Data Onboarding Specialist

You will be joining a rapidly growing fintech company, MProfit, as a Data Onboarding Specialist. In this role, your primary responsibility will be to manage and drive the seamless onboarding of client data onto our platform, ensuring a high-quality customer experience throughout the process. As the main point of contact for customers during the onboarding process, you will provide exceptional customer service and support. This will involve successfully managing the data onboarding process for customers who have purchased our products and require assistance in connecting with relevant data sources. You will also be responsible for showcasing the functionality and features of MProfit's platform to new customers, emphasizing its data handling capabilities. To excel in this role, you should adhere to the company's client onboarding process and SLAs, collect customer feedback, and effectively communicate relevant feedback to the team. It is crucial to stay updated on product knowledge to remain informed about new features, enhancements, and industry trends. Collaboration with cross-functional teams will be necessary to improve the data onboarding process and ensure the highest level of customer satisfaction. Additionally, you will assist clients in effectively utilizing the MProfit platform for data management, encouraging optimal use and adoption. To qualify for this position, you should hold a Bachelor's degree in a relevant field such as Finance, Technology, or a related discipline. Previous experience as a Data Onboarding Specialist or in a similar role in a SaaS company is highly preferred. Experience working in financial institutions, broking firms, or investment markets is beneficial. A comprehensive knowledge of financial products, services, and industry regulations is required, along with familiarity with various financial instruments like stocks, bonds, mutual funds, derivatives, and other investment vehicles. Strong analytical skills, the ability to work with data effectively, a strong understanding of mathematical concepts, and a basic understanding of accounting principles are necessary. Familiarity with data aggregation processes and the ability to handle data from various financial institutions are essential. Strong convincing skills to guide customers through the onboarding process and address any concerns or objections are crucial. A strong understanding of financial technology and SaaS platforms will be advantageous for this role.,