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Responsibilities cover owning and improving the end-to-end client onboarding process, liaising with relationship managers and clients, managing onboarding documentation completeness, and tracking client updates in the CRM. The position also supports Sales by capturing client data in CRM, analyzing CRM information, producing sales presentations, drafting KYC documents and RFP/RFI responses, coordinating legal documentation, and preparing cost proposals. 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We've combined regulatory expertise with advanced technology to develop our market-leading quality assurance services. Unique in their ability to fully assess data quality, our services are used by some of the world’s largest investment banks, asset managers, hedge funds and brokers, helping them to reduce costs, improve quality and increase confidence in their regulatory reporting.  \nJob summary  \nAn essential role within a rapidly growing company, Kaizen is looking for a Sales and Onboarding Support Specialist to join the team. The role will work with the Client Facing team providing sales support and overseeing the end-to-end client onboarding process.  \nKey activities and responsibilities  \n􀁸 Oversee the onboarding of clients by;  \no Liaising with Relationship Managers to provide improvements in the client onboarding process  \no Ownership of client onboarding process  \n􀂃 Liaising with client on onboarding steps  \n􀂃 Ownership of onboarding documentation  \n􀂃 Reviewing onboarding documentation to ensure completeness  \n􀂃 Working closely with clients to ensure completion of all relevant onboarding steps  \n􀂃 Ensuring all client updates are managed and tracked in the CRM software.  \n􀁸 Support the Sales team by;  \no Capturing clients and relevant client information and details in our CRM software  \no Analysing and interpreting data present within the CRM software  \no Producing sales presentations for the Sales Individuals  \no Drafting of KYC documentations and RFP/RFI responses.  \no Coordinating of legal documentations, e.g. MSA, SOW and NDAs  \no Producing cost proposals for clients  \no Updating all contact information for clients  \no Working with Sales individuals to suggest and implement sales process improvements  \nPerson specification Skills  \nExperience  \nKnowledge  \nQualifications/Training  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \n􀁸  \nAdvanced Microsoft Office with high proficiency in Word, PowerPoint and particularly Excel Excellent verbal and written communication skills Basic mathematical skills  \nStrong attention to detail  \nStrong analytical, organisational, and time management skills  \nA commercially focused mindset Ability to adapt well to change. Languages (desirable)  \nPrevious experience using a CRM tool and techniques would be beneficial  \nProven ability to build and maintain client and stakeholder relationships all at levels Experience of effectively managing multiple tasks and delivering in a fast-paced environment to tight deadlines  \nTrack record of implementing new ideas and challenging the status quo  \nExperience working in financial services or sales would be advantageous.  \nSome knowledge about financial services/ instruments will be beneficial  \nDegree or equivalent experience  \nWhat you’ll get in return  \n􀁸 A competitive compensation package  \n􀁸 Private healthcare, gym membership contribution and regular team socials  \n􀁸 An empowered culture of innovation and collaboration  \n􀁸 Opportunity for career growth and to play a key role in a pioneering growth company.  \nFor further information, [please contact](please contact careers@kaizenreporting.com)[ ](please contact careers@kaizenreporting.com)[careers@kaizenreporting.com](please contact careers@kaizenreporting.com)","cbCairTfn1UhjEkM","https://ap.wps.com/l/cbCairTfn1UhjEkM","pdf",280682,"English","# Overview\n# Job summary\n# Key activities and responsibilities\n## Onboarding responsibilities\n## Sales support responsibilities\n# Person specification\n## Skills\n## Experience\n## Knowledge\n## Qualifications/Training\n# What you’ll get in return","[{\"question\":\"Who does the Sales and Onboarding Specialist report to?\",\"answer\":\"The role is responsible to the Head of Operations and the Relationship Manager.\"},{\"question\":\"What are the core onboarding responsibilities?\",\"answer\":\"Own the client onboarding process, liaise with relationship managers and clients on onboarding steps, review onboarding documentation for completeness, and ensure client updates are managed and tracked in the CRM.\"},{\"question\":\"What sales-support tasks does the role perform?\",\"answer\":\"Capture and analyze client information in the CRM, produce sales presentations, draft KYC documentation and RFP/RFI responses, coordinate legal documents (e.g., MSA, SOW, NDAs), and produce cost proposals.\"}]","Job Description - Sales and Onboarding Specialist | PDF",1789345039]