Lead Onboarding Analyst

SUMMARY:
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POSITION INFO:

Lead Onboarding Analyst

Our client is an innovative web application, aimed primarily at helping independent financial advisers manage, split, track, and analyze revenue. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people, then this is the place for you.

The opportunity:

They are looking for a Lead Onboarding Analyst to join their team. This role offers you the opportunity to learn, grow and build a career.

What you will be doing:

You will be managing our team of Onboarding Analysts, ensuring that new customer onboardings are executed timeously and accurately. Along with helping provide customers with an awesome first experience, you will use your out-of-the-box thinking skills to help improve and standardize business processes.

Here is what your day-to-day would look like:

• Manage new client pipelines and implementation schedules
• Conduct consultations with new clients to understand their business requirements
• Document and scope business requirements to align with the system
• Brief internal team on the implementation scope
• Develop/build ad hoc reports/data insights to address client needs
• Analyse and standardise any new business requirements from existing clients and implement changes as required
• Client dispute resolution
• Collate and process data from various external sources
• Data analysis, clean up and standardisation
• Post-implementation client success management
• Post-implementation consultations, training and support with internal team members
• Project planning, management and task assignment
• Identify, develop and implement improvement strategies for onboarding processes
• Onboard and train new team members
• Setup team goals and KPI's to align with overall company strategies
• Ensure alignment of individual team member output with team goals
• Continuous monitoring of goals/KPI's
• Testing of new product features
• Work closely with users and our BA team to propose and design the scope of new product features.
• Provide internal training
• Identify opportunities to drive product refinements to continuously enhance the customer experience.

Who you are:

You are an out-of-the-box thinker, a brilliant multi-tasker, have a natural aptitude for organizing and are always keen to solve tricky problems with some creative ideas. In your everyday life, you inspire change and believe that there is always a better, easier way to do everything (yes, everything!). You are analytical and strategic and always consider the bigger picture. Through some weird cosmic twist of fate, you also like prepping and analyzing large amounts of data in Excel spreadsheets. You have strong interpersonal skills and push people to be the best version of themselves.

The ideal candidate will have:

• Bachelor’s degree or higher in finance, or related field (required)
• Minimum 2 years’ working experience in a leadership position (required)
• Working experience in the South African financial services/financial planning industry (preferable)
• Working experience in the Fintech / SaaS industry (preferable)
• Proven experience working with large datasets and pattern identification.
• Advanced knowledge of Excel
• Analytical thinking and problem-solving
• Highly adaptable to a variety of software, tools, and programs
• Hungry, resilient, and motivated to succeed
• Self-motivated and proactive, yet a team player
• Detail-orientated and capable of delivering a high level of accuracy
• Organizational and administrative skills
• Excellent written and verbal communication skills (English and Afrikaans)

Some of the attributes we look for in a person are:

• The ability to lead and communicate with conviction and confidence.
• The ability to build and maintain meaningful relationships.
• The ability to ‘approach and own’ and continuously look for opportunities to develop.
• Ability to recognise and embrace change.
• A client focused and collaborative approach.
• Intellectual curiosity.

Salary based on experience.