Client Onboarding

5 months ago


London, United Kingdom Octopus Energy Group Full time

**What we do. **Electric Car Leasing

**Why we do it.** Greener. Fairer. Future.

We're building out our Client Onboarding Team in London, and we're looking for a superstar with relevant experience to help shape what we deliver and how we deliver it.

As a Client Onboarding & Implementation Executive, you will be responsible for building and maintaining an incredible client onboarding experience. As an expert on our salary sacrifice scheme and as an internal advocate for our clients, you will work with multiple departments to support product implementation and client education. As the initial post-sale point of contact, you will strategically establish our client’s relationship with us as a business, by giving a 5* service throughout Implementation and Onboarding, to support a lasting and successful partnership.

**What you'll do...**:

- Lead new clients through the technical onboarding process in partnership with Sales and Customer Success Managers
- Manage the set up of new companies onto system, Key2 and Pipedrive
- Execute change requests for companies within our SLA
- Drive improvements to the client onboarding experience with Sales, Customer Success, Product and Engineering teams
- Develop productive and trusted relationships with clients
- Define key onboarding tasks, milestones, and deadlines both internally and externally
- Proactively progress all project contributors through completion of tasks and milestones, to ensure progress is on schedule
- Occasional travel to attend client meetings/launch events
- Keep our CRM system updated for clients, so this can be passed onto the customer success team post-launch

**What you'll need...**:

- Proven ability to manage multiple/simultaneous projects that require coordination across departments or multi-disciplinary teams, and ongoing communication with stakeholders
- Comfort/experience with communicating at Executive level
- Excellent presentation skills
- Strong attention to detail while being able to simplify processes for client success
- Experience working with a CRM (Pipedrive would be bonus) as well as the Google Workspace suite
- The ability to work in a high paced, quickly changing environment

**Why else you'll love it here**:

- Octopus Energy is a **unique culture**. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about We won best company to work for in 2022, on Glassdoor we were voted 50 best places to work in 2022 and our Group CEO, Greg has recorded a podcast about our culture and how we empower our people
- Visit our perks hub - Octopus Employee Benefits

**About us
The electric revolution has arrived - and from 2035 you’ll no longer be able to buy a new petrol or diesel car in the UK.

We’re building a whole new way for drivers to join the electric charge and not only learn about and shop for their EV online, but experience a 'lease for life' through an industry changing customer experience. This is the chance to join one of the UK’s most exciting start-ups - making it easy for individuals and businesses to go electric by getting their car, charger and energy all in one cracking deal.

Octopus Electric Vehicles launched in 2018 to make it seamless to switch to cleaner, greener driving. Our mission is to drive sustainable change, decarbonise the planet and provide our customers with fair pricing and a fantastic experience.

We're an Octopus Energy company—an innovative new energy supplier. We are part of the Octopus Energy Group, which seeks to improve the lives of millions of people by transforming the industries we operate in. The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs.

**If this sounds like you then we'd love to hear from you.
- Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. _**_Need any specific accommodations? _**_Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic_



  • London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...


  • London, United Kingdom Aztec Group Full time

    **Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...


  • London, United Kingdom Vantage Point Full time

    Vantage Point is a leading consultancy in the Financial Services industry, specialising in areas such as client onboarding, process engineering, data operations, regulatory compliance, and risk management. We are currently seeking an experienced, highly skilled End-to-End Client Onboarding Expert to join our team. As an End-to-End Client Onboarding Expert at...


  • London, Greater London, United Kingdom Insignis Cash Full time

    Job Title: Client Onboarding AnalystWe are seeking a highly skilled and detail-oriented Client Onboarding Analyst to join our team at Insignis Cash. As a Client Onboarding Analyst, you will play a critical role in ensuring the smooth onboarding of new clients, while also maintaining the highest standards of compliance and risk management.Key...


  • London, Greater London, United Kingdom Insignis Cash Full time

    Job Title: Client Onboarding AnalystWe are seeking a highly skilled and detail-oriented Client Onboarding Analyst to join our team at Insignis Cash. As a Client Onboarding Analyst, you will play a critical role in ensuring the smooth onboarding of new clients, while also maintaining the highest standards of compliance and risk management.Key...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job DescriptionWe are seeking a highly skilled Client Onboarding Manager to join our Global...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job SummaryWe are seeking a highly skilled Client Onboarding Manager to join our Global Client...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job SummaryWe are seeking a highly skilled Client Onboarding Manager to join our Global Client...


  • London, Greater London, United Kingdom Barings Full time

    Job Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...


  • London, Greater London, United Kingdom Barings Full time

    Job Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...


  • London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time

    About Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...


  • London, Greater London, United Kingdom Barings Full time

    Job Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...


  • London, Greater London, United Kingdom Barings Full time

    Job Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...


  • London, United Kingdom BRUIN Financial Full time

    Permanent - london, **Ref**: 37307 London, UK Client Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client Onboarding Associate to join their team. Our client is embarking on an exciting journey of digital transformation and process optimisation. They are dedicated to providing exceptional service to their clients...


  • London, Greater London, United Kingdom Insignis Cash Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Client Onboarding Team as a Client Onboarding Analyst. As a key member of our team, you will play a critical role in ensuring the effective onboarding of clients and the management of their ongoing relationships.Key ResponsibilitiesConduct thorough client due diligence,...


  • London, Greater London, United Kingdom Copper Full time

    About the RoleCopper is seeking a highly skilled Client Onboarding Specialist to join our Revenue Department. As a key member of our team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition onto our platform.Key ResponsibilitiesPartner with Sales to drive and monetize the pipeline, ensuring revenue...


  • London, Greater London, United Kingdom Talan Full time

    About TalanTalan is a leading consulting firm with a presence on four continents and a headcount of 5000 consultants. Our ambition is to reach the billion turnover by the end of 2025.Job OverviewWe are seeking a Client Onboarding Specialist to join an Investment Banking client in Central London. This role will involve working on contract/FTC till the end of...