Client On-boarding Specialist II
Core
Manage the end-to-end setup and configuration of new and existing client product configurations for ICE Data Services, ensuring seamless onboarding and compliance.
Role type
Client On-boarding Specialist
Builds
Client product configurations and onboarding workflows
Domain
Financial data services
Deliverable
client delivery
Required skills
Client relationship management, requirement capture, product configuration, compliance verification, test/trial management, documentation creation, stakeholder coordination, issue escalation, client demos, data analysis
Preferred skills
Salesforce, XML, SQL, Microsoft Office
Responsibilities
Establish strong working relationships with clients, communicate expectations and deadlines, act as an escalation point, capture client requirements, ensure product solutions satisfy client needs and meet standards, manage client test/trial process, create and maintain onboarding documentation, coordinate hand-off to client service, provide client demos, maintain communication records, update internal stakeholders, communicate enhancement requests, escalate at-risk issues, travel to client sites
Seniority
Individual Contributor, mid-level specialist