Client Onboarding Specialist

1 week ago

Cape Town, Western Cape, South Africa Outsourced CFO Full time R250 000 - R500 000 per year

Outsourced CFO is looking for a Client Onboarding Specialist who will focus on creating delighted client experiences during the onboarding phase while identifying areas that would need to be scoped to ensure a world class finance function is available to the client.

Key Performance Areas:

  • Delighted Client Onboarding
  • Approach client onboarding with a focus on delighting clients, and establishing an environment where clients can be efficiently serviced after transitioning to the production team.
  • Manage the end-to-end onboarding process for clients, ensuring a smooth and positive experience.
  • Collaborate closely with POD leaders to ensure clients are delighted with their onboarding journey.
  • Identify and address potential risk areas (relating to both annual and monthly deliverables), ensuring clients are in compliance and well-prepared for continued monthly work.
  • Establishes and reinforces trust the client has put in OCFO during the sales process, with the aim of having delighted, raving fan clients after the initial 3-month onboarding phase.
  • Continuously assess and adjust scoping requirements as necessary.
  • Oversee the accurate setup of client technology tools (Xero, Dext, SimplePay) for new clients, and regularly assess the adoption of basic tech stack within existing client base.
  • Ensure adherence to proper onboarding Standard Operating Procedures (SOPs) for internal administration and CRM.
  • Conduct regular weekly client calls to maintain clear communication.
  • Effectively transition clients to the production team upon completion of onboarding.
  • Assist in obtaining Client NPS feedback on a weekly basis.
  • Ensure all new onboarding clients have gone through a properly reviewed quality control and compliance process by the end of the onboarding phase.
  • Ensure adoption of SOP's for clients transitioned to the production team on a regular basis.
  • Special Projects
  • As part of scoping clients' needs, the execution plan for these ad hoc engagements should be initiated and execution thereof managed or directly executed in a profitable manner
  • Manage Xero Conversion projects with team
  • Identify, scope and deliver on client reporting needs.
  • Business Development & Scoping
  • Collaborate with the sales team to scope new leads and existing client requirements.
  • Support POD leaders in identifying opportunities for upselling to existing clients.
  • Assist the sales team in converting leads into successful sales.
  • Ensure the scoping process is done thoroughly from the 1st conversation.
  • Internal Process & Training
  • Train team members on updated methods and procedures related to client services.
  • Continuously identify areas where SOP's and ideal client profiles need to be adjusted for future efficiencies.
  • Implement new processes as needed to enhance the efficiency of the onboarding process.

Requirements

The ideal candidate for this position is a CA(SA) with 2 years post article and project management experience. Preference to candidates from accounting services background and based in Pretoria, Johannesburg or Cape Town.

Characteristics

  • Planning & Self-actualisation
  • Attention to detail & Problem solving
  • Analytical thinking & reality testing
  • Leadership & Independence
  • Rule-following & Initiative

Skills and abilities

  • Strong and effective management, time management, communication, technical and compliance skills
  • Xero, Dext, SimplePay, Zoho experience (desirable)

Our OCFO values

  • Family first
  • Integrity matters
  • Switched on Thinking
  • Excellence in everything
  • Growth and success

  • Client Onboarding Specialist

    1 week ago

    Cape Town, Western Cape, South Africa TDMarkets Full time R400 000 - R800 000 per year

    TD Markets is a regulated global Forex and CFD broker offering professional trading solutions to retail and institutional clients. We pride ourselves on our transparent execution, advanced trading tools, and commitment to developing our people and partners.We are expanding our Sales Division and are looking for a results-driven Client Onboarding Specialist...

  • Client Support Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Liquid Thought Full time R400 000 - R600 000 per year

    About the job Client Support Specialist Client Support SpecialistLocation: StellenboschA leading payment aggregator and provider of secure payment solutions islooking for a Client Support Specialist to fulfil various administrative and supportduties within a fast-paced environment. As a key entry point for networks and billers,the role will provide support...

  • Data Integrity and Onboarding Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Potentiam Ltd Full time R250 000 - R400 000 per year

    Potentiam is a global provider of highly qualified professionals to European SMEs from our offices in Romania, South Africa and India.Potentiam works with clients in finance, energy, leisure, marketing, business services and technology industries, providing technical, professional multi-lingual highly motivated staff, most of whom have had experience of...

  • Client Support

    1 day ago

    Cape Town, Western Cape, South Africa Outsourced CFO Full time R500 000 - R600 000 per year

    Outsourced CFO is looking for a Client Onboarding Specialist who will guide new clients through our process for integrating a new service into their business. This role requires strong communication, organizational, and technical skills to ensure a smooth transition, provide training, and help clients achieve their goals and maximize value. You will act as...

  • Onboarding Team Lead

    1 day ago

    Cape Town, Western Cape, South Africa Sonata One Full time R1 000 000 - R1 200 000 per year

    Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one...

  • Onboarding Sales Agent

    5 days ago

    Cape Town, Western Cape, South Africa Complyxpert (PTY) Ltd Full time R40 000 - R60 000 per year

    We are a leading CFD trading company, providing top-tier trading solutions to clients worldwide. Our mission is to empower traders with cutting-edge technology, education, and market access.As a Sales Development Representative (SDR), you will play a crucial role in our sales team by identifying, engaging, and converting potential clients into active...

  • Client Service Specialist

    3 days ago

    Cape Town, Western Cape, South Africa Boardroom Appointments Full time R150 000 - R300 000 per year

    Key purpose:Working alongside our Project Managers as well as clients to streamline communication, keep clients happy, and assist with day-to-day operational duties.Duties and responsibilities:Communication is key You will be required to respond to, and send updates and feedback to clients, project managers, and senior management.Client meetings online and...

  • Customer Onboarding Agent

    1 week ago

    Cape Town, Western Cape, South Africa SupportYourApp Full time R120 000 - R240 000 per year

    Passionate about the world of tech? What if you had a chance to be a part of the world's leading SaaS, Software, or Hardware solutions? Join our team as a Customer Onboarding Agent within a dynamic photography project. Thrive in a multicultural and multilingual environment while enjoying the flexibility of working from home. Unlock your potential by...

  • Membership & Onboarding Community Coordinator

    1 week ago

    Cape Town, Western Cape, South Africa Remote Choice Full time R120 000 - R180 000 per year

    Membership & Onboarding Community Coordinator Our client is seeking a proactive, organised, and relationship -driven Community Manager to join their team. This is an exciting full -time position with responsibility for managing membership operations, supporting events and campaigns, and helping maintain the consistent voice and brand image. As the Community...

  • Client Success Manager

    7 days ago

    Cape Town, Western Cape, South Africa HEIR DIGITAL Full time R400 000 - R600 000 per year

    CLIENT SUCESS MANAGERatHEIR DIGITALType:Full-time, on-siteLocation:8 Bree Street, Cape Town City CentreRole Overview:We're looking for aClient Success Managerwho has a good understanding of eCommerce marketing, and can build long-term trust with our clients. You'll be the bridge between our clients and our internal team — ensuring smooth onboarding, clear...