addepar1
Sep 18
Data Client Onboarding Specialist
Onsite · Poland
data operations
greenhouse
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AI TL;DR
You will assist clients in connecting their financial accounts to Addepar. This role involves managing the onboarding process and ensuring a smooth experience for clients.
AI match
Solid listing · 60/100 against the market band on this page.
Interview prep for this job
- What would you ship in the first month as Data Client Onboarding Specialist at addepar1?
- Which tradeoff in the description would you ask about first?
- How do you explain a production incident to this team?
- What would you measure in the first two weeks?
- Which part of your last project maps to this stack?
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Job description
You will assist clients in connecting their financial accounts to Addepar. This role involves managing the onboarding process and ensuring a smooth experience for clients.
Details
- Warsaw, on-site
- 140,000 PLN – 168,000 PLN
- 2+ years in client-facing roles, preferably in FinTech
The work
- Manage the data feed onboarding process for new clients
- Communicate the onboarding workflow to clients via calls and emails
- Provide guidance on account eligibility and authorization requirements
- Collaborate with internal teams to enhance client experiences