Lead Onboarding Analyst

1 month ago

Paarl, South Africa Frank Consult Full time

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

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