251 to 275 of 471 Client Onboarding Jobs in the UK

Escalations Manager (On call rota) - Software Solution - Remote Day rate: £350 - £500 (inside IR35) Duration: 3 - 6 months Start: ASAP My client is looking for a highly capable and proactive Escalations Manager to lead the resolution of complex client issues and ensure exceptional client satisfaction. This role is pivotal in maintaining client trust, managing critical incidents … and driving continuous improvement. The Escalations Manager is responsible for overseeing the support engineers that resolve Embedded Services client issues. Our Embedded Services consist of API-based software microservices and associated products developed by our teams for fintech clients. The Escalations Manager will be handling complex Embedded Services client issues that must be resolved in a timely and … effective manner. This role requires careful management of issues and diplomatic client communication, helping to maintain high levels of client satisfaction. The Escalations Manager will need to work with account managers to keep them informed of situations to ensure the client feels that they are working with a single unified team across our business. We are looking More ❯

prompt follow-up Conduct tailored discovery calls to understand prospect goals, challenges, and buying dynamics Maintain an active pipeline and accurately forecast sales activity and revenue contribution Solution Selling & Client Relationship Management Serve as a trusted advisor to prospects and clients, guiding them through solution scoping and value articulation Translate technical features into business benefits tailored to each client's needs Cultivate and deepen client relationships, focusing on long-term growth and satisfaction Sales Presentations, Proposals & Negotiations Deliver impactful product presentations and demos that highlight the power of our GPUaaS platform Collaborate with solutions architects to address technical questions and use case feasibility Create compelling proposals and manage contract negotiations to close high-quality deals Cross-Functional … Collaboration Work closely with marketing, product and technical teams to deliver a seamless customer experience Provide feedback on client needs, objections and market trends to influence product development Support go-to-market initiatives with strategic input based on client and market insights Performance Monitoring & Reporting Maintain accurate records of all client interactions and deal progress in CRM More ❯

100k - £136k per annum About the role The Client Services team at Zero Hash acts as the customer's trusted advisor and partner, building and growing an ongoing healthy relationship with each customer. Team members are responsible for scoping out new opportunities, onboarding new business, managing customer relationships and upsells, customer experience, facilitating daily operations, and performing … product roadmap planning Requirements 5+ years of experience in B2B SaaS as a technical account manager/technical project management/technical program management/technological consulting, specifically within client integrations with a software solution. Professional experience at a SaaS fintech company (e.g. banking-as-a-service, brokerage-as a service, payment-as-a-service business) Strong project management … enterprise customer teams at various levels of technical and non-technical depth Ability to clearly articulate technical topics to a non-technical audience Strategic thinker and ability to analyze client needs to drive additional value Collaborate with the relationship management team by identifying and driving cross-selling opportunities Becoming familiar with our offerings and staying apprised of the marketplace 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 ❯

Application Support team is responsible for providing technical support for all front office and post-trade applications including trade capture, market data, settlement and clearing systems and their associated client applications, as well as overnight risk calculation systems and the business systems used by control and support departments. The team handles all support requests, incidents, problems, and business continuity … the infrastructure team, the service desk and the wider IT group. Responsibilities: • Provide support for all trading and back-office platforms offered by Marex to both internal and external client base. • Support business users offering second- and third-line support. • Knowledge of scripting language (PowerShell, Python ). • Manage new system analysis and implementation. • Provide incident management per ITIL standards. … a high standard. • Ensure active tasks retain focus through workflow and prioritisation awareness. • Manage vendor system upgrades and implementation. • Manage exchange relationships and project manage mandatory upgrades. • Manage technical client on-boarding. • Complete exchange reporting and compliance audits. • Manage client technical requirements within Marex technology department. • Complete monthly transactional and volume reporting across all systems. Skills and Experience More ❯

Are you ready to be the go-to tech expert in a thriving Managed Services Provider? Our client—a fast-growing, agile MSP based in Bracknell —is on the hunt for a hands-on, proactive 3rd Line Engineer to lead from the front and elevate the team. You will: Take ownership of complex escalations , diving deep into Windows, networking … cloud, and infrastructure troubleshooting. Lead and mentor junior engineers, setting technical standards and sharing best practices. Work closely with senior management to implement and improve internal processes. Collaborate on client solutions including Office 365, Azure, Hyper-V/VMware, firewalls, and more. Scope and assist in project rollouts—from onboarding new clients to upgrading legacy systems. What More ❯

of Support Engineer. This position requires the ability to balance multiple competing priorities - on any particular day you could be diagnosing a complex system issue, working with an external client to help them on-board to our platform, writing new monitoring queries to drive our alerting, or coordinating across multiple teams to manage the response to an incident. Our … doing: Acting as the first point of contact for technical queries from our B2B clients Proactively monitoring the day-to-day availability and health of both our internal and client-facing platforms Coordinating any response required to issues with the platform, taking ultimate responsibility for seeing incidents through to resolution Assisting with the technical onboarding of new 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 ❯

and improvement tracking. Own and evolve the support knowledge base, ensuring accurate and accessible documentation. Collaborate with Product, Development, and Sales teams to ensure seamless customer experiences. Manage onboarding processes for new customers, ensuring smooth software installation and setup. Identify operational risks and develop mitigation strategies. What we are looking for: Required … Skills & Qualifications Minimum 3 years' experience in managing a technical support or software support team. Strong leadership and team-building capabilities. Proven ability to drive customer satisfaction and build client relationships. Advanced troubleshooting and technical problem-solving skills. Experience with CRM and support ticketing platforms. Excellent communication and interpersonal skills. Data-driven mindset with strong analytical and reporting capabilities. More ❯

around the world. We are a fast-growth company and have already gone from 10 - 210+ employees in the last three and a half years. The role: The Customer Onboarding Senior Associate will be assisting with the management of customer onboardings and effectively communicating throughout the planning processes, technical integrations with partners, user acceptance testing and system rollout. … As a Customer Onboarding Senior Associate, you will be working in partnership with Sales, Operations and Technology departments providing oversight, governance and control for customer onboardings. This role assists in driving the successful onboarding of Proxymity's enterprise customers, as such you will be required to develop a solid understanding of the company platform and offerings … asset servicing, custodian banking, or equivalent relevant industry experience Experience working with scalable and repeatable business processes. Excellent interpersonal skills with proven ability to build relationships with internal and client senior management. Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients. Well organizsed with the ability to manage several priorities with More ❯

are seeking a highly motivated and experienced Product Manager to lead the development and delivery of solutions that enhance the efficiency, accuracy, and scalability of configuration promotion and customer onboarding automation across environments. This role is pivotal to drive value to our customers quickly by enabling a seamless and intuitive user experience (UX) that empowers internal teams to … manage configuration promotion processes for large-scale enterprise applications with ease and confidence. You will also be responsible for product management of customer onboarding automation, helping to streamline and accelerate the onboarding process through innovative tooling and process improvements. You will manage the product backlog, define and deliver roadmap items, and collaborate with cross-functional teams … are used daily to facilitate development of the product using Teams and live shares. Responsibilities: Define and execute a product strategy and roadmap focused on improving configuration promotion & onboarding processes and enabling intuitive UX. Manage and prioritise the product backlog, ensuring alignment with business goals, technical feasibility, and user needs. Collaborate with design and engineering teams to implement More ❯

Service Delivery Manager at Aptitude, you will be the ambassador of our Assure offering, ensuring seamless delivery according to contractual obligations. You will onboard clients, manage relationships with a "Client First" attitude, and become a trusted advisor and escalation point for any issues. Your role is crucial in ensuring that SLAs and KPIs are met throughout the contract lifecycle … main point of contact for customers with recurring services. Onboard and transition clients smoothly from sales/project to delivery. Lead value-creation projects that increase usage. Proactively manage client relationships and expectations; and ensure client satisfaction. Identify critical success factors (CSFs) and ensure KPIs support them. Allocate resources and manage distributed teams, including 24/7 operations. More ❯

Transformation Solutioning Lead Experience (In Years) 9-12 Job Description EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world's leading … complex transformation and managed services deals in banking and capital markets. Collaborate with sales, delivery, pricing, legal, and subject matter experts to develop end-to-end solutions aligned with client goals and EXL … s capabilities. Respond to RFPs, RFIs, and unsolicited proposals with detailed solution narratives, transformation roadmaps, delivery frameworks, and commercials. Develop solutions covering retail, commercial, and investment banking processes-customer onboarding, front/middle/back office processes, AML/KYC, payments, lending, risk etc Incorporate automation, AI/ML, cloud, and analytics into client solutions to drive More ❯

receive timely, high-quality implementations and that the entire business runs efficiently and at scale. You will lead the Professional Services function, including project delivery, onboarding, and client-facing implementation teams. In parallel, you will work cross-functionally to optimise internal processes, systems, and business operations ensuring that we scale sustainably and deliver exceptional outcomes for both … scalable delivery frameworks, playbooks, and templates to support repeatable and consistent project execution Embed KPIs to monitor delivery quality, customer satisfaction, and resource utilisation Partner closely with Sales and Client Success to ensure smooth handovers, project scoping, and early value delivery Operational Excellence Evaluate and optimise end-to-end internal processes across departments (e.g., Sales, Support, Product, R&D … experience 10+ years of experience in professional services and delivery 7+ years of experience in a leadership role Proven record of developing and implementing successful delivery processes and driving client satisfaction Excellent interpersonal and communication skills Exceptional business acumen, strategic thinking, organisational, and leadership skills About Us Onefile is the leading learner management platform and pioneer of the first More ❯

is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Job Description The Vice President will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the EMEA region. The role will primarily support the EMEA Sales Team and Clients to deliver a world-class … multi-task, and be a team player. The role will be report to the Managing Director and Head of BOWS Investor Relations. Key Responsibilities Own the execution of key client service initiatives in EMEA Region Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships … with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists More ❯

the design, implementation, deployment, and evaluation of digital solutions Work collaboratively with clients to understand their business challenges and develop tailored solutions Lead project and development teams, and manage client relationships to ensure successful project delivery Drive deal shaping, solutioning, and commercial architecture for digital transformation programs Collaborate with account executives and industry leads to identify whitespace and upsell … opportunities Support sales motions with thought leadership, client POVs, and solution demos Own end-to-end delivery accountability across discovery, design, MVPs, and scaled rollout. Ensure alignment with KPIs, client success metrics, and transformation ROI. Manage risk, change, and stakeholder alignment in cross-functional programs. Translate business needs into composable digital solutions and industry platforms Focus on measurable … Banking, Insurance, or Fintech (Payments, Embedded Finance)). Broad experience and understanding of end-to-end Financial Services operations, with deep expertise in several of the areas mentioned: Customer Onboarding (KYC, AML), Digital Core, Risk & Compliance, Enterprise Finance, and Internal Controls. Experience in transformation of different business models – B2B, B2C, BaaS; building omnichannel experience; familiar with key regulations More ❯

Senior 2nd Line Engineer (Progression to 3rd Line) HQ: Gloucester/Hybrid About the Company My client is a growing, fast-paced Managed Service Provider (MSP) delivering IT support, cloud solutions, and infrastructure projects to a wide range of clients across the UK. The team thrives on collaboration, learning, and solving real-world technical problems with a people-first … point for the 1st line team Support infrastructure upgrades, migrations, and deployment projects Assist with onboarding new clients and maintaining their environments Document fixes and maintain accurate client records in the service desk system Collaborate with 3rd line engineers and project teams to expand your technical exposure Proactively identify recurring issues and suggest improvements What Were Looking … remote troubleshooting A strong desire to develop your technical skillset and move into a senior/3rd line position Excellent customer service and communication skills Full UK driving licence (client visits required) Benefits: Salary up to £40,000 DOE Private healthcare 25 days annual leave + bank holidays Professional development and Microsoft certification support Electric car scheme Pension scheme More ❯

sector organisations across the UK and beyond.The Rate and Data Manager will be responsible for managing and maintaining the integrity of rate and recruitment data across internal systems and client platforms. This includes overseeing a team handling complex rate data, such as worker pay rates, supplier margins, vendor-neutral fees, and statutory contributions like employer’s NI and apprenticeship … customer implementations, ensuring accurate rate configuration. Manage a team of Change Control Executives to deliver data tickets in line with SLAs. Oversee job category management and make adjustments at client request. Conduct regular audits to ensure rate data accuracy. Lead change governance processes and continuous improvement initiatives. Provide insights and reports on rate data trends and performance. Identify risks … detail Confident, methodical, and data-driven with a passion for operational excellence Proactive in identifying and solving system inefficiencies Able to build and maintain trusted relationships across departments and client teams Key Benefits: Hybrid working model (minimum 3 days in the Milton Keynes or Basingstoke office) 25 days holiday plus Bank Holidays Birthday off 2 volunteering days per year More ❯

all aspects of engineering delivery—from architectural design and integration, to build, release, and continuous improvement. Your role will be pivotal in embedding the Apprivo 2 platform into the client's digital ecosystem, ensuring it is scalable, secure, and aligned with regulatory and business objectives. You will work closely with cross-functional teams and senior stakeholders to define the … delivering large Finova/Apprivo 2 implementations or similar platforms. Deep understanding of cloud-native architecture, CI/CD, and Agile/DevSecOps practices. Strong technical knowledge across customer onboarding, loan origination, deposits, and workflow configuration. Experience managing third-party vendors and ensuring alignment with internal technical and commercial objectives. Comfortable working in regulated environments with risk, audit … and compliance responsibilities. Excellent communication, mentoring, and stakeholder management skills. Why Join Our Client? Our client is at a critical point in their digital journey, investing heavily in future-ready technology to enhance customer experience, operational efficiency, and innovation. This role offers a unique opportunity to take full technical ownership of a flagship platform implementation, with strong executive More ❯

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Onboarding Product Engagement Managers at Optimizely are a key member of the Customer Success & Expert Services team. They are responsible for ensuring the successful execution of the product onboarding strategy accelerating customers adoption of Optimizely's … suite of Cloud computing Content Management and eCommerce tools Job Responsibilities Implement and ensure a 'white glove' experience for customers as the initial representation of the Optimizely Product Onboarding team. Manage as many as 50 clients through comprehensive product onboarding projects for North American customers. Collaborate closely with implementation partners ensuring they receive a highly organized … program with detailed goals, timelines, and processes. Serve as primary point of contact for customers and implementation partners during the onboarding and execution phase of the customer lifecycle. Manage multiple simultaneous onboarding projects that may include multiple products at one time, balancing priorities of business results, customer satisfaction, and technical quality. This includes being an asset More ❯

skills to help clients unlock the full value of a powerful SaaS platform from day one. What You'll Be Doing Leading onboarding projects tailored to each client's unique needs and goals Coordinating with cross-functional teams including Sales, Product, and Engineering Delivering engaging training and onboarding sessions that build client confidence Managing … platform Supporting clients with data integration and system connections Communicating timelines, deliverables, and potential risks clearly and consistently Troubleshooting challenges to keep projects on track Building strong, long-term client relationships that promote satisfaction and loyalty Feeding client insights back into the product team to influence future development Monitoring implementation performance and sharing updates with internal teams What … They're Looking For Essential Experience: 3+ years in a Customer Success, Implementation, or Onboarding role (ideally in a SaaS environment) Strong technical acumen with experience in software configuration and setup Confident communicator with excellent presentation and relationship-building skills Familiarity with CRM and project management tools such as Salesforce, HubSpot, or Jira More ❯

This journey begins during the sales process, continues through onboarding as a customer, and beyond into consultancy/professional services once they're live. Away from the client/prospect/customer journey we develop and maintain a growing suite of system integration libraries and components that act as the 'lines' we draw when we 'connect the … of demand upstream without additional effort, allowing you and the team to focus on high-value, unique, exciting work. Key Responsibilities Sales Run effective and efficient workshops to understand client needs, mapping them to our onboarding and integration playbooks Build relationships with clients to drive low-friction Sales and … Onboarding processes Support RFP, RFI, due diligence and Q+A requests Develop and present proofs-of-concept to demonstrate the integration capabilities of hx Renew Customer Support customer onboarding, helping to deliver their previously-agreed integration plans Deepen relationships with customers, becoming their 'trusted advisor' on all things hx Renew Provide consultancy/professional services, solving unique More ❯

reduce business risk. Role Overview As our first Customer Success hire, you will own the post-sale experience. Reporting directly to the CEO, you will design and implement onboarding, support early customers, and build the Customer Success function from scratch. You will serve as the trusted advisor for our initial clients, translate feedback into product improvements, and work … to refine our service model. Key Success Metrics You will be measured on: Metric Target Time to First Value 14 days from sign-up to first completed deliverables Onboarding Completion 90 % complete core onboarding within 30 days Customer Health Score Maintain average health score 80/100 Net Revenue Retention 110 % by month 6 Churn Rate … and make a direct impact on how companies manage compliance. To apply, please send your CV and a cover letter, written by you and not AI, outlining a customer onboarding program you designed to [...]. More ❯

Basic information EditJob description Client Logistics Manager Remote (U.S. Eastern Time Zone) or Hybrid (New York Metro Area) - your choice based on location. About Us Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees-while driving measurable ROI. Our platform makes it easy to deliver personalized gifts and … the technology and SaaS space, Reachdesk is backed by a world-class team with hubs in New York, London, and Lisbon. We're growing and currently looking for a Client Logistics Manager to join us. About the Role As a Client Logistics Manager at Reachdesk, you'll partner directly with our Enterprise clients to optimize how they manage … Key responsibilities include the following: Advise clients on how to structure and manage their warehoused merchandise to minimize spending and maximize operational efficiency Oversee SKU organization based on each client's business objectives and contractual terms Identify opportunities to upsell additional storage when clients exceed current allocations or expand usage Create and implement best practices for returning unused event More ❯

implementation phases. Oversee testing, deliver training, maintain documentation, manage launches, and provide initial customer support. Manage logging and monitoring of project hours for accurate tracking and reporting. Oversee customer onboarding and manage customer expectations throughout projects. Maintain strong communication with customers and internal teams across the full project lifecycle. Lead change management initiatives to support successful project delivery. … Conduct regular status meetings and prepare progress reports for stakeholders. Manage project handover processes to the Customer Success team for seamless transitions. Provide presales support during client meetings to contribute technical insights and project perspectives. Advise existing clients on future development opportunities and upgrade paths. Contribute recommendations and insights to strategic plans and business reviews. Develop and maintain the … project management process framework to support consistent delivery practices. Lead or support advanced or technically complex projects, ensuring successful outcomes. Resolve project-related problems swiftly to maintain momentum and client satisfaction. Knowledge and Experience Required Minimum 3 years of experience in project management, with a proven track record of successful project delivery. Demonstrated experience managing customer-facing projects in More ❯