Associate Customer Onboarding Manager (Fintech)

TL;DR

Associate Customer Onboarding Manager (Fintech): Leading implementation projects for a SaaS-based fintech solution with an accent on client integrations and stakeholder management. Focus on navigating complex customer requirements, troubleshooting technical API and web issues, and optimizing scalable onboarding processes.

Location: Hybrid (London, UK) — Must be in office Monday, Tuesday, and Thursday

Company

An AI-powered fintech platform that automates finance operations for high-velocity global businesses.

What you will do

• Lead implementation projects for new and existing customers of the SaaS fintech solution.
• Guide clients through the implementation process, assessing risks and troubleshooting complex technical issues.
• Develop implementation plans and manage communication with internal and external stakeholders.
• Collaborate with Sales, Compliance, Engineering, and Product teams to ensure a successful customer experience.
• Create repeatable and scalable processes to improve project quality and delivery.
• Provide product feedback to Engineering teams to drive platform improvements.

Requirements

• Hands-on implementation experience with SaaS applications or software solutions.
• Strong project management skills to guide customers and manage internal resources.
• Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls).
• Experience leading workshops to gather requirements and document use-cases.
• Ability to thrive in a fast-paced, deadline-driven startup environment.
• Location: Must be based in London for a hybrid schedule (3 days in office)

Nice to have

• Experience integrating with ERPs such as NetSuite, QuickBooks, Intacct, Xero, or Microsoft BC.
• Proficiency with ticketing systems (Zendesk, JIRA) and CRM (Salesforce).
• Background in procurement or supply chain management.

Culture & Benefits

• Inclusive team environment where every voice counts.
• Commitment to diversity and equitable talent acquisition.
• Opportunity to contribute to a high-growth, AI-powered product.
• Work with a high-profile client portfolio including Amazon Twitch and GoDaddy.