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Strategic Onboarding Consultant
3 weeks ago
We are seeking a highly skilled Onboarding Business Analyst to join our Product team. The successful candidate will play a key role in shaping the end-to-end client onboarding experience, ensuring it is seamless, compliant, and optimised for conversion.
This is an exciting opportunity to work in a fast-paced, global FinTech environment where you will directly impact client acquisition and growth by making onboarding smoother, faster, and more engaging.
About the Job- Requirements gathering & analysis
- Translate business objectives into clear, 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
- Analyse 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.
- Stakeholder Management
- Act as the bridge between product, compliance, marketing, and customer support.
- Ensure all teams are aligned on onboarding initiatives and deliverables.
- 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).