Platform Integration & Onboarding Lead

Orion; Omaha (NE); Hybrid; USD 43,000 - 63,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid parental leave

Job summary

Orion is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize workflows, and serve as a SME for custodial feeds and API connections. This hybrid role requires on-site presence three days a week at one of the office locations.

The candidate will collaborate across product, programming, and cross-functional teams, manage escalations, and drive automation and AI-enabled improvements while ensuring alignment with Orion's governance and

Qualifications

• Bachelor's degree in Business, IT, Finance, or related field required.
• Six years of onboarding, platform integration, or technical operations experience required.
• Experience with custodial feeds or financial data integrations preferred.
• Proven experience in process improvement, workflow optimization, and team leadership.
• Familiarity with cross-functional collaboration and system enhancement projects.
• Advanced understanding of platform integrations, APIs, and data feed management.
• Strong analytical and technical problem-solving skills with the ability to optimize workflows.
• Expertise in project and queue management, prioritization, and task delegation.
• Excellent client management skills including handling escalations and complex issues.
• Proficiency with AI and automation tools and system enhancements to drive efficiency.
• Strategic thinking and cross-functional influence to guide decision-making.
• Strong communication and leadership skills for mentoring and training team members.
• Ability to interpret technical documentation and translate into actionable solutions.
• Owns and manages relationships with stakeholders at all levels in an organization.

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 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 and knowledge-sharing sessions.
• Ensure 100% compliance with process documentation and standard operating procedures.

Skills

API Integration

Automation

Client Management

Cloud Platform

Cross-Functional Collaboration

Data Mapping

Process Improvements

Project Management

Requirements Gathering

Systems Architecture

Team Leadership

Workflow Optimization

Education

Bachelor's degree in Business, IT, Finance, or related field

Job description

Orion is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize workflows, and serve as a SME for custodial feeds and API connections. This hybrid role requires on-site presence three days a week at one of the office locations.

The candidate will collaborate across product, programming, and cross-functional teams, manage escalations, and drive automation and AI-enabled improvements while ensuring alignment with Orion's governance and