Operational Onboarding Specialist

5 days ago

Melbourne, Victoria, Australia beBeeOnboarding Full time $80,000 - $124,999
Job Overview

The onboarding process is a vital component of our clients' journey. As an innovative fintech company, we strive to deliver seamless and compliant onboarding experiences that drive conversion and growth.

We are seeking a skilled Business Onboarding Analyst to join our CFD trading platform Product team. This individual will play a key role in shaping the end-to-end client onboarding experience, ensuring it is operationally efficient and well-documented.

Key Responsibilities
  • Gathering Requirements: Work with product managers to translate business objectives into clear, detailed requirements for onboarding features and flows. Capture regulatory requirements from multiple jurisdictions and ensure they are embedded in onboarding journeys.
  • Process Mapping & Documentation: Document 'as-is' and 'to-be' onboarding workflows (signup, KYC/AML, appropriateness test, deposit). Define user stories, acceptance criteria, and edge cases for the product backlog.
  • Data Analysis: Analyze onboarding funnel metrics (signup conversion, KYC pass rates, deposit rates, first-trade conversion rates). Partner with BI/Business/Product teams to identify bottlenecks and opportunities for improvement.
  • Delivery Support: Support engineering teams by clarifying requirements, testing deliverables, and managing dependencies. Conduct UAT for new onboarding features and back office tooling and ensure readiness for release.
About You
  • Experience in business analysis within FinTech.
  • Strong understanding of Risk, Electronic verification, KYC, AML, and regulatory onboarding requirements.
  • Proficiency in documenting workflows, writing user stories, and producing acceptance criteria.
  • Analytical skills with experience using BI/data tools.

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