Data Onboarding Executive

Weekday AI

Mumbai, Maharashtra, India permanent

Posted: March 24, 2026

Job Description

This role is for one of the Weekday's clients

Min Experience: 1 years

Location: Mumbai

JobType: full-time

We are seeking a detail-oriented and customer-focused Data Onboarding Executive to manage and drive the seamless onboarding of client data onto the platform. This role involves working closely with customers to ensure smooth data integration, delivering a high-quality onboarding experience, and enabling effective platform adoption.

Requirements:
Key Responsibilities

• Act as the primary point of contact for customers during the onboarding process, ensuring excellent support and communication.
• Manage end-to-end data onboarding and integration, assisting clients in connecting relevant data sources to the platform.
• Demonstrate platform features and capabilities, with a focus on data handling and management functionalities.
• Follow defined onboarding processes and SLAs, while collecting and sharing customer feedback with internal teams.
• Continuously update knowledge of product features, enhancements, and industry trends.
• Collaborate with cross-functional teams to enhance onboarding processes and improve customer experience.
• Guide clients in effectively using the platform, ensuring maximum adoption and utilization.

Qualifications & Requirements

• Bachelor’s degree in Finance, Technology, or a related field.
• Prior experience in a Data Onboarding, Customer Success, or similar role within a SaaS environment is preferred.
• Experience working with financial institutions, broking firms, or investment platforms.
• Strong understanding of financial products and instruments such as stocks, bonds, mutual funds, and derivatives.
• Familiarity with financial regulations and industry practices.
• Strong analytical and data-handling capabilities.
• Good understanding of mathematical concepts and basic accounting principles (preferred).
• Experience with data aggregation and handling data from multiple financial sources.
• Strong communication and persuasion skills to guide customers through onboarding and address queries effectively.
• Basic understanding of financial technology (FinTech) platforms and SaaS products is an advantage.

Core Skills
Data Management | Advanced Excel | Customer Onboarding | Financial Knowledge

Why Apply Through MisuJob?

AI-Powered Job Matching: MisuJob uses advanced artificial intelligence to analyze your skills, experience, and career goals. Our matching algorithm compares your profile against thousands of job requirements to find positions where you have the highest chance of success. This saves you hours of manual job searching and ensures you only see relevant opportunities.

One-Click Applications: Once you create your profile, applying to jobs is effortless. Your resume and cover letter are automatically tailored to highlight the most relevant experience for each position. You can apply to multiple jobs in minutes, not hours.

Career Intelligence: Beyond job matching, MisuJob provides valuable career insights. See how your skills compare to market demands, identify skill gaps to address, and understand salary benchmarks for your experience level. Make data-driven decisions about your career path.

Frequently Asked Questions

How do I apply for this position?

Click the "Register to Apply" button above to create a free MisuJob account. Once registered, you can apply with one click and track your application status in your dashboard.

Is MisuJob free for job seekers?

Yes, MisuJob is completely free for job seekers. Create your profile, get matched with jobs, and apply without any cost. We help you find your dream job without any hidden fees.

How does AI matching work?

Our AI analyzes your resume, skills, and experience to understand your professional profile. It then compares this against job requirements using natural language processing to calculate a match percentage. Higher matches mean better fit for the role.

Can I apply to jobs in other countries?

Absolutely. MisuJob features jobs from companies worldwide, including remote positions. Filter by location or look for remote opportunities to find jobs that match your preferences.

Ready to Apply?

Join thousands of job seekers using MisuJob's AI to find and apply to their dream jobs automatically.