About the job
About 9fin
At 9fin, we are revolutionizing the global debt markets with our cutting-edge AI platform. As the largest asset class globally, exceeding $145 trillion, the debt markets are essential yet often disorganized, relying on outdated data formats and manual processes. 9fin transforms this landscape by offering a unified platform that centralizes proprietary credit data, in-depth analysis, and valuable workflows across international markets.
Currently, over 300 elite institutions, including major banks, asset managers, private equity firms, law firms, and advisors, rely on 9fin to enhance their operations. Our rapid growth, particularly in the US market, is driven by outstanding client retention and robust workflow integration.
We are at a pivotal moment in our journey, with strong product-market traction and a clear demand for our services, propelling us towards becoming the leading platform in the debt markets.
Introducing Private 9fin
Private 9fin represents our most advanced offering, crafted to provide clarity and organization to the nuanced and confidential information within credit markets. It allows clients secure access to sensitive issuer documents and seamlessly integrates them into the broader 9fin ecosystem.
This invaluable data supports our comprehensive covenant analysis, credit research, and proprietary analytics, empowering clients to expedite processes, maintain compliance, and enhance decision-making capabilities.
Role Overview
We are seeking a proactive and detail-oriented Client Onboarding Manager to join our dynamic Private 9fin team. In this hands-on position, you will ensure that our clients embark on a smooth and professional onboarding journey, setting the stage for their long-term success.
As the first dedicated client services hire for Private 9fin, you will take ownership of the complete onboarding process from initial setup through to live access. Acting as a vital link between our clients and internal teams, you will design, implement, and continuously refine processes that make onboarding efficient, scalable, compliant, and client-centric.
Your Responsibilities
Client Onboarding
Lead the comprehensive onboarding process for new Private 9fin clients from kickoff to live access.
Guide clients through the secure data room access and configuration, ensuring alignment with their internal processes and compliance standards.
Oversee onboarding timelines, proactively identify obstacles, and drive solutions to ensure a successful onboarding experience.

