Platform Integration Lead - Onboarding & Automation

OAT Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 43,000 - 63,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and)

Job summary

OAT Orion Advisor Technology, LLC is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize workflows, and provide SME guidance on complex issues. This role is hybrid, with on-site days required at a local office in the Omaha area.

The candidate will drive process improvements, manage escalations, and collaborate across product, programming, and cross-functional teams to implement system enhancements.

Qualifications

• Bachelor’s degree in Business, IT, Finance, or a related field required.
• Minimum of six (6) years of experience in onboarding, platform integration, or technical operations.
• Prior experience with custodial feeds or similar financial data integrations preferred.
• Proven track record in process improvement, workflow optimization, and team leadership.
• Strong analytical and technical problem-solving skills with ability to translate documentation into actionable solutions.
• Excellent client management skills, including handling escalations and complex issues.

Responsibilities

• Drive process improvements and workflow optimization across onboarding and integration projects.
• Manage escalated client situations and complex platform issues with confidence and professionalism.
• Act as a SME for custodial feed integrations, API connections, and BETA rollouts.
• Collaborate with product, programming, and cross-functional teams to implement system enhancements.
• Oversee queue management, task assignments, and workload prioritization for team members.
• Serve as escalation point for complex client and technical needs.
• Implement AI and automation tools to improve operational efficiency.
• Participate in cross-departmental problem-solving groups and strategic initiatives.
• Support leadership by hosting team trainings, development sessions, and knowledge-sharing initiatives.
• Ensure 100% compliance with process documentation and standard operating procedures.

Skills

API Integration

Automation

Client Management

Cloud Platform

Cross-Functional Collaboration

Data Mapping

Middleware

Process Improvements

Project Management

Requirements Gathering

Software Development

Systems Architecture

Team Leadership

Workflow Optimization

Education

Bachelor’s degree in Business, IT, Finance, or a related field

Job description

OAT Orion Advisor Technology, LLC is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize workflows, and provide SME guidance on complex issues. This role is hybrid, with on-site days required at a local office in the Omaha area.

The candidate will drive process improvements, manage escalations, and collaborate across product, programming, and cross-functional teams to implement system enhancements.