Client Data Onboarding Specialist

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibility is to assist institutional clients with authorization requirements for available data feeds, permission account data to authorized Addepar instances, and address all feed onboarding-related inquiries and requests within SLAs.

Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with large-scale institutional customers, data providers, and personnel across the organization. Professional proficiency in Spanish is required for this role, as you will directly support and manage the onboarding pipeline for our expanding Spanish-speaking and Latin American institutional client base.

Important: The working schedule for this role is from 8:00 AM to 4:00 PM MT, U.S. business days. With the understanding that the hours may fluctuate based on client needs and meetings outside designated work hours.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $106,000 - $132,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex institutional accounts, which includes but is not limited to:
• Communicate and explain complex data onboarding workflows directly to institutional clients over calls and emails in both English and Spanish
• Provide expert guidance and training to institutional clients on account eligibility and authorization requirements (e.g., LOA forms) for existing and new portfolio data feeds.
• Provision received accounts to the appropriate Addepar environments
• Work closely with tier-1 data providers and custodians to triage and address complex account onboarding requests and issues
• Complete custodian-specific setup and feed connectivity workflows
• Partner with Sales, Solutions Architects, and other internal Data teams to drive positive, high-touch client experiences
• Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency
• Assist with maintaining accurate, bilingual account onboarding instructions and related resources

Who You Are

• 5+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
• Proven track record of working directly with institutional clients, managing complex stakeholder relationships, and navigating corporate financial structures
• Professional proficiency or fluency in Spanish is required. You are comfortable conducting technical business calls and writing clear client correspondence in both English and Spanish
• Outstanding communication & interpersonal skills with excellent attention to detail
• A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities
• Ability to think critically and effectively balance multiple complex institutional projects and processes simultaneously
• Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
• Familiarity with using Salesforce, Jira, Google Suite, and CRM applications is preferable