Technical Customer Onboarding Manager

Proxymity; London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

Proxymity is seeking a Technical Implementation Manager to oversee the onboarding of enterprise customers. The role involves managing complex projects, ensuring client satisfaction, and collaborating with various departments within the company. Key qualifications include industry experience and strong communication skills, suitable for a dynamic work environment.

Benefits

Headspace subscription

Birthday off in addition to annual leave

Access to Absorb Learning

Improved family-friendly policies

Choose your tech

2 duvet days a year

1 volunteer day a year

4-week sabbatical after 4 years

Workation policy

Dog friendly office

Companywide social events x2 per year

Regular team social events

Company wins programme

Qualifications

• 3-5 years of relevant industry experience in proxy voting and asset servicing.
• Experience managing complex projects and project management certifications preferred.

Responsibilities

• Manage customer expectations surrounding delivery timescales.
• Report on project communication updates, adhering to strict timelines.
• Ensure implementation meets project standards and targets.

Skills

Project Management

Communication

Interpersonal Skills

Analytical Skills

Attention to Detail

Job description

Proxymity does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.

About Proxymity

Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.

About Us - Proxymity

Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 to 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Malaysia and Melbourne.

The role

The Technical Implementation Manager will be skilfully managing and effectively communicating through planning processes, technical integrations with partners, user acceptance testing and system rollout.

As a Technical Implementation Manager, you will be working in partnership with the Sales, Operations and Technology departments providing oversight, governance and control for client implementations. This role is responsible for the successful onboarding of Proximity’s enterprise customers, as well as ensuring the customer has developed a solid understanding of the company platform and offerings and its application to the customer’s environments.

Responsibilities

• Being responsible for the transition of the solution from sales to implementation.
• Managing customer expectations surrounding delivery timescales.
• Reporting on project communication updates, adhering to strict timelines.
• Reviewing customer requirements (where applicable) and ensuring the customer has all relevant up to date user details.
• Ensuring implementation meets project standards and targets are being met.
• Ensuring there is support provided throughout solution onboarding.
• Attending internal implementation status report calls.
• Consulting with clients to help them implement/optimise their configuration.
• Providing guidance on any technical implementation issues/challenges related to the solution being implemented.
• Providing guidance and direction to the customers when needed; supporting them on product use, functionality or long-term goals.
• Supporting customers by acting as their point of contact between internal teams for transitions and initiatives.
• Serving as an enterprise subject matter expert and primary point of contact for technical and product questions through configuration and implementation.

• Proven experience managing complex projects and/or project management certifications preferred.
• Deep understanding of proxy voting, asset servicing, custodian banking, with 3-5 years of relevant industry experience.
• Experience implementing scalable and repeatable business processes.
• Excellent interpersonal skills with proven ability to build relationships with internal and client senior management.
• Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients.
• Well organized with the ability to manage several priorities with a hands-on approach.
• Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects, and the ability to execute autonomously.
• Enjoys a fast-paced, high-intensity and complex environment, troubleshooting time-critical issues and working with people.
• Strong attention to detail; willing to take proactive action, and desire to roll up sleeves.

• Headspace subscription

• Birthday off in addition to annual leave
• Access to Absorb Learning
• Improved family-friendly policies
• Hybrid working
• Choose your tech
• 2 duvet days a year
• 1 volunteer day a year
• 4-week sabbatical after 4 years at Proxymity
• Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
• A dog friendly office with snacks and free drinks
• Companywide social events x2 per year
• Regular team social events
• A company wins programme
• Companywide panels on variety of subjects like diversity and inclusion, mental heath, wellbeing etc.

To assist us with evolving our DEI efforts and ensuring our process is as inclusive as possible, we will be sending out a brief diversity and inclusion survey for you to complete if you choose to apply for this position. This will be completely anonymous and is in no way tied to your application. If you could please take a few minutes out of your day to complete this that would be much appreciated.