Client Onboarding & Implementation Manager - Private 9fin

9fin(3 months ago)

HybridFull TimeManager$146,925 - $190,966 (estimated)Sales

About this role

The Client Onboarding & Implementation Manager at Private 9fin is responsible for leading the end-to-end onboarding process for new clients, ensuring a seamless experience from initial setup to live access. This role involves collaborating with multiple internal teams to manage client configurations, maintain compliance with security policies, and deliver training sessions to foster product adoption. Additionally, the manager will refine onboarding frameworks and monitor project statuses while acting as the primary contact for client support and feedback integration.

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Required Skills

Client Onboarding
Process Improvement
Compliance Management
Relationship Building
Project Management
Technical Troubleshooting
Training Development
Data Management
Cross-functional Collaboration
Communication Skills

+5 more

About 9fin

9fin.com

9fin is a cutting-edge provider of debt market intelligence, delivering a comprehensive suite of analytics and data solutions on a single AI-powered platform. Designed for finance professionals, it offers capabilities to analyze credit, react swiftly to market news, and streamline investment mandates. With features such as predictive analytics, real-time news alerts, and extensive data access, 9fin empowers asset managers, hedge funds, investment banks, and law firms to enhance decision-making and remain competitive in the financial landscape.