SaaS Onboarding Technical Analyst

Responsibilities

• Understand new client Onboarding and implement the CRD system for new projects
• Oversight of issue resolution and support client’s during the project/Onboarding phase
• Design new complex job schedule for client’s 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 a...