Senior Onboarding Specialist

13 hours ago

Paarl, South Africa Cardoso Recruitment Full time

Our client, a passionate team specialising in the web app & IT consulting sphere (aimed primarily at helping independent financial advisers manage, split, track, and analyse revenue) is looking for an Senior Onboarding Specialist to join their team.

KEY PERFORMANCE AREAS

You will be assisting our team of Senior Business 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
- Develop/build ad hoc reports/data insights to address existing client needs
- Client dispute resolution
- Collate and process data from various external sources
- Data analysis, clean up and standardisation
- Post-implementation client training and support
- Post-implementation consultations, training and support with internal team members
- Ensure the ongoing success of new clients
- Project planning, management and task assignment
- Identify, develop and implement improvement strategies of 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.

**REQUIREMENTS**:
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.
- Bachelor’s degree or higher in business analysis, business administration, finance, or related field (required)
- Minimum 5 years working experience in the Fintech / SaaS industry (required)
- Minimum 2 years’ working experience in a leadership position (required)
- Working experience in the South African financial services/financial planning industry (highly advantageous)
- 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)

SALARY

Compensation & Benefits:

- Market-related salary, negotiable
- Group risk benefits, including Life Cover, Gap Cover, etc.
- Flexible hours + work-from-home opportunities. We value output over effort. Measure results instead of clock-watch.

**Job Types**: Full-time, Permanent

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