# Client Data Onboarding Specialist

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Salt Lake City, UT
**Role:** Customer Success
**Experience:** 5+ years
**Skills:** Client Onboarding, Client Success, Salesforce, Jira, Google Workspace, CRM, AI Tools
**Posted:** 2026-07-09

> Manage complex data feed onboarding for institutional Addepar clients. Requires 5+ years client-facing FinTech experience, professional Spanish proficiency for technical communications, and strong stakeholder management skills.

## Job Description

## What You’ll Do
- Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex institutional accounts.
- Communicate and explain complex data onboarding workflows directly to institutional clients over calls and emails in both English and Spanish.
- Provide expert guidance and training to institutional clients on account eligibility and authorization requirements (e.g., LOA forms) for existing and new portfolio data feeds.
- Provision received accounts to the appropriate Addepar environments.
- Work closely with tier-1 data providers and custodians to triage and address complex account onboarding requests and issues.
- Complete custodian-specific setup and feed connectivity workflows.
- Partner with Sales, Solutions Architects, and other internal Data teams to drive positive, high-touch client experiences.
- Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency.
- Assist with maintaining accurate, bilingual account onboarding instructions and related resources.

## Who You Are
- 5+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector.
- Proven track record of working directly with institutional clients, managing complex stakeholder relationships, and navigating corporate financial structures.
- Professional proficiency or fluency in Spanish is required. Comfortable conducting technical business calls and writing clear client correspondence in both English and Spanish.
- Outstanding communication & interpersonal skills with excellent attention to detail.
- A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities.
- Ability to think critically and effectively balance multiple complex institutional projects and processes simultaneously.
- Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.
- Proactive and diligent in documenting team processes and finding opportunities to improve team workflows.
- Familiarity with using Salesforce, Jira, Google Suite, and CRM applications is preferable.

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