Technical Onboarding Manager

Primary Purpose of Role
We are seeking a new team member to join our Client Services team as a Technical Onboarding Manager in London. This is a key role that blends technical expertise with client relationship management. The role will consist of two main responsibilities:

1. Technical Onboarding of New Clients
2. Supporting Relationship Managers in Onboarding Incremental Business for Existing Clients

Key Responsibilities:

• Gather complex requirements from clients and ensure the setup is executed efficiently and on time, enabling successful platform implementations.
• Conduct client demos to showcase new features as CloudMargin evolves, ensuring clients stay updated on system functionalities.
• Collaborate closely with the Relationship Managers to onboard incremental business for existing clients.
• Serve as the technical expert for all aspects of client onboarding and platform adoption.

Skills & Experience:

• Strong analytical and technical proficiency to address client needs and ensure smooth onboarding processes.
• Excellent communication skills to engage clients effectively and clearly articulate technical concepts.
• A driven and ambitious individual, eager to grow within a fast-paced, evolving business.

Why CloudMargin?
As CloudMargin continues to grow at a rapid pace, this is an exciting opportunity to advance your career in a dynamic and expanding company. You'll be part of a team that's passionate about evolving our platform and expanding our global client base.

Core Accountabilities

• Technical onboarding of new clients. This includes but is not limited to: data normalization by deploying data mapping, connectivity setup, configuration and setup of functionalities in the back-end, building reports.
• Assist the Relationship Managers with the technical onboarding of incremental business for existing clients.
• Manage the technical implementation of multiple client onboarding projects simultaneously.
• Become an expert user of CloudMargin.
• Develop and maintain implementation documentation including requirements and technical specifications.
• Develop repeatable and scalable processes to improve project quality and delivery.
• Contribute to the internal knowledge base.
• Work with other teams in CloudMargin to contribute towards the continuous improvement of our platform.
• Follow the Company's guidelines and best practices.

Experience

• 3+ years of proven experience in technical onboarding, or a related role.
• In-depth understanding of SaaS solutions and technical support.
• Proven experience in a client-facing role and/or proven experience in dealing with vendors directly.
• Collateral Management experience (this can be from a bank, custodian, buy-side, infrastructure provider, or software vendor) desirable.
• Project management experience (beneficial).

Skills

• Strong analytical and data interpretation skills.
• Knowledge in data mapping tools.
• Advanced Excel.
• SQL knowledge an advantage.
• Logical mind and strong problem-solving skills.
• Effective communication skills - verbal and written.
• Highly motivated and collaborative.
• Proactive and transparent.
• A strong team player "we" before "I".
• Able to deal with pressure positively.

Education / Professional Qualifications
None required.