Onboarding Consultant Lead

December 19 2024
Industries IT: Software
Categories Consultation, Business analyst, Training, Technical writer, Documentation
Remote
Vancouver, BC • 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


    FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow.With that, the hiring salary range for this position is $73,000-$86,000 annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location.As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements.


    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. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem.

    Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth.


    • Extended health and dental benefits
    • Paid time off
    • Savings and retirement plan matching
    • Parenthood top-up
    • Mentorship programs, and leadership series (to name a few)


    Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. We'll be happy to clarify eligibility for interviewing candidates.


    Diversity, Equity & Inclusion


    As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind-hiring and resume review practices to ensure we are being objective and mitigating any potential biases. FISPAN'S underrepresented groups stand at over 50% with an equal gender balance in our upper manager team, as well. Notably, this position is within the Product department which has our most underrepresented groups representation at over 50% of the department. We aim to make FISPAN the best place to start, explore, and grow a career for everyone.

    Apply now!

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