Introduction
Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Visit us at www.momentummetropolitan.co.za
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Analyse, measure and improve key processes for all Digital Client functions to drive operational efficiency and productivity while also improving the user and customer experience. Be a critical connect to understand, design and deliver operational, system and process requirements to be fit-for-purpose and to enable operational efficiency and success. Alongside a multifunctional team improve the Employee experience and the customer experience as well as enable and measuring key operational SLAs and KPIs. Drive operational adoption of newly designed processes to ensure that the intended business value has been extracted.
- Assist the organisation in identifying and quantifying opportunities and problems through the intelligent analysis of processes and operational data across the value chain of Digital Client.
- Direct, execute and deliver the design and implementation of practical solutions using structured processes and project management disciplines.
- Prepare process designs and business requirements to support proposals and projects to achieve desired business outcomes.
- Design & measure key operational metrics and enable functional managers where needed with dashboards & measurement tools to drive operational productivity.
- Drive business adoption to new function processes to ensure that business value is extracted across the value chain of Digital Client.
- Partner with the business for enablement and tactical solves where it may be needed, plus enabling various tactical and pilot solutions.
- Assist with operational planning for leads, sales and business implementations.
- Assist with operational management of key capabilities.
Requirements
Qualifications
- BComm or other related degree
- Any data analytics type qualifications will be an advantage
- FAIS qualifications – RE1, RE5 & CFP related qualifications will be an advantage
- Microsoft Power Platform Certifications (or other related certifications)
Experience Required
- Data analysis and analytics (1 year or more)
- Business analysis (1 year or more)
- Business implementation
- Financial services and insurance related experience will be an advantage
- CRM experience will be an advantage
Desired skills
- Business and sales acumen
- Sales management experience
- Data analysis and analytics – Advanced Excel skills.
- Comfort with data tools, data extraction, manipulation and analysis
- SQL / PowerBI or similar / PowerQuery knowledge will be an advantage
- Strong analytic and data bias to drive business monitoring, performance management and data-driven decisions
- Process optimisation & digital transformation
- Strong interest and building knowledge in technology will be an advantage
- CRM knowledge and experience will be an advantage (Dynamics365 / SalesForce)
- Power Platform knowledge and experience will be an advantage (Dynamics365 Power Platform)
Duties & Responsibilities
Insights and Data - Own the development and delivery of actionable insights that inform business strategy, improve performance, and enhance decision-making through data-driven storytelling.
- Collaborate with cross-functional teams (e.g., marketing, sales, client management) to align insights with business goals.
- Work closely with stakeholders to understand business needs and translate them into analytical solutions.
- Design, build, and maintain dashboards, reports, and visualizations using tools such as Power BI.
- Extract and manipulate data from various sources.
- Conduct in-depth analysis to identify trends, patterns, and opportunities for improvement.
- Support data governance, data quality, and documentation initiatives.
- Present insights and recommendations to both technical and non-technical audiences.
- Transform raw data into meaningful visualizations, dashboards, and reports that support decision-making across the organization.
- Provide recommendations for business strategies based on data.
- Monitor performance against KPIs and suggest improvements.
- Translate complex data into storytelling for executive-level audiences.
- Stay updated on Power BI updates, features, and best practices.
- Monitor and improve the performance of existing dashboards and datasets.
- Design and optimize Power BI data models using DAX and Power Query.
- Connect to various data sources including SQL databases, APIs, Excel, and cloud services (e.g., Azure, AWS, SharePoint, Dynamics 365).
Internal Process - Analyse business and system processes in line with business requirements to implement a business solution.
- Identify, investigate and analyse problems faced by business and product owners; propose documented solutions that fully address the business requirements needed to optimise the business and enable the various business functions.
- Have an analytical and data bias and create monitoring dashboards and processes to enable functional operational management.
- Drive business adoption to new business function processes to ensure that business value is extracted.
- Partner with the business for enablement, providing strategical and tactical solves, plus enabling various strategic as well as tactical and pilot solutions.
- Assist with operational planning for leads, sales and business implementations.
- Assist with operational management of key capabilities such as the dialer, Whatsapp and other key capabilities that needs appropriate set-up and configuration to ensure business success.
- Analyse and measure key operational data to elicit process and productivity insights.
- Help create and maintain functional KPI sets to drive performance of various functional areas.
- Collaborate with a diverse skillset of professionals including sales, IT, Business analysts, CX & UX, operational and actuarial to achieve business outcomes.
- Collaborate with stakeholders to document business process maps, business requirement definitions and business requirements specifications.
- Critically evaluate business processes in order to establish time and cost parameters and make innovative recommendations that will positively impact the business.
- Develop solutions that encompass the entire system (people, process, data, and technology).
- Identify areas of user technical / system training and assist with roll-out plans.
- Contribute to the successful implementation of projects in order to achieve the business outcome.
- Assist in setting the research agenda by highlighting areas of concern and potential opportunities for improvement and optimisation.
- Identify and analyse deficiencies, loopholes, etc. in operational processes and propose a way forward to effectively deal with them.
- Investigate and propose process optimisation opportunities in the context of best practice and improved operational efficiency to drive improved productivity and client experience.
Client Service - Engage with clients in a client centric manner
- Build and maintain relationships with internal and external stakeholders across the value chain of Digital Client. (Particularly internal sales and marketing stakeholders to make their operational environments successful)
- Deliver on service level agreements made with stakeholders in order to ensure that client expectations are managed.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client (internal and external) service.
People - Self-management and teamwork
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.
Competencies
Behavioural Competencies
- Analytical Thinking
- Client Focus
- Coaching and Mentoring
- Continuous Learning
- Creative thinkingSolution driven
- Relational and good with sales stakeholder management
- Ability to drive people change
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