Client Data Onboarding Analyst

Gresham•,

12d

About The Position

The Client Data Onboarding Specialist plays a vital role in ensuring clients are successfully connected to the data sources required for our products and services. This role serves as the primary bridge between clients, data sources, and internal technical teams to determine what data is needed, where it comes from, and when it must flow into our systems. You will lead the data onboarding workflow end-to-end—coordinating requirements, managing communication, setting expectations, and providing transparent updates via email and the client dashboard. This role is ideal for someone who thrives at the intersection of communication, coordination, and data operations, and who enjoys building strong relationships while driving clear outcomes.

Requirements

Exceptional communication skills (written and verbal), with the ability to simplify complex data concepts.
Strong relationship management skills with clients and third-party data providers.
Effective project coordination skills with the ability to manage multiple onboarding processes simultaneously.
Detail oriented, structured, and committed to documentation accuracy.
Problem-solving mindset, comfortable navigating ambiguity with a calm, solutions focused approach.
Ability to work cross functionally with technical, product, and data engineering teams.
Enjoys direct client interaction and acts as a trusted partner.
Curious about how data flows and how processes can be improved.
Takes ownership, follows through, and communicates proactively.
Thrives in a fast‑moving environment where no two onboarding processes are identical.

Responsibilities

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.
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.
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.