Position Overview:

We are looking for a Data Onboarding Executive to join our dynamic team who will manage & drive the seamless onboarding of client data to our platform and provide a high-quality customer experience.

Roles and Responsibilities:

- Serve as customers' primary point of contact during the data onboarding process, providing exceptional customer service and support.
- Successfully manage the data onboarding process for customers who have purchased our products and need assistance connecting with relevant data sources during their onboarding journey.
- Showcase the functionality and features of MProfit's platform to new customers, emphasizing data handling capabilities.
- Adhere to the company client onboarding process and SLAs, collect customer feedback, and communicate relevant feedback to the team.
- Continuously update product knowledge to stay informed about new features, enhancements, and industry trends.
- Collaborate with cross-functional teams to improve the data onboarding process and ensure the highest level of customer satisfaction.
- Assist clients in effectively utilizing the MProfit platform for data management, encouraging optimal use and adoption.

Qualifications and Requirements:

- Bachelor’s degree in a relevant field such as Finance, Technology,



or a related discipline, will be desirable.
- Excellent MS Excel basic and Advanced skills are a mandate.
- Previous experience as a Data Onboarding Intern or a similar role in a SaaS company.(would be a plus)
- Knowledge of financial products, services and industry regulations. (would be a plus)
- Strong analytical skills with the ability to work with data effectively.
- A solid understanding of mathematical concepts is required.
- A basic understanding of accounting principles would be preferred.
- Familiarity with data aggregation processes and the ability to handle data from various financial institutions.
- Strong convincing skills to guide customers through the onboarding process and address any concerns or objections.
- A strong understanding of financial technology and SaaS platforms will be preferred.

Job Types: Full-time, Permanent, Fresher

Pay: ₹200,000.00 - ₹400,000.00 per year

Application Question(s):

- How many years of experience do you have? (If Fresher, mention 0)
- What is your Current CTC? (If Fresher, mention 0)
- Can you travel to Nariman Point, Mumbai for work?
- Rate your advanced Excel skills out of 10

Work Location: In person

📌 Data Onboarding Executive (India)
🏢 MProfit Software
📍 India