This role is ideal for someone with a strong background in IT support and data management. You'll help new advisory practices transition their data smoothly into the company's systems while providing ongoing support and training.
In this role, you'll be part of a team that ensures new advisory practices can smoothly transition their data into the company's internal systems. Your main responsibilities will include managing and preparing data, troubleshooting any issues that arise during the onboarding process, and providing technical support to users across different regions. You will also integrate processes into CRM systems to enhance client communication.
A significant part of your job will involve providing virtual training and ongoing support to both advisory practices and administrative users. This means you'll need to be comfortable with digital tools and have a knack for explaining technical concepts in a clear and accessible way.
This position is best suited for someone with a solid background in IT support and data management, as well as experience in system integration. If you have a passion for helping others and enjoy working in a dynamic environment, this could be a great fit for you.
Key requirements include strong data management skills, experience with CRM systems, and the ability to troubleshoot technical issues effectively. If you have a background in digital onboarding and training, that's a plus, but not mandatory.
You'll be taken to the original listing on PNet to apply.