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Fix Client Onboarding Jobs (NOW HIRING)

Bastion

Technical Account Manager

New York, NY · On-site +1

$175K - $220K/yr

SQL-savvy, comfortable with APIs, able to fix confusing documentation directly, and capable of ... Learn the product deeply, own your first client onboarding * Get hands-on with every Bastion ...

Cboe Global Markets

Trade Desk Specialist

Chicago, IL · On-site

Support new client onboarding activities, including FIX connectivity certification, API testing, and production readiness checks. Collaboration & Continuous Improvement Act as a senior liaison ...

Fix Group Management

Client Success Guide

Franklin, TN

$60K - $75K/yr

Our motto is "Fix the Owner, Fix the Shop," and that's exactly what we do: we make a real ... Onboarding Oversight • Coordinate with support staff to ensure system setup is complete (logins ...

Cboe Global Markets

Trade Desk Specialist

Chicago, IL · On-site

... client onboarding activities, including FIX connectivity certification, API testing, and production readiness checks. Collaboration & Continuous Improvement • Act as a senior liaison between ...

Talos Trading

Technical Solutions Engineer

New York, NY · On-site

$150K - $190K/yr

Qualifications * 3+ years of experience in client onboarding or implementation within capital ... Exposure to FIX protocol, REST APIs, and JSON-based integrations. * Strong organizational skills ...

Prosper Health

Client Experience Manager

New York, NY · Remote

... you how to fix it - you figure out what needs to happen, execute, and build the process that ... Run weekly 1:1s, performance reviews, hiring, and onboarding. Be the manager your team can rely on ...

Plus Inc

Client Success Strategist

Greenville, SC · On-site

Onboarding Orchestration: Act as the "concierge" during the first 90 days of a new client ... If a client has recurring issues, you coordinate with Lead Tech to find a permanent fix before the ...

Stitch Fix

Lead Engineer - Product Catalog Team

$104K - $138K/yr

Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with ... Responsibilities: * Own and evolve critical catalog systems, including product onboarding ...

HOPTEK

Customer Excellence Lead

Atlanta, GA · On-site

... client's onboarding and on-going operations, and ensure adoption and robust use of Hoptek solution. He/She will also review customer data and conduct detailed analytics to check and fix data quality ...

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Fix Client Onboarding information

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How much do fix client onboarding jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for fix client onboarding in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What are some common challenges faced during the FIX client onboarding process, and how can they be addressed?

A common challenge in FIX client onboarding is managing the technical integration between the client's systems and the firm's FIX infrastructure, which often involves troubleshooting connectivity issues and ensuring message formats are compliant. Additionally, coordinating between internal teams (such as technology, compliance, and account management) and external clients requires strong communication and project management skills. To address these challenges, it's important to have a thorough understanding of FIX protocol standards, maintain clear documentation, and set realistic timelines with all stakeholders. Proactive testing and regular status updates also help prevent miscommunication and delays.

What are the key skills and qualifications needed to thrive as a FIX Client Onboarding Specialist, and why are they important?

To thrive as a FIX Client Onboarding Specialist, you need strong knowledge of the Financial Information eXchange (FIX) protocol, a background in finance or computer science, and experience with trade lifecycle management. Familiarity with FIX engines, ticketing systems, and tools like Wireshark or log analyzers, as well as understanding of APIs and network protocols, is typically required. Excellent problem-solving skills, attention to detail, and effective client communication are critical soft skills for this role. These competencies ensure seamless client integration, minimize onboarding errors, and foster strong client relationships in high-stakes financial environments.

What is the difference between Fix Client Onboarding vs Fix Client Support?

AspectFix Client OnboardingFix Client Support
Primary FocusGuiding new clients through the onboarding process, ensuring smooth setup and initial engagementProviding ongoing assistance and troubleshooting for existing clients
Required SkillsCustomer service, communication, technical setup knowledgeProblem-solving, technical support, communication
Work EnvironmentInitial client interaction, onboarding sessions, trainingHelp desks, support tickets, remote assistance
Common UsageDuring client acquisition and setup phasesPost-onboarding, ongoing client retention

While both roles involve client interaction, Fix Client Onboarding focuses on guiding new clients through the initial setup, whereas Fix Client Support provides ongoing assistance after onboarding. Understanding these differences helps organizations assign the right responsibilities and improve client satisfaction.

What is Fix Client Onboarding?

Fix Client Onboarding refers to the process of integrating new clients onto a company's systems or platforms using the Financial Information eXchange (FIX) protocol. This typically involves setting up electronic trading connections, configuring software, and ensuring that clients can securely and efficiently transmit trading messages. The onboarding process may include technical testing, compliance checks, and client training to ensure smooth operations. Effective FIX client onboarding is crucial for timely and accurate trade execution in financial markets.
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Fix Client Onboarding jobs near you
Technical Account Manager

Technical Account Manager

Bastion

New York, NY • On-site, Remote

$175K - $220K/yr

Full-time

Posted 8 days ago

Job description

About Bastion
Bastion builds regulated financial infrastructure for modern businesses. Bastion's full stack product suite covers stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails, with the flexibility to deploy individual capabilities or combine them end-to-end.
Bastion's regulated foundation underpins a compliance-first approach to risk management, ensuring the integrity and security of all financial activity within its systems. Bastion holds the appropriate licenses for its own operations, but can also act as a service provider, offering compliance and financial operations support under our customers' licenses.
Overview
We're hiring a Technical Account Manager to own the client experience from first integration through ongoing scale. This role is the bridge between Bastion's product and the companies building on our infrastructure - you're the person who makes sure new clients get live quickly, existing clients stay informed and unblocked, and the product and engineering teams stay focused on building rather than fielding one-off implementation questions.
This role sits within the product team, reporting to Roland Mansilla, Head of Product. You'll work across nearly every function - product, engineering, compliance, and commercial - but your home base is product. You're the technical extension of the product team: SQL-savvy, comfortable with APIs, able to fix confusing documentation directly, and capable of building lightweight automation with Bastion's internal tools. You're not writing production code, but you're technical enough to diagnose integration issues, speak credibly to engineering teams on both sides, and know when to escalate versus solve.
You take ownership of the technical onboarding and lifecycle experience. You'll operate across two lanes: making sure new clients onboard with zero engineering effort per integration, and keeping existing clients informed, updated, and supported through API changes, doc updates, and evolving product capabilities.
While we have a strong preference for the role to be based out of New York City, we are open to remote candidates across the United States.
Work to Be Done
Instead of a list of requirements, we want to give you a directional look into the first 30, 90, and 180 days on the job.
We are a startup, so the pace is fast and the specific work will change. People who thrive here are finding ways to contribute in their first week, and fully productive in their third month. You need to be okay with that.
If you think this is something you can handle, we will be excited to speak with you.
First 30 days: Learn the product deeply, own your first client onboarding
  • Get hands-on with every Bastion product surface - issuance, custody, conversions - through sandbox integration and live documentation review
  • Shadow 2-3 active client onboardings to understand the current handoff points between product, engineering, compliance, and the client's team
  • Own your first non-enterprise client onboarding end-to-end: KYB process, sandbox setup, technical walkthrough, and the path to first live transaction
  • Audit existing technical documentation and client-facing materials - identify the gaps and confusing spots that generate support tickets, and begin improving them
  • Map the current-state ownership of every client touchpoint (who sends the onboarding email, who runs the technical kickoff, who communicates API changes) so you can systematically take ownership
  • Outcomes
    • One client onboarded with you as the primary point of contact, without pulling product or engineering into the process
    • A clear, written map of client lifecycle touchpoints with proposed future-state ownership
    • At least two documentation improvements shipped that reduce inbound questions
By 90 days: Own the full onboarding pipeline and client lifecycle communications
  • Run all non-enterprise client onboardings independently - from initial technical scoping through sandbox, KYB, and go-live - with a repeatable process that requires zero engineering involvement per new client
  • Build and own the proactive client communication system: API changes, documentation updates, product releases, and migration guides that go out before clients have to ask
  • Partner with the compliance team to streamline the onboarding flow - reduce the number of hops between compliance, customers, and product
  • Support pre-sale technical evaluations alongside the commercial team when needed - running technical deep-dives, answering architecture questions, and helping prospective clients understand how Bastion fits into their stack
  • Identify patterns in client integration issues and feed them back to product as structured input - not just anecdotes, but data-backed recommendations that improve the product for everyone
  • Outcomes
    • Onboarding time for new clients measurably shorter than the current baseline
    • Product and engineering leaders are out of routine client onboarding conversations entirely
    • A proactive communication cadence is running - clients hear about changes from you before they discover them
By 180 days: Scale the client experience and shape the function
  • Manage a growing portfolio of client relationships across both mid-market and expanding enterprise accounts, with clear processes that scale without proportional headcount
  • Build tooling and automation for the parts of onboarding and lifecycle management that are repetitive - templated onboarding flows, automated status updates, self-service resources that reduce your own time-per-client
  • Help define the long-term shape of the TAM function - as client volume grows, refine how the function collaborates with the product, support and commercial teams.
  • Become the person the product team trusts to represent Bastion's technical capabilities to any client, in any conversation, without needing backup
  • Outcomes
    • A scalable onboarding and lifecycle system that can handle 100+ clients without the same lift as the first 20
    • A functioning client support platform that the team actively uses
    • Clear recommendation on how the solutions function should evolve, grounded in what you've learned from operating it
Some challenges you might tackle
  • Rolling out a breaking API change to dozens of active clients across different integration stages, time zones, and technical sophistication levels - with zero surprise downtime and minimal support volume
  • Redesigning the KYB onboarding flow to cut days out of the process by eliminating unnecessary handoffs between compliance, product, and client communications
  • Synthesizing client onboarding and activity data into clear insights for the commercial team - helping inform account strategy, surface expansion opportunities, and drive proactive recommendations
  • Building a lightweight internal dashboard that gives the commercial team real-time visibility into where every client sits in the onboarding pipeline - without asking engineering to build it
  • Translating a highly technical integration requirement from an enterprise client's engineering team into a clear product feature request that the product team can actually prioritize
  • Handling a situation where a client's technical team is stuck on an integration issue at 6pm on a Friday, their launch is Monday, and you need to diagnose whether the problem is on Bastion's side or theirs - and resolve it either way

Bastion provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, and placement. Bastion participates in E-Verify to authorize eligibility of employment in the United States.

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