Implementation Specialist

Salary: £50,000 - 85,000 per year

Requirements:

• 0–2 years of experience in client-facing onboarding, implementation, or customer success roles, ideally in SaaS, FinTech, or RegTech
• Strong verbal and written communication skills to liaise confidently with stakeholders
• Excellent organisational and coordination skills to manage multiple onboarding projects
• A proactive, detail-oriented mindset
• Comfort working cross-functionally and familiarity with project documentation
• Some knowledge of investment firms or financial services workflows is desirable, but not essential
• Customer-centric with a commitment to providing exceptional service to clients
• A collaborative team player, keen to contribute to team knowledge-sharing and support new joiners as you grow into the role
• A strong willingness and ability to gain in-depth knowledge of our proprietary onboarding tool and wider platform, including its core features, functionalities, and business applications

Responsibilities:

• Conduct onboarding kick-off calls to understand client-specific workflows and compliance objectives
• Translate client requirements into structured implementation plans aligned with our platform capabilities
• Communicate scope, responsibilities, and timelines clearly to set client expectations
• Review and analyse client data using internal analysis tools to ensure alignment with platform configuration requirements prior to UAT and go-live
• Identify discrepancies, gaps, or misalignment in client data and workflows and provide recommendations to resolve issues early
• Serve as the main point of contact throughout the onboarding process
• Build rapport with client stakeholders, manage expectations, and ensure timely communication
• Support post go-live feedback sessions and contribute to client health monitoring, helping flag risks and retention concerns early
• Provide consistent updates on onboarding status, escalate blockers when needed, and support client queries
• Deliver system training and product walkthroughs to help users understand product features
• Support UAT coordination, user setup, and post-handover onboarding wrap-ups
• Share relevant use cases to encourage adoption and familiarity with the system
• Complete documentation such as Statements of Work, Business Analysis, Trade Flows, and Data Templates
• Liaise with internal teams, including Product, Implementation, Technical Specialists, and Support, to track delivery milestones
• Manage onboarding projects and reporting through our project-management tool, keeping records, milestones, and process flows accurate and up to date
• Maintain accurate records of client progress and ensure all onboarding steps are fulfilled

Technologies:

• Cloud
• Support
• ClickUp
• DevOps

More:

We are eflow Global, 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. This role is part of our growing Onboarding team and offers a structured career pathway from Client Implementation Specialist to Senior CIS and Lead CIS, with the first promotion milestone typically within 18–24 months. We are looking for talented people who want to develop their careers in a fast-paced tech company.

last updated 33 week of 2026