Data Onboarding & Client Success 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

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.