Client Onboarding & Solutions Manager

About Dimply

At Dimply, we help financial enterprises design and deliver personalised customer journeys in weeks, not months. Our no-code platform, the Dimply Hub, connects seamlessly to client systems. This enables digital teams to build onboarding, servicing, and engagement flows that are data-driven and adaptable.

About the role

We are looking for a Client Onboarding & Solutions Manager to be the first point of contact for new customers. You will own the onboarding journey from start to finish, build strong relationships from day one, and ensure every customer sees measurable value quickly. This is a hands-on role that combines client engagement, light technical solutioning, and financial services industry knowledge.

What you’ll do

• Manage onboarding for new customers from sign-up through to their first successful launch

• Build trust through clear communication, tailored guidance, and an understanding of customer goals

• Run discovery sessions to map business needs to Dimply capabilities

• Engage with customers in banking, wealth, insurance, pension and mortgage sectors using language that resonates directly with them

• Collaborate with engineers to manage light integrations, data flows, and configuration

• Act as a Dimply advocate by sharing best practices and introducing new capabilities

• Build Dimply client knowledge base, both from a marketing and usage (videos, articles etc)

• Share customer feedback with product and engineering

• Nurture and build a Dimply community

• Be comfortable and confident using AI tools daily to improve efficiency

What you'll bring

• Experience in SaaS onboarding, customer success, or solutions management

• Comfortable working with or talking about APIs, integrations, and data-driven workflows

• Knowledge of financial services or other regulated industries

• Have a passion for good customer experience

• Excellent communication and relationship-building skills

• Strong organisational skills with the ability to manage multiple onboarding projects at the same time

Why join Dimply?

We are at the start of a high-growth journey.  We're in the process of launching our AI builder and it's an exciting time to be part of it. You will help define onboarding best practices, shape the experience for our new customers, and help turn early adopters into long-term advocates.