Client Onboarding Software Engineer - Associate

Valitana

$110K — $160K *
Plano, TX 75025In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years of software engineering experience, focusing on client-facing solutions.
  • Strong proficiency in Python and SQL.
  • Ability to interpret ambiguous requirements and create technical solutions.
  • Excellent communication skills for presenting technical concepts to non-technical audiences.
  • Detail-oriented with strong organizational capabilities.
  • Resourceful, demonstrating the ability to work independently and collaboratively.
  • Bachelor's degree in computer science, engineering, or a related field, or equivalent practical experience.
  • Familiarity with C#/.Net and experience in financial services is advantageous.

Responsibilities

  • Build and deliver client solutions in collaboration with stakeholders.
  • Develop and maintain third-party data integrations for client and vendor data.
  • Create and configure client-facing reports and workflows on Vantage.
  • Support FIX Gateway configurations for client trade flows.
  • Investigate and resolve data quality issues with durable solutions.
  • Contribute to core platform enhancements that benefit all clients.
  • Assist the Client Services team by handling routine client requests and reducing escalations.
  • Document integrations and solutions to facilitate team knowledge sharing.

Benefits

  • Comprehensive benefits package including medical, dental, vision, and telemedicine.
  • Employer-matched retirement plan to support your financial future.
  • Flexible work schedule, with remote work options on Thursdays and Fridays.
  • Annual performance bonuses as part of the compensation package.
Full Job Description
Position Overview

Valitana is hiring a Software Engineer to build and deliver client-facing solutions on Vantage, one of our core platforms. In this role you will work directly with clients, product & project managers, and business stakeholders to translate real-world requirements into robust, production-ready implementations - from third-party data integrations and reporting through workflow configuration and platform enhancements. You will own technical delivery for new client onboardings end to end and serve as a technical partner to our Client Services team on day-to-day client requests.

This role sits at the intersection of engineering and client delivery, and it is well suited to an engineer who enjoys solving concrete problems for identifiable users, is comfortable discussing data and workflows directly with clients, and wants to see their work reach production quickly.

Responsibilities
  • Build and deliver solutions for external clients, collaborating with product and business stakeholders to translate requirements into robust, maintainable implementations.
  • Develop and maintain third-party data integrations, including parsers for ingesting client and vendor data.
  • Build and configure client-facing reports and workflows within Vantage.
  • Configure and support FIX Gateway connectivity for client trade flow.
  • Investigate and resolve data quality issues, tracing problems to their source and implementing durable fixes rather than one-off corrections.
  • Contribute feature enhancements to core Vantage, so that solutions built for one client strengthen the platform for all clients.
  • Serve as a technical resource to the Client Services team, taking ownership of business-as-usual client requests and reducing escalations to the broader development team.
  • Document integrations, configurations, and resolutions so that onboarding knowledge is reusable across the team.

Qualifications
  • 3-6 years of professional software engineering experience, ideally including work delivering solutions to external clients.
  • Strong proficiency in Python and SQL.
  • Ability to work through ambiguous requirements and translate business needs into technical solutions.
  • Excellent verbal and written communication skills, including the ability to explain technical concepts to non-technical stakeholders.
  • Detail oriented with strong organizational skills.
  • Resourceful with the ability to work independently as well as part of a team.
  • Bachelor's degree in computer science, engineering, or a related field, or equivalent practical experience.
  • Experience in C#/.Net, ASP.Net Core, Entity Framework is a plus.
  • Experience in the financial industry, particularly with structured finance products, trade flow, or portfolio data, is a plus.

What We Offer

Base salary range for this role is $110,000 - 160,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Assessment and Automated Screening Tools

As part of this hiring process, you may be asked to complete a technical assessment administered through HackerRank, a third-party platform. By participating, advancing, or completing the assessment you are consenting to HackerRank possibly using automated features to evaluate or score the submitted work, and information about your submission is processed by that platform.

Categories of data processed: The code or written work you submit, assessment scores, completion time, and, if enabled, session activity data. Source of that data is the information you provide directly by completing the assessment.

How it is assessed: A Valitana employee reviews assessment results, and no hiring decision is made solely on the basis of an automated score. If you would like more information about how the assessment is evaluated contact Valitana Human Resources at [email protected].

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