576 to 600 of 1,931 Client Onboarding Jobs in the UK

Managers and Service Desk Managers to tackle escalated issues, ensuring swift and effective resolutions. Service Transition: Contribute your technical expertise to exciting transitions, playing a key role in onboarding new clients into Littlefish’s portfolio. Incident Management: Monitor and progress incidents, changes, and requests, maintaining high service levels and customer satisfaction. Mentorship: Share your knowledge and experience by More ❯

data migration deliverables are achieved, updating PlotBox Project Managers regularly to ensure projects stay on track. You will have the opportunity to work on projects across our entire global client base and support our customers during critical stages within the project. What you will do : As Technical Consultant, you will be responsible for: Working closely with our customers to 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. Our growth is driven by a focus on our people … 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 Digital Client More ❯

Intercom is the AI Customer Service company on a mission to help businesses provide incredible customer experiences. Our AI agent Fin, the most advanced customer service AI agent on the market, lets businesses deliver always-on, impeccable customer service and More ❯

as a technical escalation point and subject matter expert Supporting major incident investigations and recovery Leading technical input on change approvals and best practices Delivering technical projects and onboarding new customers Identifying and deploying automation opportunities Reviewing major incident reports and ensuring SLA compliance Who you are: Extensive experience in a similar infrastructure role Strong experience with Windows More ❯

as a technical escalation point and subject matter expert Supporting major incident investigations and recovery Leading technical input on change approvals and best practices Delivering technical projects and onboarding new customers Identifying and deploying automation opportunities Reviewing major incident reports and ensuring SLA compliance Who you are: Extensive experience in a similar infrastructure role Strong experience with Windows More ❯

as a technical escalation point and subject matter expert Supporting major incident investigations and recovery Leading technical input on change approvals and best practices Delivering technical projects and onboarding new customers Identifying and deploying automation opportunities Reviewing major incident reports and ensuring SLA compliance Who you are: Extensive experience in a similar infrastructure role Strong experience with Windows More ❯

as a technical escalation point and subject matter expert Supporting major incident investigations and recovery Leading technical input on change approvals and best practices Delivering technical projects and onboarding new customers Identifying and deploying automation opportunities Reviewing major incident reports and ensuring SLA compliance Who you are: Extensive experience in a similar infrastructure role Strong experience with Windows More ❯

Type Permanent - Full Time Location London Job Role Divisional Support Job title: Client Relationship Coordinator (client onboarding and invoicing) Reports to: Divisional Supervisor Location: London, UK This is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and will be a pipeline to … the Client Relationship Specialist role. The role will be client facing and will also work closely with the Finance and Risk & Compliance teams. The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy. Areas of focus and responsibilities (not an exhaustive list): Liaising directly with clients in respect of onboarding … all sections are completed and all relevant information is included, including but not limited to ensuring all relevant parties and appropriate matter descriptions are included before submission. Carrying out client due diligence tasks including client and matter risk assessments relating to each new matter, ensuring clients are appropriately vetted, and checks carried out and any requisite approvals sought More ❯

where we want to be. Be Selective To Be Effective. Be Highly Aligned, Loosely Coupled. Disagree Transparently. Build Dream Teams. Who You Are: Galaxy Digital is looking for a Client Onboarding Analyst to play an active role in the client onboarding process from start to finish. The ideal candidate is a results-driven, innovative … ensuring excellent customer service and a smooth process Assist the EMEA sales teams with Onboarding related requests during London business hours Ensure we follow FCA requirements for client onboarding where applicable and work closely with Compliance to escalate any issues Manage priority items received from multiple teams across various locations Connect with teams locally and … across regions to facilitate knowledge sharing Contribute to enhancing the features and functionality of the Client Onboarding portal Ad-hoc onboarding tasks such as DDQ requests, onboarding transitions across Galaxy entities and tracking KPIs What We’re Looking For: Bachelor's degree or equivalent preferred Onboarding/AML/KYC experience More ❯

Join to apply for the Client Onboarding Analyst - Citi role at Jobs via eFinancialCareers 2 days ago Be among the first 25 applicants Join to apply for the Client Onboarding Analyst - Citi role at Jobs via eFinancialCareers Get AI-powered advice on this job and more exclusive features. Client Onboarding Analyst … Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in client onboarding, problem solving and communication to Citi's onboarding Team. Client Onboarding Analyst Are you looking for a career move that will put you at the heart … of a global financial institution? Then bring your skills in client onboarding, problem solving and communication to Citi's onboarding Team. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. More ❯

execute work and resolve routine issues. This role prepares employees for Senior CSM. Your Responsibilities Responsible for the coordination and completion of projects on the Customer Success team. Customer onboarding/platform training. Develop familiarity with a variety of the field's concepts, practices, and procedures. Work closely with their assigned sales teams. Define project scope, determine appropriate More ❯

requirements and allay any fears. Develop and maintain detailed documentation and processes both internally and externally Coordinate Hardware provisioning and delivery according to School dates Provide an excellent onboarding experience to all schools Ad-Hoc tasks as directed by your manager About You This is what you'll bring A true passion for putting the customer first A … they are based in the UK), however, the successful candidate will be expected to come to the office 3 times a week for the first two months for onboarding and training. It is a really exciting time to join Compass. We are growing fast and need people who want to grow with us. Compass is proud to be More ❯

Do you possess previous Customer enagagmenent experience in a SAAS environment? Are you motivated to work in a fast-paced customer centric environment? About Our Client A dynamic and purpose-led financial services company based in London, with a mission is to empower the industry to make better decisions for superior long-term outcomes. With over 4,000 professionals … the role is extremely diverse and working as a part of a vibrant and engaging team: Sales Handoff & CRM Management Oversee smooth transition from Sales to Customer Success Create client accounts and maintain accurate CRM records 2. Understanding Client Needs Capture the client's goals and reasons for choosing the in-house platform 3. Client Onboarding … Ensure clients are set up for success from day one 4. Product Engagement & Adoption Monitor usage and encourage active engagement Provide guidance on new features and ongoing training 5. Client Relationship Management Own a portfolio of clients, conducting regular check-ins Address concerns and provide strategic support Act as a trusted advisor and voice of the customer 6. Internal More ❯

Do you possess previous Customer enagagmenent experience in a SAAS environment? Are you motivated to work in a fast-paced customer centric environment? About Our Client A dynamic and purpose-led financial services company based in London, with a mission is to empower the industry to make better decisions for superior long-term outcomes. With over 4,000 professionals … the role is extremely diverse and working as a part of a vibrant and engaging team: Sales Handoff & CRM Management Oversee smooth transition from Sales to Customer Success Create client accounts and maintain accurate CRM records 2. Understanding Client Needs Capture the client's goals and reasons for choosing the in-house platform 3. Client Onboarding … Ensure clients are set up for success from day one 4. Product Engagement & Adoption Monitor usage and encourage active engagement Provide guidance on new features and ongoing training 5. Client Relationship Management Own a portfolio of clients, conducting regular check-ins Address concerns and provide strategic support Act as a trusted advisor and voice of the customer 6. Internal 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 ❯

proactive and driven Customer Success Manager (CSM) to join our EMEA-focused team. In this role, you’ll be instrumental in ensuring the success of deployments, fostering long-term client relationships, and expanding Canary's presence within the Mid-Market and SMB accounts across EMEA. As a CSM, you’ll collaborate closely with the Customer Success, Sales, and Product … teams to support client success and growth while contributing to Canary's strategic goals for the region. Your efforts will directly influence the company’s expansion and establish you as a key player in shaping the future of hospitality technology in EMEA. Responsibilities Product Expertise: Deeply understand Canary’s products, both current and future, to effectively communicate their value … and impact to clients Client Onboarding: Lead all aspects of the onboarding process, including collecting client requirements, conducting webinars, and completing initial account setup to ensure a smooth and efficient start Drive Customer Value: Partner with clients to understand their goals, demonstrate how Canary’s solutions address their needs, and minimize time-to-value More ❯

are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success : proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing … value from our solutions. Client onboarding : create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding : deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply … subscription renewal at all clients; and generate, escalate and help convert up-sell and cross-sell opportunities. Marketing collaboration : develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ). Operations : as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across More ❯

closely with the commercial side of the business and the product team, this position is key to our success in the competitive AI technology landscape. Responsibilities: ● Industry Expertise and Client Focus: Bring a deep understanding of SaaS environments, with specific experience working with Consumer-Packaged Goods (CPG) companies, preferably focused on Marketing , Creative or Human Insights teams. Utilising this … expertise to tailor strategies and solutions that meet industry-specific needs. ● Thought Leadership: Act as a thought leader in the CPG and retail innovation space, advising both internal and client stakeholders on emerging trends in visual AI, shopper behaviour, and content performance within and outside the organisation. ● Strategic consultancy Function as a strategic advisor to creative and insights teams … our customer engagement strategies. Develop and share ROI stories that demonstrate the tangible value our customers gain from our solutions, reinforcing the impact of our products and services. ● Customer Onboarding and Training: oOwn the onboarding and training process for new customers, ensuring a smooth transition and early success in their journey with our products. Continuously refine More ❯

proactive and driven Customer Success Manager (CSM) to join our EMEA-focused team. In this role, you’ll be instrumental in ensuring the success of deployments, fostering long-term client relationships, and expanding Canary's presence within the Mid-Market and SMB accounts across EMEA. As a CSM, you’ll collaborate closely with the Customer Success, Sales, and Product … teams to support client success and growth while contributing to Canary's strategic goals for the region. Your efforts will directly influence the company’s expansion and establish you as a key player in shaping the future of hospitality technology in EMEA. Responsibilities Product Expertise: Deeply understand Canary’s products, both current and future, to effectively communicate their value … and impact to clients. Client Onboarding: Lead all aspects of the onboarding process, including collecting client requirements, conducting webinars, and completing initial account setup to ensure a smooth and efficient start. Drive Customer Value: Partner with clients to understand their goals, demonstrate how Canary’s solutions address their needs, and minimize time-to-value. 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 ❯

Social network you want to login/join with: Head of Customer Success, london (city of london) col-narrow-left Client: Capsa AI Location: london (city of london), United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Views: 3 Posted: 16.06.2025 Expiry Date: 31.07.2025 col-wide Job Description: About Us Capsa AI is an … defence companies like QinetiQ, and retail tech startups such as Standard AI. The Role We seek a Head of Customer Success to drive adoption and revenue growth through exceptional client experiences. You'll guide both paying clients and trial users, playing a crucial role in converting trials to clients. Working with sophisticated private equity clients, you'll ensure they … in defining our playbooks, building scalable systems, and eventually growing the team beneath you. Experience Required: 5+ years in B2B SaaS Customer Success, Onboarding, or a similar client-facing role Remuneration: Highly Competitive + Generous ESOP Visa: We don’t sponsor visas yet. You must have the right to work in the UK Key Responsibilities Maximise trial More ❯

configuring and supporting our product suite, and providing ongoing technical support. You will also collaborate with Account Managers, product, engineering and analyst teams to deliver exceptional service and drive client success. About Insight by Insight by is a dynamic B2B arm of providing data and analytics solutions to partners in the insurance industry. We empower our partners with actionable … insights to optimise their operations, improve customer experience, and drive business growth. What you'll be doing: Client Onboarding: Manage the technical onboarding process for new clients, ensuring smooth implementation of Insight by solutions. Provide technical guidance and support during initial setup and integration. Conduct training sessions to educate clients on product functionality and best … practices. Product Configuration and Support: Configure and customise Insight by products to meet specific client requirements. Troubleshoot and resolve day-to-day technical issues reported by clients. Provide timely and accurate responses to client inquiries related to product features, APIs, and data delivery. Account Management Collaboration: Partner with Account Managers in pre-sales meetings to provide technical expertise More ❯

configuring and supporting our product suite, and providing ongoing technical support. You will also collaborate with Account Managers, product, engineering and analyst teams to deliver exceptional service and drive client success. About Insight by Confused.com: Insight by Confused.com is a dynamic B2B arm of Confused.com, providing data and analytics solutions to partners in the insurance industry. We empower our … partners with actionable insights to optimise their operations, improve customer experience, and drive business growth. What you'll be doing: Client Onboarding: Manage the technical onboarding process for new clients, ensuring smooth implementation of Insight by Confused.com solutions. Provide technical guidance and support during initial setup and integration. Conduct training sessions to educate clients on … product functionality and best practices. Product Configuration and Support: Configure and customise Insight by Confused.com products to meet specific client requirements. Troubleshoot and resolve day-to-day technical issues reported by clients. Provide timely and accurate responses to client inquiries related to product features, APIs, and data delivery. Account Management Collaboration: Partner with Account Managers in pre-sales More ❯