{"schemaVersion":"jobsearcher.job.v1","id":"abcdcba11ff8a61fe8114148","url":"https://jobsearcher.com/jobs/abcdcba11ff8a61fe8114148","canonicalUrl":"https://jobsearcher.com/jobs/abcdcba11ff8a61fe8114148","title":"Client Data Onboarding Analyst","description":"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.\n\nYou 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.\n\nJob Responsibilities\nClient & Source Coordination\nAct as the primary point of contact for clients during the data onboarding process.\nPartner directly with clients to understand required data elements, delivery cadence, and key business needs.\nWork with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.\nData Onboarding Execution\nTranslate client data requirements into structured onboarding plans.\nCoordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.\nMonitor onboarding progress and proactively identify and resolve blockers.\nCommunication & Expectation Management\nProvide clear, timely status updates through email, scheduled calls, and the client dashboard.\nSet and manage expectations around data availability, timelines, limitations, and dependencies.\nEnsure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.\nQuality & Operational Excellence\nValidate completeness and quality of initial test feeds with internal teams and clients.\nMaintain accurate tracking of onboarding milestones and deliverables.\nIdentify opportunities to improve workflows, reduce friction, and enhance client experience.\n\nJob Requirements\nExceptional communication skills (written and verbal), with the ability to simplify complex data concepts.\nStrong relationship management skills with clients and third-party data providers.\nEffective project coordination skills with the ability to manage multiple onboarding processes simultaneously.\nDetail oriented, structured, and committed to documentation accuracy.\nProblem-solving mindset, comfortable navigating ambiguity with a calm, solutions focused approach.\nAbility to work cross functionally with technical, product, and data engineering teams.\nEnjoys direct client interaction and acts as a trusted partner.\nCurious about how data flows and how processes can be improved.\nTakes ownership, follows through, and communicates proactively.\nThrives in a fast‑moving environment where no two onboarding processes are identical.\n\nEqual Opportunities Statement\nAt 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.\n\nWe 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.","company":"Gresham Group","rawCompany":"gresham group","city":"Summerland Key","state":"FL","isRemote":false,"isActive":false,"createdAt":"2026-08-28T10:18:43.220Z","occupations":[{"code":"15-1243.01","title":"Data Warehousing Specialists","slug":"data-warehousing-specialists"},{"code":"15-2051.00","title":"Data Scientists","slug":"data-scientists"},{"code":"15-2051.02","title":"Clinical Data Managers","slug":"clinical-data-managers"}],"industries":[{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"},{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"541690","title":"Other Scientific and Technical Consulting Services","slug":"other-scientific-and-technical-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Data Onboarding Analyst","description":"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.\n\nYou 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.\n\nJob Responsibilities\nClient & Source Coordination\nAct as the primary point of contact for clients during the data onboarding process.\nPartner directly with clients to understand required data elements, delivery cadence, and key business needs.\nWork with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feeds.\nData Onboarding Execution\nTranslate client data requirements into structured onboarding plans.\nCoordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.\nMonitor onboarding progress and proactively identify and resolve blockers.\nCommunication & Expectation Management\nProvide clear, timely status updates through email, scheduled calls, and the client dashboard.\nSet and manage expectations around data availability, timelines, limitations, and dependencies.\nEnsure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.\nQuality & Operational Excellence\nValidate completeness and quality of initial test feeds with internal teams and clients.\nMaintain accurate tracking of onboarding milestones and deliverables.\nIdentify opportunities to improve workflows, reduce friction, and enhance client experience.\n\nJob Requirements\nExceptional communication skills (written and verbal), with the ability to simplify complex data concepts.\nStrong relationship management skills with clients and third-party data providers.\nEffective project coordination skills with the ability to manage multiple onboarding processes simultaneously.\nDetail oriented, structured, and committed to documentation accuracy.\nProblem-solving mindset, comfortable navigating ambiguity with a calm, solutions focused approach.\nAbility to work cross functionally with technical, product, and data engineering teams.\nEnjoys direct client interaction and acts as a trusted partner.\nCurious about how data flows and how processes can be improved.\nTakes ownership, follows through, and communicates proactively.\nThrives in a fast‑moving environment where no two onboarding processes are identical.\n\nEqual Opportunities Statement\nAt 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.\n\nWe 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.","datePosted":"2026-08-28T10:18:43.220Z","dateModified":"2026-08-28T10:18:43.220Z","hiringOrganization":{"@type":"Organization","name":"Gresham Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Summerland Key","addressRegion":"FL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"abcdcba11ff8a61fe8114148"},"url":"https://jobsearcher.com/jobs/abcdcba11ff8a61fe8114148"}}