Technical Onboarding Specialist - Remote

Overview

We are seeking a detail-oriented and tech-savvy Technical Onboarding Specialist to lead the onboarding and implementation process for our enterprise clients. This role bridges the gap between data management, client success, and operations—playing a key role in ensuring data accuracy, streamlining onboarding workflows, and delivering a seamless experience from initial contact to go-live. You will collaborate cross-functionally with teams across Engagement, Business Development, Operations, and Engineering to support strategic data initiatives and elevate client satisfaction.

In Short

• Own and manage the end-to-end data onboarding and implementation process for large enterprise clients.
• Liaise with clients and investment managers to gather documentation, confirm data flows, and support onboarding milestones.
• Analyze and reconcile complex investment datasets to ensure completeness, accuracy, and consistency.
• Monitor, track, and enhance the breadth and quality of data collected for both internal use and client reporting.
• Work closely with the Client Engagement Manager and cross-functional teams to ensure successful and timely implementations.
• Investigate, flag, and troubleshoot data issues, performing root cause analysis and driving resolution.
• Assist in the preparation of detailed implementation updates, project timelines, and client-facing status reports.
• Continuously identify opportunities to improve data workflows, documentation practices, and onboarding operations.

Requirements

• Strong analytical skills and attention to detail.
• Experience in data management and onboarding processes.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a cross-functional team environment.
• Proficient in data analysis tools and techniques.
• Experience with project management methodologies.

Benefits

• Competitive salary and benefits package.
• Opportunities for professional development and growth.
• Dynamic and inclusive work environment.
• Flexible work arrangements.