Senior Client Onboarding Specialist
FIA Tech
full-time
Posted on:
Location Type: Hybrid
Location: Tampa • Florida, Illinois, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $125,000 per year
Job Level
Senior
Tech Stack
SQL
About the role
- Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct demos and product overviews to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Propose and develop new ideas and innovative strategies for achieving goals and solving challenges.
- Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
- Provide training sessions to clients on platform usage, features, and best practices.
- Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Maintain accurate and up-to-date client records and documentation.
- Create and maintain comprehensive project plans and product enhancement documentation.
- Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
- Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process.
- Serve as the key liaison between client and internal FIA Tech stakeholders.
- Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions.
- Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry.
Requirements
- Bachelor's degree in finance, Economics, Business or related field
- Proven experience in onboarding, process implementation or project management roles
- Knowledge of or exposure to derivatives markets is preferred
- Strong communication and interpersonal skills
- Strong analytical and problem-solving skills
- Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred
- Ability to work collaboratively in a fast-paced, dynamic environment
- Detail-oriented with excellent organizational and time-management abilities
- Excellent problem-solving and analytical skills, with a focus on data-driven decision-making
- Customer-centric mindset with a commitment to delivering exceptional service
- A willingness to adapt to evolving processes and technologies.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboardingprocess implementationproject managementSQLExceldata-driven decision-makingvisualization toolsclient trainingdocumentationtest plans
Soft skills
communicationinterpersonal skillsanalytical skillsproblem-solvingorganizational skillstime-managementcustomer-centric mindsetcollaborationadaptabilityattention to detail
Certifications
Bachelor's degree in financeBachelor's degree in EconomicsBachelor's degree in Business