Location: Vancouver, British Columbia (Hybrid)
Salary: $73,000-$86,000
About our client:
Our client is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients.
About the Role
As an Onboarding Consulting Lead, you will play a key role in the success of our client’s Business User Onboarding team. You will help enable the Onboarding Consulting team in their day-to-day activities and provide a pivotal hand in ensuring a positive client experience for business users. You will be instrumental in the hiring and training of new staff, as well as initiatives to help scale the business user onboarding process. In addition, you will be tasked with generating reports and insights into the performance of team members and the team itself.
We are seeking an individual with strong organizational skills, leadership qualities, and the ability to thrive in a fast-paced environment.
Key Responsibilities
- Oversee and support the Business User Onboarding Team in day-to-day activities, including management of the full client journey and experience.
- Team building, including supporting the interview process for new hires, ensuring constant development of staff, and identifying high-performing/high-potential staff.
- Generate reports and KPIs necessary for the Business User Onboarding Team, providing insightful analysis.
- Train staff to deliver a high standard of customer service.
- Support the creation, implementation, and maintenance of onboarding tools and processes.
- Assist with improvements to the services provided to customers, including the onboarding and launch experience, training experience, and any other relevant services.
- Work with other teams, including Engineering, Product, and Sales, to improve overall alignment.
- Support the scaling and design of processes related to the onboarding of business users.
What You Need
- 2 years of experience managing an onboarding team in SaaS.
- Post-secondary education or equivalent.
- Experience with implementing SaaS or similar products for large enterprise users.
- Working experience or exposure to accounting ERPs such as NetSuite, Business Central, Sage Intacct, QuickBooks, or Xero.
- Strong aptitude with an ability to learn new technologies quickly.
- Excellent written and verbal English proficiency.
- Well-developed interpersonal skills, able to build and manage strong relationships cross-functionally across all management levels and roles to collaborate and execute effectively.
- Proven ability to learn and understand strategic objectives and align team objectives accordingly.
- Prior experience in financial services or financial technology is highly desirable.
Compensation:CAD 73000-86000
