Client Solutions Manager

We are looking for a highly organised and client-focused Client Solutions Manager to join our team. This role is central to delivering a seamless onboarding experience for new clients, ensuring a smooth transition from initial sale through to business-as-usual operations.

You will act as the key link between clients and internal teams, ensuring requirements are clearly understood, efficiently delivered, and consistently exceeded. This is an excellent opportunity for someone who thrives in a fast-paced, operational environment and is passionate about delivering exceptional client experiences., Client Onboarding

• Lead the onboarding process, acting as the primary point of contact for new clients
• Oversee all setup activities, including background checks, contracting, and data exchange
• Develop and refine onboarding processes to ensure a smooth and professional client experience

Requirements Gathering

• Work closely with clients to understand their needs, challenges, and objectives
• Translate requirements into clear operational plans and service delivery frameworks

Sales to Service Transition

• Manage the handover of new business from sales to operational teams
• Ensure all client information is accurately communicated and documented

Contracting & Proposal Support

• Support proposal and statement of work development
• Lead the contracting process, ensuring accuracy and alignment with client and business needs

Invoicing & Client Setup

• Oversee billing setup and initial invoicing
• Ensure accurate client data setup within internal systems

Service Delivery & Reviews

• Manage early-stage service delivery to ensure a high-quality launch
• Establish and lead monthly and quarterly business reviews
• Provide insights into performance, results, and improvement opportunities

Stakeholder Management

• Collaborate with cross-functional teams to deliver client requirements effectively
• Manage client queries, escalations, and issues in a timely and professional manner

Process Improvement

• Continuously review and enhance onboarding and transition processes
• Share client feedback and market insights to support service innovation

Additional Responsibilities

• Represent the organisation at industry events, conferences, and forums
• Stay informed on regulatory and legislative changes impacting clients
• Contribute to continuous improvement through market and competitor insights

Do you have experience in Project management?, Essential Skills & Experience

• Proven experience in a client onboarding, client management, or operational role

• Strong understanding of contracting, invoicing, and client setup processes

• Excellent organisational and project management skills

• Strong communication and relationship-building abilities

• High attention to detail, particularly with contracts and data

• Familiar with the debt Lifecyle

• Knowledge of FCA, OFGEM & ECB

• Proactive, solution-oriented mindset with strong problem-solving skills

• Experience within legal, financial services, or technology sectors

• Familiarity with CRM systems or business management software

Pulled from the full job description

• Employee discount, * Hybrid working (with 1 day per week in the Northern Hub, Rochdale)
• Permanent, full-time role (37.5 hours per week)
• A wide range of flexible staff benefits, including retail discounts, wellbeing support, and lifestyle perks
• Healthcare cash plan
• 25 days' holiday plus bank holidays
• Enhanced maternity and paternity packages (eligibility criteria apply)
• Opportunity to play a key role in shaping the client experience
• Collaborative and supportive working environment
• Exposure to a variety of clients and industries
• Ongoing professional development and growth opportunities