676 to 700 of 819 Client Onboarding Jobs in the UK

challenges and goals. Providing training to help empower customers to launch their own surveys and get maximum value from using WorkBuzz. Support in the design and optimisation of the client journey and onboarding processes Monitoring key client metrics to spot churn risks or opportunities for expansion Maintain customer success metrics and data on our client … KPIs including but not limited to NPS, Customer Health, Net revenue retention and upsells Occasional out of hours support and onboarding for overseas clients Occasional travel to client visits and events (occasional overnight may be needed) Key Requirements Customer focused: you've got experience of forming strong customer relationships and get energy from helping customers realise their … goals and solving their problems. Super organised: used to juggling multiple projects and working to short deadlines. Commercially minded: able to measure your progress through retaining and growing client accounts Strong attention to detail: our customers rely on us to ensure their projects run perfectly. Good with numbers: numbers don't scare you, they excite you! The ability to More ❯

base, managing all products/solutions across the customers IRIS portfolio. Develop a trusted advisor relationship with customers to identify and guide them to their goals Oversea the customer onboarding process and move quickly to achieve value Responsible for driving client adoption and outcomes leading to renewals, expansion and advocacy. Manage numerous Customers concurrently and strategically, typically … each client will spend in excess of £50,000. Strategically manage day-to-day relationship and communication with customers to ensure success, growth and identify unique opportunities. Act as the primary point of contact for the customer and coordinate the deployment of IRIS resources to address the customer’s issues, including managing escalations Conduct regular on and off-site … customers achieve their goals by adopting best practices Use Customer Tracker dashboard to aid assessment of Customer Health and subsequent calls to action. Complete Customer Success Plans for each client and partner to then drive and deliver to the plan. Create Calls to Action within Gainsight to ensure outstanding items are addressed. Carry out a Quarterly Business Review with More ❯

Success Manager Do At Busuu You will be responsible for ensuring our customers' success. Clients who use Busuu well get better business results. This is achieved by understanding key client objectives and implementing Busuu engagement strategies. Renewing and expanding accounts is how you will be primarily measured so it is important that you are commercially focused. You will also … relationships with our small and mid-size clients in the DACH region Ensure our clients are maximising their use of Busuu and achieve the expected engagement KPIs for this client segment Develop and deploy strategies and action plans to improve the client experience, retention and enable account growth. Successfully onboard new clients and build capabilities to help clients … business needs and product requirements into new solutions for customers Drive customer references, case studies and referrals Essential Skills & Experience At least 1+ years experience in Customer Success/Client Relationship/Account Management within a technology business and SaaS environment English fluency. German and any other languages are a big advantage. An entrepreneurial, solutions-focused individual, who puts More ❯

Success Manager Do At Busuu You will be responsible for ensuring our customers' success. Clients who use Busuu well get better business results. This is achieved by understanding key client objectives and implementing Busuu engagement strategies. Renewing and expanding accounts is how you will be primarily measured so it is important that you are commercially focused. You will also … relationships with our small and mid-size clients in the DACH region Ensure our clients are maximising their use of Busuu and achieve the expected engagement KPIs for this client segment Develop and deploy strategies and action plans to improve the client experience, retention and enable account growth. Successfully onboard new clients and build capabilities to help clients … business needs and product requirements into new solutions for customers Drive customer references, case studies and referrals Essential Skills & Experience At least 1+ years experience in Customer Success/Client Relationship/Account Management within a technology business and SaaS environment English fluency. German and any other languages are a big advantage. An entrepreneurial, solutions-focused individual, who puts More ❯

Success Manager Do At Busuu You will be responsible for ensuring our customers' success. Clients who use Busuu well get better business results. This is achieved by understanding key client objectives and implementing Busuu engagement strategies. Renewing and expanding accounts is how you will be primarily measured so it is important that you are commercially focused. You will also … relationships with our small and mid-size clients in the DACH region Ensure our clients are maximising their use of Busuu and achieve the expected engagement KPIs for this client segment Develop and deploy strategies and action plans to improve the client experience, retention and enable account growth. Successfully onboard new clients and build capabilities to help clients … business needs and product requirements into new solutions for customers Drive customer references, case studies and referrals Essential Skills & Experience At least 1+ years experience in Customer Success/Client Relationship/Account Management within a technology business and SaaS environment English fluency. German and any other languages are a big advantage. An entrepreneurial, solutions-focused individual, who puts More ❯

Project Manager - Client facing 60K - Remote Location: West Midlands Industry: IT Salary: £50,000 - £60,000 per annum + 25 days holiday Posted: 15/10/2024 Description We are seeking a Project Manager with client-facing experience to lead software delivery and implementation projects. The role involves establishing governance, policies, and procedures, managing multiple projects, and … planning, monitoring, control, reporting, communication, risk management, and change implementation. Certifications like Prince II or PMP are desirable but not mandatory. Experience with Agile methodologies, enterprise software, ERP, and client onboarding is required. Knowledge of E-Services, Digital, or Print is a plus. Responsibilities: Create and maintain project governance, policies, and procedures. Manage multiple client projects … Travel is mainly for on-site visits. The position offers flexible working hours, some remote work, and a modern office environment accessible from Nottingham, Leicester, and Derby. About the Client: A growing UK-based Software House & Communications organization investing in technology, products, and staff training. They offer a competitive salary of £60K, benefits, and a positive work environment. Application More ❯

use-case(s), technical needs and technical workflow to support the customer with value realization, quickly! Become an expert and advocate of INRIX products and solutions Work with customer onboarding manager and support team to successfully onboard customers who have licensed INRIX products and services by arranging the setting up of user accounts and conducting one-on-one More ❯

ensure that Trustpilot delivers against them Convey best practice examples that drive ROI Ensure Trustpilot becomes the value adding partner in targeted accounts Act as a trusted adviser, advocating client needs back to Trustpilot's internal support, product, engineering and sales teams Successfully upsell Trustpilot's products and discover new revenue opportunities Increase renewal rates and reduce churn Mapping More ❯

This fintech is shaking up the way people spend abroad. Their unique travel debit card connects directly to your bank account, eliminating hidden fees and saving customers at least 85% on foreign exchange. With rapid growth since launch, they’re More ❯

This fintech is shaking up the way people spend abroad. Their unique travel debit card connects directly to your bank account, eliminating hidden fees and saving customers at least 85% on foreign exchange. With rapid growth since launch, they’re More ❯

Job Title: Client Intelligence Manager (15-month FTC) Location: Bristol Salary: up to £70,000 We are supporting a Bristol based legal practice who are looking to onboard a Client Intelligence Manager to join their Marketing and Sales team. With a sterling reputation, diverse practice areas, and a commitment to innovation, they offer a unique platform for your … career growth. Our client has continuously won numerous awards around best culture, best practice and company of the year in their industry. They put employees at the heart of their business model, offering ongoing support and development programmes for you to succeed. The Role: Lead the rollout and management of key Sales & Marketing technology projects Oversee the setup and More ❯

Qualitative Research Lead to join our team and help redefine consumer insight with our AI coworker for research, Focaldata AI. What you'll be doing: Customer Success and Onboarding (60%): Help clients with everything from running their first project to getting data and insights. Lead trials and onboarding experiences, ensuring customers unlock the full value of … insights. Account Management and Sales Support (20%): Own and manage late-stage deals in collaboration with the CEO and Head of Growth. Take charge of customer relationships from onboarding through their journey with Focaldata AI. Drive your own new business opportunities, with confidence in leading demos and sales discussions. Who You Are A Qualitative … Research Expert A builder, who wants to build a new transformative type of research and business. 4 years of experience in qualitative research or consumer insights. Skilled in translating client objectives into impactful research and insights. Excited about pioneering a new way to conduct qualitative research with AI. Customer-Oriented: Passionate about delivering exceptional client experiences and going More ❯

offering quick turnarounds on complex projects. Website: https://pinnacleinfotech.com/Requirements: 1. Proper Constructability and BIM (Building Information Modelling) knowledge, 2. Code Knowledge, 3. Effective Communication 4. Client Acumen is essential in this role. 5. Sales Knowledge is preferable. 6. Should be accountable/responsible and take ownership of the work. 7. Time Flexibility: To allow good … the existing clients and grow the account. To work closely with the presales team in India and UK Regional Head. Present Pinnacle Infotech to Prospects and clients, explain the client on the process, documentation and understand expectations. Follow-up on emails and meetings to ensure that communication is clear and both sides understand each other. Speak to client … Other may be attended depending on availability and importance. Managing all the assigned Customer accounts from CRM Tool i.e. Salesforce Make calls to Customers for new Opportunity. Call the client after proposal submission to make sure that we have met the scope and that there are no questions. Follow up to check the proposal status and keep the estimation More ❯

offering quick turnarounds on complex projects. Website: https://pinnacleinfotech.com/Requirements: 1. Proper Constructability and BIM (Building Information Modelling) knowledge, 2. Code Knowledge, 3. Effective Communication 4. Client Acumen is essential in this role. 5. Sales Knowledge is preferable. 6. Should be accountable/responsible and take ownership of the work. 7. Time Flexibility: To allow good … the existing clients and grow the account. To work closely with the presales team in India and UK Regional Head. Present Pinnacle Infotech to Prospects and clients, explain the client on the process, documentation and understand expectations. Follow-up on emails and meetings to ensure that communication is clear and both sides understand each other. Speak to client … Other may be attended depending on availability and importance. Managing all the assigned Customer accounts from CRM Tool i.e. Salesforce Make calls to Customers for new Opportunity. Call the client after proposal submission to make sure that we have met the scope and that there are no questions. Follow up to check the proposal status and keep the estimation More ❯

channels. Report status and resolution to clients. Monitor utilization of the product, provide reporting and trend activity feedback to demonstrate value, proactively seek to embed the product within the client business areas and expand usage organically. Assist clients with production services such as uploading of assets, captioning, and organizing of their material when necessary. Some travel may be required. … channels. Report status and resolution to clients. Monitor utilization of the product, provide reporting and trend activity feedback to demonstrate value, proactively seek to embed the product within the client business areas and expand usage organically. Assist clients with production services such as uploading of assets, captioning, and organizing of their material when necessary. Some travel may be required. … an advantage. Nice To Have: Familiarity with DAM solutions, image licensing, metadata, API integrations, working with product teams and software development. Experience in technical product enterprise solutions and technical client facing integrations. There's a story in every picture, a narrative in every frame. We believe in the power of visuals. As a leading visual content creator, our three More ❯

leads and existing partner channels. Build tailored commercial proposals and present value-driven solutions to prospective clients. Work closely with marketing, operations, and commercial teams to align offering with client needs and market demand. Attend partner events, trade shows, and meetings to represent the business and enhance brand presence. Maintain a robust sales pipeline, reporting on activity, conversion rates … and revenue forecasts. Support the onboarding of new clients, ensuring a smooth handover to account management teams. What We're Looking For Proven track record in B2B sales or business development, ideally retail/FMCG Strong experience converting warm leads and developing opportunities via commercial partnerships or referral channels. Excellent presentation, negotiation, and relationship-building skills. Comfortable managing … work autonomously across a national territory. Why Join? This is a unique opportunity to join a growth-focused business that invests in its people and thrives on long-term client success. You'll be trusted to drive strategic sales activity with the support of a collaborative and experienced leadership team, offering genuine earning potential and career progression. About Cast More ❯

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is looking for a Credit Control Manager. Private Client Investment Management Trainee. Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in London. Date: 1 Aug 2024 Sector: ADMINISTRATION Type: Permanent Location … looking for an additional person within the compliance/onboarding team. Some previous exposure to compliance or AML activities is essential. The Compliance Team provides specialist guidance, client onboarding, and supports the implementation of policies and processes that are reflective of the firm's regulatory and legislative environment. The team of three works closely with … onboarding solution, including sending out identification links and collecting the required information. Onboarding new clients accurately and in a timely manner, reviewing existing clients, ensuring client records are updated, and supporting documentation is suitable and filed correctly within the AML database. Setting up clients on the practice management database, ensuring adherence to procedures including anti More ❯

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London . Positions available include: Client Onboarding KYC Associate (5 days a week) Administration Assistant - Financial Services Financial Market Making Company Wealth and Asset Management Firm Secretary/Administrator - leading City consultants Date: 5 May … support to the Partner and Director, including proactive diary management Supporting the team with administration tasks Assisting with monthly billing, cash collection, and financial obligations Arranging 'case surgeries' for client meetings Supporting client onboarding processes Answering calls professionally and taking detailed messages Handling incoming post, scanning, photocopying, and filing documents Participating in team operations and process More ❯

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in the office. Administration Assistant - Financial Services Our client is a Financial Market making company in London. Our client is a Wealth and Asset Management More ❯

providing technical inputs to the engineering team. You will be a focal point between the commercial and technical teams at Encord. Some of your responsibilities include: Support technical customer onboarding including running technical onboarding sessions, importing data and labels onto our platform, and enabling customers to export their data. Be the face of our engineering team More ❯

Talent Guardian is delighted to be supporting our client in the search for a skilled and proactive Centre Manager. This is a key leadership role, focused on overseeing daily centre operations, guiding a committed on-site team, and delivering an outstanding experience for all clients and guests. Key Responsibilities Welcome visitors and manage calls professionally to create a strong … first impression. Oversee suppliers to ensure consistent, high-quality service across all areas. Communicate effectively with clients and internal teams. Support client IT needs, including internet setup (with external IT assistance) Build strong working relationships with clients, suppliers, and the team. Lead the on-site team to maintain high operational standards. Confidently use systems for access, invoicing, and IT … support. Assist with site tours, client onboarding, and other commercial activities. Organise internal events to encourage client networking and engagement. Maintain full knowledge of building services and facilities. Manage accurate invoicing and proactively address outstanding payments. Ensure compliance with company policies and procedures. Handle client renewals and support long-term retention. Coordinate prompt resolution of More ❯

Talent Guardian is delighted to be supporting our client in the search for a skilled and proactive Centre Manager. This is a key leadership role, focused on overseeing daily centre operations, guiding a committed on-site team, and delivering an outstanding experience for all clients and guests. Key Responsibilities Welcome visitors and manage calls professionally to create a strong … first impression. Oversee suppliers to ensure consistent, high-quality service across all areas. Communicate effectively with clients and internal teams. Support client IT needs, including internet setup (with external IT assistance) Build strong working relationships with clients, suppliers, and the team. Lead the on-site team to maintain high operational standards. Confidently use systems for access, invoicing, and IT … support. Assist with site tours, client onboarding, and other commercial activities. Organise internal events to encourage client networking and engagement. Maintain full knowledge of building services and facilities. Manage accurate invoicing and proactively address outstanding payments. Ensure compliance with company policies and procedures. Handle client renewals and support long-term retention. Coordinate prompt resolution of More ❯

an opportunity for you to take ownership and build your institutional/highnet worth clientele. You will be a part of an exciting journey from onboarding a client to their first crypto instrument, to customizing a crypto product for your client that the market has never seen before. If you're in our operations team, you … or could potentially be)! You take ownership & lead in flexibly identifying & pitching institutional leads. Take pride in successes that could come in various shapes - from onboarding a client to their first crypto instrument, to customizing a crypto product for your client that the market has never seen before. Craft and tailor your products - the journey of … of interest (e.g., credit, custody) - and you will have the full support of the team to bring a new product into fruition! Responsibilities Identifying and reaching out to institutional client leads; Understanding client needs and pitching relevant products such as market maker/taker programs, OTC, custody and staking; Attend Conferences, represent engaging with institutional players, increasing awareness More ❯

Quick Registration: First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London . Available Positions: Client Onboarding KYC Associate - 5 days a week in London Administration Assistant - Financial Services Financial Market Making Company in London Wealth and Asset Management Firm in London Job Details: Position: Professional Indemnity … Review submissions, including applications, policy wording, inspection reports, loss runs, and financial reports to assess risk. Manage relationships to cross-sell products and retain accounts. Handle renewals to maximize client retention. More ❯

obligations with the FCA; AML/CTF: Ensure that all Know Your Customer, Anti-Money Laundering and Counter Terrorist Financing requirements are met and that reasonably designed counterparty onboarding programs are in place; Policy Development and Training: Develop and maintain policies and procedures compliant with UK regulatory standards Design and deliver ongoing training to Ctrl Alt's staff … and testing of policies and processes to ensure regulatory standards are being met; Risk Management: Manage the business continuity framework to ensure operational resilience; and Provide oversight of onboarding third parties and ensure regulatory reporting requirements to the FCA are met. Manage other conduct and compliance risks. Requirements Must Haves 5 - 7 years working in a regulated firm … a senior Compliance role or MLRO role; MiFID experience is considered an advantage; Significant experience in all aspects of UK compliance standards, AML/CTF/FS including customer onboarding, KYC refresh, customer risk assessments, business wide risk assessments, screening, transaction monitoring, suspicious transaction reporting etc; An understanding of the UK AML/CFT/FS regulatory landscape More ❯