276 to 300 of 481 Client Onboarding Jobs in the UK

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 ❯

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 ❯

for a recent graduate or someone with up to one year of experience looking to start their career in customer success within the SaaS space. You will support our client portfolio by helping customers achieve their goals with platforms like Smartsheet, acting as a reliable point of contact and learning from experienced colleagues. You will gain hands-on experience … working with leading global organisations, assisting with onboarding, adoption, and ongoing customer engagement to ensure success and satisfaction. Key Responsibilities: Support the Customer Success team in managing client relationships and day-to-day customer needs. Assist in monitoring customer engagement and platform usage to help identify opportunities and risks. Help resolve basic customer queries and escalate more … based work environment or internship in customer-facing roles. Proficiency in additional languages is a plus Personal Qualities: Proactive & Collaborative: Works well in a team environment and fosters strong client relationships. Client-Centric: Passion for delivering exceptional customer experiences and business value. Tech-savvy & Curious: Enjoys working with cutting-edge, web-based technologies and learning new tools. Resilient More ❯

for a recent graduate or someone with up to one year of experience looking to start their career in customer success within the SaaS space. You will support our client portfolio by helping customers achieve their goals with platforms like Smartsheet, acting as a reliable point of contact and learning from experienced colleagues. You will gain hands-on experience … working with leading global organisations, assisting with onboarding, adoption, and ongoing customer engagement to ensure success and satisfaction. Key Responsibilities: Support the Customer Success team in managing client relationships and day-to-day customer needs. Assist in monitoring customer engagement and platform usage to help identify opportunities and risks. Help resolve basic customer queries and escalate more … based work environment or internship in customer-facing roles. Proficiency in additional languages is a plus Personal Qualities: Proactive & Collaborative: Works well in a team environment and fosters strong client relationships. Client-Centric: Passion for delivering exceptional customer experiences and business value. Tech-savvy & Curious: Enjoys working with cutting-edge, web-based technologies and learning new tools. Resilient More ❯

ideal candidate will combine technical support capabilities with strong client-facing communication, showing initiative in solving problems and managing processes from start to finish. Key Responsibilities 1. Customer Onboarding & Implementation Support initial setup of client environments, including user accounts and site configurations. Troubleshoot onboarding issues (e.g. Entra ID permissions, SharePoint configurations). Act as … complex Microsoft 365-related issues. Automate routine or repetitive tasks to improve operational efficiency. 3. Documentation & Knowledge Management Maintain internal knowledge bases and troubleshooting documentation. Ensure accurate recording of client tenancy configurations and technical notes. Key Requirements Strong client service orientation and attention to detail. Ability to work independently and as part of a collaborative team. Proven ability More ❯

Strong negotiation skills and experience closing complex B2B contracts . Excellent presentation and communication skills, including delivering meetings via MS Teams. UK-based and able to travel occasionally for client meetings and events. If this sounds like you, please read the full job description? Riskex has achieved year-on-year growth team, you ll own the full sales cycle … Key Accountabilities: Pipeline Development: Identify, qualify and pursue new opportunities to maintain a robust sales funnel. Full-Cycle Sales: Lead prospecting, needs analysis, live demos, proposals, negotiation, closing and client onboarding. Technical Presentations: Deliver tailored online demos, translating features into clear business benefits. Campaign Delivery: Execute targeted outreach based on market insights to drive lead generation. Stakeholder Collaboration: Work … with commercial, product and technical teams to refine solutions and sales materials. Contract Management: Negotiate terms balancing client value with company profitability. CRM Discipline: Log all activities, updates and interactions accurately 100% CRM hygiene. Product Expertise: Stay current on Riskex s product roadmap, features and use cases. Market Knowledge: Monitor Health & Safety industry trends and evolving client priorities. More ❯

After 3 months role will be Hybrid with 3 days in the office and 2 days at home Office of up to 12 staff Our client are a leading SaaS solutions business for dynamic delivery route planning and optimisation. They work with businesses of all sizes to streamline their operations, improve efficiency, and deliver exceptional service to their customers. … ll have direct access to our clients developers and product team - not just to resolve issues quickly, but also to share ideas and suggestions for improving their platform. The client actively encourage you to bring forward new ideas based on your own observations or customer feedback, helping to shape the future of the product. You'll also work closely … with their Sales and Implementations teams to ensure a smooth transition for customers from the pre-sale stage through to full onboarding, helping them get the very best start with our platform. Key Responsibilities : - Investigate and resolve customer issues raised via their ticketing system (Zoho Desk), ensuring clear communication throughout. - Manage support cases from start to finish, including More ❯

After 3 months role will be Hybrid with 3 days in the office and 2 days at home Office of up to 12 staff Our client are a leading SaaS solutions business for dynamic delivery route planning and optimisation. They work with businesses of all sizes to streamline their operations, improve efficiency, and deliver exceptional service to their customers. … ll have direct access to our clients developers and product team - not just to resolve issues quickly, but also to share ideas and suggestions for improving their platform. The client actively encourage you to bring forward new ideas based on your own observations or customer feedback, helping to shape the future of the product. You'll also work closely … with their Sales and Implementations teams to ensure a smooth transition for customers from the pre-sale stage through to full onboarding, helping them get the very best start with our platform. Key Responsibilities : - Investigate and resolve customer issues raised via their ticketing system (Zoho Desk), ensuring clear communication throughout. - Manage support cases from start to finish, including More ❯

implementation, integration, and optimization. This role requires a strong technical foundation in IT/OT systems, industrial communication protocols, and cloud platforms, along with the ability to translate complex client requirements into scalable, validated solutions. You will collaborate closely with sales, engineering, and customer teams to ensure successful project delivery and long-term value creation. Hybrid working: The places … that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time. If you are successfully offered this position, you will go through a … AVEVA PI System architecture-including installation, configuration, high availability, and system upgrades-they lead the end-to-end solution lifecycle from project scoping and system sizing to implementation and client onboarding. Leveraging strong project management and technical presales skills, they analyze complex IT/OT integration challenges and propose tailored solutions aligned with OSIsoft best practices. Their proficiency spans More ❯

Our client, an established IT Managed Services Provider based near Marlow, is expanding and looking to recruit a proven 3rd Line Support Technician for their expanding team. What You’ll Be Doing Handle and resolve IT issues for external customers across Microsoft 365, Windows Server, Azure, SharePoint, Teams & more Build and implement technical solutions for new and existing customers … Microsoft Azure (Preferred) We’re Looking For Someone With: Experience working in an MSP (Managed Service Provider) Confidence in supporting, configuring, and deploying Microsoft 365 services Familiarity with onboarding new customers, setting up Group Policies & Tenancies, etc Solid leadership instincts - or wants to grow into a management role Great customer service skills, engages well with clients, calm under More ❯

engaging both business and ITstakeholders. Reporting and Interactions - Reports to theGroup Chief Commercial Officer (Global) - Interacts with the Customer Solutions, Marketing, Sales Specialists teams and R&D and Customer Onboarding teams - Individual Contributor - Location: EMEA (preferably London) Key Responsibilities - Define and execute a territory plan to generate and close new business opportunities across EMEA - Own complex, multi-stakeholder … methodology (MEDDIC) to qualify, forecast, and manage pipeline - Contribute regional market insight to internal teams to help shape messaging and roadmap - Represent the company at industry events, conferences, and client meetings Qualifications - 8+ years of enterprise B2B software sales experience, ideally in financial services or capital markets - Experience selling SaaS or workflow solutions to banks, asset managers, or brokers More ❯

professional to expand our presence within the market research sector across the UK. As the Business Development Director, you will be responsible for identifying and securing new business, onboarding clients, and driving revenue growth across the region. You will own the sales process end-to-end-building a qualified pipeline, delivering product demonstrations, and converting opportunities into long … on role, involving collaboration across multiple stakeholder levels and departments to ensure successful adoption and expansion of PureSpectrum's solutions. This position reports into a senior leader on the Client team, with the final reporting line determined based on your experience and alignment within the wider organisation. Key Responsibilities Drive the growth of PureSpectrum's market research business in More ❯

IT and Telecoms service provider delivering comprehensive technology solutions to businesses across the South of England. With a strong reputation built over three decades, the company serves a diverse client base by providing tailored support, installation, and managed services. Their focus is on delivering high-quality products and outstanding customer service, and they are now seeking talented professionals to … candidate will be a proactive, skilled engineer with a 'can do attitude, capable of delivering well-planned, professional installations and support services across a wide range of technologies. The client will be interested in a Support Engineer who is would be interested in moving into a more hands on role. Key Responsibilities: Deliver efficient and high-quality on-site More ❯

IT and Telecoms service provider delivering comprehensive technology solutions to businesses across the South of England. With a strong reputation built over three decades, the company serves a diverse client base by providing tailored support, installation, and managed services. Their focus is on delivering high-quality products and outstanding customer service, and they are now seeking talented professionals to … candidate will be a proactive, skilled engineer with a 'can do’ attitude, capable of delivering well-planned, professional installations and support services across a wide range of technologies. The client will be interested in a Support Engineer who is would be interested in moving into a more hands on role. Key Responsibilities: Deliver efficient and high-quality on-site More ❯

About the role: Shape the Future of Cyber Security at Holland & Barrett At Holland & Barrett, we're not just a leading health and wellness retailer—we're a digital-first business that places customer trust at the heart of everything More ❯

a Blazor Server CRM platform , used by medical practices across the UK for handling accounts, VAT, and payroll. You'll also contribute to the build of a mobile onboarding app with secure document upload and identity verification features - both of which are essential tools driving digital transformation across the firm's medical division. Tech Stack Frontend: Blazor Server … APIs to integrate the CRM with mobile apps and third-party tools Deploy and manage code in Azure using DevOps pipelines Mobile App Development Develop a mobile self-onboarding app for new clients Implement secure document upload and identity verification Enable real-time CRM sync and automate internal workflows Ensure compliance with data protection and security standards Operational More ❯

demonstrating scalable and repeatable success, and proactively suggesting campaign improvements. With a commercial hat on, on this role you will support, revitalise, build, and make amazing our approach to client relationship management. KEY RESPONSIBILITIES Ownership of a portfolio of new and existing clients, with responsibility for building strong client relationships and ensuring our clients achieve success with the … Sopro service. Plan, schedule and oversee key client communication points Understand our clients' needs and business objectives and ensure Sopro delivers against them. Onboard new clients (post-sales) deliver best practice client training and ensure strong levels of client satisfaction. Analyse Sopro data to draw conclusions, optimise our campaigns and make our clients even more successful. Understand … then shape our approach to better develop, diversify, and grow client accounts. Job requirements ABOUT YOU Experience of building trust and developing B2B client relationships Superb communication, interpersonal and teamworking skills with confidence to communicate at C-Level. Excellent influencing and relationship building skills. Highly organised Strong analytical ability to draw insights from data and identify opportunities. Creative More ❯

high-energy and connected culture, while benefiting from continuous learning opportunities, a supportive community which is proud to serve our mission, and comprehensive benefits. Job Description As an Onboarding and ongoing monitoring Analyst, you will pay a critical role in providing the best onboarding experience to our new members. The due diligence and customer monitoring Team … manages both financial crime due diligence as well as other relevant due diligence processes to mitigate fraud and financial risk at the onboarding stage. The team prides itself on conducting KYC/KYB due diligence checks whilst upholding Teya's stringent onboarding requirements to ensure Teya maintains compliance with AML regulation to actively support Teya's … working in a fast-paced environment and thrive upon challenge and be flexible to working extended hours subject to business needs. Key Areas of Focus: Have experience in customer onboarding, including KYC/KYB due diligence as well as fraud and financial risk screening, and assessing risk of merchants at application stage. You will have experience reviewing PEP More ❯

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 … refine internal processes Partner with the Onboarding team to ensure clients are fully prepared to ship event items from warehouses shortly after contract signing Collect and communicate client feedback to help evolve Reachdesk's event logistics offering and maintain a best-in-class experience Review and track client event calendars to ensure timely, accurate shipping to More ❯

growth strategies focused on traditional and crypto hedge funds, asset managers, family offices, and related 'buy-side' entities in Europe, Middle East, Africa. Accelerate regional growth and achieve new client acquisition, volume, and revenue targets. Strategically sell Bitstamp products and features through industry, platform, client business models, and cryptocurrency ecosystem knowledge. Source new clients, manage key accounts, and … assist in onboarding new corporate clients. Establish strong relationships with institutional customers and support their performance as the main point of contact. Act as a client advocate during negotiation and onboarding, navigating Bitstamp departments and functions. Collaborate with the Business Development team to support all prospective and existing client opportunities. Maintain up-to-date … CRM data and reports. Assess client potential regularly and prioritize based on estimated future revenues. Attend industry events and continually expand your network. On day one, you'll bring Mandatory prior experience in sales or business development roles. Experience in the financial industry, fintech, crypto, blockchain technology, and global work experience. Characteristics: Responsible, goal-oriented, self-initiative, good communication More ❯