Addepar - Data Onboarding Specialist
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Requirements
• 3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector • Outstanding communication & interpersonal skills with excellent attention to detail • Fluency in Spanish is preferred and considered a plus for this role • A strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solving • Ability to think critically and effectively balance multiple projects and processes simultaneously • Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes • Proactive and diligent in documenting team processes and finding opportunities to improve team workflows • Familiarity with using Salesforce, Jira, Google Suite, and CRM applications preferable • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: • Communicate and explain the data onboarding workflow to clients over calls and emails • Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds • Provision received accounts to the appropriate Addepar environments • Work closely with data providers to triage and address account onboarding requests and issues • Complete custodian specific setup and feed connectivity workflows • Assist with maintaining accurate account onboarding instructions and related resources • Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences • Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency
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