Onboarding Specialist

  • FundGuard
  • Boston
  • Full-time
About The Position

FundGuard is a rapidly growing software technology company that still embodies a small start-up culture. Our primary customers are global custody banks, asset servicers and institutional asset managers. We are hiring Boston based Customer Onboarding Specialists to help set up these high-value customers for success through a clearly defined implementation process.

As a Customer Onboarding Specialist, you will educate new customers, help solve functional/technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.

Key Responsibilities:

  • Own and manage customer relationships from the point of sale through successful implementation.
  • Develop measurements to help understand the impact of successful implementation.
  • Create initiatives that help to drive successful product implementation.
  • Help the customer define their needs and manage their timeline toward seeing value.
  • Work with sales, product, and support teams to ensure that each piece of the journey meets or exceeds customer expectations.
  • Build evergreen content and resources for customers (and other organizations) to use for education and to drive rapid product adoption.
  • Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally.
  • Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed.
  • Create repeatable processes, resources, and frameworks to use when onboarding customers.
  • Successfully transfer customer relationships to a customer success manager after onboarding.
  • Technical and functional knowledge of enterprise investment accounting software.
  • An understanding of market needs and current use cases of businesses.
  • Strategically minded — helping customers come up with their overall strategy with our product.
  • Financial services industry project management experience.
  • Pleasant and straightforward phone and video manner.
  • Excellent written communication.
  • Organizational skills — working with multiple customers.
  • Highly self-motivated and driven. 
  • The ability to shift priorities quickly when necessary.
  • Bachelor’s degree or higher.
  • Co-locating with the client when necessary.
  • Working three-four days a week onsite in our Boston office.

Apply for this position