Lead Onboarding Analyst

SUMMARY:
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POSITION INFO:

Our client, an innovative web application that helps independent financial advisers manage, split, track, and analyse revenue, is seeking a Lead Onboarding Analyst to join their passionate and driven team. The company prioritises customer success, simplicity, and ease of use, while fostering a culture of inclusivity, integrity, work-life balance, and growth. If you're seeking a role where your contributions are valued, and you thrive in a dynamic, collaborative environment, this could be the opportunity for you.

The Opportunity:
Our client is looking for a Lead Onboarding Analyst to lead a team of Onboarding Analysts, ensuring the smooth and timely onboarding of new customers. This role provides the opportunity to build a career while contributing to an impactful team. You will play a key role in shaping and improving business processes, while providing exceptional experiences to new clients.

Key Responsibilities:

• Manage client pipelines and implementation schedules.
• Conduct consultations with new clients to understand their business needs.
• Document and scope business requirements to align with the system.
• Develop and build ad-hoc reports/data insights to meet client needs.
• Analyse and standardise new business requirements and implement necessary changes.
• Resolve client disputes and manage post-implementation client success.
• Handle data collation, clean-up, and standardisation from various sources.
• Plan, manage, and assign tasks within onboarding projects.
• Onboard and train new team members, setting team goals and KPIs.
• Monitor team performance and ensure alignment with company strategies.
• Test new product features and collaborate on product refinement for enhanced client experience.

Who You Are: You are a creative problem solver with strong organisational skills and a passion for improving processes. You thrive in data analysis, enjoy tackling complex challenges, and have a natural ability to lead and inspire others to succeed. You are analytical, strategic, and eager to continuously enhance both individual and team performance.

Requirements:

• Bachelor’s degree in Accounting, Economics, Statistics, Finance, or a related field (required).
• Minimum of 2 years’ leadership experience (required).
• Experience in the South African financial services/financial planning industry (preferable).
• Experience in Fintech or SaaS (preferable).
• Proven ability to work with large datasets and identify patterns.
• Advanced Excel skills.
• Strong analytical thinking, problem-solving, and adaptability to various software tools.
• Excellent communication skills in English and Afrikaans.
• Detail-oriented, highly accurate, and organised.

Key Attributes:

• Ability to lead with confidence and conviction.
• Strong interpersonal skills, building and maintaining meaningful relationships.
• A client-focused and collaborative approach.
• Intellectual curiosity and a passion for continuous improvement.

If you’re looking for a challenging and rewarding role where you can make an impact, our client’s team could be the perfect place for you!