SaaS Onboarding Technical Analyst
State Street · Toronto, Ontario, CA
Responsibilities: - Understand new client Onboarding and implement the CRD system for new projects - Oversight of issue resolution and support client’s durin...
Job description
Responsibilities: - Understand new client Onboarding and implement the CRD system for new projects - Oversight of issue resolution and support client’s during the project/Onboarding phase - Design new complex job schedule for client’s BOD/EOD batch for business operations - Escalate issues to Senior Management using sound judgement - New client assimilation and transition - Troubleshooting and issue resolution - Monitoring of Client Open Issues Lists to ensure accuracy, completeness, timely, and proper progress on and resolution of issues - Periodic communications with Clients assigned to staff to monitor Client satisfaction and make improvements where appropriate during the Onboarding process - Accountable for ensuring defined processes are followed - Setup connectivity to third party vendors such as Bloomberg, Omgeo, Cassini etc - Identification of issues in existing processes and improve documentation - Occasional off hours / weekend support for client go live activity - Service Partner communications and coordination Required Competencies: - Track record of working in a high-growth, mission critical financial software based operations and support environment. - Hands on capabil...