Journey Design
3 weeks ago
Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do?
**Outputs / Core Tasks**:
The Sanlam Group has embarked on a strategic journey to establish a new world “Client and Intermediary Experience” or “CX” function to deliver the client and intermediary facing solutions and tools in support of Sanlam’s digital transformation. In accordance, Sanlam’s CX vision is to create engagements and experiences which help our clients to live with confidence, be inspired and assist in guiding them towards their financial aspirations.
The Journey Design & Management Lead will play a supporting role within the insights-led client journey and experience design, delivery and management in support of Sanlam’s purpose and client value proposition.
**The key responsibilities of the role include the following**:
Actively manage and oversee client/intermediary journey design and mapping projects.
Work closely with internal and external client insights professionals to understand client insights, interpret client needs and identify actionable insights from a client experience point of view.
Translate client needs into client solutions using creative problem solving techniques.
Collaborate with business stakeholders to manage innovation projects through a design thinking approach across research, insight development, ideation, prototyping and user-testing.
Leading a junior team of CX specialists and managing various suppliers ensuring delivery is on time and within agreed budget.
Collaborate closely with stakeholders across all business functions to improve client experience across channels, products and touchpoints.
Provide journey design and management thought leadership within the broader Sanlam, build effective professional relationships across the business and establish credibility with all stakeholders.
Work closely with the business and create formal networks with key decision makers to ensure that the client experience remains a priority.
Present client/intermediary experience design to business stakeholders for review and feedback timeously.
Collect, maintain and present data on the ideal CX based on research, industry best practices and best-in-class benchmark standards.
Support the continuous measurement, tracking and improving of CX outcomes.
Identify opportunities to enhance cost effectiveness, and increase operational efficiency and contribute to the desired financial business outcomes. What will make you successful in this role?
**Role Requirements**:
**Qualifications**:
Bachelor degree in Business, Marketing or related discipline.
Honours degree will be an advantage.
**Experience**:
5 years’ experience in delivering innovative and client-centric client experience design, including customer journey design and mapping.
2 years’ experience in human-centred design methods e.g. design thinking.
2 years’ experience in experimenting to determine which solutions are most likely to satisfy customer needs.
Experience in agile work environment and design sprints towards problem definition and/or creative problem solving.
Experience in leading multi-disciplinary teams, projects or stakeholders.
**Knowledge**:
Strong understanding of customer experience concepts and practices.
Strong understanding of the use of technology to improve customer experience.
Knowledge of connecting seemingly unrelated dots to spot unmet market needs and translate these into new business opportunities.
Advanced MS Suite Skills.
**Competencies**:
Communicates effectively
Tech savvy
Entrepreneurial skills
Project management skills
Leadership, influence and persuasion
Complex problem solving
Analytical thinking and innovation
Creativity, originality and initiative
Plans and aligns
Concern for accuracy
Customer focus
Collaborates
Action oriented and drives results
Being resilient and flexible Build a successful career with us
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