Client Onboarding & Implementation Manager

9fin•New York, NY

1d•$120,000 - $150,000•Hybrid

About The Position

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. About Private 9fin Private 9fin is our newest and most powerful product, designed to bring clarity and structure to some of the most sensitive and complex information in credit markets. It gives clients secure access to confidential issuer documents and information, and integrates them seamlessly into the broader 9fin platform. This data powers our in-depth covenant analysis, credit research, and proprietary analytics — helping clients move faster, stay compliant, and make smarter decisions. What you’ll work on You’ll be the first dedicated client services hire on the Private 9fin team. This means you’ll have real ownership, influence, and visibility from day one. You’ll build and run our onboarding and support model from the ground up, helping clients get value quickly and use our platform confidently. You’ll be the bridge between our clients and internal teams, ensuring everything runs smoothly across onboarding, access, support, and day-to-day operations. This is a high-impact role with plenty of variety, including:

Requirements

Experience with onboarding or account management, ideally in SaaS or fintech
Strong communication and relationship-building skills — you’re comfortable talking to clients and internal stakeholders alike
Good technical instincts — you don’t need to be an engineer, but you can troubleshoot tools and explain systems clearly
High attention to detail and excellent project management skills
A client-first mindset — you’re proactive, solution-oriented, and always thinking about how to make the experience better
Familiarity with CRM platforms, document management tools, and security best practices

Nice To Haves

Exposure to financial services or legal document workflows, a plus

Responsibilities

Lead the full onboarding journey for new clients, from kickoff to go-live
Ensure clients are set up smoothly and securely in our platform
Design clear documentation and training materials to make onboarding scalable
Track how clients are using the platform, troubleshoot issues, and offer hands-on support
Be the main point of contact during onboarding — answering questions, solving problems, and escalating when needed
Deliver training and guidance to help clients get the most from our document management system
Build repeatable, scalable processes as the product and client base grow
Continuously refine workflows, documentation, and support tools
Work closely with sales, product, engineering, and data teams to make sure client setups are correct and issues are resolved quickly
Relay client feedback to improve the platform and user experience
Manage permissions and access settings for clients, in line with our security and compliance policies
Maintain accurate records of client configurations and document access

Benefits

Salary $120,000 - $150,000 (depending on experience)
Equity options
401(k) (9fin pay 3%, employee contributions are uncapped)
Private Health Insurance, with Dental and Vision
Paid sick leave
Disability Insurance (New York)
Commuter Benefit
25 vacation days per year
Local public holiday
Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
Work abroad for up to 3 months a year
1 month paid sabbatical after 5 years of service
Enhanced parental leave & flexible working arrangements available
Professional learning and development budget
AI experimentation budget of $1,000 per employee to trial AI tools
Bi-annual team socials
Summer and Winter company social events