Onboarding Specialist

1 week ago


Sydney, Australia Advice Intelligence Full time

Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and data migrations. You are responsible for managing the successful onboarding of advice firms, practices and dealer groups. You will need to be skilled in financial planning software, financial advice (DFP), the financial advice process, practice management and project management.

**Desired skill sets.**
- 1-2 years project management experience
- 1-2 years previous experience in adviser/licensee onboarding within a dealer group, financial planning firm or financial planning software provider
- 1-2 years experience in implementation, data migration, change management of software systems
- Diploma Financial Planning (DFP)
- Financial Planning software understanding
- Understanding of financial advice and the financial planning and advice process
- Understanding of financial services industry
- Understanding of cloud-based SaaS

**Key responsibilities.**
- Project manage the a.i. software on-boarding, care period, data migrations and implementations processes.
- Track the onboarding lifecycle for each client.
- Communicate and collaborate closely with a.i. clients around on-boarding.
- Assist Practice & Licensee Business Configurations (user permissions, licensee requirements, logo, themes, contacts & APL etc).
- Assist with the set up of Templates, Service packages, CRM fields, data feeds etc.
- Manage Data migrations.
- Facilitate training sessions.
- Document specific client requirements.
- Work closely with the a.i. professional services, data migrations, training & change management teams.



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