Data Onboarding Specialist

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.

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