Senior Onboarding Calculations Consultant Job at LegalAndGeneral (Glasgow)

Senior Professional Services Consultant

CaptivateIQ is transforming the way companies plan, manage, and optimize sales p...

Location

Australia , Melbourne; Sydney

Salary:

Not provided

CaptivateIQ

Expiration Date

Until further notice

Requirements

6+ years of work experience, with complex sales compensation plans and modeling approaches
Top-notch experience developing and maintaining calculations for large data sets using spreadsheets, databases, or data visualization and modeling tools
Highly organized, analytical and detail-oriented
Friendly and obsessively customer-focused and service-oriented
Ability to work independently in a fast-paced, deadline-oriented environment
Experience directly working with customers (external or internal)

Job Responsibility

Work closely with customers and other members of the Customer Experience team to deliver best-in-class professional services to our customers
Lead, manage and complete implementation and other customer projects
Become an expert in using CaptivateIQ
Expand your understanding of sales commission structures and design best-practice calculation configurations within CaptivateIQ
Understand customer plan requirements and design system configurations maximizing modeling efficiency and repeatability
Configure and test implementations based on customers’ unique needs
Confidence and experience to step into any technical situation to support customer or consultant teams and provide best-in-class recommendations
Highly skilled at prioritization for self and others' expectation management, and practicing project management methodology
Ability to scope new implementation or post-implementation services and support negotiations
Leads customer onboarding to CX or new engagement post go live. Ensure successful handover between the different cross-functional teams and the consultant teams assigned to the project

Fulltime

Senior Solution Consultant

As a Senior Solutions Consultant, you’ll be the trusted solution and technical a...

Location

United Kingdom , London Bridge; Manchester

Salary:

Not provided

Dotdigital

Expiration Date

Until further notice

Requirements

3–5+ years in a Solution Consultant, Sales Engineer, or Solutions Architect role within a B2B SaaS environment — ideally in marketing technology, eCommerce, or CRM
Demonstrated ability to run complex mid‑market and enterprise sales cycles end‑to‑end: technical discovery → solution design → proof of concept/pilot → technical close
Proven history of influencing revenue outcomes by positioning technical value to non‑technical stakeholders
Adept at translating business requirements into precise solution artefacts: process diagrams, scope documents, and functional specifications
Confident communicating with C‑suite executives and technical delivery teams, adapting style and content to the audience
Proactive in identifying risks, gaps, and dependencies during technical scoping
Proficient in HTML, CSS, JavaScript, with a solid understanding of REST API concepts and implementation
Familiar with data flows, ETL processes, and systems integration architectures — able to map how platforms exchange and transform data
Understanding of web data layers (for tracking, analytics, and event‑driven personalisation) and skilled in using browser developer tools to inspect, debug, and optimise client‑side data capture
Comfortable with integration testing tools and API clients (e.g., Postman, Tray.io)

Job Responsibility

Partner with Sales & Customer Success to drive revenue
Operate within the Solutions Consulting playbook defined by leadership to ensure consistency and best practice across deal cycles
Collaborate on deal strategy: qualify opportunities, identify technical win themes, and architect tailored solutions alongside Account Executives and Customer Success Managers
Lead technical discovery sessions that align customer business objectives with platform capabilities
Design and deliver technical solutions
Build integration‑ready architectures connecting dotdigital with eCommerce, CRM, and martech ecosystems (Magento, Salesforce, Shopify, Dynamics, etc.)
Deliver customised demos and proof‑of‑concepts that validate value against specific client needs
Quantify business impact using ROI models, TCO calculations, and business case development
Be the technical link across the customer lifecycle
Act as a conduit between Sales/CS and Professional Services — sharing competitor intelligence, market insights, and product feedback

What we offer

Parental leave
Medical benefits
Paid sick leave
Dotdigital day
Share reward
Wellbeing reward
Wellbeing Days
Loyalty reward
DEI commitment

Staff Customer Engagement Manager

Alation is seeking a seasoned Staff Customer Engagement Manager to lead strategi...

Location

United States

Salary:

112750.00 - 152212.00 USD / Year

Alation

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience with 8+ years in roles like Solution Engineering, Program Management, or Consulting
Strong background in data management practices and technical knowhow
Proven problem-solver with knowledge of data disciplines (e.g., ETL, Data Quality, BI, Data Science)
Skilled in portfolio management, risk mitigation, and stakeholder engagement, including senior executives
Experienced in software (SaaS) adoption programs and process improvement
Able to manage multiple projects and travel up to 10%

Job Responsibility

Successfully lead multiple concurrent large-scale, high-complexity projects/programs, both internal and external, inclusive of change management, communication plans, executive engagement, value realization/ROI calculation, use case development, user onboarding, line of business rollout, and training workshops
Act as an Alation product expert, guiding customers on product best practices, advising on application functionality and helping to troubleshoot technical issues
Manage an individual Book of Business (BOB)
taking accountability over the success of your named accounts and ensuring renewal of expert services
Demostrable expertise in solving strategic customer business challenges. Spokesperson for the customer internally
Actively participate in Sales activities, helping with positioning Professional Services to existing customers/prospects

What we offer

Competitive pay and health offerings including commuter benefits
Flexible time off to relax and recharge

Fulltime

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
Exceptional organizational and interpersonal skills
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Independent, adaptable, and can thrive in a fast-paced environment
Strong desire to gain further understanding of the global wealth management business
Effective communication and interpersonal skills (both written and verbal)
Strong work ethic, proactive and a highly contributing teammate
Strong analytical skills and ability to interpret
Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)

Job Responsibility

Design and implement Addepar for new clients
Identify how Addepar can unlock significant value for clients’ businesses
Advise clients on how to model and examine their financial instruments and assets
Lead the design and oversight for new clients onboarding to the Addepar platform
Ensure solutions are compatible with other products and services within the Addepar ecosystem
Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
Work in complex data sets to identify and resolve data and calculation discrepancies
Collaborate with R&D teams to conduct root-cause analysis
Collaborate with Product and Account Management to manage and maintain client satisfaction
Help clients use Addepar to the greatest extent through functional and conceptual instruction

What we offer

In-depth onboarding and enablement program
Strong corporate culture
Cool swag
Exposure to key functions of the Client Services team
In-depth knowledge of the Addepar platform
Ability to partner with key stakeholders across Go-To-Market and R&D teams
Prepared for career growth in other parts of the business upon completion

Fulltime

New

Controller

The Controller is responsible for overseeing all operational accounting function...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Accounting Manager or Controller with strong experience running full close, financials, reporting
Professional services or consulting type industry is a huge plus
QuickBooks and Excel experience
Someone that can appreciate the company's culture and mission

Job Responsibility

Manage all aspects of the monthly close process, including revenue recognition, general ledger maintenance, and payroll reconciliations
Oversee payroll processing, including compliance with tax jurisdictions and bi-weekly postings to the general ledger
Calculate and process monthly commission payments
Provide HR-related support, including benefits administration, onboarding documentation, and employee file maintenance
Handle accounts receivable activities, including client billing, invoice creation, and collection efforts
Assist in implementing and improving systems, controls, policies, and procedures to support organizational growth
Coordinate with external auditors by preparing necessary account information and documentation for annual audits
Support the annual budgeting process in collaboration with senior finance leadership
Ensure compliance with state reporting requirements
Manage and mentor accounting staff, including accounts receivable/payable personnel

What we offer

Excellent benefits
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Director, Customer Experience & Commercial Strategies

The Director of Customer Experience & Commercial Strategies is a high-impact, cr...

Location

United States , Naperville

Salary:

130300.00 - 190000.00 USD / Year

KeHE Distributors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, Engineering, Supply Chain, or related field
Master’s degree preferred
PMP certification is strongly preferred
Minimum of 10+ years in commercial operations, supply chain, or program management roles, preferably in food distribution or CPG
Minimum of 5 years of managerial experience and leading cross-functional programs, including commercial systems, supply chain processes, or capital/operational projects
Experience working with OMS, WMS, TMS, planning systems, and automation technologies is a strong plus
Experience with OMS, S&OP, EP&F, network optimization, and enterprise planning systems
Deep understanding of food distribution, commercial operations, fulfillment, and supply chain planning
Proficiency with OMS, S&OP, EP&F, network optimization, and enterprise planning systems
Proven success leading complex cross-functional programs across multiple distribution centers

Job Responsibility

Translate Commercial priorities into executable programs for Sales, customers, and internal partners
Lead initiatives that improve sales execution, account management, customer onboarding, retail execution, and customer-specific operational requirements
Serve as the Commercial owner for cross-functional strategic initiatives
Ensure alignment between customer requirements, sales programs, and distribution center capabilities
Act as a key liaison between Sales, Operations, Supply Chain, and IT to ensure commercial strategies are operationally feasible and aligned with network strategy
Support enterprise-wide initiatives including new DC builds, retrofits, network redesign, SKU placement optimization, and service model changes
Lead the development, execution, and governance of major commercial and operational programs
Oversee a team of project managers, senior managers, and SMEs supporting cross-functional workstreams
Direct major initiatives such as OMS optimization, customer onboarding workflows, network optimization, and enterprise planning enhancements
Ensure all initiatives include clear milestones, risk mitigation, timelines, and measurable business outcomes

What we offer

Benefits on Day 1
Health/Rx
Dental
Vision
Flexible and health spending accounts (FSA/HSA)
Supplemental life insurance
401(k)
Paid time off
Paid sick time
Short term & long term disability coverage (STD/LTD)

Fulltime

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , San Francisco

Salary:

251325.00 - 300194.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , Chicago

Salary:

226125.00 - 270094.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways
Proof of eligibility to work in the United States

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Senior Onboarding Calculations Consultant

LegalAndGeneral

Location:
United Kingdom , Glasgow

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 05, 2026

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Location:United Kingdom , Glasgow

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 05, 2026

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