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.
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