Apply on Employer Site

Subscribed · 4 months ago

Client Onboarding and Implementation Associate

New York, NY

Full-time

Onsite

Mid Level

3+ years exp

SUBSCRIBE is an enterprise software solution focused on providing electronic subscription document technology and an order management system for alternative product transactions. The Client Onboarding and Implementation Associate will drive successful integrations for clients, manage project plans, and collaborate with various teams to enhance the platform experience.

Artificial Intelligence (AI)SaaSSoftwareWeb DesignWeb Development

Responsibilities

Drive entire successful end-to-end integrations for new and existing clients including allocators and Fund Sponsors as well as third party data integrations with Fund Administrators, custodians, and Transfer Agents

Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders

Possess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout

Manage the overall platform experience for existing clients including maximizing their consumption of the platform

Build a strong understanding of a client’s business and how that translates to the platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements

Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features

Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients

Qualification

Client software implementationsRelationship managementProject managementAdvanced MS ExcelData analysisAttention to detailSelf-starterTeam collaborationOrganizational skills

Required

3+ years of experience in project management, client software implementations, relationship management working for a bank and/or fintech

Determined, dedicated, and ambitious professional – Recognized by management for a strong work ethic and attention to detail – Proven ability to lead and execute multiple projects within critical deadlines

Ability to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success

Ability to teach and manage others that are also managing clients and operational support tasks

Self-starter seeking to put their own fingerprint on an exciting financial technology business – hungry to learn a lot and seek accountability and ownership of processes and initiatives

Highly technically apt in data, spreadsheets, can form execution step plans, and organize tasks for execution

Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary)

Bachelor's degree in Finance or similar field