We are seeking a detail-oriented Technical Onboarding Specialist to lead the onboarding and implementation process for our enterprise clients. This role bridges the gap between data management, client success, and operations.
Requirements
Own and manage the end-to-end data onboarding and implementation process for large enterprise clients.
Liaise with clients and investment managers to gather documentation, confirm data flows, and support onboarding milestones.
Analyze and reconcile complex investment datasets to ensure completeness, accuracy, and consistency.
Benefits
Permanent remote work flexibility
Paid Time Off
Health Maintenance Organization (HMO) coverage
Annual performance bonuses
Dedicated coaches offer an extra channel of support and skill-building
