CFDs, and precious metals. Position Purpose: This role supports the daily management of institutional CFD & FX clients of Stonex Pro and Retail Partnerships. It involves supporting sales with client onboarding, providing frontline Level 1 technical support to API clients, and assisting the global sales team during the sales process. Success is measured by achieving service level targets, maintaining quality in … service delivery, and creating value for house accounts. A willingness to learn the sales process and engage with clients is essential. Responsibilities Primary duties include: Managing onboarding of new partners, including KYC documentation, compliance approval, and technical onboarding of API clients. Assisting sales representatives in onboarding and supporting clients throughout their lifecycle, including meetings and training. Providing first-line technical More ❯
managers to analyse the current and future development needs of the organisation. Design and delivery of classroom and digital based training content, programmes and associated User Experience. Management of onboarding programmes including training, onboarding materials, introduction meetings and providing support throughout the onboarding process. Analysis of data and metrics to measure success of talent development programmes and initiatives. Development and More ❯
multiple workstreams, including feature development, platform engineering and a large-scale document migration. Key Responsibilities Feature Development Deliver enhancements such as the Message Centre and Strategic Events Platform Support onboarding and BAU releases Provide consultancy and onboarding for consumers of platform APIs Respond to ad hoc business change requirements Platform Engineering Maintain and enhance core components including Documentum, RHEL, and More ❯
Newcastle upon Tyne, Tyne and Wear, Tyne & Wear, United Kingdom
Harvey Nash
multiple workstreams, including feature development, platform engineering and a large-scale document migration. Key Responsibilities Feature Development Deliver enhancements such as the Message Centre and Strategic Events Platform Support onboarding and BAU releases Provide consultancy and onboarding for consumers of platform APIs Respond to ad hoc business change requirements Platform Engineering Maintain and enhance core components including Documentum, RHEL, and More ❯
sunderland, tyne and wear, north east england, united kingdom
Harvey Nash
multiple workstreams, including feature development, platform engineering and a large-scale document migration. Key Responsibilities Feature Development Deliver enhancements such as the Message Centre and Strategic Events Platform Support onboarding and BAU releases Provide consultancy and onboarding for consumers of platform APIs Respond to ad hoc business change requirements Platform Engineering Maintain and enhance core components including Documentum, RHEL, and More ❯
strong relationships with prospective partners. Act as the primary point of contact, ensuring partners Sales Execution: Support partners in closing deals through joint sales calls, deal structuring, and negotiations. Onboarding, Enablement & Evangelism: Support partners through their onboarding journey, taking them through the enablement at 8x8 for both sales and technical. Evangelise 8x8's solutions and competitive differentiators. Represent the company More ❯
proactive help with the team's largest and high-potential accounts. Reinforce a commercial mindset within the team, ensuring AMs are empowered to own the full client lifecycle, from onboarding through renewal and expansion. Lead hiring, onboarding, and performance-planning efforts to build a high-performing, client-first team culture, ensuring each team member has an individualised growth plan. Identify More ❯
senior, hands-on C# Developer role at a growing games/gambling site, whilst enjoying a range of benefits and perks. As a Senior C# Developer within the customer onboarding team you will help shape the player onboarding and registration journeys, including KYC and identity verifications. You'll design and develop backend features that interact with the web front end More ❯
Sunderland, Tyne and Wear, England, United Kingdom Hybrid / WFH Options
Client Server Ltd
senior, hands-on C# Developer role at a growing games/gambling site, whilst enjoying a range of benefits and perks. As a Senior C# Developer within the customer onboarding team you will help shape the player onboarding and registration journeys, including KYC and identity verifications. You'll design and develop backend features that interact with the web front end More ❯
content that onboards Dext users and empowers them to confidently adopt our product. The role, what you'll do: As an Education Specialist, you'll help create and deliver onboarding and user education. You'll simplify complex product features to drive activation and adoption, thereby reducing support needs, and accelerating time-to-value for our partners and SMB users. You … quality educational content and resources that help users get the most from Dext. You'll work closely with Product, Marketing, Customer Service and Success teams to build a seamless onboarding journey and enable long-term product adoption. The day to day: Create and maintain modular onboarding materials and educational content (from 'how to' help centre articles, in product messaging, videos … business users. Collaborate with Product, Product Marketing and Customer Success & Service Managers to ensure content is accurate, regions specific and kept up to date Develop, deliver and maintain engaging onboarding and learning pathways across our learning ecosystem for customers and internal teams. Monitor usage and performance of education content, feeding insights back into the business. Evolve and streamline content creation 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 operates as … iterate, 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 file formats and … Directly handle complex tasks including redactions, reporting and productions. Act as first-line support, handling technical queries and requests (working with the Site Reliability Team). Own and update onboarding materials, knowledge-base articles and training resources. Capture customer feedback to inform Discovery product improvements and help share future functionality, including handling product QA for new version releases Desired Skills More ❯
it right every time, everywhere, makes us the trusted partner of businesses and organizations worldwide. Overview HireRight is seeking a highly skilled and experienced Project Manager to join our Onboarding team, preferably with industry experience. This role will be responsible for the onboarding of new customers, from the point of sale to the go-live stage. The Project Manager will … teams, including Sales, Sales Engineers, Sales Analyst, Account Setup, Credentialing, Account Management, Product, Development, Legal and Compliance. Responsibilities Develop and manage comprehensive project plans for new customers in the onboarding process . Collaborate with stakeholders to define project scope, objectives, and deliverables, while maintaining regular communication with customers throughout onboarding. Focus on specialized tasks and projects, taking responsibility for management More ❯
Services, Data, Engineering, and Implementation teams. This role is critical in maintaining the accuracy and organisation of documentation, streamlining data workflows, and ensuring the delivery of high-quality client onboarding and reporting solutions. In this role, you'll manage and maintain key project documentation, support client integrations and onboarding, coordinate reporting dashboards, and contribute to system and workflow improvements. You … essential for success. What you'll do: As the internal hyble system technical administrator, you'll support the business managing critical data feeds, streamlining data workflows, and enhancing client onboarding and reporting processes. Collaborate with Commercial team and customers for ad-hoc administrative tasks including user, customer, product data and print pricing uploads. Support the Commercial team with reporting tasks … ensure all documentation and rate cards are up to date, organised correctly, and easily accessible to support the Commercial and New Business teams. Support the Implementation team with client onboarding, including application setup and configuration, ensuring alignment with both customer requirements and hyble's best practices. Work alongside the Data team to build reporting dashboards and customised reports for both More ❯
collaborative learning in the market, and present the 360Learning value proposition. Working in close collaboration with your coach, marketing operations, demand gen, and sales, you will benefit from thorough onboarding and continuous learning & coaching opportunities as you grow. Within 1 month, you will: Finish onboarding and begin your core role as a BDR Master the pitch and qualification methodology Start … Within 12 months, you will: Contribute as a subject-matter expert on the 360Learning platform and share your knowledge with the rest of the organization Be involved in the onboarding of new members of the team The Skills Set: First experience in a B2B SaaS environment, as a BDR, SDR or Inside Sales Previous experience in inbound lead generation and More ❯
spearhead the launch of an innovative, technology-driven financial advice network. As the first hire in this pivotal role, you’ll build a high-performing implementation team, streamline adviser onboarding, and drive the adoption of cutting-edge AI and financial planning tools to transform how advice is delivered. Key Responsibilities Recruit, lead, and mentor a team of Implementation Executives Oversee … the onboarding lifecycle of adviser firms, ensuring smooth adoption of investment propositions and advice tools Guide firms through CRM, client portal, and reporting system setup Ensure seamless integration with central platforms and AI-supported advice tools Develop scalable frameworks and standardised workflows Act as a trusted partner to adviser firms, maintaining strong relationships with all stakeholders Ensure all implementation activities … operational/implementation teams Strong understanding of the UK financial advice and wealth management sector Knowledge of investment products, wrappers, platforms, and restricted advice models Track record of successful onboarding and implementation of financial technology solutions Excellent project management and organisational skills with the ability to manage multiple projects Strong communication and relationship management skills Technical knowledge of CRM systems More ❯
Maidenhead, Berkshire, United Kingdom Hybrid / WFH Options
Wireless Logic Group
the Rest of World (ROW) team. You'll partner with the sales function to build and nurture long-term relationships, guiding customers from initial contract signing through to successful onboarding and beyond. Your mission is to understand our customers' needs, address their challenges, and identify opportunities to help them succeed with our wider portfolio of IoT products and services. You … ll be a high-performing, proactive, and self-managed individual who thrives in a fast-paced, collaborative environment. Customer Onboarding: Facilitate the smooth transition of new customers, ensuring they are onboarded effectively through platform training and coordinating support. Relationship Management: Build and maintain close, long-term relationships with a diverse set of customers, co-hosting regular account reviews to track … customer interactions and market needs. Growth Mindset: You have a continuous desire to improve your understanding of the business and the IoT industry. Your Objectives for the Year: 1) Onboarding Excellence: Ensure a high adoption rate of chosen propositions by guiding customers and local teams through a smooth and effective onboarding process, measured by positive customer feedback and usage data. More ❯
because we're building the future of live events, and there's no script for what comes next. New joiners are set up for success with a 90-day onboarding journey, complete with clear goals and measurable milestones. We believe feedback fuels growth, so we hold twice-yearly performance reviews focused on impact and development. Above all, you'll be … positive outcomes. Targets to be defined as baseline data is established. Improvement in acquisition funnel KPIs : Includes bounce rate, CTR on key landing pages, and drop-off rates across onboarding steps. User satisfaction with first-time experience , as measured by user surveys, NPS, or app store reviews (filtered by first-time users or sessions). What You'll Do: Own … and optimize the acquisition funnel across the TodayTix website and app (iOS and Android). This includes category and other landing pages, PDPs and onboarding flows Identify and prioritize opportunities by using data, experimentation, and user insights to uncover pain points and drive measurable improvements across onboarding, show discovery and pricing displays. Partner closely with our performance marketing team to More ❯
customers, fostering strong relationships with day-to-day users and key stakeholders to drive product adoption and satisfaction. Set our customers up for success: You'll guide customers from onboarding through to full adoption - working closely with Account Managers to prioritize aftersales activity & report on client onboarding progress. You'll collaborate with product and training teams to deliver optimal customer … years of experience in B2B customer success, ideally within a small to mid-size SaaS company. 3+ years of experience working with enterprise customers and having conversations about onboarding, adoption, support & renewals. Great organizational, project and time management skills. Fluency in English required; additional European or any other languages are a plus. Familiarity with HubSpot. Knowledge and passion for photography More ❯
Job ID: Location: London Reports to Business Product Owner - Aztec Connect The Client Implementation Lead will support the operational onboarding for new Aztec Connect portals for our clients with key areas of coordination, MI reporting, and working with our client delivery teams. This role involves pivoting between Aztec Connect project team spanning client stakeholders, project managers and IT specialist colleagues … of all seniorities to support and develop the onboarding process. The ambition is for every Fund Administration client to have an Aztec Connect portal. This role will work with a range of stakeholders, including Client Relationship Leads and their teams, IT teams, Project Managers, and the Business Product Owner. Key responsibilities: Coordination: Provide coordination for internal client teams and stakeholders … to execute the launch full implementation of new client portals and their third party affiliate portals. Multiple Delivery: Maximise the impact of successful portal launches through running multiple onboarding plans Query Management: Handle enquiries into the shared mailbox, answering or referring queries Continuous improvement: Using sources, such as the mailbox, feed continuous improvement into the project team to mitigate future More ❯
are on an exciting growth journey to become the UK's most loved retirement expert. Role Responsibilities To provide high calibre and proactive assistance to both the Data and Onboarding Service Manager and Senior Implementation Managers. Leading on new scheme implementations, data cleanse and operational data analysis, pension scheme buy outs and supporting with the monthly reinsurance reporting. Acting as … of contact for all implementation queries from the Third Party Administrator (TPA) and the Operational team. Act as a role model for the Implementation Support function within Data and Onboarding Services. Examples of Key Activities Support the transition of buy ins, completing a full review of the benefit specification and data for completeness, highlighting issues to the relevant party and … owning through to resolution. Complete the implementations for both buy-in and buy-out schemes with our TPA(s) linking in with the Data and Onboarding Service Manager and Senior Implementation Manager(s) as needed, monitoring progress against plans and highlighting any issues or delays to the team. Complete the TPA set up sign off process for all implementations maintaining More ❯
role involves leveraging Microsoft Purview to enforce data governance, classification, and compliance across AI systems. You will also collaborate with the AI Governance Lead to assess and support the onboarding of new AI systems into the bank, ensuring that all solutions meet the required standards for security, transparency, and regulatory compliance. Accountabilities & Responsibilities Secure AI Engineering & Design Collaboration Partner with … and manage: Data classification and sensitivity labels Data loss prevention (DLP) policies Information protection and access controls Compliance reporting and audit trails for AI-related data flows AI System Onboarding & Governance Support Work with the AI Governance Lead to assess new AI systems being introduced into the bank. Evaluate solutions for compliance with internal policies and external regulations. Provide technical … input on risk mitigation strategies and onboarding documentation. Security & DevSecOps Integration Integrate AI security controls into CI/CD pipelines and MLOps workflows. Use tools such as Azure Key Vault, Microsoft Entra ID, and GitHub Actions for secure deployment and access management. Monitor AI systems using Azure Monitor, Log Analytics, and Application Insights. Policy Implementation & Regulatory Alignment Translate regulatory requirements More ❯
role involves leveraging Microsoft Purview to enforce data governance, classification, and compliance across AI systems. You will also collaborate with the AI Governance Lead to assess and support the onboarding of new AI systems into the bank, ensuring that all solutions meet the required standards for security, transparency, and regulatory compliance. Accountabilities & Responsibilities Secure AI Engineering & Design Collaboration Partner with … and manage: Data classification and sensitivity labels Data loss prevention (DLP) policies Information protection and access controls Compliance reporting and audit trails for AI-related data flows AI System Onboarding & Governance Support Work with the AI Governance Lead to assess new AI systems being introduced into the bank. Evaluate solutions for compliance with internal policies and external regulations. Provide technical … input on risk mitigation strategies and onboarding documentation. Security & DevSecOps Integration Integrate AI security controls into CI/CD pipelines and MLOps workflows. Use tools such as Azure Key Vault, Microsoft Entra ID, and GitHub Actions for secure deployment and access management. Monitor AI systems using Azure Monitor, Log Analytics, and Application Insights. Policy Implementation & Regulatory Alignment Translate regulatory requirements More ❯
of our next phase of growth, we’re looking for a Customer Success Implementation Consultant to join our Customer Success team and play a pivotal role in driving successful onboarding, adoption, and long-term client outcomes. The Role As a Customer Success Implementation Consultant, you’ll be the trusted advisor for enterprise clients as they adopt and expand their use … of our platform. You’ll combine technical problem-solving, client engagement, and consultancy skills to ensure a seamless implementation journey and ongoing success. You will: Lead clients through onboarding and implementation, ensuring smooth deployment and early adoption. Deliver workshops, training, and product demonstrations to client stakeholders. Troubleshoot and resolve technical issues, working closely with Product and Engineering teams. Develop and … platforms. We’re looking for: 2+ years’ experience in SaaS implementation, solutions consulting, customer success, or technical account management. Confidence in client-facing roles — running workshops, training sessions, or onboarding programs. Strong technical problem-solving skills, ideally with SQL and data analysis (Regex knowledge is a plus). Ability to work cross-functionally with Product and Engineering teams. Excellent communication More ❯
orders, receipts, and invoices for: IT hardware, software licences, and services Mobile phones and accessories Stationery, corporate merchandise, printing, office equipment, and PPE Overseeing daily procurement activities: reporting, staff onboarding/offboarding, updating internal systems, and maintaining the asset database Keeping Knowledge Base policies and procedures up to date, ensuring SOX compliance and corporate governance Building and maintaining supplier relationships … negotiating renewals, managing onboarding/offboarding, and securing best commercial advantage (TCO focus) Meeting SOX control responsibilities as required (Nice to have) Experience with Dynamics 365 and FreshService Salary £34,000-£36,000 DOE 12 months FTC Fully office-based Monday- Friday For more information about this role, apply now or contact Sally at Headway Recruitment. More ❯
looking for Salesforce Implementation to become an integral part of our Professional Services team at Dot Compliance. At Dot Compliance, we strive to ensure customers' satisfaction and an effective onboarding process. As a Salesforce Implementation Specialist, you will work closely with the professional services global team to support technical activities during customer onboarding stage, develop custom solutions, tools and scripts More ❯