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!
