hibob
Client Data Onboarding Analyst
Gresham
Florida, USA
Full-time
Mid Level
Hybrid
Discovered 1 weeks ago
Free
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• Act as the primary point of contact for clients during the data onboarding process.
• Partner directly with clients to understand required data elements, delivery cadence, and key business needs.
• Work with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.
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Job Description
- Act as the primary point of contact for clients during the data onboarding process.
- Partner directly with clients to understand required data elements, delivery cadence, and key business needs.
- Work with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.
• Data Onboarding Execution
- Translate client data requirements into structured onboarding plans.
- Coordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.
- Monitor onboarding progress and proactively identify and resolve blockers.
• Communication & Expectation Management
- Provide clear, timely status updates through email, scheduled calls, and the client dashboard.
- Set and manage expectations around data availability, timelines, limitations, and dependencies.
- Ensure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.
- Validate completeness and quality of initial test feeds with internal teams and clients.
- Maintain accurate tracking of onboarding milestones and deliverables.
- Identify opportunities to improve workflows, reduce friction, and enhance client experience.
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