Senior Onboarding Specialist

6 days ago

Paarl, Western Cape, South Africa Frank Consult Full time
Senior Onboarding Specialist

About the Role

Frank Consult is seeking a skilled Senior Onboarding Specialist to spearhead the onboarding process for new clients. This role demands exceptional organisational skills, a passion for process improvement, and the ability to drive success in a dynamic environment.

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.

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.

About You

  • 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.

Frank Consult is committed to creating an inclusive work environment that fosters growth and success for all employees. If you're a driven and innovative professional looking to make a meaningful impact, this role may be the perfect fit for you.

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