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About the Role

The Pre-Sales and Client Implementation Manager acts as the primary product and solutions expert for client-facing teams, designing tailored solutions for clients and guiding them through a smooth implementation process. This role collaborates with various internal teams to ensure solutions are compliant, understood, and delivered successfully.

Responsibilities

Partner with Sales and Relationship Management to understand client needs and design tailored solutions.
Create and track client solution descriptions from assessment to post-implementation adoption.
Deliver product, service, and solution presentations as the primary subject matter expert.
Work with Risk, Compliance, Product, Legal, and IT teams to ensure solutions are compliant and fit for purpose.
Provide activation and post-go-live support during the initial “hypercare” period.
Gather client feedback during and after implementation for continuous improvement.
Translate approved commercial proposals into structured implementation roadmaps.
Support Sales and Relationship Management throughout onboarding, setup, and activation.
Help clients navigate key onboarding milestones and flag needed information or decisions.
Coordinate internal approvals for non-standard client requests.
Develop the agenda for and participate in client handover calls.
Oversee end-to-end onboarding, including account setup, technical integration, and sandbox readiness.
Identify, manage, and escalate implementation risks, bottlenecks, or delays.
Develop and maintain client-facing and internal implementation documentation, templates, and onboarding materials.
Contribute to the internal knowledge base on products, services, and implementation processes.
Act as an internal subject matter expert and consultant for client-facing teams.
Partner with the Product team to develop and deliver training on new products, services, and processes.
Collaborate closely with Product, Operations, Legal, and IT teams to share insights and improve processes.

Requirements

4+ years of experience in fintech, payments, banking, or financial services, ideally within a client-facing solutions, pre-sales, implementation, onboarding, customer success, or product-related role.
Demonstrable experience working directly with B2B clients, understanding their business requirements and translating these into practical product or service solutions.
Proven experience managing or coordinating end-to-end client implementations, from requirements gathering and solution design through onboarding, technical integration, activation, and post-go-live support.
Experience working with payment products and infrastructure, with a good understanding of areas such as payment accounts, domestic and cross-border payments, payment rails, FX, APIs, and transaction flows.
Experience supporting complex or non-standard client requirements and coordinating multiple internal stakeholders to determine appropriate solutions.
Experience working in a regulated environment and collaborating with Risk, Compliance, and Legal teams as part of solution design and client onboarding.
Experience delivering client presentations, product demonstrations, workshops, or solution discussions, with the ability to act confidently as a subject matter expert.
Experience creating and maintaining implementation documentation, client guides, process documentation, templates, and internal knowledge materials.
Strong understanding of the B2B payments and fintech ecosystem, including commercial and operational considerations.
Ability to understand payment flows and translate client requirements into clearly defined business, operational, and technical requirements.
Good understanding of API-based integrations and technical implementation concepts.
Understanding of client onboarding, implementation, and activation processes within a regulated financial services environment.
Solution-oriented thinking.
Confident client communication skills.
Commercial awareness.
Highly organized project and implementation management skills.
Effective stakeholder management skills.
Proactive problem-solving abilities.
Comfortable working with technical concepts, APIs, integrations, and payment flows.
Takes ownership and accountability for progressing client implementations.
Attention to detail.
Continuous improvement mindset.

Skills

Fintech
Payments
Banking
Financial Services
Client-facing solutions
Pre-sales
Implementation
Onboarding
Customer Success
Product Management
B2B client management
Payment products
Payment infrastructure
Payment accounts
Domestic payments
Cross-border payments
Payment rails
FX
APIs
Transaction flows
Regulated environment
Risk management
Compliance
Legal collaboration
Client presentations
Product demonstrations
Workshops
Solution discussions
Subject matter expertise
Documentation creation
Client guides
Process documentation
Templates
Internal knowledge materials
B2B payments ecosystem
Fintech ecosystem
Payment flows
Business requirements
Operational requirements
Technical requirements
API integrations
Technical implementation
Client onboarding processes
Implementation processes
Activation processes
Solution-oriented thinking
Client communication
Commercial awareness
Project management
Implementation management
Stakeholder management
Problem solving
Technical aptitude
Ownership
Accountability
Attention to detail
Continuous improvement

Benefits

25 days holiday (plus bank holidays)
Private Medical & Dental Cover (after probationary period)
Life Assurance
Employee Assistance Programme
Rewards and Perks Discount with YuLife
Enhanced Company Pension Scheme

About the Company

Since 2016, Clear Junction has provided regulated, end-to-end payment infrastructure for financial companies.
Solutions are built on proprietary in-house technology to meet the complex demands of the global financial sector.
The company has a footprint spanning the UK and mainland Europe with over 150 fintech professionals.
Recognized as the UK's fastest-growing, founder-led, privately owned business.
Featured on The Sunday Times 100 List and the Financial Times Top 100 fastest-growing companies in Europe.