Onboarding Consultant Lead

2 weeks ago


Vancouver, Canada FISPAN Full time

**Our Business**

FISPAN is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred operational software. Founded in 2016 by renowned entrepreneur Lisa Shields, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP-banking, we work with the world’s Tier 1 banks with assets exceeding up to $3T, including J.P. Morgan Chase. With our rapid growth, we are looking for dynamic and passionate individuals to join our high-performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hardworking individuals with diverse backgrounds are what makes innovation happen.

As an Onboarding Consulting Lead, you will play a key role in the success of FISPAN’s Business User Onboarding team. You will help enable the Onboarding Consulting team in their day-to-day activities and provide a pivotal hand in ensuring a positive client experience for FISPAN’s business users. You will be instrumental in the hiring and training of new staff, as well as initiatives to help scale the business user onboarding process. In addition, you will be tasked with generating reports and insights into the performance of team members/the team itself. We are seeking an individual with strong organizational skills, leadership qualities, and the ability to thrive in a fast-paced environment.

**Key Responsibilities**
- Oversee and support the Business User Onboarding Team in day-to-day activities including
management of the full client journey and experience
- Team building, including supporting the interview process for new hires, ensuring constant
development of staff, and identification of high-performing / high-potential staff
- Generate reports and KPIs necessary for the Business User Onboarding Team providing insightful
analysis
- Train staff to deliver a high standard of customer service
- Support the creation, implementation, and maintenance of onboarding tools and processes
- Assist with improvements of the services provided to our customers, including the onboarding and
launch experience, training experience, and any other relevant services
- Work with other FISPAN teams including Engineering, Product, and the Sales to improve overall alignment
- Support the scaling and design of processes related to the onboarding of business users

**What you need**
- 2 years of experience managing an onboarding team in SaaS
- Post Secondary Education or equivalent
- Experience with implementing SaaS or similar products for large enterprise users
- Working experience or exposure to accounting ERPs such as NetSuite, Business Central, Sage
Intacct, Quickbooks or Xero
- Strong aptitude with an ability to learn new technologies quickly
- Excellent written and verbal English proficiency
- Well-developed interpersonal skills, able to build and manage strong relationships cross
- functionally across all management levels and roles to collaborate and execute effectively
- Proven ability to learn and understand strategic objectives and align team objectives accordingly
- Prior experience in financial services or financial technology is highly desirable

**Why Work With Us?**
- Experienced team

Our CEO’s previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian acquisitions All of our Co-Founders are seasoned professionals within their field. Join our team to build your network and engage in mentorship opportunities.
- Start-Up Environment

FISPAN’s start-up nature implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations.
- Rich Culture

We understand that personal growth happens on multiple levels, which is why we encourage a work-life balance to have family time, explore new ideas and develop hobbies. At FISPAN, you can also expect various (virtual) company-wide events and clubs to drive engagement.
- Perks

Our prime downtown Vancouver office is close to a Skytrain, prestige shopping, and coastal views. FISPAN employees have access to our building fitness centre and amenities, fully stocked cupboards, weekly team lunches, and daily coffee runs. We also set our employees up for success by providing the most modern MacBook and Apple equipment.

**Compensation and Benefits Package**

At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. W



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