Data Onboarding Specialist

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role's primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days.

What You'll Do

• 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

Who You Are

• 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