Lead Onboarding Analyst

SUMMARY:
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POSITION INFO:
Our client, an innovative web application that helps independent financial advisers manage, split, track, and analyse revenue, is seeking a Lead Onboarding Analyst to join their passionate and driven team. The company prioritises customer success, simplicity, and ease of use, while fostering a culture of inclusivity, integrity, work-life balance, and growth. If you're seeking a role where your contributions are valued, and you thrive in a dynamic, collaborative environment, this could be the opportunity for you. The Opportunity : Our client is looking for a Lead Onboarding Analyst to lead a team of Onboarding Analysts, ensuring the smooth and timely onboarding of new customers. This role provides the opportunity to build a career while contributing to an impactful team. You will play a key role in shaping and improving business processes, while providing exceptional experiences to new clients. 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. Who You Are : You are a creative problem solver with strong organisational skills and a passion for improving processes. You thrive in data analysis, enjoy tackling complex challenges, and have a natural ability to lead and inspire others to succeed. You are analytical, strategic, and eager to continuously enhance both individual and team performance. 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. Key Attributes : 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. If you’re looking for a challenging and rewarding role where you can make an impact, our client’s team could be the perfect place for you!

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