Appcast

Client Onboarding and Implementation Associate

Appcast$70K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in project management and client implementations within banking or fintech context.
  • Recognized for strong work ethic, attention to detail, and ability to meet tight deadlines.
  • Skilled in managing complex client relationships effectively and focusing on client success.
  • Experience in teaching and managing peers involved in client support tasks.
  • Self-starter with a desire to shape processes in a growing fintech environment.
  • Proficient in data management, spreadsheets, and task organization for execution.
  • Bachelor's degree in Finance or related field.

Responsibilities

  • Drive successful end-to-end integrations for clients and third-party integrations.
  • Provide project management expertise, framing projects and managing risks.
  • Lead client discovery and requirements gathering, ensuring proper platform setup and testing.
  • Manage existing client platform experiences to optimize service usage.
  • Build understanding of client businesses to guide internal stakeholders on change management.
  • Collaborate with Product Managers to identify product opportunities and implement solutions.
  • Partner with cross-functional teams to ensure client needs are met effectively.

Benefits

  • Opportunity to directly influence product decisions as part of a growing team.
  • Potential for career advancement in a dynamic fintech environment.
  • Involvement in developing standards and best practices for the application.
  • Collaborative company culture that values client success and teamwork.
Full Job Description
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.

About Appcast

Appcast is a global leader in programmatic recruitment advertising technology. More than just a job board, Appcast?s programmatic recruitment advertising exchange connects employers and job seekers through real-time bidding and automatic job ad optimization. Appcast?s proprietary technology and advanced data analysis tools enable employers to source and hire top talent quickly, efficiently, and cost-effectively. Appcast is headquartered in Lebanon, New Hampshire, with offices in Boston, New York City, San Francisco, London, Manchester, and Budapest.
Learn more about Appcast
Size
200 employees
Industry
Founded
2014

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