Technical Onboarding Manager

ZipRecruiter; London; Hybrid; GBP 43,000 - 52,000; Full time

Job summary

Join a fast-growing specialist operations consultancy as a Technical Onboarding Manager in London. This role offers the chance to work closely with a dynamic fintech client, leading the technical onboarding process to ensure successful implementation. You'll collaborate with product and engineering teams, configure client accounts, and support data processes. With a focus on career development, this position provides exposure to innovative financial technology and a collaborative culture. If you're ready to make an impact in a high-growth environment, this opportunity is perfect for you.

Benefits

Career Development Opportunities

Collaborative Culture

Exposure to Innovative Technology

Qualifications

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

Responsibilities

• Lead technical onboarding for new clients.
• Collaborate with teams to tailor onboarding workflows.
• Document onboarding procedures and improve tools.

Skills

Technical Onboarding

SaaS Solutions

Advanced Excel

SQL

Project Management

Communication

Problem-solving

Education

Bachelor's Degree

Tools

Excel

SQL

Job description

Job Description

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.
• Strong Excel skills (pivot tables, lookups, macros, etc.).
• 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.