Strategic Onboarding Manager

CloudMargin•New York, NY

21h

About The Position

The role will comprise two key components: Onboarding new clients and Relationship management for existing clients. You will become an expert in CloudMargin, using your knowledge of the system to successfully onboard clients on our platform. As CloudMargin evolves, you will educate clients and advise them on how to best use the system. Communicating with clients is fundamental to the role. This is an exciting opportunity to contribute to the success of a dynamic and innovative company serving capital markets. If you are a performance-driven collateral professional with a passion for FinTech, we invite you to apply. About You: You are driven, ambitious, and collaborative. Our business is growing at an exceptional rate, and this role offers a unique opportunity to advance your career. This is a pivotal time to join CloudMargin as we continue to grow the platform and expand our client base to include some of the best financial services clients in the market globally.

Requirements

8+ years Collateral and margin call management experience in an operational or project management role (this can be from a bank, custodian, buy-side, infrastructure provider or software vendor)
Relationship management or experience in a client facing role
Project management experience
Client focused approach to work
Strong communications skills – verbal and written
Highly motivated and collaborative
Proactive and transparent
A strong team player “we” before “I”
Advanced Excel and data manipulation skills
Logical mind and strong problem-solving skills
Able to deal with pressure positively

Nice To Haves

Additional language beneficial

Responsibilities

Oversee the end-to-end onboarding process for new clients, ensuring timely and successful implementation of CloudMargin.
Develop customized onboarding plans tailored to client needs and objectives.
Act as the primary point of contact during the onboarding phase, project manage the implementation, involve relevant internal and external stakeholders as required.
Onboard incremental business for existing clients.
Build and maintain strong relationships with clients to ensure satisfaction, retention, and growth.
Act as a strategic advisor, educating clients on best practices and optimizing their use of our platform.
Collaborate with internal teams to address client feedback and deliver continuous improvements.
Partner with clients to understand their business goals and identify upselling strategies accordingly.
Identify opportunities to enhance the onboarding process, implementing innovative solutions to improve efficiency and client outcomes.
Monitor key performance metrics related to onboarding success and client satisfaction.
Work closely with support, product, and technology teams to ensure smooth rollout of new functionalities and internal process improvement.
Provide insights to internal teams based on client feedback to inform product development and enhancements.
Leverage domain knowledge in capital markets, post-trade derivatives markets, and collateral management to tailor onboarding and relationship management efforts.