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Client Onboarding and Implementation Associate
2 weeks ago
Who We Are
SUBSCRIBE is an enterprise software solution providing electronic subscription document technology and an order management system for alternative product transactions. Our technology allows allocators, sponsors, and service providers to digitize the entire onboarding, investment, and reporting process for alternative investments. Through our openarchitecture platform, all stakeholders are easily connected to a central venue allowing for collaboration that reduces errors, saving time and money.
Our mission is to give our clients control and reduce friction for a very painful investment process through the use of our platform.
The Role
SUBSCRIBE is a small but growing team - as a new member you will have the opportunity to have direct influence on the decision making and execution of large pieces of the product. In addition, you will help set standards and develop best practices as our application and team grow. Your daily responsibilities may include:
Requirements
- Drive entire successful end-to-end integrations for new and existing clients including allocators and Fund Sponsors as well as third party data integrations with Fund Administrators, custodians, and Transfer Agents.
- Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
- Possess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout.
- Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
- Build a strong understanding of a client's business and how that translates to the platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements.
- Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
- Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.
Qualifications
- 3+ years of experience in project management, client software implementations, relationship management working for a bank and/or fintech.
- Determined, dedicated, and ambitious professional – Recognized by management for a strong work ethic and attention to detail – Proven ability to lead and execute multiple projects within critical deadlines.
- Ability to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success.
- Ability to teach and manage others that are also managing clients and operational support tasks.
- Self-starter seeking to put their own fingerprint on an exciting financial technology business – hungry to learn a lot and seek accountability and ownership of processes and initiatives.
- Highly technically apt in data, spreadsheets, can form execution step plans, and organize tasks for execution.
- Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary).
- Bachelor's degree in Finance or similar field.
