Client Onboarding & Implementation Manager - Private

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About 9fin
The world’s largest asset class, debt, operates with the worst data. Technology has revolutionised equity markets, but debt capital markets still lag behind. 9fin’s proprietary technology delivers fast, comprehensive financial, credit, legal and ESG analysis, enabling clients to make faster, more informed decisions, win more business and save time. Our fast‑growing client list includes 9 of the top 10 investment banks, leading asset managers, hedge funds and law firms.

We’re looking for a proactive and detail‑oriented Client Onboarding Manager to own the full onboarding process for Private 9fin, from initial setup to go‑live. As the bridge between clients and internal teams, you’ll design, implement and continuously improve the onboarding framework to make it fast, scalable, compliant and client‑first.

• Lead the end‑to‑end onboarding process for new clients of Private 9fin — from kickoff through to live access.
• Guide clients through secure data room access and configuration, ensuring alignment with their internal processes and compliance requirements.
• Manage onboarding timelines, proactively identify blockers, and drive resolution across teams.
• Design clear training materials, documentation and client communications to make onboarding repeatable and scalable.

• Configure platform permissions and access settings in line with 9fin’s strict security and compliance policies.
• Maintain accurate records of client configurations, document permissions and compliance status.
• Act as the primary point of contact during onboarding — providing responsive, hands‑on support and guidance.
• Deliver client training sessions and product walk‑throughs to ensure confident adoption.
• Act as the voice of the client and ensure feedback arrives through the correct 9fin channels for future iteration.

• Collaborate with Sales, Product, Engineering, Credit and Data Ops teams to ensure client setups are accurate and complete.
• Run weekly core team check‑ins to align on priorities, dependencies and blockers.
• Coordinate with Sales and Account Management to ensure a smooth transition from onboarding to steady‑state client success.
• Relay client feedback to internal teams to continuously improve user experience and operational workflows.

• Maintain a centralised tracker monitoring all onboarding projects and client statuses (signed, onboarding, live).
• Own onboarding reporting and governance, including progress updates, resourcing summaries and leadership reporting.
• Oversee operational readiness and compliance processes in partnership with client compliance teams.

• Build and refine repeatable onboarding frameworks, playbooks and process documentation.
• Identify opportunities to improve efficiency, reduce manual steps and enhance the client experience.
• Support strategic growth initiatives, including U.S. expansion and scaling for increased client volumes.

You’re an organised, proactive relationship‑builder who thrives in client‑facing environments and enjoys solving complex operational problems. You combine empathy for clients with a drive for structure and process excellence.

• Experience in onboarding, implementation or account management, ideally within SaaS, fintech or financial data services.
• Strong communication skills and the ability to build trusted relationships with clients and internal stakeholders.
• Excellent project management capabilities — you stay ahead of timelines, manage dependencies and deliver results.
• A technical mindset — comfortable with tools, systems and troubleshooting user access or data flow issues.
• High attention to detail and an understanding of compliance or access‑controlled workflows.
• Familiarity with CRM systems, document management tools and security best practices.
• Experience or interest in financial services or legal documentation workflows, a plus.

• Competitive salary (our salary bands are benchmarked at the top end of the market)
• Equity options
• Pen…