Monitor client health and satisfaction levels, proactively addressing any issues or concerns to mitigate churn and identify opportunities for expansion within existing accounts. o Client Onboarding and Training … when necessary, to ensure they fully understand the features and functionalities of our software. • Customer advocacy : o Act as the voice of the customer within the company, advocating for client needs and feedback to relevant internal teams, including product development and support. Collaborate with sales teams to identify opportunities for upselling or cross-selling additional products or services to More ❯

enhance the service experience by providing guidance on how the practice can best utilize the CareStack software program. This service experience is based upon the financial outcomes of the client as well as other measures that occur within Practice Management Solutions. The Client Success Manager (CSM) provides regular feedback to the client on monthly Practice Roundup and … success. o Proactively engage with clients to understand their goals, challenges, and needs related to dental practice management, and offer tailored solutions and support. • Retention and renewals o Monitor client health and satisfaction levels, proactively addressing any issues or concerns to mitigate churn and identify opportunities for expansion within existing accounts. o Client Onboarding and Training … when necessary, to ensure they fully understand the features and functionalities of our software. • Customer advocacy : o Act as the voice of the customer within the company, advocating for client needs and feedback to relevant internal teams, including product development and support. Collaborate with sales teams to identify opportunities for upselling or cross-selling additional products or services to More ❯

. Key Responsibilities: - Serve as the primary point of contact and build long-term relationships with new and existing customers - Take responsibility for cross selling and upselling into existing client base. - Develop understanding of the clients tech and business landscape to enable other teams within the business to sell other solutions - Target existing customers for cross selling - Fully understand … of monthly/quarterly initiatives to internal and external stakeholders. - Forecast and track key account metrics. - Assist with high-severity requests or issue escalations as needed. - Develop and manage client portfolios, sustaining business growth and profitability by maximizing value. - Analyze customer data to improve customer experience and minimize churn. - Hold product demonstrations for customers and improve onboarding … Years) as an Account Manager, Customer Success Manager, or similar role. - Work experience within SaaS, Tech or reoccurring revenue businesses essential - Experience in developing business within existing client accounts - Experience of working with Azure and or 3rd party Azure related products desired but not essential - Knowledge of FinOps desirable however training can be provided - Experience working with SaaS products. More ❯

Keynes is looking for a motivated and results-driven Internal Sales Account Manager to join our growing sales team, reporting into the Head of Partnership and Sales. Key responsibilities Client Relationship Management: Develop and maintain strong relationships with existing and new clients, ensuring their satisfaction and loyalty Product Knowledge: Stay updated on our product offerings, industry trends and competitors … to effectively communicate the value of our solutions to clients CRM Management: Utilise our CRM system to track and manage sales activities, opportunities and client interactions, ensuring data accuracy and timely follow-up Collaboration: Work closely with the marketing, sales and product teams to align sales strategies, gather client feedback and participate in marketing campaigns Reporting: Prepare and … manager and senior management as well as customers Customer Success: Monitor and enhance the customer experience by providing exceptional post-sale support, including training, troubleshooting and resolving any issues Client Onboarding: Assist in onboarding new clients, ensuring a smooth transition and understanding of our products and services Retention Strategies: Develop and implement strategies to retain More ❯

Social network you want to login/join with: Private Credit and Banking Associate, slough col-narrow-left Client: Termgrid Location: slough, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 4 Posted: 10.06.2025 Expiry Date: 25.07.2025 col-wide Job Description: Private Credit/Banking Associate Termgrid is redefining private capital markets with … in one of the most critical parts of the global economy. We’re seeking a Private Credit and Banking Associate to support and grow relationships across Termgrid’s expanding client base. This is a great opportunity for someone early in their career who is excited to work directly with leading private equity, credit and capital markets firms, help clients … fast-growing SaaS company, while still leveraging your capital markets knowledge. You’ll have direct exposure to leading private equity and capital markets clients, building a strong foundation in client management, product adoption, and startup operations. Details Job Title : Private Credit and Banking Associate Location : London Reports to : Global Head of Credit and Bank Coverage What You’ll Do More ❯

driving customer success, retention, and growth. This is your chance to be part of a forward-thinking team shaping the future of vehicle connectivity. You’ll take ownership of client onboarding and relationship management, ensuring a smooth and engaging customer journey. Your role will involve supporting the delivery of new revenue opportunities and helping clients get the … adoption challenges to identify valuable use cases. Maintain deep knowledge of the Connected Car product suite to maximise customer success and value. What do I need? Experience of B2B client management experience, ideally within a SaaS or automotive environment. Strong understanding of the UK automotive sector, particularly fleet, SMR, and OEM operations. Proven track record managing a fast-growing … with the ability to support, manage, and measure subscription-based revenue. Commercially minded, with experience building financial models to demonstrate ROI to clients. Exposure to project management, especially around client onboarding and implementation. Confident using advanced Excel and PowerPoint to analyse data and present insights. A proactive, collaborative mindset with the ability to work cross-functionally across More ❯

Social network you want to login/join with: Technical Service Manager, Portsmouth, Hampshire Client: Location: Portsmouth, Hampshire, United Kingdom Job Category: Other - EU work permit required: Yes Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 Job Description: Redfaire is a fast-growing, international technology company headquartered in Limerick, Ireland. Redfaire implements, optimises and supports users of Oracle ERP. … Manage RCA completion and publication, ensuring preventative actions are taken. Collaborate with Technical Resource Managers to build support teams based on technical and service needs. Assist in planning customer onboarding with GS & PS teams. Support technical consultants and act as an escalation point for incidents. Implement and plan service improvement initiatives and process enhancements. Stay updated with current … Manage the introduction of new ways of working, automation, and tools. Work with CSMs & SDMs to identify cost reduction and profit increase opportunities. Oversee patching and maintenance calendars. Represent client needs at weekly CAB meetings. Support presales activities related to tools and software lifecycle management. Candidate Skillset: Bachelor's degree or equivalent experience in a relevant field. At least More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment and service requirements. The TSM will also be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participating in a Duty Manager rota and acting as Incident Manager … publication of Root Cause Analyses (RCAs) and ensure preventative actions are implemented Collaborate with Technical Resource Managers to build support teams tailored to customer needs Assist in planning customer onboarding with GS & PS teams Support consultants in resolving technical issues and serve as an escalation point Implement and support service improvement initiatives and process enhancements Stay updated on … new ways of working, automation, and tools Work with Customer Success Managers and SDMs to identify opportunities for cost reduction and revenue growth Oversee patching and maintenance schedules Represent client needs at weekly Change Advisory Board (CAB) meetings Support presales activities by managing requests for information, tool releases, and software end-of-life considerations Candidate Skillset: Bachelor's degree More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment and service requirements. The TSM will be involved in new customer onboarding, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participating in a Duty Manager rota and acting as Incident Manager during … the completion and publication of RCAs and ensure preventative actions are implemented. Collaborate with Technical Resource Managers to form support teams tailored to customer needs. Assist in planning customer onboarding with GS & PS teams. Support technical consultants in issue resolution and serve as an escalation point for support incidents. Implement service improvements and contribute to process enhancements. Stay … as needed. Manage the rollout of new workflows, automation, and tools. Work with CSMs & SDMs to identify cost reduction and revenue growth opportunities. Coordinate Patching and Maintenance schedules. Represent client needs at weekly Change Advisory Board (CAB) meetings. Provide presales support, including information requests about tools and Oracle software lifecycle management. Candidate Skillset Bachelor's degree in a relevant More ❯

IT solutions with the highest levels of customer service. We are seeking a self-driven and strategic New Business Sales Executive to expand our Microsoft Dynamics 365 Business Applications client base. Operating within a small, agile team, you will have full autonomy to manage your pipeline while securing major clients in the manufacturing and service sectors. Though our company … About the Role Key Responsibilities: • Targeted Industry Sales: Leverage your expertise to sell Business Applications into the manufacturing and service sectors, addressing their unique ERP and CRM needs. • Lead Client Engagements: Presenting and tailoring Microsoft Business Applications solutions that address customer challenges. • Autonomous Pipeline Management: Independently build, track, and close deals in key sectors. • Strategic Growth Contribution: Play a … vital role in scaling our Business Applications practice, influencing future direction. • Collaboration & Engagement: Work closely with the Business Applications team, ensuring seamless client onboarding and solution alignment. • Industry & Market Intelligence: Stay informed on sector trends, competitor ERP and CRM offerings, and Microsoft’s latest Business Applications capabilities. • Provide holiday and sickness cover for other new business consultants More ❯

Investment Bank - £780 p/day Inside IR35 Role Overview We are seeking a dynamic CLM Platforms Change Manager to drive strategic technology and business transformation initiatives across our Client Lifecycle Management (CLM) and Know Your Customer (KYC) platforms, with a strong focus on regulated applications. This role is pivotal in ensuring seamless integration of process and platform changes … that enhance compliance, efficiency, and client experience. Role Responsibilities Change & Transformation Leadership Lead large-scale technology and business change programs impacting CLM and KYC platforms. Manage the end-to-end rollout of system upgrades and process enhancements. Define and implement frameworks to ensure seamless transition and change adoption across CLM Operations. Strategic Planning & Roadmapping Develop strategic roadmaps to enhance … Skills & Qualifications Proven experience leading transformation initiatives within CLM/KYC environments in investment banking. Hands-on experience with Fenergo or similar CLM/KYC platforms. Strong understanding of client onboarding, regulatory compliance (AML, FATCA, MiFID II), and KYC frameworks. Excellent stakeholder management skills and the ability to engage at all levels of the organisation. Proficiency in More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements. The TSM will also be involved in new customer onboarding, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participation in a Duty Manager rota and acting as Incident Manager for … and ensure preventative actions are implemented Collaborate with Technical Resource Managers to build dedicated support teams based on technical and service needs Coordinate with GS & PS to plan customer onboarding Support consultants with technical issues and act as an escalation point for support incidents and tasks Implement service improvement initiatives and assist in planning, designing, and executing process … introduction of new ways of working, automation, and tools Work with CSMs & SDMs to identify opportunities for cost reduction and increased gross margin Oversee patching and maintenance schedules Represent client needs at weekly Change Advisory Board (CAB) meetings Provide presales support by managing requests for information, such as tool releases and Oracle software end-of-life updates Candidate Skillset More ❯

Social network you want to login/join with: col-narrow-left Client: Location: Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 5 Posted: 31.05.2025 Expiry Date: 15.07.2025 col-wide Job Description: Redfaire is a fast-growing, international technology company headquartered in Limerick, Ireland. Redfaire implements, optimises and supports users of Oracle ERP. Our … compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate Skillset Bachelor's degree preferred More ❯

Social network you want to login/join with: Technical Service Manager, oxford district col-narrow-left Client: Location: oxford district, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 10.06.2025 Expiry Date: 25.07.2025 col-wide Job Description: Redfaire is a fast-growing, international technology company headquartered in Limerick, Ireland. Redfaire … compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements. They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate Skillset Bachelor's degree preferred More ❯

SLA) compliance. They will collaborate with Technical Resource Managers to build dedicated support teams based on technical environment and service requirements. The TSM will also be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participation in a Duty Manager rota and acting as Incident Manager … duties and act as Incident Manager for P1 incidents Manage RCAs, ensure preventative actions are implemented Collaborate with Technical Resource Managers to build support teams Assist in planning customer onboarding with GS & PS Support technical issue resolution and serve as escalation point Implement service improvements and process enhancements Stay updated on current trends and technologies, source training as … needed Manage introduction of new ways of working, automation, and tools Identify opportunities to reduce costs and increase gross margin with CSMs & SDMs Oversee patching and maintenance calendars Represent client needs at weekly CAB meetings Support presales activities, including information requests and end-of-life planning for tools and Oracle software. Candidate Skillset: Bachelor's degree in a relevant More ❯

compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate Skillset Bachelor's degree preferred More ❯

compliance. They will work with Technical Resource Managers to build dedicated support teams for customers based on technical environment & service requirements They will also be involved with new customer onboarding, ensuring that the technical support teams are ready and that there is sufficient capacity so as not to impact general service delivery. The TSM is required to participate … of New WoW/automation/new tools Work with CSMs & SDMs to identify opportunities for customers to reduce costs and increase GM Manage Patching/Maintenance (calendars) Represent client needs at the weekly CAB (Change Advisory Board) Presales support to manage requests for information e.g. Tools Release, Oracle software end of life. Candidate Skillset Bachelor's degree preferred More ❯

to achieve SLA compliance. They will collaborate with Technical Resource Managers to build support teams based on technical environment & service requirements. The TSM will also be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participating in a Duty Manager rota and acting as Incident Manager … Perform Duty Manager and Incident Manager roles during P1 incidents Oversee RCAs and ensure preventative actions are implemented Work with Technical Resource Managers on support team building Plan customer onboarding with GS & PS Support technical issue resolution and act as escalation point Implement and plan service improvement initiatives Stay updated on current trends and technologies Manage new tools … automation, and processes Identify cost reduction and revenue increase opportunities with CSMs & SDMs Manage patching and maintenance schedules Represent client needs at weekly CAB meetings Support presales activities, including information requests and end-of-life planning for software Candidate Skillset: Bachelor's degree or equivalent experience in a relevant field Minimum 4 years’ experience in managing complex, business-critical More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment and service requirements. The TSM will also be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role requires participation in a Duty Manager rota and performing Incident Manager duties … Manage RCAs, ensure they are published, and implement preventative measures Work with Technical Resource Managers to form support teams based on technical and service needs Assist in planning customer onboarding with GS & PS Support technical consultants and serve as escalation point for incidents and tasks Implement service improvements and contribute to process enhancements Stay updated on current trends … as needed Manage the deployment of new workflows, automation, and tools Collaborate with CSMs & SDMs to identify cost reduction and revenue growth opportunities Oversee patching and maintenance schedules Represent client needs at weekly CAB meetings Support presales activities, including information requests related to tools and Oracle software lifecycle Candidate Skillset Bachelor's degree or equivalent experience in a relevant More ❯

They will collaborate with Technical Resource Managers to build dedicated support teams for customers based on technical environment and service requirements. The TSM will also be involved in onboarding new customers, ensuring support teams are prepared and capacity is sufficient to maintain service quality. The role includes participation in a Duty Manager rota and acting as Incident Manager … RCAs and ensure preventative measures are implemented Collaborate with Technical Resource Managers to assemble support teams based on technical and service needs Coordinate with GS & PS to plan customer onboarding Support consultants in resolving technical issues and serve as escalation point for technical incidents Implement service improvement initiatives and contribute to process enhancements Stay updated on current trends … needed Manage the deployment of new workflows, automation, and tools Work with CSMs & SDMs to identify opportunities for cost reduction and revenue growth Oversee patching and maintenance schedules Represent client needs at weekly Change Advisory Board (CAB) meetings Assist with presales requests, including information management on tools releases and software end-of-life updates Candidate Skillset: Bachelor's degree More ❯