Customer Onboarding Senior Associate, Proxymity
1-2 days a week in office
Investor communications platform
Open for applications
Investor communications platform
101-200 employees
Open for applications
1-2 days a week in office
101-200 employees
Company mission
To create more accurate, efficient and transparent solutions with no manual data entry or paper-based transfer.
Role
Who you are
- Previous exposure to complex projects and/or project management certifications preferred
- Understanding of proxy voting, asset servicing, custodian banking, or equivalent relevant industry experience
- Experience working with scalable and repeatable business processes
- Excellent interpersonal skills with proven ability to build relationships with internal and client senior management
- Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
- Well organizsed with the ability to manage several priorities with a hands-on approach
- Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects, and ability to execute autonomously
- Enjoys a fast paced, high-intensity and complex environment, troubleshooting time critical issues and working with people
- Excellent analytical and problem-solving skills
- Strong attention to detail; willing to take proactive action, and desire to roll up sleeves
What the job involves
- The Customer Onboarding Senior Associate will be assisting with the management of customer onboardings and effectively communicating throughout the planning processes, technical integrations with partners, user acceptance testing and system rollout
- As a Customer Onboarding Senior Associate, you will be working in partnership with Sales, Operations and Technology departments providing oversight, governance and control for customer onboardings
- This role assists in driving the successful onboarding of Proxymity's enterprise customers, as such you will be required to develop a solid understanding of the company platform and offerings and its application to the customer’s environments
- Be responsible for the transition of the solution from pre-sales to implementation
- Managing customer expectations surrounding delivery and provide regular reporting and communication on project status, adhering to strict timelines
- Ensure implementation best practices, standards and templates are being used
- Ensure the team is supported by product knowledge
- Attend implementation kick-off and sponsor calls
- Consult at relevant points while the team’s implementing the configuration
- Provide guidance and direction to the customers when needed, particularly around customer process, functionality, and long-term user
- Support customers and teams through complex, global technology transformations and initiatives
- Support the customer’s primary point of contact for technical and product questions through configuration and implementation
- Provide customer training (where applicable) and ensure the customer has all relevant up-to-date user guides
- Requirements
Salary benchmarks
Our take
Founded with the ambitious goal of revolutionizing investor communications, Proxymity connects intermediaries, investors, and issues in real-time, thereby transforming proxy voting within the corporate governance ecosystem.
Supported by Citi's D10XSM program, the founders saw the potential to reinvent proxy voting, leading to the development of transparent, accurate, and efficient solutions for clients, streamlining the entire proxy voting and asset servicing process. By doing so, Proxymity enhances the investor lifecycle, enabling clients to tackle complex problems and add value at every stage.
Since gaining independence as a separate entity in early 2020, Proxymity has enjoyed remarkable growth and garnered support from prominent industry players as well as forming strategic partnerships. Given this success, the company recently secured substantial funding and is well on its way to even more success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
45% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jul 2025
$36m
SERIES C
Feb 2025
$26m
LATE VC
Total funding: $134.5m
Company benefits
- Work your way: We embrace flexibility at Proxymity and have a hybrid working model in place to accommodate everyone's individual needs
- Birthday off: No one wants to spend their birthday at work - with this benefit you don't have to! Get your birthday off, every year
- Choose your tech: We know everyone has their own personal preferences so when you join Proxymity, you can choose a device that works for you
- Duvet days: We know it can be tricky to balance work and life sometimes so you will have two duvet days a year which you can use to switch off for a day
- Family leave: We offer six months maternity and four weeks paternity leave all at full pay and have enhanced adoption and shared parental leave policies in place so you can enjoy those precious moments
- Mindfulness: We offer subsidised subscriptions to mindfulness apps such as Headspace so you can make sure you're taking care of your mental health
- Volunteer day: We know the importance of being able to give back to those in need and offer one paid Volunteer Day a year so you can do just that
- Workation: Work from almost anywhere in the world for up to 45 days per calendar year and extend those summer evenings
- 4-week sabbatical after 4 years at Proxymity
- Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
- 4 week sabbatical: When you have been at Proxymity for four years take a break and relax on a four-week sabbatical, on top of your annual leave
Company HQ
Soho, London, UK
Leadership
Jonathan Smalley
(Co-Founder)After studying at Nottingham, Jonathan worked for BNY Mellon before joining Citi for almost 10 years.
Dean Little
(Co-Founder)Dean worked at Citi for over 14 years, rising from a Director to becoming part of Citi's D10XSM program- which ultimately led to the creation of Proxymity.
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