Global Shares – Onboarding Analyst

We are looking for Onboarding Analyst to join our newly acquired business, Global Shares (a J.P. Morgan Company). Global Shares is a leading provider of equity compensation management solutions, offering stock plan administration software, expert support services and integrated financial reporting tools to corporate clients and their employees worldwide. Hundreds of companies, from startups to large enterprises, are choosing this Global Shares solutions and software over traditional solutions.

Why we need you:

Do you have a strong finance background and looking to apply your skill set to a new role? We are looking for Onboarding Analysts to join the customer success team for a hyper growth B2B Fintech within the SaaS space.

This role is part of a brand new division within the company. As part of the Onboarding team you will enjoy multi-tasking and working with multiple stakeholders. You will engage daily with our customers and internal sales, product and tech teams.

This is a varied role, where you will have the opportunity to get involved in a wide range of business functions. You will be part of a small but growing team involved in the following.

Job Responsibilities:

• Be the first point of contact for our customers post sale, ensuring they have the best experience working with Global Shares providing them with advice and support. Manage the onboarding of new accounts ensuring a smooth and enjoyable experience for our customers and their partners.

• As a customer advocate, you will represent them internally and ensure the customer voice is always heard as well as work closely with the customer success team to ensure the smooth hand over of accounts and help to improve the overall customer journey and experience

• You will be a product specialist and become an SME in cap tables, company financing and employee compensation.

• You will be one of the primary User Acceptance Testers and help drive continuous product improvements and features with product and tech teams.

• You will use your financial, analytical and problem solving skills to reconcile and understand complex datasets and documentation to efficiently and accurately set up accounts.

• Perform quality control checks post set up, ensuring data accuracy and integrity at all times, collaborate with the team to continuously improve Onboarding Stats and reduce time to value

• Carry out product demos and train our customers on how to use the product while working to Identify tools to automate processes and create efficiencies in the onboarding process.

Required qualifications, abilities and skills

• Customer orientated

• Strong excel skill

• Proficient in Word and PowerPoint

• Be organised and efficient

• Enjoy multi-tasking

• Initiative, decisive, self-starter

Preferred qualifications, abilities and skills

• 3rd Level qualification in a related area such as business. finance, economics etc. is preferred

• Finance background is advantageous – accounting, share plans, funds etc.

About us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm’s data sharing principles of security, customer control and convenience, and privacy.

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