Apprentice, Channels Client On-boarding Specialist
Core
Review and facilitate entitlement requests for Data Management Solutions (DMS) platforms, managing fulfilment cases from sales opportunities to client onboarding to ensure correct product components and licenses are added.
Role type
Apprentice, Channels Client On-boarding Specialist
Builds
DMS product entitlements and client onboarding processes
Domain
Financial data and market intelligence
Required skills
Salesforce proficiency, process-oriented mindset, attention to detail, planning and organization, creative problem-solving
Preferred skills
VBA, Advanced Excel
Technologies
Salesforce, VBA, Excel
Responsibilities
Review Trials/New Sales/Renewals and product components; validate approvals and third-party licenses; document information in Salesforce; manage tools for client onboarding; communicate with Application Specialists, Relationship Managers, Sales, and Product Managers.
Seniority
Apprentice