The Client Data Onboarding Specialist plays a vital role in ensuring clients are successfully connected to the data sources required for our products and services. This role serves as the primary bridge between clients, data sources, and internal technical teams to determine what data is needed, where it comes from, and when it must flow into our systems.
You will lead the data onboarding workflow end-to-end—coordinating requirements, managing communication, setting expectations, and providing transparent updates via email and the client dashboard. This role is ideal for someone who thrives at the intersection of communication, coordination, and data operations, and who enjoys building strong relationships while driving clear outcomes.
Job Responsibilities
Client & Source Coordination
- Act as the primary point of contact for clients during the data onboarding process.
- Partner directly with clients to understand required data elements, delivery cadence, and key business needs.
- Work with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.
- Data Onboarding Execution
- Translate client data requirements into structured onboarding plans.
- Coordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.
- Monitor onboarding progress and proactively identify and resolve blockers.
- Communication & Expectation Management
- Provide clear, timely status updates through email, scheduled calls, and the client dashboard.
- Set and manage expectations around data availability, timelines, limitations, and dependencies.
- Ensure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.
Quality & Operational Excellence
- Validate completeness and quality of initial test feeds with internal teams and clients.
- Maintain accurate tracking of onboarding milestones and deliverables.
- Identify opportunities to improve workflows, reduce friction, and enhance client experience.
Job Requirements
- Exceptional communication skills (written and verbal), with the ability to simplify complex data concepts.
- Strong relationship management skills with clients and third-party data providers.
- Effective project coordination skills with the ability to manage multiple onboarding processes simultaneously.
- Detail oriented, structured, and committed to documentation accuracy.
- Problem-solving mindset, comfortable navigating ambiguity with a calm, solutions focused approach.
- Ability to work cross functionally with technical, product, and data engineering teams.
- Enjoys direct client interaction and acts as a trusted partner.
- Curious about how data flows and how processes can be improved.
- Takes ownership, follows through, and communicates proactively.
- Thrives in a fast‑moving environment where no two onboarding processes are identical.
Equal Opportunities Statement
At Gresham, we are committed to building a diverse and inclusive workforce that reflects the communities we serve. We actively encourage applications from individuals of all backgrounds and are dedicated to providing a workplace where everyone feels valued, respected and supported.
We make employment decisions based on merit, skills and potential, and do not discriminate based on any protected characteristic. We are also committed to making reasonable adjustments throughout the recruitment process and employment lifecycle.
