Client Onboarding Manager

Role overview Legal & General is hiring a Client Onboarding Manager in London. This role focuses on supporting new clients as they move through the onboarding process. The goal: help clients get started smoothly and make the most of Legal & General’s services right from the beginning.

What We Do: Electric Car LeasingWhy We Do It: Greener. Fairer. Future.Join us as a Client Onboarding Team Manager in London, where you will lead a talented team dedicated to enhancing our customers' onboarding experience. In this pivotal role, you will guide onboarding executives in delivering a seamless transition for employers adopting our EV salary sacrifice scheme.Your mission will be to craft and refine the onboarding journey for organizations of varying sizes, from small businesses utilizing self-serve options to larger enterprises requiring tailored solutions. By leveraging data, client feedback, and your expertise, you will enhance both the onboarding process and outcomes.This is a dynamic player/manager position where you will oversee a portfolio of projects while actively participating in the business development process, representing the onboarding team. A genuine enthusiasm for leadership and customer experience is essential, complemented by a collaborative mindset and proven skills in data analysis and project management.

Join Talan as a Business Analyst specializing in Client Onboarding and FX e-Trading. In this critical role, you will collaborate with cross-functional teams to drive the onboarding process for clients in the fast-paced foreign exchange trading sector. Your analytical skills will be key in identifying improvement opportunities, optimizing client experiences, and enhancing operational efficiency.

Join Synthesia as an Onboarding & Employee Enablement Manager, where you will lead initiatives to ensure a seamless onboarding experience for new employees. You'll be responsible for designing and implementing comprehensive training programs that empower staff with the skills and knowledge they need to excel in their roles.As a key member of our team, you will collaborate across departments to foster a culture of continuous learning and development. You will also evaluate the effectiveness of onboarding processes and make necessary adjustments to enhance employee engagement and retention.

Apollo.io stands as the premier go-to-market solution for revenue teams, trusted by over 500,000 companies and millions of users worldwide, ranging from rapidly growing startups to some of the largest enterprises. Established in 2015, Apollo.io has rapidly ascended to become one of the fastest-growing companies in the SaaS sector, having raised roughly $250 million to date and boasting a valuation of $1.6 billion. Apollo.io equips sales and marketing teams with seamless access to verified contact data for over 210 million B2B contacts and 35 million companies globally, along with tools designed to engage and convert these contacts within a single, unified platform. By assisting revenue professionals in obtaining the most accurate contact information and automating their outreach processes, Apollo.io transforms prospects into valued customers. In 2023, Apollo secured a Series D funding round and is supported by top-tier investors such as Sequoia Capital and Bain Capital Ventures, with JD Sherman, the former President and COO of HubSpot, serving on its board of directors.High-Touch Onboarding Manager (Individual Contributor)Enhance Value Realization for Apollo’s UK CustomersApollo.io is experiencing rapid growth across the EMEA region, necessitating structured, high-touch onboarding to ensure our sales-led SMB and Mid-Market customers activate swiftly and derive value from our platform.We are seeking a High-Touch Onboarding Manager (Individual Contributor) to oversee the onboarding journey for a select portfolio of UK customers acquired through our Sales team. In this pivotal role, you will guide customers through comprehensive onboarding programs, aligning activation with their unique commercial objectives, while ensuring sustained, meaningful adoption.This position requires a high degree of ownership and is customer-facing, ideal for individuals who thrive in dynamic SaaS environments, possess a knack for solving intricate customer challenges, and take pride in delivering measurable outcomes.

Join Wise as a Principal Product Manager specializing in Consumer Onboarding, where you'll lead our efforts to refine and enhance user experiences. You will play a critical role in shaping the product vision and strategy, ensuring our onboarding processes are seamless and user-focused. This is an exciting opportunity to make a significant impact on our global user base.

Join our passionate team at Climate Action as a Client Success Manager, where you will play a crucial role in ensuring our clients achieve their sustainability goals. You will be the primary point of contact for our clients, guiding them through our services and providing exceptional support to help them maximize their impact.

Role Overview Wise is hiring a Senior Analytics Manager to lead analytics for the KYC (Know Your Customer) Onboarding Platform in London. This position focuses on using data to improve onboarding processes and create a smooth experience for customers. What You Will Do Direct analytics work for the KYC Onboarding Platform Work closely with teams across the company to shape analytics strategies that match business objectives Use data to uncover insights and support improvements in customer onboarding Advise senior stakeholders and help guide decisions with clear, evidence-based recommendations

Join Our Team as an Onboarding and Vetting Officer!At Methods, we are looking for a dedicated Onboarding and Vetting Officer to enhance our Group Compliance and Security Team. This permanent role is based in our London office, with opportunities for remote work.Since our inception in 1990, Methods has been a key partner to various central government departments and agencies, driving transformation in the UK public sector. Our commitment is to protect public services and leverage digital innovation to ensure they meet the needs of our citizens.We pride ourselves on our human-centered approach, distinguishing ourselves from other consultancies and software houses. Our focus is not solely on profit; we prioritize our clients and their needs, creating a collaborative and enjoyable work environment.If you have a passion for facilitating smooth onboarding processes and possess the necessary skills to manage security vetting effectively, we would love to hear from you!

About AcousticAcoustic is a forward-thinking software platform that empowers organizations worldwide to optimize their marketing communications. As a rapidly expanding SaaS company, we are dedicated to developing cutting-edge marketing technology that enables businesses to engage customers with personalized, data-driven interactions at scale. Our work culture is diverse, fast-paced, and collaborative, yet remains welcoming and open. We appreciate team members who excel in communication, thrive in cross-functional settings, and relish tackling intricate challenges together.Position OverviewAs an Onboarding Product Specialist, you will play a vital role in guiding customers to fully embrace our MarTech software platform. You will build strong relationships with key stakeholders and orchestrate a structured onboarding experience. Your responsibilities will include collaborating closely with clients to document their goals, facilitating product training, gathering necessary documentation for our Provisioning Specialists to set up their Acoustic account, importing data, and successfully launching the product for their teams.You will oversee a portfolio of onboarding projects that span various industries and regions. Additionally, you will collaborate with various Acoustic teams and integration partners as you navigate clients through their onboarding journeys. Key ResponsibilitiesOnboarding DeliveryInitiate onboarding processes within our Customer Onboarding Team, engaging with partners and familiarizing yourself with the Acoustic methodology.Collaborate with clients to evaluate their objectives and existing business practices, ensuring alignment during onboarding, appropriate account setup, and implementation backing.Monitor task progress against timelines, coordinate with internal personnel, and ensure that all milestones are achieved punctually.Design and present training programs using Microsoft Teams and recorded webinars.Evaluate, monitor, and analyze results to continuously refine onboarding initiatives.Manage the complete project delivery for each onboarding engagement, encompassing planning, risk assessment, and stakeholder communication.Keep precise and current project documentation, including onboarding plans, status updates, and post-onboarding evaluations.Customer ExperienceAim for 100% customer satisfaction throughout the onboarding journey.Serve as the voice of the customer, collaborating with Provisioning, Sales, Product, Services, and Customer Success teams to deliver an unparalleled experience.Establish yourself as a trusted resource and support point within the Customer Onboarding Team.Operational StandardsAdhere to all personnel and security policies.Comply with billable and client utilization targets as set by management.Proactively identify and implement improvements to enhance the onboarding process.

Role overview Wise is seeking a Product Lead to focus on the Onboarding Experience. This London-based role centers on making the first steps for new users straightforward and engaging. The Product Lead will oversee projects that help users get started smoothly with the Wise platform. What you will do Lead initiatives to improve and streamline the onboarding journey for Wise users Shape product strategies that help users succeed from their very first interaction Create and implement solutions that ensure onboarding is clear and welcoming Location This role is located in London.

We are seeking driven, collaborative, and commercially astute individuals who possess a deep understanding of facilitating digital, data, and technology transformation within Central Government or the broader Public Sector.This position is perfect for someone aspiring to evolve into a trusted advisor role, with the potential to transition into Account Director or Client Director responsibilities over time.Key Responsibilities:Establish and nurture positive working relationships with stakeholders in Central Government organizations, facilitating daily engagement and coordination.Assist clients and internal teams in digital transformation projects, which encompass cloud migrations, target operating models, design-driven solutions, data-centric services, AI, and innovation.Guide customers in recognizing the advantages of transformation and assist them through the initial stages of intricate technology decision-making, escalating issues to senior leadership as necessary.Engage in consultative discussions: collect information, comprehend client challenges, identify needs, and help outline potential solution areas.Contribute to the development of new business opportunities by researching contexts, preparing materials, and collaborating closely with senior Client Directors to assess and advance demand.Support senior Client Directors in preparing for client meetings, QBRs, workshops, and presentations by gathering inputs, drafting documents, and recording actions.Facilitate the customer journey across the account lifecycle by coordinating activities, tracking actions, and aiding in the progression of opportunities towards delivery handover (without managing end-to-end delivery).Participate in account activities by assisting in maintaining plans, preparing summaries, and aiding teams in aligning goals, priorities, and roadmaps — without overseeing account strategy.Engage in customer interactions and stakeholder discussions, supporting senior colleagues and contributing to meetings without independently leading full engagements.Stay updated on emerging digital and technology trends, identifying opportunities to enhance public service delivery in the UK, and sharing insights with the team as appropriate.Exhibit a strong desire for collaboration, learning, and continuously enhancing your understanding of public sector requirements and digital transformation.Communicate effectively and professionally, tailoring your style to different audiences, and contributing to impactful documentation, presentations, and discussions.

Role Overview Anglo American De Beers Group seeks a High-End Client Development Manager in London. This position focuses on nurturing and expanding relationships with the company’s most prestigious clients. The role is central to shaping and executing client engagement strategies, aiming to exceed expectations and deliver strong value. What You Will Do Build and strengthen relationships with high-value clients, using strong communication and interpersonal skills. Identify client needs and ensure offerings align effectively with those needs. Work closely with cross-functional teams to develop tailored solutions that support client satisfaction and retention. Collaboration This role involves frequent collaboration with teams across the business to deliver personalized service and ensure high standards of client care.

Wise is looking for a Lead Product Analyst focused on Onboarding to help refine and improve how new users start their journey. This role centers on making the onboarding process smoother and more intuitive for customers in London. Role overview As a Lead Product Analyst, the main goal is to enhance the user experience during onboarding. Day-to-day work involves examining data trends and identifying areas where the onboarding process can be improved. The position also requires close collaboration with teams across the business to turn insights into real product changes. What you will do Analyze onboarding data to spot trends and opportunities for improvement Work with cross-functional teams to share findings and guide product decisions Deliver insights that shape Wise’s onboarding strategy Requirements Strong analytical skills and experience working with product data Ability to collaborate with different teams to solve problems Interest in creating user-friendly onboarding experiences

Join Wise as a Content Design Lead focusing on Consumer Onboarding. In this pivotal role, you will craft and lead the creation of engaging content that enhances the onboarding experience for our users. Your insights will shape how we communicate with our audience, ensuring clarity and user engagement. You’ll collaborate closely with product teams to align content strategies with user needs.

About Us:Burson, a proud member of the WPP family, stands as a global leader in communications, dedicated to generating value for clients through enhanced reputation management. Our specialized teams, cutting-edge technologies, and innovative creativity empower brands to redefine their reputation as a strategic advantage, enabling them to lead in today's competitive landscape and beyond. Joining Burson means becoming part of a vibrant, global community of lifelong learners who excel at the forefront of innovation.WPP (LSE/NYSE: WPP) is the trusted growth partner for the world’s foremost brands. We integrate advanced media intelligence and data solutions with world-class creativity and transformative enterprise solutions, all powered by exceptional talent and our pioneering marketing platform, WPP Open. This unified approach helps our clients navigate change, seize opportunities, and achieve transformational growth. For further details, visit WPP.com.To learn more about us, please visit bursonglobal.com and follow us on LinkedIn and Instagram.Role Overview:The Global Client Experience Manager at Burson will be instrumental in driving organic growth across our network, particularly focusing on the Top 50 Global Client Leader program. This role is essential in ensuring that Burson's Client Leaders and teams provide a consistently high-level client experience by coordinating key Burson and WPP initiatives. Responsibilities include managing the annual client satisfaction survey, Vantage, utilizing insights from the Client Pulse Survey, and disseminating best practices across global and regional Client & Growth teams.We are seeking a highly organized, proactive, and relationship-driven team member eager to become a trusted partner to Global Client Leaders and key stakeholders across global and regional platforms. This position is perfect for someone who excels in connecting individuals, simplifying complexity, and unlocking growth potential within a global framework. A global mindset and the ability to foster meaningful connections throughout our network are critical for success in this role.

Join Wayve as a Staff Fullstack Engineer and lead the charge in enhancing our onboard experience. In this dynamic role, you will leverage your expertise in both front-end and back-end development to create seamless experiences for our users. Collaborate with cross-functional teams to design, develop, and implement innovative solutions that will set the standard for customer onboarding.

Ebury helps businesses expand internationally and values practical problem-solving, teamwork, and innovation. Team members contribute in an environment where efforts are recognized and everyone is encouraged to reach their goals. Role overview The KYC Onboarding Analyst is based in London, spending four days per week in the office and one day working remotely. This position plays a key part in onboarding corporate clients by managing Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD). The analyst ensures compliance with all relevant regulations and maintains direct contact with clients to support a high standard of onboarding. What you will do Carry out detailed CDD and EDD checks for both new and existing corporate clients. Examine complex ownership structures and transaction activity to guide risk assessments. Communicate with clients to collect required information and clarify onboarding steps. Oversee a personal portfolio of onboarding cases, balancing priorities and meeting deadlines. Work with other teams to refine processes and improve the client experience. Requirements Background in CDD and EDD within the financial services sector. Knowledge of financial crime risks and compliance standards. Strong analytical skills for interpreting complex data and structures. Excellent organization and attention to detail. Clear, confident communicator. Proactive and able to work effectively within a team. What Ebury offers Join a supportive team that values security and forward thinking. This role offers the chance to contribute to safer financial outcomes for clients while developing your career within a dedicated onboarding team.

Ten Group is a global leader in lifestyle management and concierge services. The company blends technology and expertise to deliver memorable experiences for clients around the world. The London office offers a hybrid work model. The Client Account Manager position centers on managing established corporate accounts, primarily in the financial services sector. This role acts as the main point of contact for assigned clients, ensuring daily interactions run smoothly, contracts are fulfilled, and opportunities for commercial growth are identified. Building strong, lasting relationships with stakeholders is a key part of the job. What you will do Act as the primary contact for assigned corporate clients, building trust and long-term relationships with key stakeholders. Develop a deep understanding of each client’s objectives, commercial priorities, and operational context. Lead regular meetings and business reviews, presenting performance insights and actionable recommendations. Ensure that Ten Group consistently meets or exceeds all contractual service commitments. Work toward contract budgets and spot opportunities to grow revenue and profitability within existing accounts. Support upsell efforts through new services, pilot programs, engagement strategies, and marketing campaigns. Use data and insights to inform commercial conversations and influence client decisions. Collaborate with Service Delivery and internal teams to maintain high standards in service delivery. Monitor account performance, addressing issues proactively and professionally. Coordinate client-specific marketing and engagement initiatives, such as mailers and promotional activities. Who this role suits Individuals with strong relationship-building skills and a commercial mindset. Those comfortable working with data and insights to guide discussions and decisions. Professionals seeking to grow into a senior account management position over time. This client-facing position offers the chance to work with leading corporate clients and play a key role in their ongoing success with Ten Group.

Role Overview Reach plc is seeking a Key Client Business Manager - Studio to help deepen relationships with major clients and support business growth. Based in London, this full-time role suits sales professionals who want to make a visible difference within a busy media company.