Senior Specialist, Client Onboarding & Engagement

Nasdaq; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with 6% employer match

Employee Stock Purchase Program with 6

Employee Stock Purchase Program with 6

Job summary

Nasdaq eVestment is seeking a Senior Specialist to join our Revenue team in a hybrid Atlanta role focused on delivering a seamless onboarding experience and ongoing client relationships for data-driven solutions. You will guide private markets, asset managers and asset owners through implementation, training, and value realization, while coordinating with internal groups to improve engagement.

You will act as a subject matter expert, leading onboarding, providing technical guidance, and

Qualifications

• Experience onboarding clients to financial SaaS platforms.
• Background in private markets preferred.
• Strong project management and presentation skills.
• Excellent communication and client-facing abilities.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Deliver exceptional client onboarding and consultation experiences.
• Lead onboarding meetings and customize training for successful implementation.
• Serve as primary onboarding contact with hands-on support and guidance.
• Coordinate with internal teams for seamless transition from sales to onboarding to engagement.
• Proactively identify and resolve client concerns to support renewals and upsell.
• Partner with Revenue to drive engagement, renewals and pricing initiatives.
• Collaborate with product/strategy to relay client feedback and improve onboarding.
• Act as expert guide on Nasdaq eVestment solutions throughout the client journey.

Skills

Client onboarding

Relationship management

Project management

Presentation skills

Technical aptitude

Communication

Tools

CRM software

Data analysis tools

Job description

Nasdaq eVestment is seeking a Senior Specialist to join our Revenue team. This pivotal role is responsible for delivering a seamless onboarding experience and fostering strong, ongoing client relationships for Nasdaq eVestment's data-driven solutions. This role acts as a subject matter expert, guiding clients through initial implementation, training, and continued value realization, while collaborating with internal teams to optimize client engagement, retention, and satisfaction. The role involves serving private markets, asset managers and asset owners.

Responsibilities

• Deliver exceptional client consultation and client onboarding experience.
• Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption.
• Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience.
• Coordinate with internal teams for a seamless transition from sales through onboarding to engagement.
• Proactively identify and resolve client concerns, supporting resell and relationship recovery efforts as necessary.
• Partner with broader revenue team to develop and implement strategies that enhance engagement, support renewals and price increase, and foster long-term loyalty.
• Collaborate with product and strategy teams to relay client feedback and contribute to solution enhancements that improve onboarding and engagement.
• Serve as an expert guide on Nasdaq eVestment solutions, providing clients with reliable and insightful assistance throughout their journey.

Qualifications

• Candidates with experience in private markets are preferred.Proficiency in leveraging Nasdaq eVestment solutions.
• 5+ years of relevant experience.
• Background in client onboarding, engagement, or relationship management within financial services or SaaS industries.
• Mastery of project management and presentations.
• Strong technical aptitude and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Collaborates effectively with cross-functional teams.

This position can be located in Atlanta, and offers the opportunity for a hybrid work environment (at least 3 days a week in office, subject to change), providing flexibility and accessibility for qualified candidates.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

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 an accommodation.

What We Offer

We're proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq's overall success.

In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Nasdaq's programs and rewards are intended to allow our employees to:

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

For more information, visit Nasdaq Benefits & Rewards Career page