Apprentice, Channels Client On-boarding Specialist

About the Role

• Grade Level (for internal use): 05

The Team

The Data Management Solutions (DMS) On-Boarding team reviews and facilitates entitlement requests for DMS platforms, managing fulfillment cases created after sales opportunities/quotes. This involves understanding package relationships, technical dependencies, and licensing requirements to ensure clients receive correct entitlements. The team communicates with Datafeed Application Specialists (DAS), Relationship Managers (RM), Sales, and Product Managers (PM), and is expected to understand DMS products and processes. The team culture emphasizes proactiveness, business excellence, independence and interdependence, continuous learning, and improvement, all working towards supporting the Commercial Organization and the company's business.

The Impact

This team acts as a gatekeeper for DMS products, ensuring clients receive the correct product and packages. It covers the process from fulfillment request creation to the Fulfilment Team adding requested items. You will be encouraged to raise process improvements and update procedures, proactively identifying issues to provide excellent support to internal customers.

Responsibilities

• Gain exposure to the full range of DMS products and understand the end-to-end operational side of the business and each product.
• Review Trials/New Sales/Renewals and their product components, approvals, and third-party licenses, confirming the correct product components are added so clients receive products and data as expected.
• Document information correctly in Salesforce.
• Manage/improve/update various tools used by the DMS team for client on-boarding.
• Validate approvals and third-party licenses by confirming correct product components are added.
• Demonstrate planning and organization skills, with the ability to work quickly and accurately in a pressured environment.
• Maintain a positive and calm demeanor with a “can do” attitude.
• Engage in continuous communication with Application Specialists, Relationship Managers, Sales reps, and Product Managers.
• Ensure strong communication and working relationships are maintained with the team, stakeholders, process owners, and business partners, developing trust and accountability.

Requirements & Tech Stack

• Proficiency in Salesforce.
• Knowledge of VBA (Visual Basic for Applications) or advanced knowledge in Excel is a plus.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, Computer Science, or Mathematics.
• Strong communication skills with experience collaborating across diverse teams and stakeholders.
• Strong attention to detail with demonstrated ability to work accurately in fast-paced, high-pressure environments.
• Creative problem-solving abilities with a strong process-oriented mindset for developing efficient workflows and solutions.
• Positive, solution-oriented mindset with demonstrated resilience and adaptability in dynamic business environments.