Customer Onboarding Senior Associate

Proxymity does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants

About Proxymity

Proxymity is bringing technological innovation to the market infrastructure of a long -established sector—Proxy Voting, Shareholder Disclosure, and Identification. 

Founded in London and spun out of Citi, from very beginning our mission focused on benefitting the whole eco system, rather than just one part or one player within it. This ethos is endorsed by investment from a unique and global consortium of the industry’s most influential financial institutions. 

We currently serve 29 markets and are growing our global footprint fast. With offices in UK, Israel, US and Australia, our Proxymity Shareholder ID and Vote Connect products can serve all markets globally, with our flagship Vote Connect Total product providing complete end-to-end digital connectivity in 12 key markets around the world. We are a fast-growth company and have already gone from 10 - 210+ employees in the last three and a half years. 

The role:

The Customer Onboarding Senior Associate will be assisting with the management of customer onboardings and effectively communicating throughout the planning processes, technical integrations with partners, user acceptance testing and system rollout. 

As a Customer Onboarding Senior Associate, you will be working in partnership with Sales, Operations and Technology departments providing oversight, governance and control for customer onboardings. This role assists in driving the successful onboarding of Proxymity's enterprise customers, as such you will be required to develop a solid understanding of the company platform and offerings and its application to the customer’s environments. 

Responsibilities: 

• Be responsible for the transition of the solution from pre-sales to implementation.
• Managing customer expectations surrounding delivery and provide regular reporting and communication on project status, adhering to strict timelines.
• Ensure implementation best practices, standards and templates are being used.
• Ensure the team is supported by product knowledge.
• Attend implementation kick-off and sponsor calls.
• Consult at relevant points while the team’s implementing the configuration.
• Provide guidance and direction to the customers when needed, particularly around customer process, functionality, and long-term user. 
• Support customers and teams through complex, global technology transformations and initiatives. 
• Support the customer’s primary point of contact for technical and product questions through configuration and implementation.
• Provide customer training (where applicable) and ensure the customer has all relevant up-to-date user guides.

Requirements

• Previous exposure to complex projects and/or project management certifications preferred.
• Understanding of proxy voting, asset servicing, custodian banking, or equivalent relevant industry experience
• Experience working with scalable and repeatable business processes.
• Excellent interpersonal skills with proven ability to build relationships with internal and client senior management. 
• Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients.
• Well organizsed with the ability to manage several priorities with a hands-on approach.
• Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects, and ability to execute autonomously. 
• Enjoys a fast paced, high-intensity and complex environment, troubleshooting time critical issues and working with people. 
• Excellent analytical and problem-solving skills 
• Strong attention to detail; willing to take proactive action, and desire to roll up sleeves.

Benefits

• Headspace subscription
• Birthday off in addition to annual leave
• Access to Absorb Learning
• Improved family-friendly policies
• Hybrid working scheme
• Choose your tech
• 2 duvet days a year
• 1 volunteer day a year
• 4-week sabbatical after 4 years at Proxymity
• Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
• Companywide parties twice a year
• Team socials