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- Tasks: Lead client data onboarding, ensuring smooth connections to data sources and clear communication.
- Company: Dynamic company focused on innovative data solutions and client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Be the key link between clients and data, making a real impact in their onboarding journey.
- Qualifications: Strong communication skills and a knack for project coordination are essential.
- Other info: Fast-paced environment with diverse challenges and opportunities for improvement.
The predicted salary is between 36000 - 60000 £ 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.
Responsibilities- 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 feed.
- 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.
- 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.
- 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.
- 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.
- Success: 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.
- Clients & Data Providers
- Data Services & Engineering
- Operations, Support, and Quality Assurance
Client Data Onboarding Specialist in West Bromwich employer: Gresham
Contact Detail:
Gresham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Data Onboarding Specialist in West Bromwich
✨Tip Number 1
Get to know the company inside out! Research their products, services, and culture. This way, when you chat with them, you can show off your knowledge and enthusiasm, making you stand out as a candidate who truly gets what they’re about.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for the onboarding process. This insider info can give you a leg up during interviews.
✨Tip Number 3
Practice your communication skills! Since this role is all about connecting with clients and teams, make sure you can clearly explain complex data concepts in simple terms. Try doing mock interviews with friends or family to get comfortable.
✨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, it shows you’re genuinely interested in joining our team and ready to take that next step.
We think you need these skills to ace Client Data Onboarding Specialist in West Bromwich
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about communication, make sure your written application reflects your ability to simplify complex ideas. Use clear and concise language to demonstrate how you can effectively convey information.
Highlight Your Coordination Experience: We want to see your project coordination skills shine! Share examples of how you've managed multiple tasks or projects simultaneously, especially in a client-facing role. This will show us you're ready to handle the onboarding workflow.
Be Detail-Oriented: Attention to detail is key for this position. In your application, mention any experiences where your meticulous nature helped avoid issues or improved processes. We love candidates who take pride in their documentation accuracy!
Express Your Problem-Solving Mindset: Let us know how you tackle challenges! Share a story or two about how you've navigated ambiguity or resolved blockers in past roles. This will help us see your proactive approach and calm demeanor in action.
How to prepare for a job interview at Gresham
✨Know Your Data
Familiarise yourself with the types of data sources relevant to the role. Understand how data flows from clients to systems and be ready to discuss specific examples of data onboarding processes you've encountered in the past.
✨Master Communication Skills
Since this role hinges on communication, practice articulating complex data concepts in simple terms. Prepare to demonstrate your ability to manage client expectations and provide clear updates during the interview.
✨Showcase Your Problem-Solving Mindset
Be prepared to discuss scenarios where you faced challenges during onboarding processes. Highlight how you identified blockers and implemented solutions, showcasing your calm and structured approach to problem-solving.
✨Demonstrate Relationship Management
Think of examples where you successfully built relationships with clients or third-party providers. Emphasise your ability to partner effectively and maintain strong communication throughout the onboarding journey.
