Client Onboarding Manager

3 months ago

London, United Kingdom EmpowerRD Full time

Position Overview:

EmpowerRD is seeking a Client Onboarding Manager with a background in R&D tax credit. The client Onboarding Manager will lead the effective implementation of our onboarding strategy, ensuring our  clients can seamlessly adopt and benefit from our R&D funding solutions. This role offers the chance to make a significant impact on our operations and client experience, under the direct supervision of the Head of SMB Success.

Key Responsibilities:

  • You will be responsible for ensuring the successful execution of the EmpowerRD client onboarding strategy and accelerating the client's adoption of EmpowerRD's R&D claims product.
  • Utilise your R&D tax credit experience to manage a comprehensive onboarding process, ensuring new and renewing clients receive a meticulously planned programme that outlines clear objectives, timelines, and procedures.
  • Serve as the primary point of contact for clients during the onboarding phase, setting realistic expectations, aligning on goals, managing timelines, and providing consistent updates.
  • Build implementation strategies to ensure clients are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for every client.
  • Handle multiple projects concurrently, prioritising business outcomes, client satisfaction, and the integrity of technical solutions.
  • Ensure a smooth transition of accounts to the Delivery Team
  • Contribute to company-wide initiatives aimed at refining processes, with an eye for automation and scalable improvements.

Ideal Candidate Profile:

  • Demonstrated experience in R&D tax credit, preferably within a client-facing role.
  • Technical R&D scheme knowledge
  • Excellent communication and project management skills, with the ability to manage expectations and deliver projects within tight deadlines.
  • A collaborative spirit, capable of working across different teams to achieve a unified client experience.

Why Join Us?

EmpowerRD offers the unique opportunity to be part of a visionary company that bridges the gap between innovation funding and the businesses that drive innovative progress. With a role that places you at the forefront of client engagement and success, you'll have the chance to directly influence the growth and efficiency of innovative companies across the UK.

Our Values:

EmpowerRD has a strong set of values that permeate our culture and define how we work. You should consider whether these align with your personal values and style when considering this role.

  • Lead with integrity: We do the right thing by our team, client and stakeholders. We find the right solution, not the first solution. We build trust through our technology and relationships.
  • Professionalism in engagement: We are reliable and dependable in our behaviour. We are an authority in our subject matter - we know what we're talking about. We invest in learning. We are respectful in our communication.
  • Bold in outlook: We are an innovative organisation and invest in innovation in our technology, our processes and ourselves. We are bold in our actions. We are market leading in our thinking and services. We are driven by data.
  • Proactive in focus: We have a growth mindset. We're not afraid of taking considered risks. We learn from mistakes and continuously improve. We don't wait to be told, we act as an example.
  • Approachable in style: We see ourselves as an enabler of a wider ecosystem. We support each other and grow together. We are a team that is fun and positive. We make ourselves accessible to our teams, clients and stakeholders. We take ownership of our actions.


  • Client Onboarding and Support Specialist Fix Linux

    4 months ago

    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...

  • Client Onboarding Manager

    3 weeks ago

    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...

  • Client Onboarding Manager

    1 month ago

    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...

  • Client Onboarding Manager

    1 month ago

    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...

  • Client Onboarding Manager

    4 weeks ago

    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...

  • Client Onboarding Manager

    4 weeks ago

    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...

  • Client Onboarding Manager

    2 weeks ago

    London, Greater London, United Kingdom Barings Full time

    At Barings, we value our associates as much as our clients. We recognize and reward those who demonstrate personal and professional integrity, effective communication, and expertise in specific strategies. We invite you to explore our current employment opportunities.Job SummaryBarings is seeking a professional to assist its global client onboarding...

  • Client Onboarding Manager

    2 weeks ago

    London, Greater London, United Kingdom Barings Full time

    At Barings, we value our associates as much as our clients. We recognize and reward those who demonstrate personal and professional integrity, effective communication, and expertise in specific strategies. Our ideal candidate will have a strong ability to collaborate as a team member and prioritize the interests of our clients.We invite you to explore our...

  • Client Onboarding Manager

    3 weeks ago

    London, Greater London, United Kingdom Barings Full time

    At Barings, we're committed to delivering exceptional client experiences through our global client onboarding function. We're seeking a skilled professional to join our team and drive the end-to-end implementation process for new separately managed client accounts and fund onboardings.Key ResponsibilitiesFacilitate post-sale client coverage and coordinate...

  • Administrator - Client Onboarding

    4 months ago

    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...

  • Client Onboarding Expert

    5 months ago

    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...

  • Client Onboarding Specialist

    4 weeks ago

    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...

  • Client Onboarding Specialist

    1 month ago

    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...

  • Client Onboarding Specialist

    1 month ago

    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...

  • Client Onboarding Specialist

    4 weeks ago

    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...

  • Client Onboarding Specialist

    4 weeks ago

    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...

  • Client Onboarding Specialist

    4 weeks ago

    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...

  • Client Onboarding Manager

    4 weeks ago

    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 international markets. 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...

  • Client Onboarding Manager

    4 weeks ago

    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 international markets. 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...

  • Client Onboarding Manager

    1 week ago

    London, Greater London, United Kingdom Barings Full time

    At Barings, we strive to build long-term relationships with our clients. To achieve this, we are seeking a skilled professional to join our team as a Client Onboarding Manager. This individual will be responsible for facilitating the post-sale client coverage process, ensuring a seamless experience for our clients.Key Responsibilities:Coordinate internal...