Senior Client Onboarding Specialist Hybrid

Job Title: Client Onboarding Specialist

Company: FIA Tech

Location: Illinois Florida or New York

About US: FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of thirteen leading clearing firms and the Futures Industry Association (FIA) FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives industry. FIA Tech works in close partnership with the broader industry including exchanges clearinghouses clearing firms and other intermediaries as well as independent software vendors buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry. Some of our benefits include companypaid medical dental and vision benefits a 9 company contribution into your 401k and rich parental leave benefits. Our employees also enjoy having the period from Christmas Eve to New Years Day off every year. FIA Tech is proud to be a Great Place to Work Certified.

Position Overview:

We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Specialist will support the sales process in product overviews and demos manage end to end client onboarding processes collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms be the face of our organization and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally knowledge or experience with trading and clearing processes fee and commission management and FIA Techs suite of products is preferred.

Key Responsibilities:

• Manage endtoend client onboarding process 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 of each step.

• Propose and develop new ideas and innovative strategies for achieving goals and solving challenges

• 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 crossfunctional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.

• Maintain accurate and uptodate 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 upsell and crosssell opportunities during the onboarding process.

• Serve as the key liaison between client and internal FIA Tech stakeholders

• Support customer testing and operation of FIA Techs systems including creating and maintaining test plans utilizing internal tools to document track and close all customer incidents/questions

• Achieving excellent understanding of FIA Techs products functionality and workflows as well as external products that affect our industry

Qualifications:

• Bachelors degree in finance Economics Business or related field

• Proven experience in onboarding process implementation or project management roles

• Knowledge of or exposure to derivatives markets is preferred

• Strong communication and interpersonal skills

• Strong analytical and problemsolving skills

• Technical skills efficiency in excel knowledge of SQL and visualization tools preferred

• Ability to work collaboratively in a fastpaced dynamic environment

• Detailoriented with excellent organizational and timemanagement abilities

• Excellent problemsolving and analytical skills with a focus on datadriven decisionmaking

• Customercentric mindset with a commitment to delivering exceptional service

• A willingness to adapt to evolving processes and technologies.

Salary Range: 110125K plus bonus