Data Onboarding Project Lead

Advyzon; Lisle (IL); On-site; USD 75,000 - 85,000; Full time

Job summary

Advyzon is seeking a Project Manager, Data Onboarding to lead data conversion, validation, and onboarding for new clients on the Advyzon platform. You’ll coordinate custodial data feeds, portfolio data conversions, and CRM data mappings, ensuring accurate and timely onboarding with a strong client experience.

The ideal candidate is process-oriented, highly organized, and adept at guiding clients through technical requirements while coordinating internal resources and QA.

Qualifications

• Bachelor’s degree requirement and 3+ years in related fields.
• Experience with portfolio accounting systems and data conversions.
• Strong communication and organizational skills.
• Ability to manage multiple onboarding projects simultaneously.

Responsibilities

• Lead the data onboarding workstream for new client implementations.
• Develop and manage project plans, milestones, risks, and deliverables.
• Coordinate setup and validation of custodial data feeds.
• Manage portfolio accounting data conversions from legacy systems.
• Coordinate CRM data conversions, mapping, validation, and issue resolution.
• Ensure onboarding activities meet timelines and quality standards.
• Maintain documentation, status updates, and action items.
• Partner with Technical Consultant and internal teams on configurations.
• Identify and remediate data discrepancies and gaps.
• Support AI and automation initiatives to improve onboarding.

Skills

Project management

Client onboarding

Data operations

Portfolio accounting

Data reconciliation

CRM data conversions

Communication skills

Problem solving

Cross-functional collaboration

Process improvement

Education

Bachelor’s degree in Business/Finance/Accounting/IS/CS

Job description

Advyzon is seeking a Project Manager, Data Onboarding to lead data conversion, validation, and onboarding for new clients on the Advyzon platform. You’ll coordinate custodial data feeds, portfolio data conversions, and CRM data mappings, ensuring accurate and timely onboarding with a strong client experience.

The ideal candidate is process-oriented, highly organized, and adept at guiding clients through technical requirements while coordinating internal resources and QA.