Nasdaq · 2 days ago
Senior Specialist, Client Onboarding & Engagement
Atlanta, GA
Full-time
Hybrid
Senior Level
5+ years expNasdaq eVestment is seeking a Senior Specialist to join their Revenue team. This role is responsible for delivering a seamless onboarding experience and fostering strong, ongoing client relationships for Nasdaq eVestment’s data-driven solutions.
FinanceFinancial ServicesStock ExchangesTrading Platform
Responsibilities
Deliver exceptional client consultation and client onboarding experience
Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption
Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience
Coordinate with internal teams for a seamless transition from sales through onboarding to engagement
Proactively identify and resolve client concerns, supporting resell and relationship recovery efforts as necessary
Partner with broader revenue team to develop and implement strategies that enhance engagement, support renewals and price increase, and foster long-term loyalty
Collaborate with product and strategy teams to relay client feedback and contribute to solution enhancements that improve onboarding and engagement
Serve as an expert guide on Nasdaq eVestment solutions, providing clients with reliable and insightful assistance throughout their journey
Qualification
Required
5+ years of relevant experience
Background in client onboarding, engagement, or relationship management within financial services or SaaS industries
Mastery of project management and presentations
Strong technical aptitude and problem-solving skills
Excellent communication and interpersonal abilities
Collaborates effectively with cross-functional teams
Preferred
Candidates with experience in private markets are preferred
Proficiency in leveraging Nasdaq eVestment solutions
Benefits
401(k) program with 6% employer match
Employee Stock Purchase Program with 15% discount
Student loan repayment program up to $10k
Company paid life and disability plans
Generous paid time off
Comprehensive medical, dental and vision coverage
Health spending account with employer contribution
Paid flex days to support mental wellbeing
Gym membership discounts
Hybrid home/office schedule (for most positions)
Paid parental leave
Fertility benefits
Paid bereavement leave
Company gift matching program
Employee resource groups
Paid volunteer days
Education Assistance Program
Robust job skills training
Professional development opportunities
Company
Nasdaq
Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
1001-5000 employees
H1B Sponsorship
Nasdaq has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (9)
2023 (7)
2022 (15)
2021 (19)
2020 (13)
Funding
Current Stage
Public CompanyTotal Funding
$9.52BKey Investors
Matzliach Capital
2024-07-29Post Ipo Secondary· $2.72B
2024-03-19Post Ipo Secondary· $1.8B
2023-06-22Post Ipo Debt· $5B
Leadership Team
Adena Friedman
Chair and Chief Executive Officer
Bradley Peterson
EVP & CIO/CTO
Recent News
2026-01-07
2026-01-03
2026-01-03
Company data provided by crunchbase