Sr Client Onboarding Analyst

Job Title : Sr Client Onboarding Analyst (Hybrid / Remote)

Company : FIA Tech

Location : Tampa, Florida would consider Tri-State area

About US : FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms.

Our systems solve the most pressing operational and technological challenges for participants, including buyside firms, end users, Futures Commission Merchants (FCMs), introducing brokers, and market makers.

Our mission is to bring much needed innovation, standardization, and technology to derivatives trading and clearing to streamline costs, increase efficiency, and reduce risks.

Some of our benefits include company-paid medical, dental, and vision benefits, a 9% company contribution into your 401k, and rich parental leave benefits.

Our employees also enjoy having the period from Christmas Eve to New Year’s Day off every year. FIA Tech is proud to be a Great Place to Work Certified

Position Overvi e

w : We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Analyst will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products.

This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization.

The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues.

Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech’s suite of products is preferre

Key Responsibiliti

• es : Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clien
• ts.Collaborate with sales, account management, and technical teams to gather necessary information for onboardi
• ng.Conduct welcome calls and orientation sessions to introduce clients to products, services, and support channe
• ls.Customize onboarding plans based on client needs and ensure timely execution of each st
• ep.Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues prompt
• ly.Provide training sessions to clients on platform usage, features, and best practic
• es.Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedur
• es.Maintain accurate and up-to-date client records and documentati
• on.Create and maintain comprehensive project plans and product enhancement documentati
• on.Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experien
• ce.Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding proce
• ss.Partner with new companies and lead their onboarding projects to FIA Tech syste
• ms.Serve as the key liaison between client and internal FIA Tech stakeholde
• rs.Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents / questio
• ns.Join FIA Tech Working and User Groups to advocate for new product adoption, gain client feedback, e
• tc.Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our indust

ry.Qualificatio

• ns : Bachelor’s degree in finance, Economics, Business, or related fi
• eldProven experience in client onboarding or customer success ro
• lesKnowledge of or exposure to derivatives markets is preferr
• ed.Strong communication and interpersonal ski
• llsStrong analytical and problem-solving skil
• ls.Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferr
• ed.Ability to work collaboratively in a fast-paced, dynamic environme
• nt.Detail-oriented with excellent organizational and time-management abilit
• iesProblem-solving skills and the ability to think strategically about client nee
• ds.Customer-centric mindset with a commitment to delivering exceptional servi
• ce.A willingness to adapt to evolving processes and technologi
6 days ago