Technical Onboarding Manager (Hiring Immediately)

CloudMargin is an award winning, growth-stage FinTech company offering an innovative Software-as-a-Service (SaaS) service. We are rapidly challenging the way financial and corporate institutions manage the collateral and risk associated with derivatives trading. We believe in offering our community an affordable, easy to deploy and scalable service. Backed by professional investment and corporate investors, our global team works closely across product, technology and sales disciplines. Our flat structure and ethos of openness and communication means you’ll be engaged with everyone in the business and have the senior leadership team as one of your key stakeholders. We are seeking an Associate level (circa 3 years relevant experience) team member to join our Client Services team as a Technical Onboarding Manager in London The role will comprise of two key components: Technical onboarding of new clients Support the Relationship Managers in onboarding incremental business for existing clients As such you will become an expert in CloudMargin using your knowledge of the system to successfully onboard clients on our platform. Analytical and technical proficiency are key to the role. You will gather complex requirements from clients and ensure setup is done efficiently and timely to guarantee swift and successful implementations. As CloudMargin evolves you will deliver demos to clients to ensure new functionalities are adopted and will update client set up accordingly. Communicating with clients is fundamental to the role. You are driven and ambitious. Our business is growing at a fantastic rate and this role offers a unique opportunity to further develop your career. This is an exciting time to join CloudMargin as we grow the platform and expand our client base. Core Accountabilities Technical onboarding of new clients. This includes but it is not limited to: data normalisation by deploying data mapping, connectivity setup, configuration and set up of functionalities in the back-end, building reports Primary contact for the onboarding of incremental business for a Tier 1 client Assist the Relationship Managers with the technical onboarding of incremental business for existing clients Manage the technical implementation of multiple client onboarding projects simultaneously Become expert user of CloudMargin Develop and maintain implementation documentation including requirements and technical specifications Develop repeatable and scalable processes to improve project quality and delivery Contribute to the internal knowledge base Work with other teams in CloudMargin to contribute towards the continuous improvement of our platform Follows the Company’s guidelines and best practices Experience 3+ years of proven experience in technical onboarding, or a related role In depth understanding of SaaS solutions and technical support Proven experience in a client facing role/ and or proven experience in dealing with vendors directly Collateral Management experience (this can be from a bank, custodian, buy-side, infrastructure provider or software vendor) desirable Project management experience (beneficial) Skills Strong analytical and data interpretation skills Knowledge in data mapping tools Advanced Excel SQL knowledge an advantage Logical mind and strong problem-solving skills Effective communications skills – verbal and written Highly motivated and collaborative Proactive and transparent A strong team player “we” before “I” Able to deal with pressure positively Join us as we shape the future of collateral management, combining technological innovation with financial expertise to deliver unparalleled value to our clients. The most supportive, collaborative and kind team who all hold each other up. We set each other up for success, celebrate wins and share the load of challenges. Our culture is a kaleidoscope of friendliness, high performance, fun, transparency and authenticity - we welcome absolutely everyone and provide a psychologically safe and trusting environment in which to grow, thrive and deliver the best version of you. • You'll come to our London Bridge office at least twice a week, or more frequently depending on project needs • 28 days annual leave per year (X3 to cover festive closure) • 2 Wellness Days per year • Pension scheme • Life Insurance X4 base salary • Private Medical Scheme • Team socials • Annual Flu Jab • Perkbox • Cycle to Work Scheme • Employee Assistance Programme • We'll provide you with a home office set up that best suits you • Learning and Development budget £1,000 per year • Enhanced maternity pay (20 weeks full pay, 6 weeks half pay) • 6 weeks enhanced paternity pay (to be taken within first two years of birth) • Annual Eye Test • £100 towards spectacles for VDU usage Equal Opportunities At CloudMargin we are committed to reflecting and representing diversity of all people and to equal opportunities in employment. The policies and practices of CloudMargin aim to promote an environment that is free from all forms of unlawful or unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect. We will take every possible step to ensure that no person working at CloudMargin, seeking employment with us, or any member our team will receive less favourable treatment (direct discrimination) or will be disadvantaged by requirements or conditions that cannot be shown to be justifiable (indirect discrimination) on the grounds of their: - Age - Disability - Gender Reassignment - Marriage and civil partnership - Pregnancy and maternity - Race - Religion or belief - Sex - Sexual Orientation Our equal opportunities policy will help all those who work for us to develop their full potential and the talents and resources of the workforce will be utilised fully to create an organisation of opportunity for all. We will take positive steps to ensure that the policy is known to all employees and potential employees. We will also ensure that equal opportunity is embedded in all our policies, procedures, day to day practices and external relationships. Equal opportunities in employment As an applicant, you can be assured that CloudMargin will take positive steps to ensure: - Job descriptions and associated conditions relate to the job, define any essential qualifications, experience and other skills required in the role, and only include those factors which are necessary and justifiable in terms of objective criteria for the satisfactory performance of the job. - All applicants are treated equally and fairly throughout the recruitment and selection process. - All decisions are made in line with CloudMargin’s equal opportunities and recruitment and selection decisions, are made on merit - in line with the job and skills requirements set for the open role. - And when you become employed, we aim to ensure: - A fair, transparent and equal chance in learning and development and terms and conditions of employment. - A working environment that is free from discrimination, bullying, harassment and victimisation and where all complaints are promptly investigated and dealt with. - A working environment where a person’s identity and culture are valued and respected. Positive about disability We value and encourage diversity in our workforce and are committed to promoting equality and eliminating discrimination. As an employer, we are aware of our obligations under the Equality Act 2010 and are committed to offering support and making reasonable adjustments to allow full participation in the process. It is important that you let the Recruiting Team know of any requirements you have. CloudMargin will consider any reasonable adjustments. Examples include changing the timing of interview, giving extra time for tests, providing equipment or assistance throughout the process e.g., a reader or scribe. Candidate Privacy Policy