At a Glance
- Tasks: Lead client data onboarding, ensuring smooth connections to essential data sources.
- Company: Join a diverse and inclusive team at Gresham, where your skills matter.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for growth.
- Other info: Thriving in a fast-paced environment is essential; no two days are the same!
- Why this job: Be the bridge between clients and data, making a real impact every day.
- Qualifications: Strong communication skills and a knack for project coordination are key.
The predicted salary is between 38250 - 46750 £ per year.
The Client Data Onboarding Specialist plays a vital role in ensuring clients are successfully connected to the data sources required for our products and services.
This role serves as the primary bridge between clients, data sources, and internal technical teams to determine what data is needed, where it comes from, and when it must flow into our systems.
You will lead the data onboarding workflow end-to-end—coordinating requirements, managing communication, setting expectations, and providing transparent updates via email and the client dashboard.
This role is ideal for someone who thrives at the intersection of communication, coordination, and data operations, and who enjoys building strong relationships while driving clear outcomes.
- Job Responsibilities
- Client & Source Coordination
- Act as the primary point of contact for clients during the data onboarding process.
- Partner directly with clients to understand required data elements, delivery cadence, and key business needs.
- Work with data sources (e. g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.
- Data Onboarding Execution
- Translate client data requirements into structured onboarding plans.
- Coordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.
- Monitor onboarding progress and proactively identify and resolve blockers.
- Communication & Expectation Management
- Provide clear, timely status updates through email, scheduled calls, and the client dashboard.
- Set and manage expectations around data availability, timelines, limitations, and dependencies.
- Ensure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.
- Quality & Operational Excellence
- Validate completeness and quality of initial test feeds with internal teams and clients.
- Maintain accurate tracking of onboarding milestones and deliverables.
- Identify opportunities to improve workflows, reduce friction, and enhance client experience.
- Job Requirements
- Exceptional communication skills (written and verbal), with the ability to simplify complex data concepts.
- Strong relationship management skills with clients and third-party data providers.
- Effective project coordination skills with the ability to manage multiple onboarding processes simultaneously.
- Detail oriented, structured, and committed to documentation accuracy.
- Problem-solving mindset, comfortable navigating ambiguity with a calm, solutions focused approach.
- Ability to work cross functionally with technical, product, and data engineering teams.
- Enjoys direct client interaction and acts as a trusted partner.
- Curious about how data flows and how processes can be improved.
- Takes ownership, follows through, and communicates proactively.
- Thrives in a fast‑moving environment where no two onboarding processes are identical.
- Equal Opportunities Statement
At Gresham, we are committed to building a diverse and inclusive workforce that reflects the communities we serve.
We actively encourage applications from individuals of all backgrounds and are dedicated to providing a workplace where everyone feels valued, respected and supported.
We make employment decisions based on merit, skills and potential, and do not discriminate based on any protected characteristic.
We are also committed to making reasonable adjustments throughout the recruitment process and employment lifecycle.
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Client Data Onboarding Analyst employer: Gresham
Gresham is an exceptional employer that prioritises the growth and development of its employees, particularly through hands-on roles like the Marketing Intern position. Located in a vibrant environment, the company fosters a collaborative work culture where creativity thrives, offering comprehensive training in essential marketing tools such as HubSpot and Canva. With a strong commitment to diversity and inclusion, Gresham ensures that every team member feels valued and has the opportunity to contribute meaningfully to impactful brand campaigns.
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We think this is how you could land Client Data Onboarding Analyst
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We think you need these skills to ace Client Data Onboarding Analyst
Some tips for your application 🫡
Show Off Your Projects:In the world of data science, your projects can speak volumes about your skills. Make sure to showcase a few key projects in your CV or portfolio, especially those that highlight your ability to work with data sets, build models, or use relevant tools like Python, R, or SQL. Don’t forget to include links to any GitHub repositories if applicable!
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✨Brush Up on Your Statistics
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✨Prepare for Case Studies
Expect to encounter real-world case studies during the interview. We might be asked how we’d approach a data problem or analyse a dataset to extract insights. It's essential to think out loud and demonstrate our problem-solving process so that the interviewer can see our logical thinking in action.
