Data Client Onboarding Specialist
Core
Assist clients with authorizing data feeds from financial institutions to Addepar's platform, managing onboarding workflows, and resolving connectivity issues.
Role type
Client Onboarding Specialist (FinTech)
Builds
Data feed connectivity and account provisioning for investment firms
Domain
Financial Technology / Investment Data
Deliverable
client delivery
Required skills
Client onboarding processes, data feed authorization, workflow management, CRM usage, process documentation
Preferred skills
Salesforce, Databricks, Jira, Google Suite, French, German, Italian
Technologies
Salesforce, Databricks, Jira, Google Suite
Responsibilities
Communicate data onboarding workflows to clients, guide clients on account eligibility and authorization requirements, provision accounts to Addepar environments, triage onboarding requests with data providers, complete custodian setup workflows, maintain onboarding resources, partner with Sales and Engineering teams
Seniority
Mid-level, client-facing IC