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
  • 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; our office is located in Dedham MA
  • Periodical travel to our office in Israel

About FundGuard: 

FundGuard is the new generation investment accounting utility for asset managers and their service providers. Our cloud-native, AI-powered operating system and technology platform are transforming investment operations to enable reduced fees and the ability to offer new and innovative products, including crypto-asset services, while scaling for the future.

The company is led by an experienced team with successful exits and has raised more than $150 million, backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8 among others

We offer an exciting work opportunity where you’ll develop one of the more robust enterprise applications with deep financial engines, while using cutting edge cloud technologies.

Explore exciting career opportunities at fundguard.com/careers and follow us on LinkedIn: linkedin.com/fundguard

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