Client Onboarding Manager responsible for the technical onboarding journey from Sales handover to go-live. Collaborating with clients and internal teams at Your Bourse to ensure smooth launches.
Responsibilities
Support the Head of Onboarding in managing end-to-end technical onboarding, guiding clients from kickoff to completed technical setup with clear milestones and timelines.
Lead onboarding and discovery calls to understand each client’s business goals and technical requirements.
Collect and document requests related to bridge and trading server configuration, platform setup, and feature development.
Convert client input into actionable technical onboarding plans, specifications, and requirements for internal teams.
Own and maintain go-live timelines, proactively tracking progress, identifying risks, and removing blockers before they impact delivery.
Partner with Product Managers to structure and prioritize requests, assess development feasibility, and communicate technical decisions clearly and on time.
Manage scope and expectations throughout onboarding, ensuring delivery discipline and preventing scope creep.
Act as a trusted technical advisor, educating clients on Your Bourse technologies, products, and best practices.
Manage multiple technical onboardings in parallel with accurate documentation, status tracking, and clear stakeholder communication.
Take on additional responsibilities as needed to support the evolving onboarding function; and perform any other duties relevant to the role.
Requirements
Minimum 2 years’ experience in FinTech/trading/Forex, with a solid understanding of trading fundamentals.
Experience in B2B technical onboarding, client implementations, service delivery, or similar project-based client-facing roles.
Confident working directly with external clients in fast-paced environments, managing multiple priorities and stakeholders.
Strong multitasking and organizational skills; proficient with tools such as Asana and Jira.
Fluent English (written and spoken): clear business communication, messaging, and leading online calls.
Strong presentation skills: product demos and technical training for clients.
Benefits
Competitive compensation package.
Work schedule: Monday to Friday, 9:00 AM – 6:00 PM Cyprus time.
Remote/On-site/Hybrid role.
Learning & Development support.
Paid annual leave and sick leave.
Company events and celebrations (online/offline).
Anniversary and birthday gifts for employees.
Career growth opportunities.
A supportive and inclusive work environment that values teamwork and open communication.
Director of Customer Onboarding and Learning Enablement overseeing onboarding strategies and global training initiatives. Responsible for effective customer journey management and product adoption in AECO sectors.
Client Onboarding Specialist managing the onboarding of clients and ensuring compliance with regulatory standards at TP ICAP. Collaborating with client - facing teams to facilitate KYC and AML processes while providing high - quality client support.
Onboarding Manager focused on delivering exceptional experiences for new hires. Collaborating across teams to ensure a seamless onboarding journey that reflects company values and culture.
Onboarding Manager guiding customers and partners in their adoption of the Rossum platform. Key responsibilities include training stakeholders and customizing product setups for workflows.
Customer Onboarding Specialist configuring software solutions and guiding hotel companies through implementation. Collaborating with teams to enhance customer experience and ensuring technical support during projects.
Customer Onboarding Analyst conducting training sessions for clients on the platform functionalities in São Paulo, ensuring understanding and successful implementation of services.
Client Onboarding Specialist managing client onboarding and technical integrations for institutional clients. Working at Talos, a company providing trading technology for digital asset markets.
Client Onboarding Specialist at Talos managing technical onboarding for institutional clients and trading counterparties. Driving seamless connectivity and successful deployment of trading infrastructure.
Customer Onboarding Specialist providing software training to hotel customers across Europe via screenshare, chat, and phone. Engage and inform to enhance customer understanding of products.
Senior Onboarding Specialist managing onboarding journeys for global customers at Verto. Focusing on compliance within international regulations and emerging markets.