Strategic Onboarding Manager

About CloudMargin

CloudMargin is a rapidly expanding FinTech company delivering innovative Software-as-a-Service (SaaS) collateral management solutions. Our platform is affordable, scalable, and designed for market participants of all sizes and instruments. Supported by leading venture capital and corporate investors, our diverse team of over 80 professionals collaborates across product development, technology, client service, support, sales, and marketing. The company operates a flat structure emphasizing open communication and close engagement with senior leadership and cross-functional teams.

Primary Role Purpose

This position focuses on two main responsibilities: onboarding new clients and managing relationships with existing ones. You will develop expertise in the CloudMargin system, guiding clients through seamless implementation and educating them to maximize platform utilization. Effective communication is essential, making this a key role within a dynamic company serving capital markets.

Core Responsibilities

• Manage end-to-end client onboarding, ensuring timely and successful CloudMargin deployment.
• Create tailored onboarding plans suited to each client’s business needs and goals.
• Serve as the main contact during onboarding, coordinating internal and external stakeholders to facilitate implementation.
• Manage onboarding of additional business from current clients.
• Foster strong client relationships to promote satisfaction, retention, and account growth.
• Provide strategic advice to clients, optimizing their use of the platform through education on best practices.
• Collaborate internally to address client feedback and drive continuous improvements.
• Partner with clients to understand business objectives and identify opportunities for upselling services.
• Innovate enhancements to onboarding processes to increase efficiency and improve client outcomes.
• Track performance metrics related to onboarding success and client satisfaction.
• Work closely with support, product, and technology teams to implement new platform features and refine internal workflows.
• Contribute client-driven insights to inform product development.
• Utilize expertise in capital markets, derivatives post-trade, and collateral management to customize onboarding and account management.

Candidate Profile and Experience

• At least 8 years of experience in collateral and margin call management within operational or project management roles, from institutions such as banks, custodians, buy-side firms, infrastructure providers, or software vendors.
• Client relationship management or experience in a client-facing capacity.
• Proven ability in project management.

Key Skills

• Strong client-oriented approach and communication skills, both verbal and written.
• Highly motivated, collaborative, proactive, and transparent.
• Team player mindset prioritizing collective success.
• Advanced proficiency with Excel and data analysis.
• Strong logical reasoning and problem-solving aptitude.
• Ability to work effectively under pressure.
• Additional language skills are advantageous.

Equal Opportunity Statement

CloudMargin is dedicated to diversity and inclusion, promoting equal employment opportunities regardless of age, disability, gender reassignment, marital status, pregnancy, race, religion, sex, or sexual orientation. We strive to create a respectful, discrimination-free workplace that supports the full potential of all employees. Reasonable adjustments will be made during the recruitment process to accommodate candidates with disabilities.

Candidate Privacy

Privacy policies related to candidate information are accessible via CloudMargin's legal website.