Data Onboarding Specialist

Job Description

• This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Data Onboarding Specialist in India. This role sits at the heart of client data operations, ensuring seamless connectivity between financial institutions and a sophisticated investment data platform. You will play a key role in onboarding and enabling clients by guiding them through authorization processes, account permissions, and data feed setup. Working in a highly client-facing environment, you will collaborate daily with customers, data providers, and internal teams to ensure accurate and timely onboarding. The position requires strong attention to detail, structured problem-solving, and the ability to manage multiple concurrent workflows. You will help improve the client experience by ensuring data is correctly provisioned and accessible within strict SLAs. This is a dynamic, fast-paced role where operational precision directly impacts client success and trust.
• Accountabilities: Support and execute the end-to-end data onboarding process for financial clients, ensuring smooth and accurate connectivity between external institutions and internal systems, including: Guiding clients through onboarding workflows, account eligibility, and authorization requirements such as LOA documentation Managing client communication via email and calls to explain onboarding steps and resolve data feed issues Provisioning and configuring client accounts into the appropriate environments and systems Coordinating with data providers and internal teams to troubleshoot and resolve onboarding and connectivity challenges Completing custodian-specific setup processes and ensuring accurate feed activation Maintaining onboarding documentation, resources, and process guidelines for accuracy and efficiency Partnering with Sales, Product, Engineering, and Solutions teams to improve client experience and operational workflows Identifying opportunities to enhance onboarding efficiency through process and tooling improvements Requirements The ideal candidate brings strong client-facing experience combined with technical curiosity and excellent operational discipline: 3+ years of experience in client-facing roles, ideally in client onboarding, success, or FinTech/financial services environments Strong communication and interpersonal skills with a high level of attention to detail Ability to manage multiple workflows, prioritize tasks, and meet strict SLAs in a fast-paced environment Familiarity with financial data systems, custodians, or portfolio/account data workflows (preferred) Experience working with tools such as Salesforce, Jira, and Google Workspace (preferred) Strong analytical and problem-solving mindset with a proactive approach to issue resolution Ability to work independently while collaborating effectively across global teams Comfort using modern productivity and AI tools to improve efficiency and workflow execution Spanish language skills are a plus but not mandatory Benefits Competitive compensation aligned with experience and market standards Opportunity to work in a global, data-driven FinTech environment Exposure to leading financial institutions and complex data ecosystems Collaborative, cross-functional international team culture Career development opportunities within data operations and client success functions Access to modern tools, technologies, and AI-assisted workflows Inclusive and growth-oriented work environment
• How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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