Client Onboarding Specialist

Client Onboarding Specialist

Support

Burlington, MA

Asset Management Financial Services Fintech

JO-

We are a well funded, rapidly growing fintech firm that still embodies a small start-up culture. You will still be in the early stages and have a hand in maturing and developing our globally used platform. We are hiring Boston based Customer Onboarding Specialists to help set up these high-value customers for success through a clearly defined implementation process.

As a Customer Onboarding Specialist, you will educate new customers, help solve functional/technical problems, and ensure the smooth adoption of our products. Throughout our customer life cycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.

• Own and manage customer relationships from the point of sale through successful implementation
• Develop measurements to help understand the impact of successful implementation
• Create initiatives that help to drive successful product implementation
• Help the customer define their needs and manage their timeline toward seeing value
• Work with sales, product, and support teams to ensure that each piece of the journey meets or exceeds customer expectations
• Build evergreen content and resources for customers (and other organizations) to use for education and to drive rapid product adoption
• Become a Fund Guard expert and discuss or educate on any nuance of the product internally and externally
• Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
• Create repeatable processes, resources, and frameworks to use when onboarding customers
• Successfully transfer customer relationships to a customer success manager after onboarding

• Technical and functional knowledge of enterprise investment accounting software
• An understanding of market needs and current use cases of businesses
• Strategically minded — helping customers come up with their overall strategy with our product
• Financial services industry project management experience
• Pleasant and straightforward phone and video manner
• Excellent written communication
• Organizational skills — working with multiple customers
• Highly self-motivated and driven
• The ability to shift priorities quickly when necessary
• Bachelor's degree or higher
• Co-locating with the client when necessary
• Working two - days a week onsite in our 128 beltway office