Onboarding Analyst
Headspace Technologies
Paarl, Western Cape
Job description
The opportunity
We're looking for an Onboarding Analyst to join our team. This role offers you the opportunity to learn, grow, and build a career while helping our clients get the most out of Commspace.
What you'll be doing
You'll help our team make sure projects and account onboardings are executed accurately and on time. Day-to-day, you will:
- Manage project-related administrative tasks and provide support as required by the team.
- Collate, process, and clean up data from various sources (which could require a fair amount of tenacity).
- Ensuring the timely and successful delivery of our solutions according to customer needs and objectives.
- Learn and grow, both personally and professionally, within the safe space of a supportive team (we have each other’s backs).
- Liaise between clients and cross-functional internal teams - you'll be the glue between our clients and us.
- Identify opportunities to enhance products and processes, contributing to continuous improvements in the overall client experience.
Who you are
You're good with people and — through some weird cosmic twist of fate — you also enjoy prepping large amounts of data in Excel. You like bringing order to projects and you're comfortable with admin.
Ideally, you have most of the following:
- A bachelor's degree or higher in business administration, finance, or accounting (an accounting background is a strong advantage)
- A minimum of 2 years' experience in a client-facing role (preferable)
- Strong data analysis skills and a sound working knowledge of Excel
- An enjoyment of project management and managing multiple client accounts at once, with close attention to detail and deadlines
- Excellent verbal and written communication skills (at least English and Afrikaans)
- A self-motivated, proactive approach — and you're still a team player
Attributes we look for
- The ability to build and maintain meaningful relationships
- An "approach and own" mindset, always looking for opportunities to develop
- The ability to recognise and embrace change
- A client-focused, collaborative approach
- Intellectual curiosity
Who we are
Commspace is an innovative web application built primarily to help independent financial advisers manage, split, track, and analyse revenue. We're obsessed with our customers' success and built the system with simplicity and ease of use in mind. Behind it is a driven team that's genuinely passionate about its people. Our culture promotes inclusivity, a healthy work-life balance, integrity, positivity, and growth.
If you're looking to join a team where your opinion is valued, your contributions are noticed, and you get to work with fun and talented people, this is the place for you.
Compensation & Benefits:
- Hybrid – Paarl, South Africa
- Permanent
- Salary is market-related and dependent on experience + group benefits
- Available from 01 July 2026
How to apply
Click Apply on Indeed, or email your CV and academic records to [email protected]
Pay: R20 000,00 - R35 000,00 per month
Work Location: Hybrid remote in Paarl, Western Cape 7646
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Found on Indeed · Posted 3 days ago