Technical Onboarding Manager

CloudMargin; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a Technical Onboarding Manager to join their Client Services team in London. This role is pivotal in blending technical expertise with client relationship management, ensuring seamless onboarding of new clients and supporting existing ones. As part of a rapidly growing company, you'll engage with clients, conduct demos, and manage multiple onboarding projects. If you're a driven individual with strong analytical skills and a passion for technology, this opportunity offers a chance to advance your career in a dynamic environment focused on innovation and client satisfaction.

Qualifications

• 3+ years of experience in technical onboarding or related roles.
• In-depth understanding of SaaS solutions and technical support.

Responsibilities

• Manage technical onboarding of new clients and support existing ones.
• Conduct client demos and ensure platform adoption.

Skills

Analytical Skills

Technical Proficiency

Communication Skills

Problem-Solving Skills

Project Management

Education

None required

Tools

Data Mapping Tools

Advanced Excel

SQL

Job description

Primary Purpose of Role
We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities:

1. Technical Onboarding of New Clients
2. Supporting Relationship Managers in Onboarding Incremental Business for Existing Clients

Key Responsibilities:

• Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations.
• Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities.
• Collaborate closely with the Relationship Managers to onboard incremental business for existing clients.
• Serve as the technical expert for all aspects of client onboarding and platform adoption.

Skills & Experience:

• Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes.
• Excellent communication skills to engage clients effectively and clearly articulate technical concepts.
• A driven and ambitious individual, eager to grow within a fast-paced, evolving business.

Why CloudMargin?
As CloudMargin continues to grow at a rapid pace, this is an exciting opportunity to advance your career in a dynamic and expanding company. You’ll be part of a team that’s passionate about evolving our platform and expanding our global client base.

Core Accountabilities

• Technical onboarding of new clients. This includes but is not limited to: data normalization by deploying data mapping, connectivity setup, configuration and setup of functionalities in the back-end, building reports.
• Assist the Relationship Managers with the technical onboarding of incremental business for existing clients.
• Manage the technical implementation of multiple client onboarding projects simultaneously.
• Become an expert user of CloudMargin.
• Develop and maintain implementation documentation including requirements and technical specifications.
• Develop repeatable and scalable processes to improve project quality and delivery.
• Contribute to the internal knowledge base.
• Work with other teams in CloudMargin to contribute towards the continuous improvement of our platform.
• Follow the Company’s guidelines and best practices.

Experience

• 3+ years of proven experience in technical onboarding, or a related role.
• In-depth understanding of SaaS solutions and technical support.
• Proven experience in a client-facing role and/or proven experience in dealing with vendors directly.
• Collateral Management experience (this can be from a bank, custodian, buy-side, infrastructure provider, or software vendor) desirable.
• Project management experience (beneficial).

Skills

• Strong analytical and data interpretation skills.
• Knowledge in data mapping tools.
• Advanced Excel.
• SQL knowledge an advantage.
• Logical mind and strong problem-solving skills.
• Effective communication skills – verbal and written.
• Highly motivated and collaborative.
• Proactive and transparent.
• A strong team player “we” before “I”.
• Able to deal with pressure positively.

Education / Professional Qualifications
None required.