About this role
Salary: £50,000 - 85,000 per year
Requirements: 0–2 years of experience in client-facing onboarding, implementation, or customer success roles, ideally in SaaS, FinTech, or RegTechStrong verbal and written communication skills to liaise confidently with stakeholdersExcellent organisational and coordination skills to manage multiple onboarding projectsA proactive, detail-oriented mindsetComfort working cross-functionally and familiarity with project documentationSome knowledge of investment firms or financial services workflows is desirable, but not essentialCustomer-centric with a commitment to providing exceptional service to clientsA collaborative team player, keen to contribute to team knowledge-sharing and support new joiners as you grow into the roleA strong willingness and ability to gain in-depth knowledge of our proprietary onboarding tool and wider platform, including its core features, functionalities, and business applications Responsibilities: Conduct onboarding kick-off calls to understand client-specific workflows and compliance objectivesTranslate client requirements into structured implementation plans aligned with our platform capabilitiesCommunicate scope, responsibilities, and timelines clearly to set client expectationsReview and analyse client data using internal analysis tools to ensure alignment with platform configuration requirements prior to UAT and go-liveIdentify discrepancies, gaps, or misalignment in client data and workflows and provide recommendations to resolve issues earlyServe as the main point of contact throughout the onboarding processBuild rapport with client stakeholders, manage expectations, and ensure timely communicationSupport post go-live feedback sessions and contribute to client health monitoring, helping flag risks and retention concerns earlyProvide consistent updates on onboarding status, escalate blockers when needed, and support client queriesDeliver system training and product walkthroughs to help users understand product featuresSupport UAT coordination, user setup, and post-handover onboarding wrap-upsShare relevant use cases to encourage adoption and familiarity with the systemComplete documentation such as Statements of Work, Business Analysis, Trade Flows, and Data TemplatesLiaise with internal teams, including Product, Implementation, Technical Specialists, and Support, to track delivery milestonesManage onboarding projects and reporting through our project-management tool, keeping records, milestones, and process flows accurate and up to dateMaintain accurate records of client progress and ensure all onboarding steps are fulfilled Technologies: CloudSupportClickUpDevOps More:
We are eflow Global, a leading provider of Regtech cloud solutions to investment firms. Built on 20 years of continuous innovation, our unique SaaS platform provides clients with the reporting tools they need to ensure regulatory compliance. Following a successful funding round, we are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America. This role is part of our growing Onboarding team and offers a structured career pathway from Client Implementation Specialist to Senior CIS and Lead CIS, with the first promotion milestone typically within 18–24 months. We are looking for talented people who want to develop their careers in a fast-paced tech company.
last updated 33 week of 2026