Client Onboarding Project Manager

2 weeks ago

London Area, United Kingdom Tikker Full time £40,000 - £80,000 per year

Company Description

Tikker is a high-growth SaaS start-up on a mission to advance digital integration in wealth management, helping the sector deliver safer, more accessible and more effective outcomes.  Join us at an exciting time of growth

Role Description

We are looking for a detail-oriented, client-focused Client Onboarding Manager to lead the onboarding process for our new clients. 

You will ensure a seamless, positive and value-driven experience from the point of sale through to full adoption of our services/products and you will be the primary point of contact during onboarding, working cross-functionally to align internal teams and set clients up for long-term success

Key Responsibilities

  • Own the end-to-end onboarding process for new clients, from initiation to go-live
  • Build strong, trust-based relationships with new clients, acting as their advocate within the business
  • Coordinate internal teams (Sales, Product, IT ) to ensure timely and successful onboarding
  • Develop and deliver onboarding materials, including project plans, training sessions, documentation and timelines
  • Track and manage onboarding milestones, proactively resolving issues or delays
  • Ensure all client requirements and goals are captured and translated into onboarding plans
  • Educate clients on best practices to maximi
    s
    e adoption and value
  • Collect feedback from clients to continually improve the onboarding process
  • Maintain accurate records of onboarding progress

Required Skills & Experience

Essential

  • Proven experience in a client-facing onboarding, implementation, or project management role (ideally 5+ years)
  • Proven experience of effective management of multiple vendors and stakeholders
  • Strong communication and interpersonal skills
  • Excellent organizational and project management abilities
  • Ability to manage multiple projects and deadlines simultaneously
  • Problem-solving mindset with a proactive, solution-oriented approac
    h

Preferred

  • Experience working with CRM systems and project management tools
  • Comfortable working with cross-functional teams and technical stakeholders
  • Experience in Fintech/Wealthtech/SaaS is a plus

Preferred Qualifications

  • Bachelor's degree
     or equivalent

What We Offer

  • A dynamic, collaborative team culture
  • Opportunities for growth and professional development
  • Flexible working arrangements

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