Project Manager, Client Onboarding
- Manage end-to-end client onboarding processes, ensuring a seamless and positive experience for new clients.
- Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
- Conduct demos and product overviews to introduce clients to products, services, and support channels.
- Customize onboarding plans based on client needs and ensure timely execution of each step.
- Propose and develop new ideas and innovative strategies for achieving goals and solving challenges
- Create detailed project plans and dashboards to track metric milestones and provide regular updates and presentations to key stakeholders.
- Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
- Provide training sessions to clients on platform usage, features, and best practices.
- Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Maintain accurate and up-to-date client records and documentation.
- Create and maintain comprehensive project plans and product enhancement documentation
- Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
- Collaborate with the sales team to identify upselling and cross-sell opportunities during the onboarding process.
- Serve as the key liaison between client and internal FIA Tech stakeholders
- Support customer testing and operation of FIA Tech's systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions
- Achieving excellent understanding of FIA Tech's products, functionality, and workflows as well as external products that affect our industry
- Bachelor's degree in finance, Economics, Business or related field
- Proven experience in onboarding, process implementation and project management roles
- Knowledge of brokerage, derivatives markets (Exchange Traded Derivative (ETD) is preferred
- Strong communication and interpersonal skills
- Strong analytical and problem-solving skills
- Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred
- Ability to work collaboratively in a fast-paced, dynamic environment
- Detail-oriented with excellent organizational and time-management abilities
- Excellent problem-solving and analytical skills, with a focus on data-driven decision-making
- Customer-centric mindset with a commitment to delivering exceptional service
- A willingness to adapt to evolving processes and technologies.
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