Serve as the primary point of contact for customers during the onboarding process, providing exceptional customer service and support.
Successfully manage the data onboarding process for customers who have purchased our products and need assistance in connecting with relevant data sources during their onboarding journey.
Showcase the functionality and features of our platform to new customers, emphasizing data handling capabilities.
Adhere to the company client onboarding process and SLAs, collect customer feedback, and communicate relevant feedback to the team.
Continuously update product knowledge to stay informed about new features, enhancements, and industry trends.
Collaborate with cross-functional teams to improve the data onboarding process and ensure the highest level of customer satisfaction.
Assist clients in effectively utilizing our platform for data management, encouraging optimal use and adoption.

Bachelor’s degree in a relevant field such as Finance, Technology, or a related discipline.
Previous experience as a Data Onboarding Specialist or a similar role in a SaaS company is highly preferred.
Experience working in financial institutions, broking firms, or investment markets.
In-depth knowledge of financial products, services and industry regulations.
Familiarity with various financial instruments such as stocks, bonds, mutual funds, derivatives, and other investment vehicles.
Strong analytical skills with the ability to work with data effectively.
A strong understanding of mathematical concepts is required.
A basic understanding of accounting principles would be preferred.
Familiarity with data aggregation processes and the ability to handle data from various financial institutions.
Strong convincing skills to guide customers through the onboarding process and address any concerns or objections.
A strong understanding of financial technology and SaaS platforms will be preferred.

HR Executive

Key skills