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We are a well funded, rapidly growing fintech firm that still embodies a small start-up culture. You will still be in the early stages and have a hand in maturing and developing our globally used platform.  We are hiring Boston based Customer Onboarding Specialists to help set up these high-value customers for success through a clearly defined implementation process.

As a Customer Onboarding Specialist, you will educate new customers, help solve functional/technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.
Key Responsibilities:

  • Own and manage customer relationships from the point of sale through successful implementation
  • Develop measurements to help understand the impact of successful implementation
  • Create initiatives that help to drive successful product implementation
  • Help the customer define their needs and manage their timeline toward seeing value
  • Work with sales, product, and support teams to ensure that each piece of the journey meets or exceeds customer expectations
  • Build evergreen content and resources for customers (and other organizations) to use for education and to drive rapid product adoption
  • Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally
  • Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
  • Create repeatable processes, resources, and frameworks to use when onboarding customers
  • Successfully transfer customer relationships to a customer success manager after onboarding


  • Technical and functional knowledge of enterprise investment accounting software
  • An understanding of market needs and current use cases of businesses
  • Strategically minded — helping customers come up with their overall strategy with our product
  • Financial services industry project management experience
  • Pleasant and straightforward phone and video manner
  • Excellent written communication
  • Organizational skills — working with multiple customers
  • Highly self-motivated and driven
  • The ability to shift priorities quickly when necessary
  • Bachelor’s degree or higher
  • Co-locating with the client when necessary
  • Working two – days a week onsite in our 128 beltway office