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Functional Onboarding Specialist

hace 3 meses

Juárez, Chihuahua, México NASDAQ A tiempo completo

Functional Onboarding Specialists need to provide essential support and guidance to customers from early stages until go-live of NTS service implementation and usage.

They are the point of contact for any queries, bespoke advise, troubleshooting, and coordinating with internal NTS teams to ensure a smooth onboarding process- Client Engagement:

  • Effectively conduct NTS implementation kickoff meeting to explain the onboarding process.
  • Establish strong relationships with key stakeholders to ensure customer satisfaction and retention.
  • Prepare and deliver tailored project plans to the customers.
  • Comprehend and explain the Nasdaq Data Specifications to the customer.
  • Implementation:
  • Understand customer profile and market surveillance requirements to be able to answer customer queries and offer suggestions.
  • Conduct training sessions on NTS products, including calibration, workbench, and alerts.
  • Assist customers with alert calibration and alert logic used within NTS.
  • Eliminate roadblocks during implementation, e.g. parameter deployments, knowledge gaps, poor coordination with stakeholders, poor understanding.
  • Assist the technical onboarding specialist in implementing change requests from customers.
  • Educate customers and assist customers with the onboarding process, e.g. knowledge base articles and other written documentation.
  • Team coordination:
  • Work closely with the Technical Onboarding Specialist and the Sales Executive/Account Manager to take ownership of the onboarding process.
  • Work closely with customers and technical onboarding specialists on requirement gathering, analysis, and drafting of change request documents.
  • Planning and Reporting:
  • Provide weekly project status reports to internal and external stakeholders.
  • Collect and act on customer feedback to improve the product by creating and following up on enhancement requests, bug fixes and changes
  • Be an effective communicator internally to set the correct priority to customer queries and externally to be transparent with customers.
  • Indepth expertise in Capital markets and customer Management.
  • At least three years of experience in the Capital Markets domain with exposure to multiple products like Equities, Future, Options, etc.
  • Understanding of OTC markets like Forex, Fixed Income etc.
  • Familiar with market manipulation techniques and local compliance requirements.
  • Ability to communicate clearly and professionally at all levels.
  • Ability to work in a fastpaced environment and meet tight deadlines.
  • Outstanding customer management & negotiation skills.
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