Addepar
Data Onboarding Specialist responsible for client data feed onboarding process, working closely with clients, data providers, and internal teams to drive positive client experiences. The role involves managing data feed onboarding, providing guidance and training to clients, and collaborating with Product and Engineering to implement process and tooling enhancements.
Requirements
- 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
- 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
Benefits
- Equal opportunity employer
- Welcoming environment where inclusion and belonging are held as a shared responsibility
- Reasonable accommodation for individuals with disabilities
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in India
India, officially the Republic of India, is a country in South Asia. It is the seventh-largest country by area, the most populous country in the world and, since its independence in 1947, the world's most populous democracy. Bounded by the Indian Ocean on the south, the Arabian Sea on the southwest, and the Bay of Bengal on the southeast, it shares land borders with Pakistan to the west; China, Nepal and Bhutan to the north; Bangladesh and Myanmar to the east. In the Indian Ocean, India is near Sri Lanka and the Maldives. Its Andaman and Nicobar Islands share a maritime border with Myanmar, Th
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