Client Onboarding & Implementation Manager , 9fin
$120-150k
Offers equity
1+ day a week in office
AI-native intelligence platform for modern credit teams
Be an early applicant
AI-native intelligence platform for modern credit teams
201-500 employees
Be an early applicant
$120-150k
Offers equity
1+ day a week in office
201-500 employees
Company mission
To help leveraged finance professionals win business, outperform their peers, and save time.
Role
Who you are
- Experience with onboarding or account management, ideally in SaaS or fintech
- Strong communication and relationship-building skills — you’re comfortable talking to clients and internal stakeholders alike
- Good technical instincts — you don’t need to be an engineer, but you can troubleshoot tools and explain systems clearly
- High attention to detail and excellent project management skills
- A client-first mindset — you’re proactive, solution-oriented, and always thinking about how to make the experience better
- Familiarity with CRM platforms, document management tools, and security best practices
- Exposure to financial services or legal document workflows, a plus
What the job involves
- You’ll be the first dedicated client services hire on the Private 9fin team
- This means you’ll have real ownership, influence, and visibility from day one
- You’ll build and run our onboarding and support model from the ground up, helping clients get value quickly and use our platform confidently
- You’ll be the bridge between our clients and internal teams, ensuring everything runs smoothly across onboarding, access, support, and day-to-day operations
- This is a high-impact role with plenty of variety, including:
- Client onboarding
- Lead the full onboarding journey for new clients, from kickoff to go-live
- Ensure clients are set up smoothly and securely in our platform
- Design clear documentation and training materials to make onboarding scalable
- Access management & support
- Track how clients are using the platform, troubleshoot issues, and offer hands-on support
- Be the main point of contact during onboarding — answering questions, solving problems, and escalating when needed
- Deliver training and guidance to help clients get the most from our document management system
- Scaling the product
- Build repeatable, scalable processes as the product and client base grow
- Continuously refine workflows, documentation, and support tools
- Cross-functional coordination
- Work closely with sales, product, engineering, and data teams to make sure client setups are correct and issues are resolved quickly
- Relay client feedback to improve the platform and user experience
- Platform & access configuration
- Manage permissions and access settings for clients, in line with our security and compliance policies
- Maintain accurate records of client configurations and document access
Our take
9fin’s initial aim was to solve the problem of extracting data out of financial documents. It quickly turned to AI, where computer vision tools can be deployed to find key financial data point quickly and automatically.
Its AI tools learn to understand the complicated legal clauses in contracts, automating a lot of the manual work that's usually involve in this space. 9fin also has a team of journalists and analysts who product news and analysis that help make sense of complex situations. The result is an integrated platform that debt capital market professionals can use to make quicker and better investment decisions.
9fin is used by leading banks, hedge funds, and asset managers around the world. The company has seen significant investment, the most recent of which will support the scaling of its team and expansion of its product into new asset classes, as well as helping it to grow its presence in the US, Latin America, and Asia Pacific.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
84% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Apr 2026
$170m
SERIES C
Dec 2024
$50m
SERIES B
Total funding: $258.6m
Company benefits
- Flexible hybrid working policy
- 22 weeks full pay maternity, 12 weeks full pay paternity + shared parental leave
- Learning & development budget
- 25 days off + bank holidays
- Bi-annual team and company socials
- One month paid sabbatical after 5 years of service
- Work abroad for up to 3 months a year
- Bank holiday swap program
- Various health insurance packages via our PEO, TriNet
Company values
- Technology doesn't serve the business. Technology is the business: Technology and business are not independent; they are one and the same. We’ve met CEOs who don’t know what language their code is written in and CTOs who don’t know who the customers are. That’s not OK
- Talent trumps experience: We judge people by the quality of their ideas, not the duration of their employment. We’d rather work with people who have spent 12 months being awesome than those who have spent 3 years being average
- Don't know? Say so: Ignorance is only a weakness when you don’t admit it. We’ve seen lots of people waste hours of productivity because they were too afraid to ask for help
- Ship early and often: It’s impossible to design a truly awesome product without customer feedback
- Never settle: The product might have shipped, but it’s never perfect. If we can’t find ways to improve we just aren’t looking hard enough
- Diversity: We don’t discriminate. As well as being an end in itself, varied backgrounds and cultures bring new perspectives and stop group think
- Have an opinion: No decision is off limits to being challenged. Disagreement is healthy, it shows you care
- Beautiful simplicity: If it’s not easy to use, then it’s broken. Consumer applications relentlessly focus on the user with beautiful interfaces and snazzy graphics. There’s no reason why B2B can’t be just as good
- Make time for others: Everyone is busy. But taking 5-10 minutes out of your day to grab a coffee with a colleague who needs advice or help is not too much to ask
- Overcommunicate: Don’t leave people in the dark. It’s better to receive a 10 second note saying “Super busy, but I’ll get to it.” than radio silence
- Family & health come first: No customer or job matters more than family and your health
Company HQ
City of London, London, UK
Articles
Leadership
Steven Hunter
(Co-Founder & CEO)Previously an Analyst at JP Morgan and an Investment Executive at Babson Capital Investment.
Huss El-Sheikh
(Co-Founder & CTO)Previously a Business Analyst at Deutsche Bank for 4 years.
People progressing
Jen joined in 2022 as our Head of People, bringing a wealth of expertise in HR. As her industry knowledge and impact grew, Jen got promoted to COO in 2024 and is now one of our key executive leaders.
Huw joined 9fin as an intern in 2018 (one of our first employees!) 7 years later, he is now our Global Head of Strategic Operations, leading our global expansion.
Salary benchmarks
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Diversity, Equity & Inclusion at 9fin
- At 9fin, we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment.
- Our culture is built on 11 core values that include "Diversity" and "Family & health come first," which guide everything we do. We believe in fostering a supportive and inclusive work environment with genuinely kind, diverse and friendly people.
- Over the past 12 months, we've hired significantly and made a conscious effort to improve diversity and candidate experience. We implemented unconscious bias training, enhanced parental leave, and diversified our sourcing channels—resulting in an increase in female representation on our engineering team from 17% to 27%. We've got a long way to go but are proud of this start, and will continue improving as we scale!
- If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for — either for this role, or perhaps another.
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