Client Implementation Consultant – Financial Technology / RegTech | London hybrid | Up to £60,000 | SaaS
A growing tax and regulatory technology business is hiring a Client Implementation Consultant to join its Client Services team as they scale delivery across new and existing clients.
This is a strong fit for someone who enjoys the detail of implementation work, client discovery, process mapping and product configuration, but still wants regular client exposure. The role sits between client requirements, tax/regulatory workflows and technical delivery.
You will be helping clients move away from manual reporting processes and into structured, automated workflows using a configurable technology platform.
This is not a pure project management role. You will need to get into the detail of how a client currently works, understand the reporting or tax process they are trying to improve, design the future‑state workflow, configure the platform, support testing and help take the client through to go‑live.
You do not need to come directly from a tax technology vendor, but you do need to be comfortable working with complex processes, data, client stakeholders and technology.
What you’ll be doing
You will own client implementation projects from discovery through to go‑live, working closely with customers, internal product teams, customer success and delivery colleagues.
Day to day, this will include:
- Running discovery sessions to understand current client processes, pain points, data sources and reporting requirements
- Mapping “as is” and “to be” workflows for tax, finance or regulatory reporting use cases
- Configuring a technology platform to match client requirements
- Supporting testing, issue resolution, UAT and go‑live readiness
- Producing clear documentation, process maps, sign‑off records and status updates
- Working with client stakeholders across tax, finance, regulatory, operations and technology teams
- Using basic SQL or logical scripting where required to support configuration and troubleshooting
- Feeding client insights back into product and delivery teams to improve repeatability and future implementations
- Supporting adoption after go‑live and helping clients get real value from the platform
What we’re looking for
The strongest profiles will likely have 3+ years in implementation, professional services, consulting, tax technology, finance transformation, regulatory technology or a similar client‑facing delivery role.
You could come from:
- Tax technology or tax digital transformation
- Big 4 or mid‑tier tax/consulting teams
- Professional services implementation
- Regulatory reporting, AML/KYC, risk or compliance technology
- Finance systems, reporting automation or workflow configuration
- Client‑facing software implementation with some exposure to data, reporting or regulated workflows
You do not need to be a qualified tax specialist, but tax, accounting or finance knowledge would be a strong advantage. Qualifications such as ACA, ACCA, ATT, CTA or similar would be useful but are not essential.
You’ll likely do well here if you have:
- Experience implementing software or technology‑led processes for clients
- The ability to translate business requirements into structured workflows
- Good analytical and problem‑solving ability
- Confidence working with data, configuration, testing and process logic
- Basic SQL or the appetite to work with technical configuration
- Exposure to tax, finance, regulatory reporting, compliance or risk workflows
- The confidence to work with both operational users and senior stakeholders
- A practical, hands‑on style and a genuine interest in technology
What’s on offer
- Salary up to £60,000 depending on experience
- Hybrid working, ideally 2 days per week in London
- A role in a growing client services team with multiple hires planned
- The chance to work across tax, finance and regulatory technology projects
- Strong exposure to product, customer success, delivery and senior client stakeholders
- A good environment for someone who wants to become a genuine subject matter expert in tax and regulatory workflow automation
The interview process is straightforward. First stage will be with senior leaders in the implementation team, followed by a second conversation focused more on culture, communication style and how you think. There may be a short presentation exercise, based on something you are genuinely interested in, rather than a technical exam.
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