Technical Onboarding Manager

Capua; Greater London; Hybrid; GBP 43,000 - 52,000; Full time

Job summary

Join a forward-thinking consulting firm as a Technical Onboarding Manager. You'll play a critical role in helping innovative fintech clients transition smoothly to their platforms. This position offers a unique opportunity to work closely with a high-growth company in the financial services sector, providing hands-on support and guidance. With a focus on career development and collaboration, you'll thrive in a dynamic environment where your contributions will be valued. If you're passionate about technology and client success, this role is perfect for you.

Benefits

Career Development Opportunities

Collaborative Culture

Continuous Learning

Supportive Environment

Qualifications

• 2-4 years in technical onboarding or client-facing roles.
• Experience with SaaS solutions in financial services.

Responsibilities

• Lead technical onboarding for new clients ensuring success.
• Collaborate with teams to tailor onboarding workflows.

Skills

Technical Onboarding

Project Management

Communication Skills

Problem-Solving

Advanced Excel

SQL

Education

Bachelor's Degree

Tools

SaaS

SQL

Job description

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This range is provided by Capua. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Fast-Growing Specialist Operations Consultancy | Technical Onboarding Manager | London (Hybrid) | Competitive salary DOE | ASAP Start

About the Company:

You’ll be joining a specialist operations consulting firm that partners with some of the most innovative companies in the financial services, capital markets and fintech sectors. As a Technical Onboarding Manager, you will be seconded to one of our key clients—a fast-growing fintech company delivering cutting-edge SaaS solutions for financial clients. You’ll be embedded with their team, playing a vital role in helping financial institutions transition onto their platform, while benefiting from the support and career development opportunities provided by your employer.

About the Role:

• Lead the end-to-end technical onboarding process for new clients, ensuring timely and successful implementation.
• Collaborate with internal product, engineering, and customer success teams to tailor onboarding workflows.
• Configure client accounts and support data ingestion, validation, and reconciliation processes.
• Provide hands-on support with Advanced Excel and work with SQL queries for data troubleshooting.
• Educate clients on best practices and platform capabilities.
• Document onboarding procedures and contribute to the continuous improvement of internal onboarding tools and resources.

Requirements:

• 2-4 years of experience in technical onboarding, implementation, or a closely related client-facing role.
• Experience working with SaaS solutions, ideally in the financial services space.
• Exposure to Collateral Management workflows—whether from a bank, asset manager, custodian, infrastructure provider, or software vendor—is highly desirable.
• Basic to intermediate SQL skills are a plus.
• Excellent communication and project management skills.
• A problem-solving mindset and ability to work in a fast-paced, high-growth environment.

Compensation and benefits:

• Competitive salary (£43-52K depending on experience).
• Opportunity to work closely with a high-growth fintech client.
• Supportive consulting environment with a focus on long-term career development.
• Exposure to innovative financial technology and capital markets workflows.
• Collaborative culture and opportunities for continuous learning.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Consulting, Business Development, and Information Technology

• Industries

  Financial Services, Software Development, and Operations Consulting

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