RESPONSIBILITIES: Manage new client pipelines and implementation schedules Conduct consultations with new clients to understand their business requirements Document and scope business requirements to align with the system Brief internal team on the implementation scope Develop/build ad hoc reports/data insights to address client needs Analyse and standardise any new business requirements from existing clients and implement changes as required Client dispute resolution Collate and process data from various external sources Data analysis and standardisation Post-implementation client training and support Post-implementation consultations, training and support with internal team members Project planning, management and task assignment Identify, develop and implement improvement strategies of onboarding processes Onboard and train new team members Setup team goals and KPI's to align with overall company strategies Ensure alignment of individual team member output with team goals Continuous monitoring of goals/KPI's Testing of new product features Work closely with users and BA team to propose and design the scope of new product features. Provide internal training Identify opportunities to drive product refinements to continuously enhance the customer experience. EDUCATION AND SKILLS: Bachelors degree or higher in finance, or related field (required) CA(SA) will be a distinct advantage. Minimum 5 years working experience in an accounting position (required) Working experience in the South African financial services/financial planning industry (preferable) Experience using online software tools will be highly advantageous Proven experience working with large datasets and pattern identification. Advanced knowledge of Excel ATTRIBUTES: Analytical thinking and problem-solving Highly adaptable to a variety of software, tools, and programs Hungry, resilient, and motivated to succeed Self-motivated and proactive, yet a team player Detail-orientated and capable of delivering a high level of accuracy Organizational and administrative skills Excellent written and verbal communication skills (English and Afrikaans) OPPORTUNITY AND COMPENSATION: Market-related salary, negotiable A chance to develop to senior account manager and beyond. Hybrid working condition. Be part of something great! TO APPLY OR RECEIVE MORE INFORMATION, PLEASE: Click on the "Apply" button or
