Client Onboarding & Implementation Manager - Private 9fin

Job Description

About 9fin

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion.

Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets.

Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption.

We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.

About Private 9fin

Private 9fin is our newest and most powerful product, designed to bring clarity and structure to some of the most sensitive and complex information in credit markets. It gives clients secure access to confidential issuer documents and information, and integrates them seamlessly into the broader 9fin platform.

This data powers our in-depth covenant analysis, credit research, and proprietary analytics — helping clients move faster, stay compliant, and make smarter decisions.

Role Overview

We’re looking for a proactive and detail-oriented Client Onboarding Manager to join the Private 9fin team. This is a hands-on role focused on ensuring our clients experience a seamless and professional onboarding journey — setting them up for long-term success.

You’ll be the first dedicated client services hire for Private 9fin, owning the full onboarding process from initial setup to go-live. Acting as the bridge between clients and internal teams, you’ll design, implement, and continuously improve the frameworks that make onboarding fast, scalable, compliant, and client-first.

What You’ll Work On

Client Onboarding

• Lead the end-to-end onboarding process for new clients of Private 9fin — from kickoff through to live access.

• Guide clients through secure data room access and configuration, ensuring alignment with their internal processes and compliance requirements.

• Manage onboarding timelines, proactively identify blockers, and drive resolution across teams.

• Design clear training materials, documentation, and client comms to make onboarding repeatable and scalable.
  

Access Management & Support

• Configure platform permissions and access settings in line with 9fin’s strict security and compliance policies.

• Maintain accurate records of client configurations, document permissions, and compliance status.

• Act as the primary point of contact during onboarding — providing responsive, hands-on support and guidance.

• Deliver client training sessions and product walk-throughs to ensure confident adoption.

• Act as the voice of the client and ensure feedback arrives through the correct 9fin channels for future iteration.

Cross-Functional Coordination

• Collaborate with Sales, Product, Engineering, Credit, and DataOps teams to ensure client setups are accurate and complete.

• Run weekly core team check-ins to align on priorities, dependencies, and blockers.

• Coordinate with Sales and Account Management to ensure a smooth transition from onboarding to steady-state client success.

• Relay client feedback to internal teams to continuously improve user experience and operational workflows.
  

Governance & Reporting

• Maintain a centralised tracker monitoring all onboarding projects and client statuses (signed, onboarding, live).

• Own onboarding reporting and governance, including progress updates, resourcing summaries, and leadership reporting.

• Oversee operational readiness and compliance processes in partnership with client compliance teams.
  

Scaling the Product

• Build and refine repeatable onboarding frameworks, playbooks, and process documentation.

• Identify opportunities to improve efficiency, reduce manual steps, and enhance the client experience.

• Support strategic growth initiatives, including US expansion and scaling for increased client volumes.

About You

You’re an organised, proactive relationship-builder who thrives in client-facing environments and enjoys solving complex operational problems. You combine empathy for clients with a drive for structure and process excellence.

You’ll likely have:

• Experience in onboarding, implementation, or account management, ideally within SaaS, fintech, or financial data services.

• Strong communication skills and the ability to build trusted relationships with clients and internal stakeholders.

• Excellent project management capabilities — you stay ahead of timelines, manage dependencies, and deliver results.

• A technical mindset — comfortable with tools, systems, and troubleshooting user access or data flow issues.

• High attention to detail and an understanding of compliance or access-controlled workflows.

• Familiarity with CRM systems, document management tools, and security best practices.

• Experience or interest in financial services or legal documentation workflows, a plus.

Our Benefits

We’re a scaling start up, and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive Salary (our salary bands are benchmarked at the top end of the market)

• Equity options

• Pension (your minimum contributions are 4% with 9fin matching up to 7%)

• Private Medical Insurance

• Paid sick leave with Income Protection for long periods of illness

• Group Life Assurance

• Season Ticket Loan & Cycle to Work schemes

Time off

• 25 holiday days per year

• Local public holidays (with the ability to exchange them for alternative days)

• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work

• Work abroad for up to 3 months a year

• 1 month paid sabbatical after 5 years of service

• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget

• Quarterly team socials

• Summer and Winter company social events

9fin is an equal opportunities employer

At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.