3 of 3 Client Onboarding Jobs in Surrey

legal and commercial workstreams, providing hands on support to sales, operations, finance, and compliance teams. The role is accountable for managing contract lifecycles, overseeing client onboarding and procurement, maintaining legal documentation, and ensuring contractual and regulatory obligations are met across all jurisdictions in which the business operates. … measures. Maintain and continuously improve standard contract templates in line with regulatory changes and business requirements, liaising with external counsel where necessary. Ensure all client and supplier documentation is valid, up to date, and aligned with internal regulatory requirements (KYC’s, credit checks, company certificates, licenses). ...

design and product selection. Technical discovery: work closely with the customer to gather requirements, identify opportunities and limitations. Support the sales team during onboarding of potential new customers. Deliver technical presentations, demos, and screencasts to sales teams and customers. Report to the product management team about improvements ...

large digital book of clients, providing value through scalable digital touchpoints such as automated emails, digital check-ins, and system notifications. Oversee digital onboarding for new clients, ensuring accounts are set up correctly and customers have the resources needed to succeed. Monitor product usage, license allocation, and adoption ...