May 1, 2024

Head of Customer Onboarding

By Matt Dodgson

Co-Founder - Recruiter & Marketer

Full Time
Posted 2 months ago

Salary: £120,000 – £140,000 basic 

Location: Hybrid – 2 days in Liverpool Street, 3 days from home 

Why This Role?

Pioneer in a rapidly evolving financial technology space with a significant impact on global CFO offices.

Opportunity to lead and scale a high-performing onboarding team in a company known for its innovative solutions.

Work within a company experiencing rapid growth, leveraging cutting-edge AI techniques to deliver sophisticated solutions.

About the Company

With a decade of excellence, our client stands at the forefront of financial technology innovation, specialising in software solutions that revolutionise finance processes for some of the largest corporations worldwide. Operating in a market with consistent growth potential, the company is dedicated to expansion and excellence, driven by a team of passionate innovators and leaders.

The Role

As the Head of Customer Onboarding, your primary mission will be to oversee and enhance the client onboarding experience, ensuring seamless integration of their cutting-edge solutions into the operations of global corporate clients. Your leadership will be instrumental in scaling the onboarding team’s capabilities, driving efficiency, and fostering strong client relationships.

Your Responsibilities

Lead the strategy and execution of the client onboarding process, ensuring a seamless and efficient experience.

Collaborate with cross-functional teams, including sales and client management, to align on client needs and expectations.

Develop and refine onboarding and implementation processes for improved scalability and client satisfaction.

Mentor and support the professional development of the onboarding team, fostering a culture of excellence and growth.

What You Will Need to Succeed in This Role

Proven leadership experience in implementation or onboarding within an enterprise software environment.

Strong project management skills with a history of successful complex project delivery.

Technical proficiency in ERP systems, ETL processes, and financial technologies, having completed ERP implementations for large corporations.

Exceptional communication skills, capable of engaging and influencing stakeholders at all levels.

A track record of innovation and problem-solving in a fast-paced, technology-driven environment.


Comprehensive benefits, including private healthcare, dental cover, and pension.

Generous holiday allowance plus additional company-wide shutdown periods.

Flexible and hybrid working arrangements to support work-life balance.

Commitment to continuous learning and development, including a personal annual budget for professional growth.

Inclusive and dynamic company culture, with regular team socials and activities.

The Application Process

Initial screening call to discuss your experience and fit for the role.

Video interview with the Chief Technology Officer or similar senior leadership role.

In-depth discussion and strategy presentation to a panel, including key stakeholders.

Cultural fit interview to ensure alignment with company values and team dynamics.

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