Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to:
Communicate and explain the data onboarding workflow to clients over calls and emails
Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds
Provision received accounts to the appropriate Addepar environments
Work closely with data providers to triage and address account onboarding requests and issues
Complete custodian specific setup and feed connectivity workflows
Assist with maintaining accurate account onboarding instructions and related resources
Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences
Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency

3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
Outstanding communication & interpersonal skills with excellent attention to detail
Fluency in Spanish is preferred and considered a plus for this role
A strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solving
Ability to think critically and effectively balance multiple projects and processes simultaneously
Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
Familiarity with using Salesforce, Jira, Google Suite, and CRM applications preferable

Data Onboarding Specialist

Key skills