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- Tasks: Lead complex client onboarding projects and ensure smooth transitions to production use.
- Company: eflow Global is a top Regtech cloud solutions provider for investment firms, expanding globally.
- Benefits: Enjoy a fast-paced tech environment with opportunities for career growth and development.
- Why this job: Join a dynamic team, make an impact in compliance, and work with innovative technology.
- Qualifications: 5+ years in SaaS, FinTech, or RegTech implementation roles; strong communication and problem-solving skills required.
- Other info: Opportunity to mentor junior team members and refine onboarding processes.
The predicted salary is between 48000 - 72000 £ per year.
Company Overview
eflow Global is a leading provider of Regtech cloud solutions to Investment firms. Built on 20 years of continuous innovation, our unique SAAS platform provides clients with the reporting tools they need to ensure regulatory compliance. Following a successful funding round, we are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America. As part of our expansion plans, we are actively recruiting talented individuals who want to progress and develop their careers in a fast-paced tech company.
Role Description
As a Senior Implementation Specialist, you will lead the onboarding of high-value, complex client projects, ensuring that each implementation aligns closely with business workflows, compliance goals, and platform capabilities. You will act as the trusted face of eflow during onboarding — advising clients, managing complexity, and anticipating challenges before they arise. This role is ideal for someone with 5+ years of client onboarding or implementation experience in SaaS, RegTech, or FinTech, who is confident in managing multifaceted stakeholder relationships, sophisticated data or compliance workflows, and nuanced client expectations.
While technical execution is supported by our proprietary technology and specialist teams, your contribution lies in owning client relationships, guiding the delivery strategy, and managing onboarding timelines to ensure projects stay on track. You will play a critical role in coordinating key milestones, maintaining delivery momentum, and ensuring smooth, confident transitions from onboarding to production use.
Key Responsibilities
- Strategic Client Onboarding
- Lead complex client onboarding projects, often involving multiple stakeholders, jurisdictions, or bespoke workflow requirements.
- Scope onboarding projects to align platform functionality with regulatory, operational, and data-related client needs.
- Communicate onboarding strategy and progress to senior client stakeholders with clarity.
- Guide clients in adopting best practices that maximise long-term platform value and usability.
- Client Relationship & Communication
- Act as the primary point of contact and trusted advisor throughout onboarding.
- Drive engagement by managing expectations, building strong stakeholder confidence, and fostering clear communication.
- Navigate sensitive conversations regarding scope, timelines, or resource constraints with professionalism and authority.
- Training & User Readiness
- Deliver advanced product training and UAT walk-throughs to ensure key users are prepared for go-live.
- Help clients interpret complex product outputs and workflows to build comfort and familiarity with the system.
- Share industry insights and relevant use cases to support confident product adoption.
- Cross-Functional Delivery
- Collaborate with internal teams (Product, Technical Specialists, Support) to ensure successful onboarding execution.
- Anticipate risks and escalate delivery challenges early, contributing to a frictionless experience for clients.
- Ensure all onboarding documentation is accurately maintained, approved, and delivered on schedule.
- Team Enablement & Process Contribution
- Provide informal mentoring and knowledge-sharing to support the growth of junior team members.
- Contribute to the ongoing refinement of onboarding processes, tools, and documentation to improve delivery quality and scalability.
Qualifications and Skills
- 5+ years of experience in implementation, onboarding, or delivery roles in a SaaS, FinTech, RegTech, or enterprise software environment.
- Demonstrated success in delivering complex or high-touch client onboarding projects.
- Strong communication and interpersonal skills, with the ability to influence senior stakeholders.
- Commercial and regulatory awareness to tailor onboarding delivery to client's business goals.
- Excellent judgment, prioritisation, and problem-solving skills in high-pressure settings.
- Confidence in navigating scope clarification, risk mitigation, and solution alignment across multiple teams.
- Familiarity with investment management, trading compliance, or data workflows is highly advantageous.
Senior Implementation Specialist employer: eflow Global
Contact Detail:
eflow Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Implementation Specialist
✨Tip Number 1
Familiarise yourself with the specific SaaS and RegTech solutions that eflow Global offers. Understanding their platform's capabilities and how they align with regulatory compliance will help you speak confidently about how you can contribute to client onboarding.
✨Tip Number 2
Network with professionals in the FinTech and RegTech sectors, especially those who have experience in client onboarding. Engaging in conversations with industry peers can provide insights into best practices and challenges, which you can leverage during your interviews.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences where you've successfully managed complex client relationships or onboarding projects. Highlighting your problem-solving skills and ability to navigate stakeholder expectations will demonstrate your fit for the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in investment management and trading compliance. Showing that you are knowledgeable about the industry will not only impress your interviewers but also position you as a valuable asset to the team.
We think you need these skills to ace Senior Implementation Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding, implementation, and SaaS environments. Use specific examples that demonstrate your ability to manage complex projects and stakeholder relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the RegTech industry and eflow's mission. Explain how your skills and experiences align with the role of Senior Implementation Specialist and how you can contribute to their expansion plans.
Highlight Key Achievements: In your application, emphasise any significant achievements in previous roles, particularly those related to managing multifaceted client relationships or delivering successful onboarding projects. Quantify your successes where possible.
Prepare for Potential Questions: Anticipate questions related to your experience with complex client onboarding and your approach to managing stakeholder expectations. Be ready to discuss specific challenges you've faced and how you overcame them.
How to prepare for a job interview at eflow Global
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience in client onboarding or implementation roles. Be prepared to discuss specific projects where you successfully managed complex stakeholder relationships and delivered results.
✨Demonstrate Communication Skills
As a Senior Implementation Specialist, strong communication is key. Practice articulating your thoughts clearly and confidently, especially when discussing how you've navigated sensitive conversations with clients in the past.
✨Understand the Company’s Vision
Familiarise yourself with eflow Global's mission and recent developments. Being able to discuss how your skills align with their goal of becoming the #1 partner for investment and trading compliance will show your genuine interest in the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in high-pressure situations. Think of examples where you anticipated challenges during onboarding and how you addressed them effectively.
