Client Onboarding Specialist

7 days ago


Southlake, Texas, United States HumCap, Inc. Full time
Job Overview
HumCap, Inc., a fast-growing SaaS company in the financial services space, seeks an Implementation Specialist to join their team. This role plays a key part in helping clients optimize their operations and drive significant value. The ideal candidate will thrive in a fast-paced environment and excel at working with both people and data.

Key Responsibilities:
- Onboard new alternative asset manager clients to the platform, including becoming an expert in the product and working closely with clients to understand and document their current business documentation, workflows, and approach to expense allocations.
- Assist clients with analyzing and organizing their data in preparation for onboarding, running weekly calls with clients, creating and maintaining project plans and internal databases, setting up connectivity to their third parties, granting and maintaining client access to the platform, and coordinating any ad hoc client deliverables.

What You'll Do:
  • Lead Client Implementations: Manage the full 12-week implementation process for new clients, ensuring a smooth and successful transition to the SaaS platform.
  • Data Management: Oversee client data integration, focusing on accuracy and customization to meet client needs.
  • Client Collaboration: Work closely with clients' CFOs, tracking vendors, managing payments, and delivering back-office solutions that significantly improve efficiency.
  • Cross-Team Collaboration: Participate in daily standups, scrum calls, and follow-up meetings with the development team to ensure projects are on track.
  • SQL & Analytics: Use your knowledge of SQL to help streamline processes and contribute to troubleshooting technical issues (preferred, but not required).
  • Financial Services Expertise: Leverage your knowledge of financial services to work with high-profile clients in the asset management, hedge fund, and PE space.


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