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- Tasks: Lead client onboarding for Private 9fin, ensuring a smooth and professional experience.
- Company: Join 9fin, a tech-driven company revolutionising the debt capital markets.
- Benefits: Enjoy competitive salary, equity options, hybrid working, and generous holiday allowance.
- Why this job: Be part of a mission to transform financial data and empower clients with innovative solutions.
- Qualifications: Experience in onboarding or account management, strong communication, and project management skills.
- Other info: Dynamic startup culture with opportunities for growth and professional development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
About 9fin
The world's largest asset class, debt, operates with the worst data. Technology has revolutionised equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms.
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.
Role Overview
We’re looking for a proactive and detail-oriented Client Onboarding Manager to join the Private 9fin team. This is a hands‑on role focused on ensuring our clients experience a seamless and professional onboarding journey — setting them up for long‑term success. You’ll be the first dedicated client services hire for Private 9fin, owning the full onboarding process from initial setup to go‑live. Acting as the bridge between clients and internal teams, you’ll design, implement, and continuously improve the frameworks that make onboarding fast, scalable, compliant, and client‑first.
What You’ll Work On
- Client Onboarding
- Lead the end‑to‑end onboarding process for new clients of Private 9fin — from kickoff through to live access.
- Guide clients through secure data room access and configuration, ensuring alignment with their internal processes and compliance requirements.
- Manage onboarding timelines, proactively identify blockers, and drive resolution across teams.
- Design clear training materials, documentation, and client comms to make onboarding repeatable and scalable.
- Access Management & Support
- Configure platform permissions and access settings in line with 9fin’s strict security and compliance policies.
- Maintain accurate records of client configurations, document permissions, and compliance status.
- Act as the primary point of contact during onboarding — providing responsive, hands‑on support and guidance.
- Deliver client training sessions and product walk‑throughs to ensure confident adoption.
- Act as the voice of the client and ensure feedback arrives through the correct 9fin channels for future iteration.
- Cross-Functional Coordination
- Collaborate with Sales, Product, Engineering, Credit, and DataOps teams to ensure client setups are accurate and complete.
- Run weekly core team check‑ins to align on priorities, dependencies, and blockers.
- Coordinate with Sales and Account Management to ensure a smooth transition from onboarding to steady‑state client success.
- Relay client feedback to internal teams to continuously improve user experience and operational workflows.
- Governance & Reporting
- Maintain a centralized tracker monitoring all onboarding projects and client statuses (signed, onboarding, live).
- Own onboarding reporting and governance, including progress updates, resourcing summaries, and leadership reporting.
- Oversee operational readiness and compliance processes in partnership with client compliance teams.
- Scaling the Product
- Build and refine repeatable onboarding frameworks, playbooks, and process documentation.
- Identify opportunities to improve efficiency, reduce manual steps, and enhance the client experience.
- Support strategic growth initiatives, including US expansion and scaling for increased client volumes.
About You
You’re an organised, proactive relationship‑builder who thrives in client‑facing environments and enjoys solving complex operational problems. You combine empathy for clients with a drive for structure and process excellence. You’ll likely have:
- Experience in onboarding, implementation, or account management, ideally within SaaS, fintech, or financial data services.
- Strong communication skills and the ability to build trusted relationships with clients and internal stakeholders.
- Excellent project management capabilities — you stay ahead of timelines, manage dependencies, and deliver results.
- A technical mindset — comfortable with tools, systems, and troubleshooting user access or data flow issues.
- High attention to detail and an understanding of compliance or access‑controlled workflows.
- Familiarity with CRM systems, document management tools, and security best practices.
- Experience or interest in financial services or legal documentation workflows, a plus.
Our Benefits
We’re a scaling start up, and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.
- Financial & Insurance
- Competitive Salary (our salary bands are benchmarked at the top end of the market)
- Equity options
- Pension (your minimum contributions are 4% with 9fin matching up to 7%)
- Private Medical Insurance
- Paid sick leave with Income Protection for long periods of illness
- Group Life Assurance
- Season Ticket Loan & Cycle to Work schemes
- Time off
- 25 holiday days per year
- Local public holidays (with the ability to exchange them for alternative days)
- 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
- Training & Culture
- Professional learning and development budget
- Quarterly team socials
- Summer and Winter company social events
9fin is an equal opportunities employer. At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognise that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.
Client Onboarding & Implementation Manager - Private 9fin employer: 9fin
Contact Detail:
9fin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & Implementation Manager - Private 9fin
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how you can help them achieve their mission, especially in client onboarding and implementation.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the role of Client Onboarding & Implementation Manager. Highlight your experience in managing projects and building relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Onboarding & Implementation Manager - Private 9fin
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in onboarding and client management. Use keywords from the job description to show that you understand what we're looking for!
Showcase Your Communication Skills: Since this role is all about building relationships, don’t forget to demonstrate your strong communication skills. Share examples of how you've successfully interacted with clients or internal teams in the past.
Highlight Your Problem-Solving Abilities: We love proactive problem solvers! Include specific instances where you've identified issues and implemented solutions, especially in a client-facing environment. This will show us you're ready to tackle challenges head-on.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining the 9fin team!
How to prepare for a job interview at 9fin
✨Know the Product Inside Out
Before your interview, make sure you understand Private 9fin and its offerings. Familiarise yourself with how it revolutionises the debt capital markets and the specific features of the onboarding process. This will help you demonstrate your enthusiasm and knowledge during the conversation.
✨Showcase Your Project Management Skills
As a Client Onboarding Manager, you'll need to manage timelines and dependencies effectively. Prepare examples from your past experiences where you've successfully led projects or resolved blockers. Highlight your organisational skills and how they can benefit the onboarding process at 9fin.
✨Emphasise Communication and Relationship-Building
This role requires strong communication skills and the ability to build trust with clients. Think of instances where you've successfully navigated client relationships or collaborated with internal teams. Be ready to discuss how you would ensure a seamless onboarding experience for clients.
✨Prepare Questions About Compliance and Security
Given the importance of compliance in this role, come prepared with questions about 9fin's security policies and how they impact the onboarding process. This shows that you’re not only interested in the role but also understand the critical nature of compliance in financial services.
