Pre Sales and Client Implementation Manager

Join our team as a Pre Sales and Client Implementation Manager, where you will bridge Sales, Onboarding, Relationship Management, and technical delivery. You will design tailored solutions for prospective and existing clients, guide new clients through a smooth implementation and activation journey, and act as the primary product and solutions expert for client-facing teams. Your role will involve collaborating with various teams, translating commercial proposals into structured implementation roadmaps, and developing client-facing and internal implementation documentation. You will also have the opportunity to work in a hybrid environment and enjoy a range of benefits, including private medical insurance, 25 days of holiday, and an enhanced company pension scheme.

Acting as the primary product and solutions expert for client-facing teams, ensuring compliance and successful delivery from proposal to go-live.

Responsibilities

• Designing tailored solutions for prospective and existing clients, creating and tracking client solution descriptions from initial assessment to post-implementation adoption.
• Translating approved commercial proposals into structured implementation roadmaps, overseeing end-to-end onboarding, including account setup, technical integration, and sandbox readiness.
• Experience creating and maintaining implementation documentation, client guides, process documentation, templates and internal knowledge materials
• Strong understanding of the B2B payments and fintech ecosystem, including the commercial and operational considerations involved in delivering payment solutions to clients
• 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

Requirements

• 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 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
• 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
• 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

Preferred

• Experience providing training or knowledge-sharing sessions to Sales, Relationship Management or other client-facing teams would be advantageous