SaaS Onboarding Technical Analyst

Responsibilities

• Understand new client onboarding and implement the CRD system for new projects
• Oversight of issue resolution and support clients during the project/onboarding phase
• Design new complex job schedules for clients’ BOD/EOD batch for business operations
• Escalate issues to senior management using sound judgement
• New client assimilation and transition
• Troubleshooting and issue resolution
• Monitoring of client open issues lists to ensure accuracy, completeness, timely, and proper progress on and resolution of issues
• Periodic communications with clients assigned to staff to monitor client satisfaction and make improvements where appropriate during the onboarding process
• Accountable for ensuring defined processes are followed
• Setup connectivity to third‑party vendors such as Bloomberg, Omgeo, Cassini, etc.
• Identification of issues in existing processes and imp...