Business Onboarding Specialist

1 week ago


Melbourne, Victoria, Australia beBeeOnboarding Full time $120,000 - $140,000
Job Description

The role of Business Onboarding Specialist is to craft a seamless, compliant and optimized client onboarding experience. This involves translating business objectives into clear requirements for onboarding features and flows, capturing regulatory requirements from multiple jurisdictions and ensuring they are embedded in onboarding journeys.

Main Responsibilities:
  • Requirements Gathering & Analysis: Translate business objectives into detailed requirements for onboarding features and flows. Capture regulatory requirements from multiple jurisdictions and ensure they are captured and 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 & Insights: 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.
Required Skills & Qualifications
  • 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 (e.g Tableau, Mixpanel).
  • Excellent communication and stakeholder management abilities.
  • Familiarity with Agile/Scrum delivery environments.


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