Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Dec 15, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Account Manager Permanent Location: Amersham / Home We are recruiting on behalf of a client who provides managed billing and payment services for professional services organisations. They are looking for a proactive and organised Account Manager to join their team. In this role, you will act as the main point of contact for clients, ensuring their requests and queries are handled efficiently, professi click apply for full job details
Dec 14, 2025
Full time
Account Manager Permanent Location: Amersham / Home We are recruiting on behalf of a client who provides managed billing and payment services for professional services organisations. They are looking for a proactive and organised Account Manager to join their team. In this role, you will act as the main point of contact for clients, ensuring their requests and queries are handled efficiently, professi click apply for full job details
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Dec 14, 2025
Full time
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Location London, United Kingdom Employment Type Full time Department Customer Success Who is Heidi? Heidi is building an AI Care Partner that supports clinicians every step of the way, from documentation to delivery of care. We exist to double healthcare's capacity while keeping care deeply human. In 18 months, Heidi has returned more than 18 million hours to clinicians and supported over 73 million patient visits. Today, more than two million patient visits each week are powered by Heidi across 116 countries and over 110 languages. Founded by clinicians, Heidi brings together clinicians, engineers, designers, scientists, creatives, and mathematicians, working with a shared purpose: to strengthen the human connection at the heart of healthcare. Backed by nearly $100 million in total funding, Heidi is expanding across the USA, UK, Canada, and Europe, partnering with major health systems including the NHS, Beth Israel Lahey Health, MaineGeneral, and Monash Health, among others. We move quickly where it matters and stay grounded in what's proven, shaping healthcare's next era. Ready for the challenge? The Role As an Enterprise Customer Success Manager at Heidi, you'll own the end to end customer experience across diverse customer segments, helping clinicians adopt and love Heidi. You'll be the strategic partner for a portfolio of Heidi's largest enterprise customers, and will be accountable for their long-term success with Heidi. You'll shape the customer journey from success design through implementation to ongoing value realisation, building trusted relationships with executives and clinical leaders to ensure Heidi delivers measurable outcomes, sustained adoption, and lasting impact across clinical teams. What you'll do: Lead enterprise deployments Engage early in the customer journey to shape rollout and pilot strategies, ensuring every deployment is set up for success. Lead the onboarding of new customers from planning, training through to go-live, delivering seamless integrations into customer workflows. Lead cross-functional collaboration within Heidi and with key customer stakeholders from executives to clinical and technical leaders to deliver smooth implementations, strong clinician adoption, and measurable outcomes. Translate strategy into execution, guiding teams to achieve results quickly and sustain them at scale. Drive change management Support organisations through significant workflow transformation by leading planning, communication, training, and reinforcement that give clinicians and executives confidence in adopting new ways of working. Partner for ongoing success Build trusted, long-term relationships with executives, clinicians, and operational leaders to ensure sustained value well beyond go-live. Engage with intention to demonstrate impact and expand Heidi's value across the health system, contributing to our mission of doubling healthcare's capacity. Deliver value at every touchpoint through proactive check-ins, success planning, and education strategies. Think and act strategically to scale your impact. Use data to drive decisions Interpret and operationalise customer insights to design and execute initiatives that improve clinician engagement and satisfaction. Use data to proactively manage risk and identify opportunities for expansion and advocacy. Track and improve metrics along the customer journey like time-to-first-value and early activation. Develop and execute tailored adoption plans to maximise user engagement and satisfaction, enhancing the continued love for Heidi among clinicians. Communicate and collaborate Communicate, present, and influence effectively at all levels, from executives to frontline clinicians, showing a genuine commitment to improving healthcare outcomes and supporting those who deliver care. Champion customer success Focus on what truly matters to clinicians and health leaders - improving care, enhancing patient outcomes, and making clinicians' working lives easier. Combine deep product expertise with empathy to solve relentlessly for their success, knowing that when they thrive, healthcare does too. Become the voice of the customer internally, advocating for their needs and priorities and showcasing wins. Stay ahead of health-system trends Be relentlessly curious about how healthcare is changing. Anticipate what's next, from digital health innovation to hospital operations and clinician workflows, and turn that insight into strategies that drive adoption and deliver measurable outcomes. Scale success Bring expertise, curiosity, and good judgement to how we grow. Shape the frameworks, tools, and ways of working that turn complex, multi-thousand clinician deployments into scalable, high-impact rollouts. Earn trust, prove value, and embed Heidi as a critical partner in every health system's long-term success. Gather and share insights to influence product development and feature prioritisation. Improve Process & Playbook development to refine and scale customer success playbooks, frameworks and collateral. Partner across Product, Sales, Support and Engineering teams to share insights and streamline implementation processes What we look for 2-4+ years of experience in a Customer Success role at a SaaS company, with a proven track record of owning the full customer lifecycle. Healthcare experience or familiarity with clinical workflows is desirable, though not required. Exceptional communicator who can build trust with clinicians, administrators, and cross-functional teams alike. Highly organized and detail-oriented, ability to manage multiple projects and competing priorities without compromising quality. Self-starter with a bias for action, comfortable navigating fast-paced, ambiguous environments. Mission-driven, motivated by reducing clinician burden and improving patient outcomes through thoughtful, intelligent technology. Influential and credible, able to align executives, clinicians, and IT leaders around shared goals and drive measurable outcomes. Proven impact in driving genuine adoption and lasting behavior change - not just managing projects, but embedding technology into daily workflows. Commercial mindset, understanding the link between customer success and business growth, including retention, renewals, and expansion. Builder mindset - collaborative, curious, and proactive. You spot challenges early, act quickly to solve them, and continuously raise the bar for yourself and your team. Tech fluent, confident using modern tools to collaborate, track outcomes, and share insights; experience with platforms like HubSpot, Gong, Figma, or Omni is a plus. Empathetic problem-solver, using data, curiosity, and insight to improve customer and patient outcomes. Thrives in change, adaptable and energised by building something meaningful in a fast-moving environment. Growth-oriented, eager to learn, contribute, and grow alongside a mission-driven team. Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships, we want to hear from you. What do we believe in? Heidi builds for the future of healthcare, not just the next quarter, and our goals are ambitious because the world's health demands it. We believe in progress built through precision, pace, and ownership. Live Forever - Every release moves care forward: measured, safe, and built to last. Data guides us, but patients define the truth that matters. Practice Ownership - Decisions follow logic and proof, not hierarchy. Exceptional care demands exceptional standards in our work, our thinking, and our character. Small Cuts Heal Faster - Stability earns trust, speed delivers impact. Progress is about learning fast without breaking what people depend on. Make others better - Feedback is direct, kindness is constant, and excellence lifts everyone. Our success is measured by collective growth, not individual output. Our mission is clear: expand the world's capacity to care, and do it without losing the humanity that makes care worth delivering. Why you should Join Heidi Real product momentum. We're not trying to generate interest, we're channeling it. Equity from day one. When Heidi wins, you win. You'll share directly in the success you help create. Unmatched impact. Play a pivotal role in shaping the playbook for how we are scaling customer success at a critical growth moment - all while working on a product that delivers tangible value to clinicians and patients every day. Work alongside world-class talent. Learn from some of the best engineers and creatives, joining a diverse team. Growth and balance. Enjoy a £500 personal development budget, dedicated wellness days, and your birthday off to recharge. Flexibility that works. A hybrid environment, with at least 3 days in the office. Heidi's commitment to Diversity, Equity and Inclusion Heidi is dedicated to creating an equitable, inclusive . click apply for full job details
Dec 14, 2025
Full time
Location London, United Kingdom Employment Type Full time Department Customer Success Who is Heidi? Heidi is building an AI Care Partner that supports clinicians every step of the way, from documentation to delivery of care. We exist to double healthcare's capacity while keeping care deeply human. In 18 months, Heidi has returned more than 18 million hours to clinicians and supported over 73 million patient visits. Today, more than two million patient visits each week are powered by Heidi across 116 countries and over 110 languages. Founded by clinicians, Heidi brings together clinicians, engineers, designers, scientists, creatives, and mathematicians, working with a shared purpose: to strengthen the human connection at the heart of healthcare. Backed by nearly $100 million in total funding, Heidi is expanding across the USA, UK, Canada, and Europe, partnering with major health systems including the NHS, Beth Israel Lahey Health, MaineGeneral, and Monash Health, among others. We move quickly where it matters and stay grounded in what's proven, shaping healthcare's next era. Ready for the challenge? The Role As an Enterprise Customer Success Manager at Heidi, you'll own the end to end customer experience across diverse customer segments, helping clinicians adopt and love Heidi. You'll be the strategic partner for a portfolio of Heidi's largest enterprise customers, and will be accountable for their long-term success with Heidi. You'll shape the customer journey from success design through implementation to ongoing value realisation, building trusted relationships with executives and clinical leaders to ensure Heidi delivers measurable outcomes, sustained adoption, and lasting impact across clinical teams. What you'll do: Lead enterprise deployments Engage early in the customer journey to shape rollout and pilot strategies, ensuring every deployment is set up for success. Lead the onboarding of new customers from planning, training through to go-live, delivering seamless integrations into customer workflows. Lead cross-functional collaboration within Heidi and with key customer stakeholders from executives to clinical and technical leaders to deliver smooth implementations, strong clinician adoption, and measurable outcomes. Translate strategy into execution, guiding teams to achieve results quickly and sustain them at scale. Drive change management Support organisations through significant workflow transformation by leading planning, communication, training, and reinforcement that give clinicians and executives confidence in adopting new ways of working. Partner for ongoing success Build trusted, long-term relationships with executives, clinicians, and operational leaders to ensure sustained value well beyond go-live. Engage with intention to demonstrate impact and expand Heidi's value across the health system, contributing to our mission of doubling healthcare's capacity. Deliver value at every touchpoint through proactive check-ins, success planning, and education strategies. Think and act strategically to scale your impact. Use data to drive decisions Interpret and operationalise customer insights to design and execute initiatives that improve clinician engagement and satisfaction. Use data to proactively manage risk and identify opportunities for expansion and advocacy. Track and improve metrics along the customer journey like time-to-first-value and early activation. Develop and execute tailored adoption plans to maximise user engagement and satisfaction, enhancing the continued love for Heidi among clinicians. Communicate and collaborate Communicate, present, and influence effectively at all levels, from executives to frontline clinicians, showing a genuine commitment to improving healthcare outcomes and supporting those who deliver care. Champion customer success Focus on what truly matters to clinicians and health leaders - improving care, enhancing patient outcomes, and making clinicians' working lives easier. Combine deep product expertise with empathy to solve relentlessly for their success, knowing that when they thrive, healthcare does too. Become the voice of the customer internally, advocating for their needs and priorities and showcasing wins. Stay ahead of health-system trends Be relentlessly curious about how healthcare is changing. Anticipate what's next, from digital health innovation to hospital operations and clinician workflows, and turn that insight into strategies that drive adoption and deliver measurable outcomes. Scale success Bring expertise, curiosity, and good judgement to how we grow. Shape the frameworks, tools, and ways of working that turn complex, multi-thousand clinician deployments into scalable, high-impact rollouts. Earn trust, prove value, and embed Heidi as a critical partner in every health system's long-term success. Gather and share insights to influence product development and feature prioritisation. Improve Process & Playbook development to refine and scale customer success playbooks, frameworks and collateral. Partner across Product, Sales, Support and Engineering teams to share insights and streamline implementation processes What we look for 2-4+ years of experience in a Customer Success role at a SaaS company, with a proven track record of owning the full customer lifecycle. Healthcare experience or familiarity with clinical workflows is desirable, though not required. Exceptional communicator who can build trust with clinicians, administrators, and cross-functional teams alike. Highly organized and detail-oriented, ability to manage multiple projects and competing priorities without compromising quality. Self-starter with a bias for action, comfortable navigating fast-paced, ambiguous environments. Mission-driven, motivated by reducing clinician burden and improving patient outcomes through thoughtful, intelligent technology. Influential and credible, able to align executives, clinicians, and IT leaders around shared goals and drive measurable outcomes. Proven impact in driving genuine adoption and lasting behavior change - not just managing projects, but embedding technology into daily workflows. Commercial mindset, understanding the link between customer success and business growth, including retention, renewals, and expansion. Builder mindset - collaborative, curious, and proactive. You spot challenges early, act quickly to solve them, and continuously raise the bar for yourself and your team. Tech fluent, confident using modern tools to collaborate, track outcomes, and share insights; experience with platforms like HubSpot, Gong, Figma, or Omni is a plus. Empathetic problem-solver, using data, curiosity, and insight to improve customer and patient outcomes. Thrives in change, adaptable and energised by building something meaningful in a fast-moving environment. Growth-oriented, eager to learn, contribute, and grow alongside a mission-driven team. Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships, we want to hear from you. What do we believe in? Heidi builds for the future of healthcare, not just the next quarter, and our goals are ambitious because the world's health demands it. We believe in progress built through precision, pace, and ownership. Live Forever - Every release moves care forward: measured, safe, and built to last. Data guides us, but patients define the truth that matters. Practice Ownership - Decisions follow logic and proof, not hierarchy. Exceptional care demands exceptional standards in our work, our thinking, and our character. Small Cuts Heal Faster - Stability earns trust, speed delivers impact. Progress is about learning fast without breaking what people depend on. Make others better - Feedback is direct, kindness is constant, and excellence lifts everyone. Our success is measured by collective growth, not individual output. Our mission is clear: expand the world's capacity to care, and do it without losing the humanity that makes care worth delivering. Why you should Join Heidi Real product momentum. We're not trying to generate interest, we're channeling it. Equity from day one. When Heidi wins, you win. You'll share directly in the success you help create. Unmatched impact. Play a pivotal role in shaping the playbook for how we are scaling customer success at a critical growth moment - all while working on a product that delivers tangible value to clinicians and patients every day. Work alongside world-class talent. Learn from some of the best engineers and creatives, joining a diverse team. Growth and balance. Enjoy a £500 personal development budget, dedicated wellness days, and your birthday off to recharge. Flexibility that works. A hybrid environment, with at least 3 days in the office. Heidi's commitment to Diversity, Equity and Inclusion Heidi is dedicated to creating an equitable, inclusive . click apply for full job details
My client is looking for a proactive and confident individual to join their team in a varied Sales and Administration Support role. This position combines customer-facing sales activity with wider office and marketing support, offering an excellent opportunity to develop strong commercial and administrative skills. Key responsibilities Handling customer enquiries, processing orders and resolving account issues Encouraging product uptake through upselling and cross selling with excellent product knowledge Supporting all customer calling activity, including follow up calls to promote training programmes Managing secondary and tertiary accounts to strengthen relationships and grow sales Working towards agreed targets for sales and profit Encouraging customers to join TEAMs meetings with the Account Manager Completing account analysis and preparing information for the Account Manager Supporting the accreditation process for staff by assisting with knowledge reviews, marking, video submissions and discussing outcomes Issuing certificates, maintaining databases, updating serial number records and managing returns and warranty activity Assisting the Office Manager with day-to-day administrative tasks, printing, filing, laminating and preparing training packs Processing orders and updating reports and dashboards Supporting marketing with social media activity, including creating posts for Instagram and writing blogs when required Reviewing existing pages and highlighting areas that need refreshed text or imagery Creating new web pages using existing templates, including for charity projects This role suits someone who enjoys variety, communicates clearly and is comfortable balancing sales conversations with detailed administrative tasks. You will be supported with clear objectives and regular reviews based on agreed performance measures. JBRP1_UKTJ
Dec 13, 2025
Full time
My client is looking for a proactive and confident individual to join their team in a varied Sales and Administration Support role. This position combines customer-facing sales activity with wider office and marketing support, offering an excellent opportunity to develop strong commercial and administrative skills. Key responsibilities Handling customer enquiries, processing orders and resolving account issues Encouraging product uptake through upselling and cross selling with excellent product knowledge Supporting all customer calling activity, including follow up calls to promote training programmes Managing secondary and tertiary accounts to strengthen relationships and grow sales Working towards agreed targets for sales and profit Encouraging customers to join TEAMs meetings with the Account Manager Completing account analysis and preparing information for the Account Manager Supporting the accreditation process for staff by assisting with knowledge reviews, marking, video submissions and discussing outcomes Issuing certificates, maintaining databases, updating serial number records and managing returns and warranty activity Assisting the Office Manager with day-to-day administrative tasks, printing, filing, laminating and preparing training packs Processing orders and updating reports and dashboards Supporting marketing with social media activity, including creating posts for Instagram and writing blogs when required Reviewing existing pages and highlighting areas that need refreshed text or imagery Creating new web pages using existing templates, including for charity projects This role suits someone who enjoys variety, communicates clearly and is comfortable balancing sales conversations with detailed administrative tasks. You will be supported with clear objectives and regular reviews based on agreed performance measures. JBRP1_UKTJ
Job Description The Technical Account Manager (TAM) serves as a strategic extension of our customers' teams, bridging technical expertise with business acumen. TAMs guide clients in maximizing value from Zendesk solutions by understanding their business strategy, consulting on implementation methodologies, and creating technical solutions to business problems. Rather than performing implementations themselves, they partner with clients to navigate configurations, integrations, and overall architecture to drive innovation and transformation. In this role you will: Establish relationships across client organizations from administrators to C-level executives Document customer CX ecosystems including use-cases, workflows, and technical architecture Develop and lead Customer Technical Roadmaps with short, medium, and long-term plans Conduct regular operational reviews, including weekly meetings and monthly value playbacks Orchestrate Zendesk resources (PSE, Professional Services, Product Managers) to support implementations Create critical issue resolution plans and work closely with support teams Advocate for customer needs with Zendesk product teams Collaborate with other TAMs to ensure continuous improvement and global delivery excellence You are/ have: Knowledge of Zendesk products and experience managing Zendesk environments Fluent in English with outstanding communication skills at all organizational levels from administrators to executives You have technical experience, with at least 5 years working in a SaaS Enterprise environments Proven track record driving technical initiatives within organizations Experience in service management, operational support, and customer experience management Customer-facing technical leadership in enterprise settings Ability to thrive in collaborative and matrix environments Understanding of SaaS implementations, API use cases, and logic-based workflows Proven ability to develop creative solutions to complex problems, paired with genuine technical curiosity Deep understanding of at least one industry vertical As a Technical Account Manager you should have: Strategic Vision & Technical Orchestration The ideal candidate identifies opportunities clients haven't recognized, translates business objectives into technical roadmaps, and helps clients reimagine their customer experience approach rather than simply optimizing existing processes.Business Impact & Value Demonstration Successful TAMs deliver measurable ROI, elevate their role from technical support to strategic advisor, and connect technical challenges to broader market trends that position clients ahead of competitors.Innovation & Future-Readiness We seek candidates who anticipate technology shifts before they become mainstream, implement solutions that create unexpected capabilities, and influence long-term technical architecture to accommodate future needs.Cross-Functional Leadership The position requires aligning multiple stakeholders with competing priorities, identifying patterns across clients to create portfolio-wide solutions, and elevating technical implementations into company-wide transformations.Self-Development & Learning Agility Top performers continuously address knowledge gaps to increase strategic value, adapt their approach to technical account management, and contribute to team-wide improvements in client service delivery. At Zendesk, the success indicators in this role are: Client adoption and expansion of Premier Enterprise offerings Measurable impact on client business outcomes Stakeholder engagement across all organizational levels Prevention of critical issues through proactive planning Influence on product development based on client feedback Contribution to Zendesk's collaborative culture and global excellence Working in a Hybrid model: We love flexibility - that's why our teams can benefit from a hybrid working model. We just recommend popping into the office once a week to catch up, collaborate, and enjoy our awesome perks. It's the perfect mix of freedom and fun!Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.As part of our commitment to fairness and transparency, we inform all applicants that artificial intelligence (AI) or automated decision systems may be used to screen or evaluate applications for this position, in accordance with Company guidelines and applicable law.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Dec 13, 2025
Full time
Job Description The Technical Account Manager (TAM) serves as a strategic extension of our customers' teams, bridging technical expertise with business acumen. TAMs guide clients in maximizing value from Zendesk solutions by understanding their business strategy, consulting on implementation methodologies, and creating technical solutions to business problems. Rather than performing implementations themselves, they partner with clients to navigate configurations, integrations, and overall architecture to drive innovation and transformation. In this role you will: Establish relationships across client organizations from administrators to C-level executives Document customer CX ecosystems including use-cases, workflows, and technical architecture Develop and lead Customer Technical Roadmaps with short, medium, and long-term plans Conduct regular operational reviews, including weekly meetings and monthly value playbacks Orchestrate Zendesk resources (PSE, Professional Services, Product Managers) to support implementations Create critical issue resolution plans and work closely with support teams Advocate for customer needs with Zendesk product teams Collaborate with other TAMs to ensure continuous improvement and global delivery excellence You are/ have: Knowledge of Zendesk products and experience managing Zendesk environments Fluent in English with outstanding communication skills at all organizational levels from administrators to executives You have technical experience, with at least 5 years working in a SaaS Enterprise environments Proven track record driving technical initiatives within organizations Experience in service management, operational support, and customer experience management Customer-facing technical leadership in enterprise settings Ability to thrive in collaborative and matrix environments Understanding of SaaS implementations, API use cases, and logic-based workflows Proven ability to develop creative solutions to complex problems, paired with genuine technical curiosity Deep understanding of at least one industry vertical As a Technical Account Manager you should have: Strategic Vision & Technical Orchestration The ideal candidate identifies opportunities clients haven't recognized, translates business objectives into technical roadmaps, and helps clients reimagine their customer experience approach rather than simply optimizing existing processes.Business Impact & Value Demonstration Successful TAMs deliver measurable ROI, elevate their role from technical support to strategic advisor, and connect technical challenges to broader market trends that position clients ahead of competitors.Innovation & Future-Readiness We seek candidates who anticipate technology shifts before they become mainstream, implement solutions that create unexpected capabilities, and influence long-term technical architecture to accommodate future needs.Cross-Functional Leadership The position requires aligning multiple stakeholders with competing priorities, identifying patterns across clients to create portfolio-wide solutions, and elevating technical implementations into company-wide transformations.Self-Development & Learning Agility Top performers continuously address knowledge gaps to increase strategic value, adapt their approach to technical account management, and contribute to team-wide improvements in client service delivery. At Zendesk, the success indicators in this role are: Client adoption and expansion of Premier Enterprise offerings Measurable impact on client business outcomes Stakeholder engagement across all organizational levels Prevention of critical issues through proactive planning Influence on product development based on client feedback Contribution to Zendesk's collaborative culture and global excellence Working in a Hybrid model: We love flexibility - that's why our teams can benefit from a hybrid working model. We just recommend popping into the office once a week to catch up, collaborate, and enjoy our awesome perks. It's the perfect mix of freedom and fun!Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.As part of our commitment to fairness and transparency, we inform all applicants that artificial intelligence (AI) or automated decision systems may be used to screen or evaluate applications for this position, in accordance with Company guidelines and applicable law.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Job Description The Technical Account Manager (TAM) serves as a strategic extension of our customers' teams, bridging technical expertise with business acumen. TAMs guide clients in maximizing value from Zendesk solutions by understanding their business strategy, consulting on implementation methodologies, and creating technical solutions to business problems. Rather than performing implementations themselves, they partner with clients to navigate configurations, integrations, and overall architecture to drive innovation and transformation. In this role you will: Establish relationships across client organizations from administrators to C-level executives Document customer CX ecosystems including use-cases, workflows, and technical architecture Develop and lead Customer Technical Roadmaps with short, medium, and long-term plans Conduct regular operational reviews, including weekly meetings and monthly value playbacks Orchestrate Zendesk resources (PSE, Professional Services, Product Managers) to support implementations Create critical issue resolution plans and work closely with support teams Advocate for customer needs with Zendesk product teams Collaborate with other TAMs to ensure continuous improvement and global delivery excellence You are/ have: Knowledge of Zendesk products and experience managing Zendesk environments Fluent in English with outstanding communication skills at all organizational levels from administrators to executives You have technical experience, with at least 5 years working in a SaaS Enterprise environments Proven track record driving technical initiatives within organizations Experience in service management, operational support, and customer experience management Customer-facing technical leadership in enterprise settings Ability to thrive in collaborative and matrix environments Understanding of SaaS implementations, API use cases, and logic-based workflows Proven ability to develop creative solutions to complex problems, paired with genuine technical curiosity Deep understanding of at least one industry vertical As a Technical Account Manager you should have: Strategic Vision & Technical Orchestration The ideal candidate identifies opportunities clients haven't recognized, translates business objectives into technical roadmaps, and helps clients reimagine their customer experience approach rather than simply optimizing existing processes.Business Impact & Value Demonstration Successful TAMs deliver measurable ROI, elevate their role from technical support to strategic advisor, and connect technical challenges to broader market trends that position clients ahead of competitors.Innovation & Future-Readiness We seek candidates who anticipate technology shifts before they become mainstream, implement solutions that create unexpected capabilities, and influence long-term technical architecture to accommodate future needs.Cross-Functional Leadership The position requires aligning multiple stakeholders with competing priorities, identifying patterns across clients to create portfolio-wide solutions, and elevating technical implementations into company-wide transformations.Self-Development & Learning Agility Top performers continuously address knowledge gaps to increase strategic value, adapt their approach to technical account management, and contribute to team-wide improvements in client service delivery. At Zendesk, the success indicators in this role are: Client adoption and expansion of Premier Enterprise offerings Measurable impact on client business outcomes Stakeholder engagement across all organizational levels Prevention of critical issues through proactive planning Influence on product development based on client feedback Contribution to Zendesk's collaborative culture and global excellence Working in a Hybrid model: We love flexibility - that's why our teams can benefit from a hybrid working model. We just recommend popping into the office once a week to catch up, collaborate, and enjoy our awesome perks. It's the perfect mix of freedom and fun!Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.As part of our commitment to fairness and transparency, we inform all applicants that artificial intelligence (AI) or automated decision systems may be used to screen or evaluate applications for this position, in accordance with Company guidelines and applicable law.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Dec 13, 2025
Full time
Job Description The Technical Account Manager (TAM) serves as a strategic extension of our customers' teams, bridging technical expertise with business acumen. TAMs guide clients in maximizing value from Zendesk solutions by understanding their business strategy, consulting on implementation methodologies, and creating technical solutions to business problems. Rather than performing implementations themselves, they partner with clients to navigate configurations, integrations, and overall architecture to drive innovation and transformation. In this role you will: Establish relationships across client organizations from administrators to C-level executives Document customer CX ecosystems including use-cases, workflows, and technical architecture Develop and lead Customer Technical Roadmaps with short, medium, and long-term plans Conduct regular operational reviews, including weekly meetings and monthly value playbacks Orchestrate Zendesk resources (PSE, Professional Services, Product Managers) to support implementations Create critical issue resolution plans and work closely with support teams Advocate for customer needs with Zendesk product teams Collaborate with other TAMs to ensure continuous improvement and global delivery excellence You are/ have: Knowledge of Zendesk products and experience managing Zendesk environments Fluent in English with outstanding communication skills at all organizational levels from administrators to executives You have technical experience, with at least 5 years working in a SaaS Enterprise environments Proven track record driving technical initiatives within organizations Experience in service management, operational support, and customer experience management Customer-facing technical leadership in enterprise settings Ability to thrive in collaborative and matrix environments Understanding of SaaS implementations, API use cases, and logic-based workflows Proven ability to develop creative solutions to complex problems, paired with genuine technical curiosity Deep understanding of at least one industry vertical As a Technical Account Manager you should have: Strategic Vision & Technical Orchestration The ideal candidate identifies opportunities clients haven't recognized, translates business objectives into technical roadmaps, and helps clients reimagine their customer experience approach rather than simply optimizing existing processes.Business Impact & Value Demonstration Successful TAMs deliver measurable ROI, elevate their role from technical support to strategic advisor, and connect technical challenges to broader market trends that position clients ahead of competitors.Innovation & Future-Readiness We seek candidates who anticipate technology shifts before they become mainstream, implement solutions that create unexpected capabilities, and influence long-term technical architecture to accommodate future needs.Cross-Functional Leadership The position requires aligning multiple stakeholders with competing priorities, identifying patterns across clients to create portfolio-wide solutions, and elevating technical implementations into company-wide transformations.Self-Development & Learning Agility Top performers continuously address knowledge gaps to increase strategic value, adapt their approach to technical account management, and contribute to team-wide improvements in client service delivery. At Zendesk, the success indicators in this role are: Client adoption and expansion of Premier Enterprise offerings Measurable impact on client business outcomes Stakeholder engagement across all organizational levels Prevention of critical issues through proactive planning Influence on product development based on client feedback Contribution to Zendesk's collaborative culture and global excellence Working in a Hybrid model: We love flexibility - that's why our teams can benefit from a hybrid working model. We just recommend popping into the office once a week to catch up, collaborate, and enjoy our awesome perks. It's the perfect mix of freedom and fun!Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.As part of our commitment to fairness and transparency, we inform all applicants that artificial intelligence (AI) or automated decision systems may be used to screen or evaluate applications for this position, in accordance with Company guidelines and applicable law.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Business Analyst - Data Platform (12 month FTC) page is loaded Business Analyst - Data Platform (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR458The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with just under 500 employees and £47.1 billion worth of assets under management (as at 30th June 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. Background You will join the Technology team as a Business Analyst aligned to the Data Platform function. You will lead initiatives that enhance the firm's data ingestion, data products, data quality processes, and integration with key platforms such as Aladdin Data Cloud and third-party administrators. You will collaborate closely with data engineers and business users to translate complex business needs into scalable data solutions. Key Responsibilities Elicit requirements using appropriate methods including interviews, document analysis, requirements workshops, business process and workflow analysis. Work closely with business stakeholders to define project requirements and scope. Work closely with the Project Manager (or work in a BA/PM capacity where a Project Manager is not allocated to the team) to communicate project progress, estimates, and updates to stakeholders and senior management, including creating documentation and presentations as needed. Support the project with analysis, testing, organisational and project-administration skills as required. Work closely with cross-functional teams to ensure successful project delivery using Agile methodologies. Utilise SQL and relevant tools (PowerBI / Python) to gather, analyse, manipulate and document data - be able to translate this into technical specifications for data engineers to implement. Ensure all requirements, process flows, and solution designs are clearly documented to agreed standards, maintaining traceability throughout the delivery lifecycle. Adhere to and promote data governance standards, ensuring data definitions, lineage, and quality considerations are incorporated into project deliverables. Produce high-quality documentation including business requirements, data dictionaries, source-to-target mappings, process flows, and user guides, ensuring consistent standards across Tech solutions. Engage with the wider Business Analysis team for knowledge sharing and guidance. Set the direction and use standards and tools (such as Azure DevOps, MS Loop, LucidCharts, MS Teams etc.) for successful project delivery. Stay current with industry trends, tools, and emerging technologies, particularly relevant for your area of work. Proactively identify and implement improvements across organisational processes. Desired Skills / Experience Experience of delivering both business and technically focused Business Analysis services for change initiatives that require engagement with multiple teams and/or external organisations. Strong communication and interpersonal skills to engage with audiences of varying levels of business and technical understanding and seniority. Strong understanding of asset management functions and knowledge of financial data. Solid technical skills with SQL and Excel; Experience of Python is a plus. Experience of working as part of an Agile Tech Delivery team. Demonstrate a good understanding of ABOR/IBOR data Experience of working with Aladdin Data Cloud. Experience of developing solutions integrating third party data Experience of supporting the business in onboarding of new fund types (ETF, Hedge funds, Seg mandates) Experience of creating data products to deliver data supporting specific business functions such as Operations, Risk and Distribution. Additional Role Details This role is subject to the Conduct Rules set by the FCA.locations: Londontime type: Full timeposted on: Posted TodayOur high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.At Jupiter, we unlock your potential so our clients can achieve theirs.
Dec 13, 2025
Full time
Business Analyst - Data Platform (12 month FTC) page is loaded Business Analyst - Data Platform (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR458The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with just under 500 employees and £47.1 billion worth of assets under management (as at 30th June 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. Background You will join the Technology team as a Business Analyst aligned to the Data Platform function. You will lead initiatives that enhance the firm's data ingestion, data products, data quality processes, and integration with key platforms such as Aladdin Data Cloud and third-party administrators. You will collaborate closely with data engineers and business users to translate complex business needs into scalable data solutions. Key Responsibilities Elicit requirements using appropriate methods including interviews, document analysis, requirements workshops, business process and workflow analysis. Work closely with business stakeholders to define project requirements and scope. Work closely with the Project Manager (or work in a BA/PM capacity where a Project Manager is not allocated to the team) to communicate project progress, estimates, and updates to stakeholders and senior management, including creating documentation and presentations as needed. Support the project with analysis, testing, organisational and project-administration skills as required. Work closely with cross-functional teams to ensure successful project delivery using Agile methodologies. Utilise SQL and relevant tools (PowerBI / Python) to gather, analyse, manipulate and document data - be able to translate this into technical specifications for data engineers to implement. Ensure all requirements, process flows, and solution designs are clearly documented to agreed standards, maintaining traceability throughout the delivery lifecycle. Adhere to and promote data governance standards, ensuring data definitions, lineage, and quality considerations are incorporated into project deliverables. Produce high-quality documentation including business requirements, data dictionaries, source-to-target mappings, process flows, and user guides, ensuring consistent standards across Tech solutions. Engage with the wider Business Analysis team for knowledge sharing and guidance. Set the direction and use standards and tools (such as Azure DevOps, MS Loop, LucidCharts, MS Teams etc.) for successful project delivery. Stay current with industry trends, tools, and emerging technologies, particularly relevant for your area of work. Proactively identify and implement improvements across organisational processes. Desired Skills / Experience Experience of delivering both business and technically focused Business Analysis services for change initiatives that require engagement with multiple teams and/or external organisations. Strong communication and interpersonal skills to engage with audiences of varying levels of business and technical understanding and seniority. Strong understanding of asset management functions and knowledge of financial data. Solid technical skills with SQL and Excel; Experience of Python is a plus. Experience of working as part of an Agile Tech Delivery team. Demonstrate a good understanding of ABOR/IBOR data Experience of working with Aladdin Data Cloud. Experience of developing solutions integrating third party data Experience of supporting the business in onboarding of new fund types (ETF, Hedge funds, Seg mandates) Experience of creating data products to deliver data supporting specific business functions such as Operations, Risk and Distribution. Additional Role Details This role is subject to the Conduct Rules set by the FCA.locations: Londontime type: Full timeposted on: Posted TodayOur high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.At Jupiter, we unlock your potential so our clients can achieve theirs.
Payroll Manager - Growing Firm of Chartered Accountants High Wycombe £45,000 - £60,000 (DOE) Butler Rose Public Practice is delighted to be partnering with a well established and highly reputable firm of Chartered Accountants in High Wycombe as they embark on an exciting period of growth. As the firm transitions its payroll function fully in house, they are seeking an experienced Payroll Manager to lead, develop, and shape this department from the ground up. You will take full ownership of the payroll department, overseeing the delivery of an efficient and compliant payroll service for a varied portfolio of clients. This role is ideal for someone who enjoys responsibility, autonomy, and the chance to influence and enhance payroll processes across the firm. Key Responsibilities Manage and support the payroll team, including administrators and juniors Oversee all payroll operations, ensuring accuracy, compliance, and timely HMRC submissions Ensure all payroll reconciliations and legislative deadlines are consistently met Train, mentor, and develop team members to enhance capability and confidence Lead on all payroll related projects, including system/process improvements Support the seamless transition of payroll into an efficient in house department Provide technical guidance on complex payroll queries and manual payroll processing Requirements Previous experience managing or supervising a payroll team Excellent, up to date technical payroll knowledge Experience processing manual payrolls Strong systems proficiency and high numerical accuracy Proven ability to mentor, coach, and develop team members A hands on, technically strong payroll professional who leads by example Strong communication skills and a proactive, solutions focused approach Why This Firm? A respected and established independent accountancy practice Real influence over the development of the in house payroll function Competitive salary and benefits package Hybrid Options after Onboarding This is a fantastic opportunity for a confident payroll professional who enjoys both hands on technical work and team leadership - offering the chance to make a real impact, drive process improvements, and build a high performing payroll function. Interested? If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - /d com Know someone perfect for this role? We offer a £300 retail voucher for every successful referral we place - so if you refer a friend or colleague who's hired through Butler Rose, you'll be rewarded! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Dec 13, 2025
Full time
Payroll Manager - Growing Firm of Chartered Accountants High Wycombe £45,000 - £60,000 (DOE) Butler Rose Public Practice is delighted to be partnering with a well established and highly reputable firm of Chartered Accountants in High Wycombe as they embark on an exciting period of growth. As the firm transitions its payroll function fully in house, they are seeking an experienced Payroll Manager to lead, develop, and shape this department from the ground up. You will take full ownership of the payroll department, overseeing the delivery of an efficient and compliant payroll service for a varied portfolio of clients. This role is ideal for someone who enjoys responsibility, autonomy, and the chance to influence and enhance payroll processes across the firm. Key Responsibilities Manage and support the payroll team, including administrators and juniors Oversee all payroll operations, ensuring accuracy, compliance, and timely HMRC submissions Ensure all payroll reconciliations and legislative deadlines are consistently met Train, mentor, and develop team members to enhance capability and confidence Lead on all payroll related projects, including system/process improvements Support the seamless transition of payroll into an efficient in house department Provide technical guidance on complex payroll queries and manual payroll processing Requirements Previous experience managing or supervising a payroll team Excellent, up to date technical payroll knowledge Experience processing manual payrolls Strong systems proficiency and high numerical accuracy Proven ability to mentor, coach, and develop team members A hands on, technically strong payroll professional who leads by example Strong communication skills and a proactive, solutions focused approach Why This Firm? A respected and established independent accountancy practice Real influence over the development of the in house payroll function Competitive salary and benefits package Hybrid Options after Onboarding This is a fantastic opportunity for a confident payroll professional who enjoys both hands on technical work and team leadership - offering the chance to make a real impact, drive process improvements, and build a high performing payroll function. Interested? If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - /d com Know someone perfect for this role? We offer a £300 retail voucher for every successful referral we place - so if you refer a friend or colleague who's hired through Butler Rose, you'll be rewarded! Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Consultant in Obstetrics and Maternal and Fetal Medicine The closing date is 06 January 2026 The fetal medicine unit specialises in the care of women with high risk or problematic pregnancies. We are a specialist referral centre for the diagnosis and management of: Fetal conditions requiring surgery or surgical follow up after delivery (such as abdominal wall defects, congenital lung lesions, diaphragmatic hernia, and obstructive uropathy). Significant fetal cardiac anomalies including babies that require surgery Chromosomal abnormalities (such as Down's Syndrome) Genetic conditions Twin and higher multiple pregnancies Pregnancies affected by red cell antibody incompatibility Main duties of the job The post-holder primarily complements the Obstetrics and Fetal Medicine service. The successful candidate will have responsibility for fetal Medicine, diabetes clinic, ambulatory care services and the management of high risk cardiac patients. They will also cover labour ward including a regular caesarean section list. The post holder is also expected to provide senior clinical leadership on the postnatal ward. The appointee will provide a high-quality Obstetrics service, in conjunction with consultant colleagues already in post. It would be expected that the consultant offers continuous responsibility for the care of patients named under their team. It is expected that the successful candidate will enhance the educational opportunities available to our trainees by any reorganisation and development of services that they initiate. Regular audits will be required and supervision for Quality Improvement Projects (QIP) undertaken by the trainees. Involvement in general management and committee work for the hospital will also be encouraged. The Directorate has weekly MDT and educational meetings in which medical cases are reviewed and discussed and audits are presented. The Directorate holds monthly Consultant meetings, Gynaecology and Perinatal morbidity and mortality meetings. The post holder will have secretarial support from a senior patient administrator shared between other Consultants. The appointee will have a desk in a shared office with access to a computer. About us Chelsea and Westminster is the designated centre for specialist neonatal and paediatric surgery in North West London. We offer a one stop shop for comprehensive multi-disciplinary assessment to plan care for those babies that require surgery following delivery. This service is a dedicated, combined fetal medicine, neonatal, surgical and urological clinic. Our strong links with gynaecology, and geographically close proximity to the Royal Brompton Hospital ensures that pregnancies complicated by fetal or maternal cardiac condition receive individualised care via our combined cardiac clinics. Our fetal medicine consultants hold weekly fetal growth clinics for the monitoring and management of fetal growth restriction. We see a large number of multiple pregnancies and have expertise in the management of complex pregnancy and fetal issues. We offer support to women and their partners throughout their decision-making process and with subsequent pregnancies. Job responsibilities Roles of the post Work as a member of the multi-disciplinary team to offer expert opinion and compassionate advice to women. Provide consultant-led clinics, including diabetes and bereavement clinics Labour ward Consultant cover 1 in 5 weeks Obstetrics non-resident on call commitments as part of the departmental on call rota Attend weekly MDT meetings Attend monthly consultants meetings Provide High Quality Care to Patients The post holder must adhere to the standards outlined by the GMC for Good Medical Develop and maintain the competencies required to carry out the duties required of the Ensure prompt attendance at agreed direct clinical care Programmed Ensure patients are involved in decisions about their care and to respond to their Demonstrate, model and encourage Trust Values at all times to all patients and staff Research, Teaching and Training Provide high quality teaching to medical undergraduates and members of other health care professions as agreed with the Service Leads. To contribute to the training of O&G trainees, other doctors in training and other staff groups. Act as a clinical supervisor and appraiser as delegated by the Clinical Director/Service Lead to ensure external accreditation of training post Where possible to collaborate with academic and clinical colleagues to enhance the Trusts translational research/audit portfolio, at all times meeting the full requirements of Research Governance. Ensure that your mandatory training is up to date as per Trust The Trust expects all consultants to participate fully in continuing professional development to ensure that skills and knowledge are updated in line with relevant medical developments. Consultants may apply to the study leave budget for help with associated expenses in line with the terms and conditions of their contract. In addition consultants will be expected to undertake some non-clinical training and development at the discretion of the trust management, for example, Leadership Training. Performance Management To work with medical, nursing and managerial colleagues to ensure high performance in the following areas: Clinical efficiency g. Length of Stay (LOS) reductions, admission on day of surgery, reducing cancelled operations and DNA rates. Quality of outcomes g. infection control targets, reducing re-admission rates Financial management e.g. identification, implementation and achievement of cost improvement programmes and participating in efforts to ensure services are provided cost effectively e.g. managing locum agency spend, monitoring and managing the drug budget to target, ensuring accuracy of clinical data for the team. Operational efficiency g. day-case rates, waiting list activity and demand management. Medical Staff Management and Accountability Work with colleagues to ensure Junior doctors hours are compliant in line with EWTD and New Ensure that Trust systems and procedures are in place and followed to control and monitor leave for junior medical staff and to ensure that there is appropriate cover within the clinical areas, including on-call Adhere to Trust / department guidelines on leave, including requesting and reporting absence, and professional and study leave, and to ensure that members of staff for whom you are responsible do the Participate in the recruitment and induction of junior medical staff as delegated by the Clinical Director/Service Lead. Participate in team objective setting as part of the annual job planning Be responsible for ongoing assessment and regular appraisal of all doctors in training, Trust doctors and non-consultant grades as delegated by the Clinical Director/Service Lead /General Manager. Participate fully in regular departmental activities including department meetings and team building Governance Adherence to referral pathways for oncology MDT and perinatal MDT is Review clinical outcomes in designated area using external benchmarking data where appropriate, to identify and advise variances to the Clinical Director/Service Lead. Participate in clinical audit, incident reporting and analysis and to ensure resulting actions are Work closely with the Directorate in relation to clinical and services developments as delegated by the Clinical Director/Service Lead. Participate in ensuring NICE, NSF, CNST and other national guidance requirements are reviewed and implemented and monitored in the speciality areas. Ensure clinical guidelines and protocols are adhered to by junior medical staff and any other staff for whom the post has responsibility and that these are updated on a regular basis. Keep fully informed about best practice in the speciality areas and ensure implications for practice changes are discussed with the Clinical Director/ Service Lead. To role model good practice for infection control to all members of the multidisciplinary team and adhere to the Trust Infection Control measures (available on the Trust Intranet). To report all clinical and non-clinical accidents or incidents promptly, and to co-operate accordingly with any investigations undertaken. Strategy and Business Planning Work with medical managers and general managers to take forward the business planning and objective setting process for the directorate and Trust where appropriate. Represent the Trust at appropriate clinical networks/other external clinical meetings, as delegated by the Clinical Director/Service Lead. To attend and contribute at regular Departmental meetings as identified by the Clinical Leadership and Team Working Demonstrate appropriate leadership skills with regard to individual performance, clinical teams, the Trust and when participating in national initiatives. Participate in any necessary management and leadership development courses as required by the Work collaboratively with all members of the multi-disciplinary team and Imperial College as Set up and chair meetings relevant for clinical To promote local resolution of any conflict or differences of To involve appropriate parties for mediation . click apply for full job details
Dec 13, 2025
Full time
Consultant in Obstetrics and Maternal and Fetal Medicine The closing date is 06 January 2026 The fetal medicine unit specialises in the care of women with high risk or problematic pregnancies. We are a specialist referral centre for the diagnosis and management of: Fetal conditions requiring surgery or surgical follow up after delivery (such as abdominal wall defects, congenital lung lesions, diaphragmatic hernia, and obstructive uropathy). Significant fetal cardiac anomalies including babies that require surgery Chromosomal abnormalities (such as Down's Syndrome) Genetic conditions Twin and higher multiple pregnancies Pregnancies affected by red cell antibody incompatibility Main duties of the job The post-holder primarily complements the Obstetrics and Fetal Medicine service. The successful candidate will have responsibility for fetal Medicine, diabetes clinic, ambulatory care services and the management of high risk cardiac patients. They will also cover labour ward including a regular caesarean section list. The post holder is also expected to provide senior clinical leadership on the postnatal ward. The appointee will provide a high-quality Obstetrics service, in conjunction with consultant colleagues already in post. It would be expected that the consultant offers continuous responsibility for the care of patients named under their team. It is expected that the successful candidate will enhance the educational opportunities available to our trainees by any reorganisation and development of services that they initiate. Regular audits will be required and supervision for Quality Improvement Projects (QIP) undertaken by the trainees. Involvement in general management and committee work for the hospital will also be encouraged. The Directorate has weekly MDT and educational meetings in which medical cases are reviewed and discussed and audits are presented. The Directorate holds monthly Consultant meetings, Gynaecology and Perinatal morbidity and mortality meetings. The post holder will have secretarial support from a senior patient administrator shared between other Consultants. The appointee will have a desk in a shared office with access to a computer. About us Chelsea and Westminster is the designated centre for specialist neonatal and paediatric surgery in North West London. We offer a one stop shop for comprehensive multi-disciplinary assessment to plan care for those babies that require surgery following delivery. This service is a dedicated, combined fetal medicine, neonatal, surgical and urological clinic. Our strong links with gynaecology, and geographically close proximity to the Royal Brompton Hospital ensures that pregnancies complicated by fetal or maternal cardiac condition receive individualised care via our combined cardiac clinics. Our fetal medicine consultants hold weekly fetal growth clinics for the monitoring and management of fetal growth restriction. We see a large number of multiple pregnancies and have expertise in the management of complex pregnancy and fetal issues. We offer support to women and their partners throughout their decision-making process and with subsequent pregnancies. Job responsibilities Roles of the post Work as a member of the multi-disciplinary team to offer expert opinion and compassionate advice to women. Provide consultant-led clinics, including diabetes and bereavement clinics Labour ward Consultant cover 1 in 5 weeks Obstetrics non-resident on call commitments as part of the departmental on call rota Attend weekly MDT meetings Attend monthly consultants meetings Provide High Quality Care to Patients The post holder must adhere to the standards outlined by the GMC for Good Medical Develop and maintain the competencies required to carry out the duties required of the Ensure prompt attendance at agreed direct clinical care Programmed Ensure patients are involved in decisions about their care and to respond to their Demonstrate, model and encourage Trust Values at all times to all patients and staff Research, Teaching and Training Provide high quality teaching to medical undergraduates and members of other health care professions as agreed with the Service Leads. To contribute to the training of O&G trainees, other doctors in training and other staff groups. Act as a clinical supervisor and appraiser as delegated by the Clinical Director/Service Lead to ensure external accreditation of training post Where possible to collaborate with academic and clinical colleagues to enhance the Trusts translational research/audit portfolio, at all times meeting the full requirements of Research Governance. Ensure that your mandatory training is up to date as per Trust The Trust expects all consultants to participate fully in continuing professional development to ensure that skills and knowledge are updated in line with relevant medical developments. Consultants may apply to the study leave budget for help with associated expenses in line with the terms and conditions of their contract. In addition consultants will be expected to undertake some non-clinical training and development at the discretion of the trust management, for example, Leadership Training. Performance Management To work with medical, nursing and managerial colleagues to ensure high performance in the following areas: Clinical efficiency g. Length of Stay (LOS) reductions, admission on day of surgery, reducing cancelled operations and DNA rates. Quality of outcomes g. infection control targets, reducing re-admission rates Financial management e.g. identification, implementation and achievement of cost improvement programmes and participating in efforts to ensure services are provided cost effectively e.g. managing locum agency spend, monitoring and managing the drug budget to target, ensuring accuracy of clinical data for the team. Operational efficiency g. day-case rates, waiting list activity and demand management. Medical Staff Management and Accountability Work with colleagues to ensure Junior doctors hours are compliant in line with EWTD and New Ensure that Trust systems and procedures are in place and followed to control and monitor leave for junior medical staff and to ensure that there is appropriate cover within the clinical areas, including on-call Adhere to Trust / department guidelines on leave, including requesting and reporting absence, and professional and study leave, and to ensure that members of staff for whom you are responsible do the Participate in the recruitment and induction of junior medical staff as delegated by the Clinical Director/Service Lead. Participate in team objective setting as part of the annual job planning Be responsible for ongoing assessment and regular appraisal of all doctors in training, Trust doctors and non-consultant grades as delegated by the Clinical Director/Service Lead /General Manager. Participate fully in regular departmental activities including department meetings and team building Governance Adherence to referral pathways for oncology MDT and perinatal MDT is Review clinical outcomes in designated area using external benchmarking data where appropriate, to identify and advise variances to the Clinical Director/Service Lead. Participate in clinical audit, incident reporting and analysis and to ensure resulting actions are Work closely with the Directorate in relation to clinical and services developments as delegated by the Clinical Director/Service Lead. Participate in ensuring NICE, NSF, CNST and other national guidance requirements are reviewed and implemented and monitored in the speciality areas. Ensure clinical guidelines and protocols are adhered to by junior medical staff and any other staff for whom the post has responsibility and that these are updated on a regular basis. Keep fully informed about best practice in the speciality areas and ensure implications for practice changes are discussed with the Clinical Director/ Service Lead. To role model good practice for infection control to all members of the multidisciplinary team and adhere to the Trust Infection Control measures (available on the Trust Intranet). To report all clinical and non-clinical accidents or incidents promptly, and to co-operate accordingly with any investigations undertaken. Strategy and Business Planning Work with medical managers and general managers to take forward the business planning and objective setting process for the directorate and Trust where appropriate. Represent the Trust at appropriate clinical networks/other external clinical meetings, as delegated by the Clinical Director/Service Lead. To attend and contribute at regular Departmental meetings as identified by the Clinical Leadership and Team Working Demonstrate appropriate leadership skills with regard to individual performance, clinical teams, the Trust and when participating in national initiatives. Participate in any necessary management and leadership development courses as required by the Work collaboratively with all members of the multi-disciplinary team and Imperial College as Set up and chair meetings relevant for clinical To promote local resolution of any conflict or differences of To involve appropriate parties for mediation . click apply for full job details
Contract Administrator / Manager Retail Fit-Out Contract Management Construction Jobs Hertfordshire Up to £70,000 plus car allowance, mileage, pension and annual bonus (discretionary) Were seeking an experienced Construction Contracts Administrator / Contracts Manager with a strong bias toward contract management and project administration to oversee multiple fast-track retail / shop fit-out projects across Hertfordshire and the surrounding region. This role is ideal for someone who thrives on keeping projects commercially controlled, contractually compliant, and impeccably documented from pre-construction through handover. Responsibilities Own contract management and administration across multiple retail fit-out projects, ensuring full compliance with JCT/clients contracts and internal governance. Lead the full project lifecycle pre-construction, delivery and post-completion with clear control of programmes, approvals, and deliverables. Administer subcontractor packages: procurement support, scope alignment, contract issuance, valuations, payment certification, and performance tracking. Manage variations / change control, ensuring timely instruction, pricing, negotiation, and accurate record-keeping through to final account. Produce and maintain core project documentation including programmes, RAMS, method statements, progress reports, meeting minutes, and trackers. Coordinate landlord / client approvals, design information release, and retail-specific sign-offs to protect programme and commercial position. Oversee site administration processes: daily diaries, RFIs, quality inspections, snagging logs, and compliance registers. Maintain rigorous H&S documentation in line with legislation, best practice, and live retail environments. Chair project and commercial review meetings, manage risk, and ensure actions are captured, closed out, and auditable. Drive high-quality handovers, ensuring O&M manuals, H&S files, warranties, certificates, and handover packs meet client standards. Key Criteria Proven delivery of retail / shopfitting or commercial fit-out projects, ideally in live trading or fast-track environments. Strong capability in contract administration, subcontractor management, valuations, and final accounts. Confident handling JCT contracts, change control, and commercial documentation. Highly organised with the ability to manage multiple concurrent projects and deadlines. Professional communicator able to work effectively with clients, landlords, subcontractors, and internal teams. Solid understanding of construction methods, H&S legislation, RAMS, and fit-out standards. Proficient in Microsoft Office and project reporting / documentation systems. Please apply below or upload your CV through our website in complete confidence, quoting reference: Construction Project Manager JP1009 JBRP1_UKTJ
Dec 13, 2025
Full time
Contract Administrator / Manager Retail Fit-Out Contract Management Construction Jobs Hertfordshire Up to £70,000 plus car allowance, mileage, pension and annual bonus (discretionary) Were seeking an experienced Construction Contracts Administrator / Contracts Manager with a strong bias toward contract management and project administration to oversee multiple fast-track retail / shop fit-out projects across Hertfordshire and the surrounding region. This role is ideal for someone who thrives on keeping projects commercially controlled, contractually compliant, and impeccably documented from pre-construction through handover. Responsibilities Own contract management and administration across multiple retail fit-out projects, ensuring full compliance with JCT/clients contracts and internal governance. Lead the full project lifecycle pre-construction, delivery and post-completion with clear control of programmes, approvals, and deliverables. Administer subcontractor packages: procurement support, scope alignment, contract issuance, valuations, payment certification, and performance tracking. Manage variations / change control, ensuring timely instruction, pricing, negotiation, and accurate record-keeping through to final account. Produce and maintain core project documentation including programmes, RAMS, method statements, progress reports, meeting minutes, and trackers. Coordinate landlord / client approvals, design information release, and retail-specific sign-offs to protect programme and commercial position. Oversee site administration processes: daily diaries, RFIs, quality inspections, snagging logs, and compliance registers. Maintain rigorous H&S documentation in line with legislation, best practice, and live retail environments. Chair project and commercial review meetings, manage risk, and ensure actions are captured, closed out, and auditable. Drive high-quality handovers, ensuring O&M manuals, H&S files, warranties, certificates, and handover packs meet client standards. Key Criteria Proven delivery of retail / shopfitting or commercial fit-out projects, ideally in live trading or fast-track environments. Strong capability in contract administration, subcontractor management, valuations, and final accounts. Confident handling JCT contracts, change control, and commercial documentation. Highly organised with the ability to manage multiple concurrent projects and deadlines. Professional communicator able to work effectively with clients, landlords, subcontractors, and internal teams. Solid understanding of construction methods, H&S legislation, RAMS, and fit-out standards. Proficient in Microsoft Office and project reporting / documentation systems. Please apply below or upload your CV through our website in complete confidence, quoting reference: Construction Project Manager JP1009 JBRP1_UKTJ
Role Responsibilities Develop a strong understanding of projects impacting your service area and ensuring service impact is minimizedLead technical success plans to ensure customers have a positive and successful experience using Relativity In the role of an SME, work collaboratively with cross-functional teams to enhance the product and create a better customer experience across multiple verticals elativity Relativity Certified Administrator required Preffered Qualifications 5+ years of technical experience working with Relativity products in a customer facing role Proven experience with SQL and Windows platform, and/or experience troubleshooting complex technical issues across the enterprise. Strong written and verbal communication skills Ability to work efficiently under pressure, drive projects to completion and meet deadlines. Ability to manage multiple projects simultaneously and prioritize based on company and team objectives. Meticulous attention to detail. Experience working in a SaaS, IaaS and/or Hybrid environments Experience with and knowledge of e-discovery industry and products. ITIL Certification Relativity Expert Minimum Qualifications 5+ years in a technical role directly supporting customers Benefit Highlights: Comprehensive health, dental, and vision plansParental leave for primary and secondary caregiversTwo, week-long company breaks per yearAdditional time offLong-term incentive programTraining investment programAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.Contributeto and follow Knowledge-Centered Support (KCS) processes and best practices Exhibit subject matter expert (SME) knowledge in RWe're solving big data challenges in the legal tech industry, and we're always looking for more people to join us on the journey. At Relativity, you'll learn cross-functional skills to grow your career and have the chance to make a big impact on our customers, our industry, and our communities. We admire and value our employees, so it's no surprise that our hiring process is designed to help us really get to know you - and for you to get to know us, too.
Dec 12, 2025
Full time
Role Responsibilities Develop a strong understanding of projects impacting your service area and ensuring service impact is minimizedLead technical success plans to ensure customers have a positive and successful experience using Relativity In the role of an SME, work collaboratively with cross-functional teams to enhance the product and create a better customer experience across multiple verticals elativity Relativity Certified Administrator required Preffered Qualifications 5+ years of technical experience working with Relativity products in a customer facing role Proven experience with SQL and Windows platform, and/or experience troubleshooting complex technical issues across the enterprise. Strong written and verbal communication skills Ability to work efficiently under pressure, drive projects to completion and meet deadlines. Ability to manage multiple projects simultaneously and prioritize based on company and team objectives. Meticulous attention to detail. Experience working in a SaaS, IaaS and/or Hybrid environments Experience with and knowledge of e-discovery industry and products. ITIL Certification Relativity Expert Minimum Qualifications 5+ years in a technical role directly supporting customers Benefit Highlights: Comprehensive health, dental, and vision plansParental leave for primary and secondary caregiversTwo, week-long company breaks per yearAdditional time offLong-term incentive programTraining investment programAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.Contributeto and follow Knowledge-Centered Support (KCS) processes and best practices Exhibit subject matter expert (SME) knowledge in RWe're solving big data challenges in the legal tech industry, and we're always looking for more people to join us on the journey. At Relativity, you'll learn cross-functional skills to grow your career and have the chance to make a big impact on our customers, our industry, and our communities. We admire and value our employees, so it's no surprise that our hiring process is designed to help us really get to know you - and for you to get to know us, too.
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Dec 12, 2025
Full time
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
Dec 12, 2025
Full time
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Dec 12, 2025
Full time
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
About Us Prodigi is the leading global print-on-demand platform, enabling businesses to scale their operations through streamlined supply chains and maximised profits. Founded in 2014, we ranked 14th on the Sunday Times Virgin Atlantic Fast Track 100 list of the UK's fastest-growing companies. With a worldwide network of over 50 production facilities across 10 countries, including four in-house plants, we offer the tools to print any image on any product and ship anywhere. The Opportunity We are seeking an experienced NetSuite Finance Systems Manager to take ownership of our financial systems, driving efficiency and automation across our finance and operations teams. Reporting directly to the Head of Finance, you will be responsible for managing, optimising, and expanding our NetSuite ERP functionality to support the business's growth. This role will be pivotal in ensuring data integrity, financial reporting accuracy, and process automation, reducing reliance on manual workflows. You will work closely with finance, operations, and IT teams to integrate NetSuite seamlessly with other business systems and develop insightful reporting tools. Key Responsibilities Own and manage NetSuite ERP, ensuring system reliability, efficiency, and compliance with financial processes. Design and implement process automation and system enhancements, reducing manual effort and improving accuracy across finance and supply chain functions. Lead data integrity initiatives, ensuring seamless information flow across financial reporting, inventory, and procurement. Develop and maintain reports, dashboards, and KPIs to provide real-time financial insights for business decision-making. Collaborate with finance, operations, and IT teams to integrate NetSuite with third-party applications such as Power BI, CRM platforms, and data warehouses. Support month-end close activities, helping to automate reconciliations and reporting tasks. Oversee tax and compliance processes, ensuring accurate VAT/sales tax reporting across multiple jurisdictions. Develop and deliver user training and best-practice documentation to ensure adoption and efficient use of NetSuite. Stay up to date with NetSuite updates and emerging best practices, implementing relevant improvements. Required Experience & Skills 3+ years experience in NetSuite administration, configuration, and optimisation. Strong understanding of finance, accounting principles, and supply chain management. Hands-on experience in NetSuite customisations, including SuiteFlow, SuiteAnalytics, and saved searches. Experience integrating NetSuite with other business tools such as Power BI, Snowflake, or CRM platforms. Strong data management skills, including SQL, data migration, and validation. Ability to work cross-functionally, translating finance and business needs into system solutions. Excellent problem-solving skills, with a proactive approach to optimising workflows. Strong stakeholder management and ability to communicate technical concepts to non-technical users. Desired Qualifications NetSuite Administrator Certification or equivalent experience. Experience in e-commerce, manufacturing, or print-on-demand environments. Proficiency in Power BI, Power Query, or SQL to support financial reporting needs. What We Offer Competitive salary of £60-80,000+ per year You will have 25 days holiday per year plus one day off for your birthday. Flexible hours and flexible working location, work from home or the office, your choice. Company Pension 4% employer contribution, 5% employee. Health care cash plan. A charity day per year to volunteer at a recognised charity. We believe in equal opportunity and value diversity. We believe that varied perspectives, experiences and backgrounds lead to a workplace that's better for everyone. Location We have offices in Alton and Harrogate as well as supporting fully remote or hybrid working depending on your preferences.
Dec 12, 2025
Full time
About Us Prodigi is the leading global print-on-demand platform, enabling businesses to scale their operations through streamlined supply chains and maximised profits. Founded in 2014, we ranked 14th on the Sunday Times Virgin Atlantic Fast Track 100 list of the UK's fastest-growing companies. With a worldwide network of over 50 production facilities across 10 countries, including four in-house plants, we offer the tools to print any image on any product and ship anywhere. The Opportunity We are seeking an experienced NetSuite Finance Systems Manager to take ownership of our financial systems, driving efficiency and automation across our finance and operations teams. Reporting directly to the Head of Finance, you will be responsible for managing, optimising, and expanding our NetSuite ERP functionality to support the business's growth. This role will be pivotal in ensuring data integrity, financial reporting accuracy, and process automation, reducing reliance on manual workflows. You will work closely with finance, operations, and IT teams to integrate NetSuite seamlessly with other business systems and develop insightful reporting tools. Key Responsibilities Own and manage NetSuite ERP, ensuring system reliability, efficiency, and compliance with financial processes. Design and implement process automation and system enhancements, reducing manual effort and improving accuracy across finance and supply chain functions. Lead data integrity initiatives, ensuring seamless information flow across financial reporting, inventory, and procurement. Develop and maintain reports, dashboards, and KPIs to provide real-time financial insights for business decision-making. Collaborate with finance, operations, and IT teams to integrate NetSuite with third-party applications such as Power BI, CRM platforms, and data warehouses. Support month-end close activities, helping to automate reconciliations and reporting tasks. Oversee tax and compliance processes, ensuring accurate VAT/sales tax reporting across multiple jurisdictions. Develop and deliver user training and best-practice documentation to ensure adoption and efficient use of NetSuite. Stay up to date with NetSuite updates and emerging best practices, implementing relevant improvements. Required Experience & Skills 3+ years experience in NetSuite administration, configuration, and optimisation. Strong understanding of finance, accounting principles, and supply chain management. Hands-on experience in NetSuite customisations, including SuiteFlow, SuiteAnalytics, and saved searches. Experience integrating NetSuite with other business tools such as Power BI, Snowflake, or CRM platforms. Strong data management skills, including SQL, data migration, and validation. Ability to work cross-functionally, translating finance and business needs into system solutions. Excellent problem-solving skills, with a proactive approach to optimising workflows. Strong stakeholder management and ability to communicate technical concepts to non-technical users. Desired Qualifications NetSuite Administrator Certification or equivalent experience. Experience in e-commerce, manufacturing, or print-on-demand environments. Proficiency in Power BI, Power Query, or SQL to support financial reporting needs. What We Offer Competitive salary of £60-80,000+ per year You will have 25 days holiday per year plus one day off for your birthday. Flexible hours and flexible working location, work from home or the office, your choice. Company Pension 4% employer contribution, 5% employee. Health care cash plan. A charity day per year to volunteer at a recognised charity. We believe in equal opportunity and value diversity. We believe that varied perspectives, experiences and backgrounds lead to a workplace that's better for everyone. Location We have offices in Alton and Harrogate as well as supporting fully remote or hybrid working depending on your preferences.
Treasury Systems Manager page is loaded Treasury Systems Managerlocations: 70 Grosvenor Street, London, W1K 3JPtime type: Full timeposted on: Posted Todayjob requisition id: JR04724Purpose of RoleThe treasury department operates a coordinated function across Grosvenor Property and works with other parts of Grosvenor in an advisory capacity.The Treasury Systems Manager is responsible for managing systems at the intersection of Grosvenor's finance, technology, and risk management functions. The position ensures the effective and secure operation of technology related to cash, liquidity, and risk management processes, and hence requires experience in treasury processes and controls, as well as proficiency in relevant systems to support treasury projects, collaborate with the treasury team, and perform ongoing administration, maintenance, and resolution of system issues. In parallel, the role is also responsible for treasury back-office activities such as workflow and inbox management, account opening/closing and the maintenance of mandates and signatory lists in conjunction with the Cash Analyst, and deputising in their absence.This position will play a vital role in the treasury team's success by driving improvements, resolving technical issues and managing essential back office activity. Candidates should demonstrate solid technical and problem-solving skills, relevant experience, and a clear grasp of treasury systems, processes, and controls, from either a corporate or consultancy environment.Key Responsibilities Drive the transformation of how we work by leading initiatives to automate manual treasury workflows and supporting treasury project workstreams, whilst taking ownership of day-to-day troubleshooting and issue resolution. Primary owner and administrator of treasury systems, configuring and maintaining modules, user access, permissions and controls in addition to overseeing upgrades and testing with IT and vendors. Responsible for interfaces between the TMS, ERP, data warehouse, and banks, supporting straight-through processing (STP) and collaborating with Group Technology to implement API or SWIFT connectivity for global banking relationships. Maintaining data integrity across all treasury systems and interfaces (ERP, bank portals, market data feeds, etc) to ensure accuracy and completeness of financial data flowing into dashboards and reports, and development and maintenance of reporting including Power BI or dashboard development for treasury metrics and KPIs. Ensuring timely and accurate bank account opening, including maintenance of banking and dealing mandates and authorities. Monitoring of Group Treasury mailbox, collaborating with treasury and finance colleagues to share information or coordinate and prepare responses to enquiries. Assisting with any internal and external audit requests when required and deputising for the Cash Analyst in their absence.Key Requirements Essential Expertise in the use and configuration of the FIS Integrity TMS, complemented by solid experience with other common treasury systems and online banking platforms. Experience or demonstrable understanding of daily cash management and settlement processes, familiarity with banking administration and other common treasury processes, and the ability to identify areas of process or control improvement. Advanced user of MS Office suite of applications (Excel, Word, PowerPoint). High attention to detail and excellent problem solving, communication & IT skills. Desirable Completion of a FIS Integrity certification & training programme, or ACT training courses. Consultancy background or previously involved with the implementation of FIS Integrity. A good understanding of common treasury risks and mitigating controls. Experience with PowerBI, and familiar with AI technology. Knowledge of SWIFT messaging formats. Degree educated in a mathematical, scientific or engineering related discipline.To apply for this job please click on "Apply". To begin your application you will be asked to create an account.Please carefully read our Recruitment Privacy Notice before proceeding with an application. The privacy notice sets out how Grosvenor obtains, uses and protects the personal information which you provide to us. You can read the notice here -We think this is a very special place to work. Our international activities span urban property, food and agtech, rural estate management and support for philanthropic initiatives - meaning we are able to offer a wide range of rewarding career opportunities.We are united by a common purpose: to deliver lasting commercial, social and environmental benefit, and this drives everything we do. It means that we put planet and people at the centre of what we do and why we want people with open minds and fresh ideas to join us.
Dec 12, 2025
Full time
Treasury Systems Manager page is loaded Treasury Systems Managerlocations: 70 Grosvenor Street, London, W1K 3JPtime type: Full timeposted on: Posted Todayjob requisition id: JR04724Purpose of RoleThe treasury department operates a coordinated function across Grosvenor Property and works with other parts of Grosvenor in an advisory capacity.The Treasury Systems Manager is responsible for managing systems at the intersection of Grosvenor's finance, technology, and risk management functions. The position ensures the effective and secure operation of technology related to cash, liquidity, and risk management processes, and hence requires experience in treasury processes and controls, as well as proficiency in relevant systems to support treasury projects, collaborate with the treasury team, and perform ongoing administration, maintenance, and resolution of system issues. In parallel, the role is also responsible for treasury back-office activities such as workflow and inbox management, account opening/closing and the maintenance of mandates and signatory lists in conjunction with the Cash Analyst, and deputising in their absence.This position will play a vital role in the treasury team's success by driving improvements, resolving technical issues and managing essential back office activity. Candidates should demonstrate solid technical and problem-solving skills, relevant experience, and a clear grasp of treasury systems, processes, and controls, from either a corporate or consultancy environment.Key Responsibilities Drive the transformation of how we work by leading initiatives to automate manual treasury workflows and supporting treasury project workstreams, whilst taking ownership of day-to-day troubleshooting and issue resolution. Primary owner and administrator of treasury systems, configuring and maintaining modules, user access, permissions and controls in addition to overseeing upgrades and testing with IT and vendors. Responsible for interfaces between the TMS, ERP, data warehouse, and banks, supporting straight-through processing (STP) and collaborating with Group Technology to implement API or SWIFT connectivity for global banking relationships. Maintaining data integrity across all treasury systems and interfaces (ERP, bank portals, market data feeds, etc) to ensure accuracy and completeness of financial data flowing into dashboards and reports, and development and maintenance of reporting including Power BI or dashboard development for treasury metrics and KPIs. Ensuring timely and accurate bank account opening, including maintenance of banking and dealing mandates and authorities. Monitoring of Group Treasury mailbox, collaborating with treasury and finance colleagues to share information or coordinate and prepare responses to enquiries. Assisting with any internal and external audit requests when required and deputising for the Cash Analyst in their absence.Key Requirements Essential Expertise in the use and configuration of the FIS Integrity TMS, complemented by solid experience with other common treasury systems and online banking platforms. Experience or demonstrable understanding of daily cash management and settlement processes, familiarity with banking administration and other common treasury processes, and the ability to identify areas of process or control improvement. Advanced user of MS Office suite of applications (Excel, Word, PowerPoint). High attention to detail and excellent problem solving, communication & IT skills. Desirable Completion of a FIS Integrity certification & training programme, or ACT training courses. Consultancy background or previously involved with the implementation of FIS Integrity. A good understanding of common treasury risks and mitigating controls. Experience with PowerBI, and familiar with AI technology. Knowledge of SWIFT messaging formats. Degree educated in a mathematical, scientific or engineering related discipline.To apply for this job please click on "Apply". To begin your application you will be asked to create an account.Please carefully read our Recruitment Privacy Notice before proceeding with an application. The privacy notice sets out how Grosvenor obtains, uses and protects the personal information which you provide to us. You can read the notice here -We think this is a very special place to work. Our international activities span urban property, food and agtech, rural estate management and support for philanthropic initiatives - meaning we are able to offer a wide range of rewarding career opportunities.We are united by a common purpose: to deliver lasting commercial, social and environmental benefit, and this drives everything we do. It means that we put planet and people at the centre of what we do and why we want people with open minds and fresh ideas to join us.
Job DescriptionThe Customer Success Manager German Speaker is a dynamic customer advisory role responsible for getting customers to business outcomes as fast as possible using our cutting-edge Zendesk solutions. It is an exciting customer facing role that puts you at the forefront of applying cutting edge customer and employee service platforms and advanced AI to enable our customers to empower, service and accelerate their end customers' businesses.The overarching objective of the CSM is to ensure Zendesk customers realize business value and outcomes from their investment in Zendesk. This role will work across a customer's organization, from a CXO-level down to senior customer experience leaders and to the administrators running Zendesk solutions. When our customers realize value and succeed, Zendesk succeeds - and the CSM is a key enabler of our customers' success and Zendesk's company growth aspirations. To achieve these goals, the mission of the CSM team will be to: Deliver outcome-driven engagement throughout the customer's journey using Zendesk solutions - from onboarding, to success planning, through product adoption and value realization Remove obstacles to product adoption and raise the bar for the overall Zendesk customer experience throughout the customer journey Be the change agent force that continuously advocates for and on behalf of the customer, providing actionable, customer-driven feedback to the Zendesk ecosystem JOB RESPONSIBILITIES Overarching objectives of the role include the following: Proactive customer health management through intentional, outcome-driven customer engagement Product adoption acceleration and customer value realization Cultivating, strengthening, and accelerating growth of Zendesk customer relationships To deliver on those three overarching objectives, CSMs will collaborate closely with Zendesk customers and colleagues on the following: Delivering a world-class customer experience anchored on getting our Zendesk customers to value as quickly as possible - from onboarding, to success planning, to adoption roadmaps, to recurring outcome-driven engagement, to customer value and outcome realization. Driving, enabling and removing obstacles to adoption of Zendesk's product suite, providing prescriptive best practices, resources, expertise and continuously linking customer adoption to quantified/qualified customer value & business outcomes. Tirelessly advocating for the Zendesk customer across the ecosystem, including bringing prioritized & data-driven customer feedback and insight back into the Zendesk product development team Delivering a heightened customer experience through proactive engagement and communication with the customer, both written and verbal. Forging tight relationships with the rest of the Zendesk customer account team - including sales, customer support, professional services, renewals, and marketing. Develop strong relationships with customer leaders at all levels of an organization - from CIO and business leaders to IT experts, professionals and architects In addition to core customer-facing responsibilities above, CSMs must also be able to: Understand all aspects of overall customer health and know how to proactively manage health - taking into factors such as success plan status, relationship strength, product adoption/usage/currency, level of engagement, NPS and customer experience-metrics Ability to learn and understand new software solutions in the customer experience space. Previous experience in the customer experience space ideal. Track all engagement and touchpoints with accounts and provide continuous, unbiased intelligence on the status of customer's overall health. Regular travel to customer locations or site visits is expected for this role at a minimum 40% QUALIFICATIONS Bachelor degree in computer science, information sciences & technology, engineering or business Minimum of 4+ years of related experience in Customer Success / Experience Fluency in German and English, able to communicate professionally in both languages Previous experience in go-to-customer/GTM roles in enterprise technology / SaaS - either customer success management, professional services/consulting, technical account management, or solutions engineering/pre-sales consulting Previous experience leveraging leading customer success tools (e.g., Gainsight, etc.) as an integral part of a daily routine engaging with your customers Track record of learning new technology/software solutions and linking software solutions to common customer use cases, product adoption maturity/frameworks, and, ultimately, business value and outcomes for customers Experience in supporting and driving adoption of AI-powered solutions in customer-facing roles is a plus Ability to explain and demonstrate the value of AI to both technical and non-technical stakeholder Proven ability to multi-task and perform program/project management activities to ensure multiple customers are progressing against success plans and outcomes. Strong interpersonal skills, with the ability to influence at multiple levels (e.g., CXO to Director to Administrator) across the customer's organization and across multiple functions (e.g., Sales, Professional Services, Customer Support, Product Management and Engineering) within Zendesk Ability to do foundational quantitative analysis and basic churn forecasting : In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Dec 12, 2025
Full time
Job DescriptionThe Customer Success Manager German Speaker is a dynamic customer advisory role responsible for getting customers to business outcomes as fast as possible using our cutting-edge Zendesk solutions. It is an exciting customer facing role that puts you at the forefront of applying cutting edge customer and employee service platforms and advanced AI to enable our customers to empower, service and accelerate their end customers' businesses.The overarching objective of the CSM is to ensure Zendesk customers realize business value and outcomes from their investment in Zendesk. This role will work across a customer's organization, from a CXO-level down to senior customer experience leaders and to the administrators running Zendesk solutions. When our customers realize value and succeed, Zendesk succeeds - and the CSM is a key enabler of our customers' success and Zendesk's company growth aspirations. To achieve these goals, the mission of the CSM team will be to: Deliver outcome-driven engagement throughout the customer's journey using Zendesk solutions - from onboarding, to success planning, through product adoption and value realization Remove obstacles to product adoption and raise the bar for the overall Zendesk customer experience throughout the customer journey Be the change agent force that continuously advocates for and on behalf of the customer, providing actionable, customer-driven feedback to the Zendesk ecosystem JOB RESPONSIBILITIES Overarching objectives of the role include the following: Proactive customer health management through intentional, outcome-driven customer engagement Product adoption acceleration and customer value realization Cultivating, strengthening, and accelerating growth of Zendesk customer relationships To deliver on those three overarching objectives, CSMs will collaborate closely with Zendesk customers and colleagues on the following: Delivering a world-class customer experience anchored on getting our Zendesk customers to value as quickly as possible - from onboarding, to success planning, to adoption roadmaps, to recurring outcome-driven engagement, to customer value and outcome realization. Driving, enabling and removing obstacles to adoption of Zendesk's product suite, providing prescriptive best practices, resources, expertise and continuously linking customer adoption to quantified/qualified customer value & business outcomes. Tirelessly advocating for the Zendesk customer across the ecosystem, including bringing prioritized & data-driven customer feedback and insight back into the Zendesk product development team Delivering a heightened customer experience through proactive engagement and communication with the customer, both written and verbal. Forging tight relationships with the rest of the Zendesk customer account team - including sales, customer support, professional services, renewals, and marketing. Develop strong relationships with customer leaders at all levels of an organization - from CIO and business leaders to IT experts, professionals and architects In addition to core customer-facing responsibilities above, CSMs must also be able to: Understand all aspects of overall customer health and know how to proactively manage health - taking into factors such as success plan status, relationship strength, product adoption/usage/currency, level of engagement, NPS and customer experience-metrics Ability to learn and understand new software solutions in the customer experience space. Previous experience in the customer experience space ideal. Track all engagement and touchpoints with accounts and provide continuous, unbiased intelligence on the status of customer's overall health. Regular travel to customer locations or site visits is expected for this role at a minimum 40% QUALIFICATIONS Bachelor degree in computer science, information sciences & technology, engineering or business Minimum of 4+ years of related experience in Customer Success / Experience Fluency in German and English, able to communicate professionally in both languages Previous experience in go-to-customer/GTM roles in enterprise technology / SaaS - either customer success management, professional services/consulting, technical account management, or solutions engineering/pre-sales consulting Previous experience leveraging leading customer success tools (e.g., Gainsight, etc.) as an integral part of a daily routine engaging with your customers Track record of learning new technology/software solutions and linking software solutions to common customer use cases, product adoption maturity/frameworks, and, ultimately, business value and outcomes for customers Experience in supporting and driving adoption of AI-powered solutions in customer-facing roles is a plus Ability to explain and demonstrate the value of AI to both technical and non-technical stakeholder Proven ability to multi-task and perform program/project management activities to ensure multiple customers are progressing against success plans and outcomes. Strong interpersonal skills, with the ability to influence at multiple levels (e.g., CXO to Director to Administrator) across the customer's organization and across multiple functions (e.g., Sales, Professional Services, Customer Support, Product Management and Engineering) within Zendesk Ability to do foundational quantitative analysis and basic churn forecasting : In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager. The intelligent heart of customer experience Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.Zendesk is an equal opportunity employer, and we're proud of our ongoing efforts to foster in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please .Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.
Who is Heidi? Heidi is building an AI Care Partner that supports clinicians every step of the way, from documentation to delivery of care. We exist to double healthcare's capacity while keeping care deeply human. In 18 months, Heidi has returned more than 18 million hours to clinicians and supported over 73 million patient visits. Today, more than two million patient visits each week are powered by Heidi across 116 countries and over 110 languages. Founded by clinicians, Heidi brings together clinicians, engineers, designers, scientists, creatives, and mathematicians, working with a shared purpose: to strengthen the human connection at the heart of healthcare. Backed by nearly $100 million in total funding, Heidi is expanding across the USA, UK, Canada, and Europe, partnering with major health systems including the NHS, Beth Israel Lahey Health, MaineGeneral, and Monash Health, among others. We move quickly where it matters and stay grounded in what's proven, shaping healthcare's next era. Ready for the challenge? The Role As an Enterprise Customer Success Manager at Heidi, you'll own the end to end customer experience across diverse customer segments, helping clinicians adopt and love Heidi. You'll be the strategic partner for a portfolio of Heidi's largest enterprise customers, and will be accountable for their long-term success with Heidi. You'll shape the customer journey from success design through implementation to ongoing value realisation, building trusted relationships with executives and clinical leaders to ensure Heidi delivers measurable outcomes, sustained adoption, and lasting impact across clinical teams. What you'll do: Lead enterprise deployments Engage early in the customer journey to shape rollout and pilot strategies, ensuring every deployment is set up for success. Lead the onboarding of new customers from planning, training through to go-live, delivering seamless integrations into customer workflows. Lead cross-functional collaboration within Heidi and with key customer stakeholders from executives to clinical and technical leaders to deliver smooth implementations, strong clinician adoption, and measurable outcomes. Translate strategy into execution, guiding teams to achieve results quickly and sustain them at scale. Drive change management Support organisations through significant workflow transformation by leading planning, communication, training, and reinforcement that give clinicians and executives confidence in adopting new ways of working. Partner for ongoing success Build trusted, long-term relationships with executives, clinicians, and operational leaders to ensure sustained value well beyond go-live. Engage with intention to demonstrate impact and expand Heidi's value across the health system, contributing to our mission of doubling healthcare's capacity. Deliver value at every touchpoint through proactive check ins, success planning, and education strategies. Think and act strategically to scale your impact. Use data to drive decisions Interpret and operationalise customer insights to design and execute initiatives that improve clinician engagement and satisfaction. Use data to proactively manage risk and identify opportunities for expansion and advocacy. Track and improve metrics along the customer journey like time to first value and early activation. Develop and execute tailored adoption plans to maximise user engagement and satisfaction, enhancing the continued love for Heidi among clinicians. Communicate and collaborate Communicate, present, and influence effectively at all levels, from executives to frontline clinicians, showing a genuine commitment to improving healthcare outcomes and supporting those who deliver care. Champion customer success Focus on what truly matters to clinicians and health leaders - improving care, enhancing patient outcomes, and making clinicians' working lives easier. Combine deep product expertise with empathy to solve relentlessly for their success, knowing that when they thrive, healthcare does too. Become the voice of the customer internally, advocating for their needs and priorities and showcasing wins. Stay ahead of health system trends Be relentlessly curious about how healthcare is changing. Anticipate what's next, from digital health innovation to hospital operations and clinician workflows, and turn that insight into strategies that drive adoption and deliver measurable outcomes. Scale success Bring expertise, curiosity, and good judgement to how we grow. Shape the frameworks, tools, and ways of working that turn complex, multi thousand clinician deployments into scalable, high impact rollouts. Earn trust, prove value, and embed Heidi as a critical partner in every health system's long term success. Gather and share insights to influence product development and feature prioritisation. Improve Process & Playbook development to refine and scale customer success playbooks, frameworks and collateral. Partner across Product, Sales, Support and Engineering teams to share insights and streamline implementation processes What we look for 2-4+ years of experience in a Customer Success role at a SaaS company, with a proven track record of owning the full customer lifecycle. Healthcare experience or familiarity with clinical workflows is desirable, though not required. Exceptional communicator who can build trust with clinicians, administrators, and cross functional teams alike. Highly organized and detail oriented, ability to manage multiple projects and competing priorities without compromising quality. Self starter with a bias for action, comfortable navigating fast paced, ambiguous environments. Mission driven, motivated by reducing clinician burden and improving patient outcomes through thoughtful, intelligent technology. Influential and credible, able to align executives, clinicians, and IT leaders around shared goals and drive measurable outcomes. Proven impact in driving genuine adoption and lasting behavior change - not just managing projects, but embedding technology into daily workflows. Commercial mindset, understanding the link between customer success and business growth, including retention, renewals, and expansion. Builder mindset - collaborative, curious, and proactive. You spot challenges early, act quickly to solve them, and continuously raise the bar for yourself and your team. Tech fluent, confident using modern tools to collaborate, track outcomes, and share insights; experience with platforms like HubSpot, Gong, Figma, or Omni is a plus. Empathetic problem solver, using data, curiosity, and insight to improve customer and patient outcomes. Thrives in change, adaptable and energised by building something meaningful in a fast moving environment. Growth oriented, eager to learn, contribute, and grow alongside a mission driven team. Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships, we want to hear from you. What do we believe in? Heidi builds for the future of healthcare, not just the next quarter, and our goals are ambitious because the world's health demands it. We believe in progress built through precision, pace, and ownership. Live Forever - Every release moves care forward: measured, safe, and built to last. Data guides us, but patients define the truth that matters. Practice Ownership - Decisions follow logic and proof, not hierarchy. Exceptional care demands exceptional standards in our work, our thinking, and our character. Small Cuts Heal Faster - Stability earns trust, speed delivers impact. Progress is about learning fast without breaking what people depend on. Make others better - Feedback is direct, kindness is constant, and excellence lifts everyone. Our success is measured by collective growth, not individual output. Our mission is clear: expand the world's capacity to care, and do it without losing the humanity that makes care worth delivering. Why you should Join Heidi Real product momentum. We're not trying to generate interest, we're channeling it. Equity from day one. When Heidi wins, you win. You'll share directly in the success you help create. Unmatched impact. Play a pivotal role in shaping the playbook for how we are scaling customer success at a critical growth moment - all while working on a product that delivers tangible value to clinicians and patients every day. Work alongside world class talent. Learn from some of the best engineers and creatives, joining a diverse team. Growth and balance. Enjoy a £500 personal development budget, dedicated wellness days, and your birthday off to recharge. Flexibility that works. A hybrid environment, with at least 3 days in the office. Heidi's commitment to Diversity, Equity and Inclusion Heidi is dedicated to creating an equitable, inclusive, and supportive work environment that brings people together from diverse backgrounds, experiences, and perspectives. Our strength is in our differences . click apply for full job details
Dec 12, 2025
Full time
Who is Heidi? Heidi is building an AI Care Partner that supports clinicians every step of the way, from documentation to delivery of care. We exist to double healthcare's capacity while keeping care deeply human. In 18 months, Heidi has returned more than 18 million hours to clinicians and supported over 73 million patient visits. Today, more than two million patient visits each week are powered by Heidi across 116 countries and over 110 languages. Founded by clinicians, Heidi brings together clinicians, engineers, designers, scientists, creatives, and mathematicians, working with a shared purpose: to strengthen the human connection at the heart of healthcare. Backed by nearly $100 million in total funding, Heidi is expanding across the USA, UK, Canada, and Europe, partnering with major health systems including the NHS, Beth Israel Lahey Health, MaineGeneral, and Monash Health, among others. We move quickly where it matters and stay grounded in what's proven, shaping healthcare's next era. Ready for the challenge? The Role As an Enterprise Customer Success Manager at Heidi, you'll own the end to end customer experience across diverse customer segments, helping clinicians adopt and love Heidi. You'll be the strategic partner for a portfolio of Heidi's largest enterprise customers, and will be accountable for their long-term success with Heidi. You'll shape the customer journey from success design through implementation to ongoing value realisation, building trusted relationships with executives and clinical leaders to ensure Heidi delivers measurable outcomes, sustained adoption, and lasting impact across clinical teams. What you'll do: Lead enterprise deployments Engage early in the customer journey to shape rollout and pilot strategies, ensuring every deployment is set up for success. Lead the onboarding of new customers from planning, training through to go-live, delivering seamless integrations into customer workflows. Lead cross-functional collaboration within Heidi and with key customer stakeholders from executives to clinical and technical leaders to deliver smooth implementations, strong clinician adoption, and measurable outcomes. Translate strategy into execution, guiding teams to achieve results quickly and sustain them at scale. Drive change management Support organisations through significant workflow transformation by leading planning, communication, training, and reinforcement that give clinicians and executives confidence in adopting new ways of working. Partner for ongoing success Build trusted, long-term relationships with executives, clinicians, and operational leaders to ensure sustained value well beyond go-live. Engage with intention to demonstrate impact and expand Heidi's value across the health system, contributing to our mission of doubling healthcare's capacity. Deliver value at every touchpoint through proactive check ins, success planning, and education strategies. Think and act strategically to scale your impact. Use data to drive decisions Interpret and operationalise customer insights to design and execute initiatives that improve clinician engagement and satisfaction. Use data to proactively manage risk and identify opportunities for expansion and advocacy. Track and improve metrics along the customer journey like time to first value and early activation. Develop and execute tailored adoption plans to maximise user engagement and satisfaction, enhancing the continued love for Heidi among clinicians. Communicate and collaborate Communicate, present, and influence effectively at all levels, from executives to frontline clinicians, showing a genuine commitment to improving healthcare outcomes and supporting those who deliver care. Champion customer success Focus on what truly matters to clinicians and health leaders - improving care, enhancing patient outcomes, and making clinicians' working lives easier. Combine deep product expertise with empathy to solve relentlessly for their success, knowing that when they thrive, healthcare does too. Become the voice of the customer internally, advocating for their needs and priorities and showcasing wins. Stay ahead of health system trends Be relentlessly curious about how healthcare is changing. Anticipate what's next, from digital health innovation to hospital operations and clinician workflows, and turn that insight into strategies that drive adoption and deliver measurable outcomes. Scale success Bring expertise, curiosity, and good judgement to how we grow. Shape the frameworks, tools, and ways of working that turn complex, multi thousand clinician deployments into scalable, high impact rollouts. Earn trust, prove value, and embed Heidi as a critical partner in every health system's long term success. Gather and share insights to influence product development and feature prioritisation. Improve Process & Playbook development to refine and scale customer success playbooks, frameworks and collateral. Partner across Product, Sales, Support and Engineering teams to share insights and streamline implementation processes What we look for 2-4+ years of experience in a Customer Success role at a SaaS company, with a proven track record of owning the full customer lifecycle. Healthcare experience or familiarity with clinical workflows is desirable, though not required. Exceptional communicator who can build trust with clinicians, administrators, and cross functional teams alike. Highly organized and detail oriented, ability to manage multiple projects and competing priorities without compromising quality. Self starter with a bias for action, comfortable navigating fast paced, ambiguous environments. Mission driven, motivated by reducing clinician burden and improving patient outcomes through thoughtful, intelligent technology. Influential and credible, able to align executives, clinicians, and IT leaders around shared goals and drive measurable outcomes. Proven impact in driving genuine adoption and lasting behavior change - not just managing projects, but embedding technology into daily workflows. Commercial mindset, understanding the link between customer success and business growth, including retention, renewals, and expansion. Builder mindset - collaborative, curious, and proactive. You spot challenges early, act quickly to solve them, and continuously raise the bar for yourself and your team. Tech fluent, confident using modern tools to collaborate, track outcomes, and share insights; experience with platforms like HubSpot, Gong, Figma, or Omni is a plus. Empathetic problem solver, using data, curiosity, and insight to improve customer and patient outcomes. Thrives in change, adaptable and energised by building something meaningful in a fast moving environment. Growth oriented, eager to learn, contribute, and grow alongside a mission driven team. Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships, we want to hear from you. What do we believe in? Heidi builds for the future of healthcare, not just the next quarter, and our goals are ambitious because the world's health demands it. We believe in progress built through precision, pace, and ownership. Live Forever - Every release moves care forward: measured, safe, and built to last. Data guides us, but patients define the truth that matters. Practice Ownership - Decisions follow logic and proof, not hierarchy. Exceptional care demands exceptional standards in our work, our thinking, and our character. Small Cuts Heal Faster - Stability earns trust, speed delivers impact. Progress is about learning fast without breaking what people depend on. Make others better - Feedback is direct, kindness is constant, and excellence lifts everyone. Our success is measured by collective growth, not individual output. Our mission is clear: expand the world's capacity to care, and do it without losing the humanity that makes care worth delivering. Why you should Join Heidi Real product momentum. We're not trying to generate interest, we're channeling it. Equity from day one. When Heidi wins, you win. You'll share directly in the success you help create. Unmatched impact. Play a pivotal role in shaping the playbook for how we are scaling customer success at a critical growth moment - all while working on a product that delivers tangible value to clinicians and patients every day. Work alongside world class talent. Learn from some of the best engineers and creatives, joining a diverse team. Growth and balance. Enjoy a £500 personal development budget, dedicated wellness days, and your birthday off to recharge. Flexibility that works. A hybrid environment, with at least 3 days in the office. Heidi's commitment to Diversity, Equity and Inclusion Heidi is dedicated to creating an equitable, inclusive, and supportive work environment that brings people together from diverse backgrounds, experiences, and perspectives. Our strength is in our differences . click apply for full job details
Accounts & Administration Manager - £30k - £32k - Commutable distance from Torpoint - Full Time/ Part time Trial Balance Consulting have been exclusively assigned by a new client based on the Cornwall / Plymouth border, who seek to find an experienced Accounts/Administration Manager. This role, which is offered on a full or part-timebasis (minimum 4 days), is a rare opportunity that will offer full training and support to the successful candidate; encouraging progression in-line with the client's medium to long-term succession plans. As well as built-in progression and a defined career path, this post benefits from enhanced holiday and company pension contributions. The organisation, which is spread across two sites, serves a large number of people in the local community and are well known for delivering an outstanding service. Reporting to the General Manager and working alongside the Business Manager, you will be responsible for all of the bookkeeping activities. The role also involves overseeing a small team of administrators, who are essential in the day-to-day running of the business and organising the wider team. As a smaller business, there are a number of other duties that are included within this role; including the maintenance of the IT systems (should be no problem for a well-rounded accounting professional) and supporting the senior management team in the delivery of company polices i.e., Health and Safety. Other duties to include: Management of general accounting functions; sales and purchase ledger, variance reports and bank reconciliations Payroll administration for a small team Present summarised financial information to the SMT General upkeep and performance improvements of the accounting systems and processes Management of the administration team, including appraisals and training Oversight of the company's IT systems and database integrity Support the SMT with Health and Safety compliance and training Work with chartered accountants to report year-end accounts What we are looking for: Strong IT skills, including the use of MS Office Management experience gained within an office environment AAT Level 3/4 or QBE Driving License This role would suit someone who is confident in the delivery of a quality bookkeeping service, as well as the experience of leading a small team and the knowledge to be the "go to person" for IT related matters. This role will no doubt prove popular and the client is looking to interview ASAP, so please don't delay and click apply to send your CV to Dan Saunders. The reference for this vacancy is DS9731.
Dec 12, 2025
Full time
Accounts & Administration Manager - £30k - £32k - Commutable distance from Torpoint - Full Time/ Part time Trial Balance Consulting have been exclusively assigned by a new client based on the Cornwall / Plymouth border, who seek to find an experienced Accounts/Administration Manager. This role, which is offered on a full or part-timebasis (minimum 4 days), is a rare opportunity that will offer full training and support to the successful candidate; encouraging progression in-line with the client's medium to long-term succession plans. As well as built-in progression and a defined career path, this post benefits from enhanced holiday and company pension contributions. The organisation, which is spread across two sites, serves a large number of people in the local community and are well known for delivering an outstanding service. Reporting to the General Manager and working alongside the Business Manager, you will be responsible for all of the bookkeeping activities. The role also involves overseeing a small team of administrators, who are essential in the day-to-day running of the business and organising the wider team. As a smaller business, there are a number of other duties that are included within this role; including the maintenance of the IT systems (should be no problem for a well-rounded accounting professional) and supporting the senior management team in the delivery of company polices i.e., Health and Safety. Other duties to include: Management of general accounting functions; sales and purchase ledger, variance reports and bank reconciliations Payroll administration for a small team Present summarised financial information to the SMT General upkeep and performance improvements of the accounting systems and processes Management of the administration team, including appraisals and training Oversight of the company's IT systems and database integrity Support the SMT with Health and Safety compliance and training Work with chartered accountants to report year-end accounts What we are looking for: Strong IT skills, including the use of MS Office Management experience gained within an office environment AAT Level 3/4 or QBE Driving License This role would suit someone who is confident in the delivery of a quality bookkeeping service, as well as the experience of leading a small team and the knowledge to be the "go to person" for IT related matters. This role will no doubt prove popular and the client is looking to interview ASAP, so please don't delay and click apply to send your CV to Dan Saunders. The reference for this vacancy is DS9731.
