9 of 9 Remote Client Onboarding Jobs in the West Midlands

office & 2 days working from home Salary: £30,000 - £35,000 We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement - making financial services simpler and smarter. As a Project Consultant, you’ll play a key role … in delivering high-quality onboarding and implementation experiences for new clients. From coordinating internal teams to supporting client rollouts, you'll help ensure projects run smoothly, on time, and to a consistently high standard. This role sits within a new and growing project team, giving you the opportunity to shape processes, contribute to the team's evolution … You’ll Do: Coordinate daily project activities and keep timelines on track Monitor progress, flag risks, and drive follow-ups Organise meetings, track actions, and maintain clear documentation Support client onboarding, rollout, and training on the platform Collaborate with internal teams to align resources and deliverables Contribute to QA and ensure projects meet quality and compliance standards More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

issues raised by the first line customer support team, ensuring prompt and effective resolution. Drive continuous service improvement initiatives by leveraging data and customer feedback. Support the seamless onboarding of new customers and the introduction of new services for existing clients. Work with the Customer Success Team Manager to manage the full customer lifecycle, including renewals, to ensure More ❯

acumen, and a strategic, consultative approach to sales. Key Responsibilities: Identify, pursue, and secure strategic new business opportunities Lead New Product Introduction (NPI) and contract review meetings for new client onboarding Work cross-functionally with Estimating, Engineering, Purchasing, and Operations teams Create tailored proposals and solutions based on in-depth client understanding Ensure commercial success by … Excel; MRP software experience is a bonus Clear, confident communication across digital and written channels If you're a commercially driven, technically adept professional with a passion for building client relationships and delivering tailored solutions-this could be the ideal next step in your career. ACS are recruiting for a Business Development Manager. If you feel that you have More ❯

initiate meaningful conversation. Arranging opportunities to present the business services, with the support of the senior management team. Progressing these opportunities through to quote stage and ultimately on-boarding. Client managing existing clients to ensure that opportunities for repeat business are maximised. Taking full responsibility for driving the company s on-line presence, including social media and Linked In. 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 ❯

an excellent opportunity for a Customer Success Manager to join an innovative & award-winning tech client. We're looking for a strategic and customer-focused leader to join our client's management team. This new role will take ownership of the full customer journey - from onboarding and support, to training and long-term success - helping to improve … how customers learn, adapt, and get real value from our client's product. You'll lead the Customer Service Manager and Product Training Manager, supporting both pre and post-sale experiences. Your goal is to build scalable processes, develop the customer education approach, and ensure that customer insights are driving continuous improvement across the business. This is a hands … post-sale support Oversee the creation and development of educational resources (video tutorials, user manuals, online and in-person training) that empower users to get the most from our client's product Prioritise content development for all user levels (beginner to advanced), ensuring alignment with customer needs and use cases. Customer Voice & Insights Use customer feedback (e.g. NPS survey More ❯

SLA's/agreed deadlines. Developing a positive culture of delivering feedback to Operational Teams. Continuously Improve Processes – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review. Continuous monitoring of all external software licences. Organising systems access for new joiners and removal of access for leavers. … Manage relationships with third-party software providers such as IRESS/FE/SmartSheet Oversee the maintenance, and enhancement of core business systems (e.g., CRM, Client Portal, financial reporting tools). Monitor system performance and troubleshoot issues whilst communicating with the wider business. Oversee the onboarding of new clients to the portal and providing support for any … incoming client queries. What we are looking for in our ideal Business Systems Manager: Proven experience in managing a team within financial services. An understanding of FCA regulations and compliance requirements. Experience in supervising or mentoring a team. Excellent organisational and time management skills. Ability to accurately interpret ideas, information, and needs through the application of appropriate communication behaviours. More ❯

native solution that has attracted new private equity investment this SaaS Account Manager will play a lead role in shaping and delivering a customer account management strategy spanning customer onboarding through to new product promotion within key accounts. Due to the growth trajectory this Account Manager can expect a clear progression path within this highly flexible, forward thinking … At least 3 years SaaS account management experience - Proven experience managing public sector accounts (ideally within national infrastructure, fleet, plant, transport or logistics sector) - A consultative, engaging sales/client engagement approach - Excellent stakeholder management & presentation skills - A personal drive to succeed independently through hands on delivery This SaaS Account Manager will receive the following benefits - base salary of More ❯