Technical Onboarding Specialist

We are seeking a detail-oriented and tech-savvy Technical Onboarding Specialist to lead the onboarding and implementation process for our enterprise clients. This role bridges the gap between data management, client success, and operations—playing a key role in ensuring data accuracy, streamlining onboarding workflows, and delivering a seamless experience from initial contact to go-live. You will collaborate cross-functionally with teams across Engagement, Business Development, Operations, and Engineering to support strategic data initiatives and elevate client satisfaction.

Duties and Responsibilities

• Own and manage the end-to-end data onboarding and implementation process for large enterprise clients.
• Liaise with clients and investment managers to gather documentation, confirm data flows, and support onboarding milestones.
• Analyze and reconcile complex investment datasets to ensure completeness, accuracy, and consistency.
• Monitor, track, and enhance the breadth and quality of data collected for both internal use and client reporting.
• Work closely with the Client Engagement Manager and cross-functional teams to ensure successful and timely implementations.
• Investigate, flag, and troubleshoot data issues, performing root cause analysis and driving resolution.
• Assist in the preparation of detailed implementation updates, project timelines, and client-facing status reports.
• Continuously identify opportunities to improve data workflows, documentation practices, and onboarding operations.

• 2–4 years of experience in client onboarding, data analysis, implementation, or a similar operational role.
• Proficient in SQL, G-Suite (especially Sheets), and tools such as Intercom, Apollo.io, Hubspot, Atlassian Suite (Jira, Confluence).
• Experience working with spreadsheets, Pricebooks, invoices, and structured datasets is essential.
• Strong analytical and organizational skills, with an eye for data accuracy and process optimization.
• Excellent communication skills and comfort interfacing with enterprise clients and external partners.
• Ability to work independently, manage competing priorities, and collaborate across departments.
• Python experience is a strong plus but not required.

Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:

• Permanent remote work flexibility
• Paid Time Off
• Health Maintenance Organization (HMO) coverage
• Annual performance bonuses
• Dedicated coaches offer an extra channel of support and skill-building
• Opportunities for professional growth

At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.