excel in delivering technical and product expertise through demos, e-learning, live trainings, documentation, and implementation support. In this role, you will serve as a project manager for customeronboarding and implementation in the UK and EU markets (and international as needed), and contribute to development of ongoing customer education through scalable, innovative training and certification strategies.This role … and Education Consultant position. Help us shape the future of our onboarding programs while driving platform adoption and success! What You'll be Doing Understand Client Goals and Objectives: Collaborate with Sales, Customer Success and clients to identify key success metrics and client goals that will be tracked and optimised across the client lifecycle. Project Management: With a focus on customers in the EMEA market, lead onboarding timelines from initial kick-off to client valuation, ensuring timely communication with clients and internal stakeholders throughout onboarding delivering on contractual milestones. Self-Serve Curriculum Development: Contribute to the development of the curriculum development process, ensuring efficient content creation, organization More ❯
POSITION DESCRIPTION Customer Success Managers (CSM) help Sayari's existing clients effectively leverage Sayari solutions and deepen our relationships within client organizations. The CSM plays a vital role in ensuring that our customer fully realizes a return on their investment in Sayari products by understanding our clients' mission sets and priorities and designing strategies to prove our platform's … product releases, upcoming events, and training opportunities. Become a subject matter expert on the Sayari suite of products and services, able to communicate with users on value and brief client stakeholders on product updates. Coordinate with internal stakeholders to proactively address client concerns and ensure maximum return on investment. Monitor account health through usage metrics and intervene as … needed. Work with the Account Management team to foster a collaborative account team that drives retention, deepens partnerships, and ensures client value is fully realized. REQUIRED SKILLS AND EXPERIENCE Written and spoken fluency in at least one of Spanish, German, or French 2-5 years in a customer success, solutions, or product role, preferably in a B2B SaaS company. More ❯
As an E-Discovery Specialist, you'll act as the dedicated point of contact for onboarding and supporting customers using Luminance's E-Discovery platform. You'll work across a range of legal use-cases - from E-Discovery and Early Case Assessment (ECA) to requests for personal information such as Data Subject Access Requests (DSARs). Luminance Discovery … build and deliver innovation as well as world class customer service for our customers. You'll play a key role in both commercial and operational activities - leading project onboarding, managing project setup, delivering tailored training and providing first-line support. Responsibilities Lead onboarding for new users - guiding project scoping, advising on data collection best practices, appropriate … with an ability to translate complex technical topics into clear, customer-friendly explanations. Problem-solving mindset - able to identify issues, investigate causes, and collaborate on solutions with internal and client teams. Organisational skills - ability to manage multiple projects simultaneously, prioritising tasks and deadlines effectively and independently. BA in Law, Legal Tech, Computer Science or a related field More ❯
a deep understanding of customer success strategies, outstanding project management skills, and a customer-first mindset. Key Responsibilities Success Planning : Develop and implement a customized success plan for each client, with clear goals, timelines, KPIs, and action items. Regularly check in with clients to monitor progress, address challenges, and adjust strategies as needed. Customer Engagement : Act as the primary … relationships and continuously enhancing their experience. Collaborate with clients to maximize the value of their Success Points and provide guidance on available resources and services. Education and Enablement : Support client teams by coordinating access to premium education content for administrators and end-users. Conduct onboarding sessions to introduce clients to available educational resources, ensuring they are well … complex information clearly to clients. Proven experience in Customer Success, Account Management, or a related role within a SaaS or software company. Demonstrated ability to build and maintain strategic client relationships, with a focus on delivering exceptional service. Strong understanding of customer success planning, KPI tracking, and action planning. Proficiency in project management and the ability to multitask across More ❯
making abilities, and knack for relationship building will be crucial in driving success for our clients. Your Responsibilities: As a Customer Success Manager, you'll: Provide an exceptional onboarding … experience for new clients, leveraging your strategic thinking to understand their unique needs and objectives. Drive retention and maximise customer lifetime value by focusing on the success of each client, demonstrating empathy and understanding throughout the customer journey. Serve as a reassuring and professional point of contact for all client queries, ensuring issues are resolved promptly and effectively. More ❯
TL;DR Kharon is seeking a full-time, London, U.K. based Client Services Manager. This role requires in-office attendance at least 4 days per week, with additional flexibility awarded after successful onboarding. Responsibilities: Acting as the first point of contact for client inquiries, addressing questions related to Kharon findings, platform functionality, content sources, and technical issues. Onboarding and guiding new clients through the setup process, ensuring a smooth transition onto Kharon's platform. Providing personalized demonstrations of Kharon's features and functionalities tailored to client needs and assisting with initial data integration and customization according to client specifications. Conducting regular training sessions (webinars, one-on-one sessions) to educate clients on new features … internal teams (tech support, content management, sales) to resolve complex issues promptly. Collaborating with and assisting the sales team to develop tailored proposals and pitches for upsell opportunities. Monitoring client usage patterns and behavior to identify opportunities for upselling additional products or services. Continuously educating oneself on Kharon’s evolving platform features, benefits, and service offerings. Qualifications: A Bachelor More ❯
inspire creativity and resilience to overcome challenges and achieve greatness. Position Overview: The role is responsible to secure value revenue commitment from clients, and focus on implementation/onboarding and product adoption with our new and existing customers. You will be responsible for identifying, monitoring and the successful delivery of ROI/value … for our customers' investment. You will be working with the sales and the wider business to ensure you are maximising revenue within our existing customers. You'll combine your client-focused mindset with a creative approach to becoming a leader and contributor who collaborates with our Leadership Team and the Sales, Product, and Engineering functions to optimise long-term More ❯
inspire creativity and resilience to overcome challenges and achieve greatness. Position Overview: The role is responsible to secure value revenue commitment from clients, and focus on implementation/onboarding and product adoption with our new and existing customers. You will be responsible for identifying, monitoring and the successful delivery of ROI/value … for our customers' investment. You will be working with the sales and the wider business to ensure you are maximising revenue within our existing customers. You'll combine your client-focused mindset with a creative approach to becoming a leader and contributor who collaborates with our Leadership Team and the Sales, Product, and Engineering functions to optimise long-term More ❯
inspire creativity and resilience to overcome challenges and achieve greatness. Position Overview: The role is responsible to secure value revenue commitment from clients, and focus on implementation/onboarding and product adoption with our new and existing customers. You will be responsible for identifying, monitoring and the successful delivery of ROI/value … for our customers' investment. You will be working with the sales and the wider business to ensure you are maximising revenue within our existing customers. You'll combine your client-focused mindset with a creative approach to becoming a leader and contributor who collaborates with our Leadership Team and the Sales, Product, and Engineering functions to optimise long-term More ❯
group of 13 other businesses with plans to extend even more! Key Duties and Responsibilities Working closely with the Commercial, Technical & Operations Teams you will be responsible for customeronboarding into both businesses. Initially you will be reviewing the existing customeronboarding processes, identifying areas for improvement to enhance customer satisfaction and retention. Assist in developing … documenting, and refining the customeronboarding processes to ensure a seamless & efficient experience for new & existing clients. Managing the end-to-end customeronboarding process and gathering customer requirements to coordinating with internal teams for integration setup and providing training and support to clients. Serving as the primary point of contact for clients during the onboarding … addressing any questions, concerns, or technical issues promptly and professionally. Working closely with the Commercial teams to ensure a smooth transition of clients from the sales process to onboarding and integration and maintaining clear communication and alignment throughout. Provide ongoing support to customers post-integration, troubleshooting issues, addressing inquiries, and ensuring overall customer satisfaction. Collaborating with cross-functional More ❯
beta product testing forums. Focusing themselves and their team on adding meaningful value with every customer engagement; delivering and communicating ROI throughout the customer lifecycle. Delivering an outstanding customeronboarding experience to create immediate customer stickiness. Managing a holistic view of our customer relationships across various qualitative and quantitative Disguise data sources Drives the strategy around Signature Customer … multi-geographical customers. Flexibility is critical due to the company's round-the-clock operations. Impressive executive presence and communication abilities. Excellent presentation and conflict resolution skills. Skilled in client interactions, with the ability to guide clients toward Disguise recommendations. Ability to create structure in ambiguous situations and design effective processes. Experience working with cross-functional teams (e.g. Product More ❯
CCaaS) Are you passionate about customer success and the cutting edge of telecom technology? We're looking for an enthusiastic and experienced Customer Success Manager (CSM) to join our client in Manchester. If you thrive on building strong relationships, ensuring clients maximise the value of their investment, and are excited by the dynamic world of Contact Centre as a … Service (CCaaS) within the telecommunications sector, this could be the perfect role for you! The Company Our client partners with the leading CCaaS providers including Zoom, Ring Central, NICE, Microsoft + Many more and are empowering businesses across the UK to deliver exceptional customer experiences. They are based in Manchester and pride themselves on our collaborative culture, commitment to … technological excellence, and unwavering focus on client satisfaction. They believe in pushing boundaries, fostering growth, and making a real impact in the telecom industry. The Role As a Customer Success Manager, you'll be the trusted advisor and primary point of contact for a portfolio of our key telecom clients. Your mission will be to ensure their continued success More ❯
City Of Edinburgh, Scotland, United Kingdom Hybrid / WFH Options
Grafterr
expansion by successfully introducing and integrating Grafterr’s product ecosystem into the workflows of our most engaged users. In this pivotal role, you will own and scale the customeronboarding, activation, and success function, ensuring your team delivers seamless product adoption, technical support, and account management. Your objective: ensure every customer not only derives value from our platform … webinars, and help centre content. Customer Success Leadership Lead and evolve our Customer Success Team to streamline onboarding, product activation, customer success, and technical support. Drive customeronboarding and product adoption strategies to shorten time-to-value and maximise activation. Own retention, renewals, churn mitigation, and overall account health. Maintain high customer satisfaction (CSAT, NPS) and … regularly to leadership and stakeholders. Build a roadmap to evolve the CS team into a PLG-driven, scalable growth engine. What Success Looks Like (First 6–12 Months) Customeronboarding times are reduced and automated. Customer activation and feature adoption rates increase significantly. NRR improves via usage-based upsell and targeted cross-sell initiatives. The CS team runs More ❯
support operations across all platforms, with a strong focus on maintaining a clean and efficient Hubspot ticketing system, reporting on key performance indicators (KPIs), and ensuring prompt resolution of client issues. This role also involves collaborating with Account Managers and Product Team members, continuously improving support processes, and managing the sourcing and training of 24/7 customer support … resources when required Train and onboard new customer support staff, ensuring consistent service standards across all shifts and regions Work closely with Account Management and Implementation teams to ensure client expectations are met Maintain and update Customer Support documentation, FAQs, and support guidelines Gather and analyse customer feedback to identify trends and propose actionable improvements Act as an escalation More ❯
support operations across all platforms, with a strong focus on maintaining a clean and efficient Hubspot ticketing system, reporting on key performance indicators (KPIs), and ensuring prompt resolution of client issues. This role also involves collaborating with Account Managers and Product Team members, continuously improving support processes, and managing the sourcing and training of 24/7 customer support … resources when required Train and onboard new customer support staff, ensuring consistent service standards across all shifts and regions Work closely with Account Management and Implementation teams to ensure client expectations are met Maintain and update Customer Support documentation, FAQs, and support guidelines Gather and analyse customer feedback to identify trends and propose actionable improvements Act as an escalation More ❯
AI Assistant and Chat products, from configuration and environment setup to CRM integration and troubleshooting. Acting as the primary contact for new and existing clients, you'll manage onboarding, provide Tier 2 support, and serve as the go-to expert for product knowledge. You'll ensure a smooth transition to live use and deliver confident, reliable post-deployment … support. What you'll be doing You will split 50% of your time between Onboarding and Customer Support Onboarding Lead the technical deployment of Assistant and Chat products, including configuration, environment setup, and integration deployment. Manage end-to-end onboarding for new clients and provide post-deployment support to ensure smooth operational use. Act … workshops to guide clients through product functionalities and best practices. Collaborate with internal teams e.g. Product, Engineering, Customer Success to resolve issues, share insights, and continuously improve the onboarding experience. Provide timely and accurate reporting on onboarding status both internally and with appropriate customer contacts. Escalate any identified risks. Customer Support Serve as the first point More ❯
Our client is seeking a full-time, permanent Senior Administrator to join the Administration team. Reporting to the Manager or Senior Manager, this role will focus on the administration of a varied client portfolio, delivering attentive and proactive service in line with agreed procedures. You will work closely with clients, intermediaries, and colleagues, using your experience and judgement … to maintain high service standards and support the development of more junior staff. Job Duties: Administer a diverse client portfolio in accordance with internal procedures Prepare daily correspondence with clients and intermediaries for review Maintain statutory books and regulatory documentation for your own clients Attend to day-to-day client matters, ensuring completion of all related tasks Support … periodic review processes and address action points Prepare and circulate agendas, board packs, and reports Attend client and board meetings and draft associated minutes and resolutions Oversee tasks such as payments, distributions, investments, and entity changes Collaborate with the onboarding team to ensure timely and compliant onboarding Maintain and monitor client data in core More ❯
FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering … gain experience in dealing with high-profile contacts, cutting-edge technology and the financial services industry. About You The candidate will be part of the Onboarding team (Client Services) and exposed to all asset classes (Equities, Futures and Options, Fixed Income and FX) and all types of flow (Cash, DMA, Algos, Portfolio Trading, IOIs ). You will … FlexLINK FIX network. Responsibilities Buy-Side/Sell-Side Onboarding: Build and set up new FIX sessions to connect FlexTrade clients and brokers/exchanges. On-board client and broker connections to our FlexLINK FIX network. Onboard existing clients with new destinations and for new asset classes. Work with development and Implementation teams to design and deploy More ❯
seamless customer experiences, leading high performing teams, and ensuring technical excellence? We're looking for a Customer Operations Director to join our leadership team and shape the post-onboardingcustomer journey. In this pivotal role, you'll oversee Service Delivery, Support Analysts, and customer facing technical teams. From managing incidents and software upgrades to driving cross functional collaboration … re passionate about improving service quality, fostering customer trust, and enhancing product stability, we want to hear from you. Main Function The Customer Operations Director leads the post onboarding experience for our customers. Responsible for platform stability, customer satisfaction, and operational performance, this role oversees incident management, bug resolution, and upgrade delivery. You will also manage Reporting and … Technical Consultancy teams, supporting both live and onboarding projects. Working closely with Engineering, Product, Delivery, and Sales, you'll ensure customers receive high quality, consistent service and value from our platform. Responsibilities & Duties Incident & Issue Resolution Oversee a high performing support function and drive continuous improvement Ensure SLAs are met and service is restored swiftly with minimal disruption More ❯
our products and interactions with our organization. As a key player in this role, you will be responsible for nurturing the complete customer journey with Magnet, encompassing initial onboarding, regular customer touchpoints, identifying and working cross-functionally to overcome adoption barriers to product usage, soliciting valuable product feedback and feature requests, and driving positive retention rates. The mission … of Magnet's products and services. Use Gainsight to manage customer 360-degree (C360) view and ensure stakeholders have useful product data at the right time. Execute successful customeronboarding and implementation, including product, network, and license set-up, for a variety of digital forensic tools. Be the trusted partner for the customer on product features, functionality, and More ❯
SVP, Global Client Director - UK page is loaded SVP, Global Client Director - UK Apply locations Remote - United Kingdom time type Full time posted on Posted Yesterday job requisition id R-101333 Job Description: About the Position We are seeking an experienced Senior Vice President, Global Client Director to develop and drive an organizational retention and growth strategy … deep relationships with high value clients in the financial services sector, particularly with banks, financial institutions, and fintech companies. This role will partner closely with the Global Sales, Global Client Delivery, Marketing, and Account Management teams to maintain a deep understanding of client objectives and priorities, enhance client experiences, and proactively identify internal solutions and services to … meet client needs. The ideal candidate will have a proven track record of success as a consultative partner who can identify opportunities and align internal teams to sell and deliver on these opportunities. Primary Responsibilities Create and execute an Account Plan for each assigned client. Identify opportunities and risks, document a comprehensive contact map, formulate and prioritize key growth More ❯
To apply, please email careers@kiplot.com. Be sure to include: A short paragraph explaining why you’re interested in this role Your CV Who we are Kiplot enables large organizations to turn their strategies into reality. The project portfolio management More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Kiplot
To apply, please email careers@kiplot.com. Be sure to include: A short paragraph explaining why you’re interested in this role Your CV Who we are Kiplot enables large organizations to turn their strategies into reality. The project portfolio management More ❯
expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end clientonboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of clientonboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering clientonboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯
expertise with agile delivery models to provide scalable, customer-centric solutions across financial services. The Role: As a Project Manager, you’ll be responsible for delivering end-to-end clientonboarding projects – from initial mobilisation through to operational handover. Working closely with clients and internal teams, you’ll ensure seamless transitions, effective governance, and compliance with industry … standards. Key Responsibilities: Lead the delivery of clientonboarding and service migration projects across financial services Act as the primary delivery contact for new clients during mobilisation and onboarding phases Coordinate internal departments (IT, Ops, Legal, Risk) and external client stakeholders Manage timelines, budgets, dependencies, and risks to ensure a smooth transition Maintain RAID … logs, stakeholder packs, and governance reporting throughout project lifecycle Ensure compliance with regulatory requirements and internal quality frameworks What We’re Looking For: Proven experience delivering clientonboarding or implementation projects in financial services Strong understanding of customer lifecycle, KYC/onboarding, and operational setup Excellent stakeholder engagement, including with external clients and third-party More ❯
