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
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Customer Service
* Industries
IT Services and IT Consulting
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