Senior Specialist, Client Onboarding & Engagement
About The Position
Nasdaq eVestment is seeking a Senior Specialist to join our Revenue team. This pivotal role is responsible for delivering a seamless onboarding experience and fostering strong, ongoing client relationships for Nasdaq eVestment’s data-driven solutions. This role acts as a subject matter expert, guiding clients through initial implementation, training, and continued value realization, while collaborating with internal teams to optimize client engagement, retention, and satisfaction. The role involves serving private markets, asset managers and asset owners.
Requirements
- 5+ years of relevant experience.
- Background in client onboarding, engagement, or relationship management within financial services or SaaS industries.
- Mastery of project management and presentations.
- Strong technical aptitude and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Collaborates effectively with cross-functional teams.
Nice To Haves
- Candidates with experience in private markets are preferred.
- Proficiency in leveraging Nasdaq eVestment solutions.
Responsibilities
- Deliver exceptional client consultation and client onboarding experience.
- Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption.
- Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience.
- Coordinate with internal teams for a seamless transition from sales through onboarding to engagement.
- Proactively identify and resolve client concerns, supporting resell and relationship recovery efforts as necessary.
- Partner with broader revenue team to develop and implement strategies that enhance engagement, support renewals and price increase, and foster long-term loyalty.
- Collaborate with product and strategy teams to relay client feedback and contribute to solution enhancements that improve onboarding and engagement.
- Serve as an expert guide on Nasdaq eVestment solutions, providing clients with reliable and insightful assistance throughout their journey.
Benefits
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Hybrid home/office schedule (for most positions)
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training and Professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
