Onboarding Analyst job opportunity at Finastra.

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DateMore Than 30 Days Ago bot
Finastra Onboarding Analyst
Experience: General
Pattern: full-time
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degreeHigh School (S.S.C.E)
loacation Mississauga - Avebury, Canada
loacation Mississauga - ..........Canada

Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives and is committed to doing well by doing good. Onboarding Analyst As an Onboarding Analyst you will provide an exceptional experience service for existing and new customers using our Industry leading Software. Ideal candidates will have a record of ownership, identifying gaps to adoption and providing solutions that result in client success.  T he Onboarding Analyst is responsible for the development and deployment of strategic and tactical solutions, process and resources for a range of Customers (Mortgage Brokers and Sales Agents)  and lending professionals (financial lending institutions).   Working with our Field Sales and Client Service teams the Onboarding Analyst will, via telephone, virtual meeting, email and chat, provide advice, support and troubleshooting to provide advice and resolve technical and non-technical issues in an effective and timely manner while identifying new product solutions and opportunities for our clients.  The Onboarding Analyst will work in conjunction with internal or external marketing teams and maintain social media messaging to further promote increased use of our flagship products. Filogix, a Finastra Company, has been offering secure, reliable connectivity to the mortgage lending industry for almost two decades. We thrive to offer to our employees an inclusive work environment where, for example, we prone the “ be yourself ” dress code policy. Here, you can get involved in any of our many corporate social responsibility programs and feel like you are giving back to the community. At Filogix, we want to offer the best to the mortgage lending industry and to our employees supporting the leading platform in the Canadian mortgage industry. Responsibilities & Deliverables: Your deliverables will include, but are not limited to the following: • Design and implement end-to-end onboarding experience for new and prospective users of Filogix Expert Pro, ensuring tailored training and setup support. • Deliver personalized training sessions and live demonstrations to accelerate user adoption. • Design enablement materials including video tutorials, manuals, and user journey guides to enhance platform learning. • Implement data-driven onboarding strategies using Pendo to measure training success and identify improvement areas. • Provide frontline client support and troubleshooting to ensure seamless user experiences. • Represent Filogix at industry events to strengthen broker and lender relationships and gather market feedback. • Support social media and marketing initiatives to enhance client communications and brand presence.   • Collaborate with the sales team to align customer needs with tailored solutions across Expert Broker and Expert Pro. • Leverage data and client feedback through Microsoft Dynamics 365 to generate insights and support product enhancements. • Strengthen client relationships by providing consistent, efficient service and end-to-end support. Required Skills & Experience: Minimum 1-2-year experience in a client support environment; Product support, cross-selling opportunity and some sales experience would be an asset; PC Hardware and Software troubleshooting experience; Superior written and verbal communication skills. Additional languages would be considered an asset. Previous experience using chatbot, digital communication engagement with customers Strong browser & Experience with Multiple Operating Systems support Ability to work independently, apply judgment, maintain stable performance under stress and flexibility in an evolving work environment . Mortgage broker or lending origination experience will be considered a strong asset Mortgage industry knowledge and Lending knowledge is a strong asset   Education/Certifications: Bachelor’s degree or related/equivalent experience As part of our hiring process, we may use artificial intelligence (AI) technology to help screen and shortlist applications. All final hiring decisions are made by our recruitment team. This position is for an existing vacancy within our organization. Compensation: $55,000 - $70,000 We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold: ·       Flexibility:  Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. ·       Well-being:  Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work. ·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits* ·       ESG:  Benefit from paid time off for volunteering and donation matching. ·       DEI : Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). ·       Career Development:  Access online learning and accredited courses through our Skills & Career Navigator tool. ·       Recognition:  Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. *Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra! Finastra is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). We will accommodate applicants' needs upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received related to accommodation will be addressed confidentially.

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