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For Companies At a Glance
- Tasks: Lead client onboarding and support for our innovative Private 9fin platform.
- Company: Join 9fin, a tech-driven company transforming the debt capital markets with cutting-edge solutions.
- Benefits: Enjoy competitive salary, equity options, hybrid working, and generous holiday allowances.
- Why this job: Make a real impact from day one while working in a dynamic, inclusive environment.
- Qualifications: Ideal candidates have onboarding experience, strong communication skills, and a client-first mindset.
- Other info: Opportunity for professional growth and a chance to work abroad for up to 3 months a year.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
About 9fin
The world's largest asset class, debt, operates with the worst data. Technology has revolutionised equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms.
About Private 9fin
Private 9fin is our newest and most powerful product, designed to bring clarity and structure to some of the most sensitive and complex information in credit markets. It gives clients secure access to confidential issuer documents and information, and integrates them seamlessly into the broader 9fin platform. This data powers our in-depth covenant analysis, credit research, and proprietary analytics - helping clients move faster, stay compliant, and make smarter decisions.
What you'll work on
You'll be the first dedicated client services hire on the Private 9fin team. This means you'll have real ownership, influence, and visibility from day one. You'll build and run our onboarding and support model from the ground up, helping clients get value quickly and use our platform confidently. You'll be the bridge between our clients and internal teams, ensuring everything runs smoothly across onboarding, access, support, and day-to-day operations. This is a high-impact role with plenty of variety, including:
- Client onboarding
- Lead the full onboarding journey for new clients, from kickoff to go-live
- Ensure clients are set up smoothly and securely in our platform
- Design clear documentation and training materials to make onboarding scalable
- Access management & support
- Track how clients are using the platform, troubleshoot issues, and offer hands-on support
- Be the main point of contact during onboarding - answering questions, solving problems, and escalating when needed
- Deliver training and guidance to help clients get the most from our document management system
- Scaling the product
- Build repeatable, scalable processes as the product and client base grow
- Continuously refine workflows, documentation, and support tools
- Cross-functional coordination
- Work closely with sales, product, engineering, and data teams to make sure client setups are correct and issues are resolved quickly
- Relay client feedback to improve the platform and user experience
- Platform & access configuration
- Manage permissions and access settings for clients, in line with our security and compliance policies
- Maintain accurate records of client configurations and document access
About You
You're likely a good fit if you have:
- Experience with onboarding or account management, ideally in SaaS or fintech
- Strong communication and relationship-building skills - you're comfortable talking to clients and internal stakeholders alike
- Good technical instincts - you don't need to be an engineer, but you can troubleshoot tools and explain systems clearly
- High attention to detail and excellent project management skills
- A client-first mindset - you're proactive, solution-oriented, and always thinking about how to make the experience better
- Familiarity with CRM platforms, document management tools, and security best practices
- Exposure to financial services or legal document workflows, a plus
Our Benefits
We're a scaling start up, and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.
- Financial & Insurance
- Competitive Salary (our salary bands are benchmarked at the top end of the market)
- Equity options
- Pension (your minimum contributions are 4% with 9fin matching up to 7%)
- Private Medical Insurance
- Paid sick leave with Income Protection for long periods of illness
- Group Life Assurance
- Season Ticket Loan & Cycle to Work schemes
- Time off
- 25 holiday days per year
- Local public holidays (with the ability to exchange them for alternative days)
- Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
- Work abroad for up to 3 months a year
- 1 month paid sabbatical after 5 years of service
- Enhanced parental leave & flexible working arrangements available
- Training & Culture
- Professional learning and development budget
- Quarterly team socials
- Summer and Winter company social events
9fin is an equal opportunities employer. At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognise that building diverse teams enables a more creative and productive environment. If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for - either for this role, or perhaps another.
Client Onboarding & Implementation Manager - Private 9fin employer: 9fin
Contact Detail:
9fin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & Implementation Manager - Private 9fin
✨Tip Number 1
Familiarise yourself with the debt capital markets and the specific challenges they face. Understanding the nuances of this sector will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the fintech and SaaS industries, especially those who have experience in client onboarding or account management. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your project management skills in detail. Be ready to share examples of how you've successfully managed onboarding processes or client relationships in the past, as this will be crucial for the role.
✨Tip Number 4
Showcase your problem-solving abilities by thinking of potential challenges that clients might face when using the platform. Propose solutions or improvements that could enhance their experience, demonstrating your proactive mindset.
We think you need these skills to ace Client Onboarding & Implementation Manager - Private 9fin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in onboarding or account management, particularly in SaaS or fintech. Use specific examples that demonstrate your strong communication and relationship-building skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your client-first mindset and attention to detail will contribute to the success of the Private 9fin team.
Showcase Technical Skills: Mention any familiarity with CRM platforms, document management tools, or security best practices. If you have experience troubleshooting tools or explaining systems, be sure to include that as well.
Highlight Project Management Experience: Detail any project management experience you have, especially in relation to onboarding processes. Emphasise your ability to build scalable processes and refine workflows, which is crucial for this role.
How to prepare for a job interview at 9fin
✨Understand the Product Inside Out
Before your interview, make sure you have a solid grasp of Private 9fin and its functionalities. Familiarise yourself with how it integrates confidential issuer documents and enhances client decision-making. This knowledge will help you demonstrate your enthusiasm and understanding of the role.
✨Showcase Your Client Management Skills
Be prepared to discuss your previous experience in onboarding or account management. Highlight specific examples where you've successfully built relationships with clients and resolved their issues. This will show that you have the client-first mindset they are looking for.
✨Demonstrate Technical Acumen
While you don’t need to be an engineer, having good technical instincts is crucial. Be ready to explain how you would troubleshoot common issues clients might face while using the platform. This will illustrate your problem-solving skills and ability to communicate technical concepts clearly.
✨Prepare Questions for Cross-Functional Coordination
Since the role involves working closely with various teams, prepare insightful questions about how different departments collaborate at 9fin. This shows your interest in teamwork and your proactive approach to ensuring smooth operations across onboarding and support.
