Client Onboarding Expert

2 days ago


Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time

**Job Description:** Client Onboarding Expert

Clearwater Analytics is seeking an experienced Client Onboarding Expert to assist clients in integrating our SaaS platform into their existing systems.

This individual will be responsible for providing top-notch support to clients throughout the implementation process, from initial setup to full system integration.

The ideal candidate will possess exceptional technical skills, a passion for delivering exceptional customer experiences, and a strong ability to collaborate with cross-functional teams.

Salary Range: $120,000 - $150,000 per year

Responsibilities:

  • Develop and execute comprehensive onboarding strategies tailored to each client's needs
  • Deliver high-quality training sessions to ensure seamless adoption of our platform
  • Collaborate with internal stakeholders to identify and address potential implementation roadblocks
  • Foster long-term relationships with clients through ongoing support and maintenance services
  • Continuously evaluate and refine onboarding processes to enhance overall client satisfaction

Requirements:

  • At least 5+ years of experience in client-facing roles within the financial industry
  • Proven track record of delivering successful onboarding initiatives, driving customer satisfaction, and reducing churn rates
  • Exceptional technical skills, with a focus on financial software implementation and data analysis
  • Excellent verbal and written communication, interpersonal, and problem-solving skills


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