Weekday (YC W21)
Website:
weekday.works
Job details:
This role is for one of the Weekday's clients
Min Experience: 1 years
Location: Mumbai
JobType: full-time
We are seeking a detail-oriented and customer-focused
Data Onboarding Executive to manage and drive the seamless onboarding of client data onto the platform. This role involves working closely with customers to ensure smooth data integration, delivering a high-quality onboarding experience, and enabling effective platform adoption.
Requirements
Key Responsibilities
- Act as the primary point of contact for customers during the onboarding process, ensuring excellent support and communication.
- Manage end-to-end data onboarding and integration, assisting clients in connecting relevant data sources to the platform.
- Demonstrate platform features and capabilities, with a focus on data handling and management functionalities.
- Follow defined onboarding processes and SLAs, while collecting and sharing customer feedback with internal teams.
- Continuously update knowledge of product features, enhancements, and industry trends.
- Collaborate with cross-functional teams to enhance onboarding processes and improve customer experience.
- Guide clients in effectively using the platform, ensuring maximum adoption and utilization.
Qualifications & Requirements
- Bachelor's degree in Finance, Technology, or a related field.
- Prior experience in a Data Onboarding, Customer Success, or similar role within a SaaS environment is preferred.
- Experience working with financial institutions, broking firms, or investment platforms.
- Strong understanding of financial products and instruments such as stocks, bonds, mutual funds, and derivatives.
- Familiarity with financial regulations and industry practices.
- Strong analytical and data-handling capabilities.
- Good understanding of mathematical concepts and basic accounting principles (preferred).
- Experience with data aggregation and handling data from multiple financial sources.
- Strong communication and persuasion skills to guide customers through onboarding and address queries effectively.
- Basic understanding of financial technology (FinTech) platforms and SaaS products is an advantage.
Core Skills
Data Management | Advanced Excel | Customer Onboarding | Financial Knowledge
Click on Apply to know more.