Digital Transformation Implementation Specialist

2 weeks ago

Centurion, South Africa Momentum Distribution Services Full time

**Introduction**

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

**Role Purpose**

The Digital Transformation Implementation specialist will drive the implementation of digital transformation value proposition elements within the Momentum ecosystem with a focus on the digitalization our current processes through sales connect and ensuring we increase our digital adoption with IFA’s and ourselves (MDS). Digital Transformation Implementation specialist will perform detailed analysis of processes, document current processes, and perform user acceptance testing to support development of innovative solutions to enable business objectives.

**Requirements**:
**Qualification:
- NQF 7 Degree in Information Science or Technology
- An Honours degree (preferred)

**Experience:
- 3-5 years' experience in finance service industry
- 3-5 years' experience in Business Process Analysis or business Analysis preferred.
- Momentum experience an advantage

**Duties & Responsibilities**

**Internal Processes**:

- Acquire a thorough understanding of the digital transformation strategic objectives, initiatives, needs and requirements
- Create a Tech Map per Digital Roadmap focus area providing all stakeholders with a clear understanding of MDS Digital Transformation Programme
- Create a project plan Digital Roadmap focus area indicating specific objectives, key deliverables with milestones and dates identified for the next 12 months to implement on value proposition elements
- Socialise the objectives and action plan to internal task team and all stakeholders
- Create and manage the alignment between Technology Support, Sales and MDS Support Services
- Drive the implementation of digital transformation value proposition elements with various internal business areas and sales areas to execute on the action plan
- Successfully control, execute, monitor, and communicate Digital Adoption engagement journeys
- Develop platform training curriculum and execute system training with various end-user groups, record sessions for future
- Work with internal marketing teams and product houses to create content, marketing brochures, banners, landing pages, videos, website information to drive engagement.
To develop training material (how to guides and videos) that will enable training and self-learning to the broader user community.
Communicate progress on the project plan with all stakeholders
- Prepare engagement packs for meetings
- Direct issues or areas of concern raised and drive to resolution
- Ensure proficiency on all digital solutions
- Together with the Technology Specialist Design and implement digital transformation business improvement practices
- Collaborate with the DTS teams to develop and implement internal controls identifying points in the business process where mistakes can occur and establish remedial actions to be taken
- Keep abreast with best practices, competitor trends and legislation within the tele sales, insurance, and financial services industries
- Complete the measurement of time, cost, efficiency, and effectiveness of business processes
- Establish and implement process prioritisation criteria focused on determining which processes must be focused on
- Identify business improvement initiatives, analysis of external benchmarks, and development of solutions to determine the best operational course of action
- Test potential business improvement initiatives in conjunction with key stakeholders**Client**
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Make recommendations to improve service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional key account
- Provide advice, product, and engagement support / Service to advisers
- Understand and possess knowledge of IFA practice (Practice Insights)

**People
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.

**Competencies**
- Planning and organising skills
- Analyzing
Learning and researching
- Writing and reporting
- Coping with pressures and setbacks
- Extensiv

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