Strategic Onboarding Manager

Company Profile

CloudMargin is an award winning, fast growing, FinTech company offering an innovative Software-as-a-Service (SaaS) solution. Through our disruptive technology, our community of users benefit from our affordable, easy to deploy and scalable service. Our vision is to become the dominant provider of collateral management solutions to ALL market participants, irrespective of their size or the instruments they trade.

Backed by influential VC and corporate investors, our global team of over 80 work closely across product, technology, client services, support, sales and marketing. Our flat structure and ethos of trust and communication means you’ll be engaged with many teammates across the business and have members of senior leadership team as key stakeholders.

Primary Purpose of Role

The role will comprise two key components:

1.     Onboarding new clients

2.     Relationship management for existing clients

You will become an expert in CloudMargin, using your knowledge of the system to successfully onboard clients on our platform. As CloudMargin evolves you will educate clients and advise them on how to best use the system. Communicating with clients is fundamental to the role.

This is an exciting opportunity to contribute to the success of a dynamic and innovative company serving capital markets. If you are a performance-driven collateral professional with a passion for FinTech we invite you to apply. 

About You

You are driven, ambitious and collaborative. Our business is growing at an exceptional rate and this role offers a unique opportunity to advance your career. his is a pivotal time to join CloudMargin as we continue to grow the platform and expand our client base to include some of the best financial services clients in the market globally.

Core Accountabilities

Client Onboarding

·       Oversee the end-to-end onboarding process for new clients, ensuring timely and successful implementation of CloudMargin.

·       Develop customised onboarding plans tailored to client needs and objectives.

·       Act as the primary point of contact during the onboarding phase, project manage the implementation, involve relevant internal and external stakeholder as required.

·       Onboard incremental business for existing clients.

Client Relationship Management

·       Build and maintain strong relationships with clients to ensure satisfaction, retention and growth.

·       Act as a strategic advisor, educating clients on best practices and optimising their use of our platform.

·       Collaborate with internal teams to address client feedback and deliver continuous improvements.

Strategic Planning and Execution

·       Partner with clients to understand their business goals and identify upselling strategies accordingly.

·       Identify opportunities to enhance the onboarding process, implementing innovative solutions to improve efficiency and client outcomes.

·       Monitor key performance metrics related to onboarding success and client satisfaction.

Cross-Functional Collaboration

·       Work closely with support, product, and technology teams to ensure smooth rollout of new functionalities and internal process improvement.

·       Provide insights to internal teams based on client feedback to inform product development and enhancements.

Collateral Management Expertise

·       Leverage domain knowledge in capital markets, post-trade derivatives markets, and collateral management to tailor onboarding and relationship management efforts.

Experience

·       8 years Collateral and margin call management experience in an operational or project management role (this can be from a bank, custodian, buy-side, infrastructure provider or software vendor) Relationship management or experience in a client facing role

·       Project management experience

Skills

·       Client focused approach to work

·       Strong communications skills – verbal and written

·       Highly motivated and collaborative

·       Proactive and transparent

·       A strong team player “we” before “I”

·       Advanced Excel and data manipulation skills

·       Logical mind and strong problem-solving skills

·       Able to deal with pressure positively

·       Additional language beneficial

Equal Opportunities

At CloudMargin we are committed to reflecting and representing diversity of all people and to equal opportunities in employment. The policies and practices of CloudMargin aim to promote an environment that is free from all forms of unlawful or unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect. 

We will take every possible step to ensure that no person working at CloudMargin, seeking employment with us, or any member our team will receive less favourable treatment (direct discrimination) or will be disadvantaged by requirements or conditions that cannot be shown to be justifiable (indirect discrimination) on the grounds of their: 

-        Age 

-        Disability 

-        Gender Reassignment 

-        Marriage and civil partnership 

-        Pregnancy and maternity 

-        Race 

-        Religion or belief 

-        Sex 

-        Sexual Orientation 

Our equal opportunities policy will help all those who work for us to develop their full potential and the talents and resources of the workforce will be utilised fully to create an organisation of opportunity for all. We will take positive steps to ensure that the policy is known to all employees and potential employees. We will also ensure that equal opportunity is embedded in all our policies, procedures, day to day practices and external relationships. 

Equal opportunities in employment 

 As an applicant, you can be assured that CloudMargin will take positive steps to ensure: 

-        Job descriptions and associated conditions relate to the job, define any essential qualifications, experience and other skills required in the role, and only include those factors which are necessary and justifiable in terms of objective criteria for the satisfactory performance of the job.

-        All applicants are treated equally and fairly throughout the recruitment and selection process. 

-        All decisions are made in line with CloudMargin’s equal opportunities and recruitment and selection decisions, are made on merit - in line with the job and skills requirements set for the open role. 

And when you become employed, we aim to ensure: 

-        A fair, transparent and equal chance in learning and development and terms and conditions of employment. 

-        A working environment that is free from discrimination, bullying, harassment and victimisation and where all complaints are promptly investigated and dealt with. 

-        A working environment where a person’s identity and culture are valued and respected. 

Positive about disability 

We value and encourage diversity in our workforce and are committed to promoting equality and eliminating discrimination.

As an employer, we are aware of our obligations under the Equality Act 2010 and are committed to offering support and making reasonable adjustments to allow full participation in the process. It is important that you let the Recruiting Team know of any requirements you have. CloudMargin will consider any reasonable adjustments. Examples include changing the timing of interview, giving extra time for tests, providing equipment or assistance throughout the process e.g., a reader or scribe. 

Candidate Privacy Policy

https://www.cloudmargin.com/legal