Senior Onboarding Specialist
2 months ago
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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