Senior Specialist, Client Onboarding & Engagement at Nasdaq

Atlanta, Georgia, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, SaaS, Private MarketsIndustries

Requirements

Experience in private markets preferred
Proficiency in leveraging Nasdaq eVestment solutions
5+ years of relevant experience
Background in client onboarding, engagement, or relationship management within financial services or SaaS industries
Mastery of project management and presentations
Strong technical aptitude and problem-solving skills
Excellent communication and interpersonal abilities
Collaborates effectively with cross-functional teams

Responsibilities

Deliver exceptional client consultation and client onboarding experience
Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption
Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience
Coordinate with internal teams for a seamless transition from sales through onboarding to engagement
Proactively identify and resolve client concerns, supporting resell and relationship recovery efforts as necessary
Partner with broader revenue team to develop and implement strategies that enhance engagement, support renewals and price increase, and foster long-term loyalty
Collaborate with product and strategy teams to relay client feedback and contribute to solution enhancements that improve onboarding and engagement
Serve as an expert guide on Nasdaq eVestment solutions, providing clients with reliable and insightful assistance throughout their journey

Skills

Key technologies and capabilities for this role

Client OnboardingClient EngagementProject ManagementPresentationsPrivate MarketsFinancial ServicesSaaSRelationship ManagementTraining SessionsTroubleshootingNasdaq eVestment

Questions & Answers

Common questions about this position

What is the work arrangement for this position?

This position can be located in Atlanta and offers a hybrid work environment, requiring at least 3 days a week in the office, subject to change.

What experience is required for this role?

Candidates need 5+ years of relevant experience in client onboarding, engagement, or relationship management within financial services or SaaS industries.

What key skills are needed for this Senior Specialist position?

Required skills include mastery of project management and presentations, strong technical aptitude and problem-solving skills, excellent communication and interpersonal abilities, and effective collaboration with cross-functional teams.

Is there a preference for specific industry experience?

Candidates with experience in private markets are preferred, and proficiency in leveraging Nasdaq eVestment solutions is required.

What makes a strong candidate for this role?

A strong candidate has experience in private markets, proficiency with Nasdaq eVestment solutions, 5+ years in client onboarding or relationship management in financial services or SaaS, plus mastery in project management, technical aptitude, communication, and cross-functional collaboration.

Nasdaq

Operates electronic stock exchange and financial services

About Nasdaq

Nasdaq operates one of the largest electronic stock exchanges in the world, providing a platform for buying and selling securities. It caters to a wide range of clients, including individual and institutional investors, as well as corporations. Nasdaq offers various financial products and services, such as the Nasdaq Smart Portfolio, which uses advanced analytics to help investors optimize their stock portfolios. Additionally, Nasdaq supports non-financial marketplaces and is recognized for its efforts in sustainable investment practices. The company earns revenue through transaction and listing fees, along with subscription services for its products. Nasdaq aims for global expansion and innovation, with nearly 40 offices around the world.

New York City, New YorkHeadquarters

1971Year Founded

$9,370.5MTotal Funding

IPOCompany Stage

Data & Analytics, Fintech, Financial ServicesIndustries

5,001-10,000Employees

Risks

Adenza acquisition's high price may affect shareholder confidence and stock performance.

Integration of Metrio's ESG software may face challenges, delaying expected benefits.

Nasdaq's secondary stock offering could lead to stock dilution, affecting shareholder value.

Differentiation

Nasdaq operates one of the world's largest electronic stock exchanges.

Nasdaq offers advanced analytics through its Smart Portfolio for investment optimization.

Nasdaq is a pioneer in sustainable investment practices with a focus on ESG solutions.

Upsides

Nasdaq's acquisition of Adenza expands its financial technology capabilities.

Nasdaq's secondary stock offering could provide capital for strategic investments.

Nasdaq Private Market's Series B financing indicates strong investor confidence.

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