Pre Sales and Client Implementation Manager

• The Pre-Sales and Client Implementation Manager bridges Sales, Onboarding, Relationship Management, and technical delivery, designing tailored solutions for prospective and existing clients and guiding new clients through a smooth implementation and activation journey
• Acting as the primary product and solutions expert for client-facing teams, this role works closely with Risk, Compliance, Product, Legal, Client Operations and IT to ensure every solution is compliant, clearly understood by the client, and delivered successfully from proposal through to go-live and beyond
• Designing Client Solutions
• Partner with Sales and Relationship Management to understand the needs of prospective and existing clients and design tailored solutions
• Create and track Client solution descriptions from the point of the initial assessment to post implementation adoption
• Deliver product, service and solution presentations, acting as the primary subject matter expert for client queries
• Work with Risk, Compliance, Product, Legal, IT and other teams to ensure solutions are compliant and fit for purpose
• Provide activation and post-go-live support during the initial “hypercare” period, coordinating resolution of any issues
• Gather client feedback during and after implementation to inform continuous improvement
• Client Onboarding & Implementation
• Translate approved commercial proposals into structured implementation roadmaps
• Support Sales and Relationship Management throughout onboarding, setup and activation – including client calls, gathering client information, and ensuring clients understand the solution and each stage of the onboarding process
• Help clients navigate key onboarding milestones, flagging where information or decisions are needed to keep implementation on track
• Coordinate internal approvals for non-standard client requests, working with relevant teams
• Develop the agenda for, and participate in, client handover calls to ensure a smooth transition to ongoing account management
• Oversee end-to-end onboarding, including account setup, technical integration and sandbox readiness
• Identify, manage and escalate implementation risks, bottlenecks or delays as needed
• Knowledge, Documentation & Collaboration
• Develop and maintain client-facing and internal implementation documentation, templates and onboarding materials
• Contribute to the internal knowledge base on products, services and implementation processes
• Act as an internal subject matter expert and consultant for client-facing teams
• Partner with the Product team to develop and deliver training on new products, services and processes
• Collaborate closely with Product, Operations, Legal and IT teams to share insights and improve processes

Benefits

• 25 days holiday (plus bank holidays)
• Private Medical Insurance: You will be eligible for our full Private Medical & Dental Cover (after probationary period)
• Life Assurance
• Enhanced Company Pension Scheme
• Employee Assistance Programme plus Rewards and Perks Discount with YuLife
• Hybrid working arrangement

• 4+ years of experience in fintech, payments, banking or financial services, ideally within a client-facing solutions, pre-sales, implementation, onboarding, customer success or product-related role
• Experience working with payment products and infrastructure, with a good understanding of areas such as payment accounts, domestic and cross-border payments, payment rails, FX, APIs and transaction flows
• Demonstrable experience working directly with B2B clients, understanding their business requirements and translating these into practical product or service solutions
• Experience creating and maintaining implementation documentation, client guides, process documentation, templates and internal knowledge materials
• Experience providing training or knowledge-sharing sessions to Sales, Relationship Management or other client-facing teams would be advantageous
• Experience supporting complex or non-standard client requirements and coordinating multiple internal stakeholders to determine appropriate solutions
• Experience working in a regulated environment and collaborating with Risk, Compliance and Legal teams as part of solution design and client onboarding
• Experience delivering client presentations, product demonstrations, workshops or solution discussions, with the ability to act confidently as a subject matter expert
• Proven experience managing or coordinating end-to-end client implementations, from requirements gathering and solution design through onboarding, technical integration, activation and post-go-live support
• Strong understanding of the B2B payments and fintech ecosystem, including the commercial and operational considerations involved in delivering payment solutions to clients
• Good understanding of API-based integrations and technical implementation concepts, with the ability to hold credible conversations with both client technical teams and internal IT/Product teams
• Ability to understand payment flows and translate client requirements into clearly defined business, operational and technical requirements
• Understanding of client onboarding, implementation and activation processes within a regulated financial services environment
• Solution-oriented thinking – Able to understand what a client is trying to achieve, identify underlying requirements and design practical solutions using available products and capabilities
• Project and implementation management – Highly organised and able to manage multiple implementations, dependencies, milestones, risks and stakeholders simultaneously
• Stakeholder management – Able to coordinate effectively across Sales, Relationship Management, Product, Risk, Compliance, Legal, Operations and IT, driving decisions and actions without necessarily having direct authority over the teams involved
• Commercial awareness – Understands the commercial context of client relationships and balances customer requirements with product capabilities, operational feasibility, risk and business objectives
• Problem solving – Proactive in identifying implementation challenges, investigating root causes and coordinating appropriate solutions before issues impact the client
• Ownership and accountability – Takes responsibility for progressing client implementations and follows issues through to resolution rather than simply handing them to another team
• Continuous improvement mindset – Uses client and internal feedback to identify opportunities to simplify onboarding, improve documentation and strengthen products and processes
• Technical aptitude – Comfortable working with technical concepts, APIs, integrations and payment flows without needing to be a software engineer
• Client communication – Confident in communicating complex product, operational and technical concepts in clear, accessible language and managing client expectations throughout implementation
• Attention to detail – Able to manage complex client requirements, documentation, approvals and implementation dependencies accurately