Client Data Onboarding Lead

Gresham; West of England; On-site; GBP 38,000 - 54,000; Full time

Job summary

Gresham is a global financial services technology company specialising in enterprise data automation. We help financial institutions ensure that their operational, regulatory and management data is complete, accurate, timely and auditable across complex environments.

The Client Data Onboarding Specialist role is the primary bridge between clients, data sources and internal teams. You will coordinate requirements, manage communications, set expectations and provide transparent updates via email

Qualifications

• Exceptional written and verbal communication skills.
• Strong relationship management with clients and data providers.
• Proven project coordination across onboarding processes.
• Detail oriented with disciplined documentation.
• Ability to navigate ambiguity with a calm, solutions-focused approach.

Responsibilities

• Act as primary point of contact for clients during data onboarding.
• Understand required data elements and delivery cadence with clients.
• Coordinate with custodians and providers to align inbound feeds.
• Translate requirements into structured onboarding plans and map data.
• Monitor progress, resolve blockers, and provide status updates.
• Maintain onboarding milestones and improve workflows.

Skills

Communication skills

Relationship management

Project coordination

Attention to detail

Cross-functional collaboration

Problem solving

Client onboarding

Job description

Gresham is a global financial services technology company specialising in enterprise data automation. We help financial institutions ensure that their operational, regulatory and management data is complete, accurate, timely and auditable across complex environments.

The Client Data Onboarding Specialist role is the primary bridge between clients, data sources and internal teams. You will coordinate requirements, manage communications, set expectations and provide transparent updates via email