Senior Onboarding Associate
CurrentManage onboarding and provide ongoing support for enterprise clients, ensuring a smooth integration and addressing any support questions throughout the client lifecycle.Deliver white-glove service to major private equity and private credit firms, offering exceptional account management and tailored solutions.Collaborate with Customer Success Managers to enhance account engagement and develop strategies to optimize the enterprise client experience.Coordinate with internal teams (Product, Marketing, Advisory, Metrics & Regulation) to shape product development with a focus on the needs and feedback of enterprise clients.Continue to expand knowledge on ESG topics and platform functionalities to better serve enterprise clients and refine service offerings; leverage ChatGPT and AI to improve support processes