Data Client Onboarding Specialist

Addepar; Town of Poland (NY); On-site; USD 36,922 - 44,306; Full time

Job summary

Addepar’s Data Onboarding team ensures clients can connect accounts from various institutions to Addepar. This role focuses on authorisation requirements for data feeds, provisioning accounts, and addressing onboarding inquiries within SLAs.

Ideal candidates have client-facing FinTech experience, strong communication, and a proactive approach to improving onboarding processes. The position involves collaboration across Sales, Solutions Architects, and Product teams.

Qualifications

• Experience in client-facing roles within FinTech or financial advisory sectors.
• Strong written and verbal communication with attention to detail.
• Able to explain onboarding processes clearly to clients.
• Familiarity with data feeds, authorisation requirements, and LOA forms is a plus.
• Proactive, organized, and able to manage multiple onboarding projects.

Responsibilities

• Manage data feed onboarding for new Addepar clients and SLAs.
• Explain onboarding workflow to clients over calls/emails.
• Provide guidance on eligibility and authorisation for data feeds.
• Provision accounts to Addepar environments.
• Collaborate with data providers to address onboarding requests.
• Assist with custodian setup and feed connectivity.
• Maintain onboarding instructions and resources.
• Partner with Sales, Solutions Architects, and Data teams to enhance client experience.
• Work with Product/Engineering to improve onboarding UX and workflows.

Skills

Client Onboarding

FinTech

Communication

Project management

English proficiency

Tools

Salesforce

Databricks

Jira

Google Suite

CRM systems

Job description

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Warsaw. The current range for this role is 140,000 - 168,000 złoty (base salary). Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to:
• Communicate and explain the data onboarding workflow to clients over calls and emails
• Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds
• Provision received accounts to the appropriate Addepar environments
• Work closely with data providers to triage and address account onboarding requests and issues
• Complete custodian specific setup and feed connectivity workflows
• Assist with maintaining accurate account onboarding instructions and related resources
• Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences
• Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency

Who You Are

• A few years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
• Outstanding communication & interpersonal skills with excellent attention to detail
• Exceptional verbal and written communication skills, including fluency in English. Fluency in French, German and/or Italian is a plus
• A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities.
• Ability to think critically and effectively balance multiple projects and processes simultaneously
• Track record of demonstrating self‑motivation to take on responsibility, a strong team‑player mentality, and passion for delivering client‑centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
• Familiarity with using Salesforce, Databricks, Jira, Google Suite, and CRM applications preferable

We are an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.