FundGuard is a rapidly growing software technology company that still embodies a small start-up culture. Our primary customers are global custody banks, asset servicers and institutional asset managers. We are hiring our first London based Customer Onboarding Specialists to help set up these high-value customers for success through a clearly defined implementation process.

As a Customer Onboarding Specialist, you will educate new customers, help solve functional/technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.

Key Responsibilities:

• Own and manage customer relationships from the point of sale through successful implementation
• Develop measurements to help understand the impact of successful implementation
• Create initiatives that help to drive successful product implementation
• Help the customer define their needs and manage their timeline toward seeing value
• Work with sales, product, and support teams to ensure that each piece of the journey meets or exceeds customer expectations
• Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally
• Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
• Create repeatable processes, resources, and frameworks to use when onboarding customers
• Successfully transfer customer relationships to a customer success manager after onboarding
• Requirements:Technical and functional knowledge of enterprise investment accounting software
• An understanding of market needs and current use cases of businesses
• Strategically minded — helping customers come up with their overall strategy with our product
• Financial services industry project management experience
• Pleasant and straightforward phone and video manner
• Excellent written communication
• Organizational skills — working with multiple customers
• Highly self-motivated and driven
• The ability to shift priorities quickly when necessary
• Bachelor’s degree or higher
• Co-locating with the client when necessary
• Availability to work on-site in London
• Periodical travel to our office in Israel