Data Onboarding & Configuration Specialist

Potentiam Ltd; Wes-Kaap; Hybrid; ZAR 180,000 - 240,000; Full time

Job summary

Potentiam Ltd in Cape Town is seeking a Data Integrity & Onboarding Specialist to support data consistency, onboarding new clients, and configuring client-specific system settings. This role does not involve direct client communication but is crucial for accurate data and smooth operation.

You will manage gaps in data, document onboarding processes, configure user accounts in our proprietary software, and adjust website settings and models to meet client requirements.

Qualifications

• Meticulous, process-driven candidates with attention to detail.
• Basic understanding of data structures and file formats (CSV, Excel).
• Experience with documentation and internal records.
• Willingness to learn to navigate and configure software applications.
• Ability to follow structured processes for consistent configurations.

Responsibilities

• Gap Data Analysis: Review client data against internal requirements and document issues.
• Client Documentation Management: Maintain onboarding and system setup docs.
• User Setup in Client Systems: Configure user accounts for new and existing clients.
• Website Configuration: Set system options, alerts, and asset class definitions as per specs.
• Basic Model Setup & Parameter Configuration: Assist in model/parameter setup to align with client needs.
• Data Loading & Processing: Support data import and pre-processing tasks.
• Internal Data Analysis Support: Use in-house tools to identify data inconsistencies and report findings.

Skills

Attention to detail

Data structures

Documentation

Process adherence

Organizational skills

CSV/Excel familiarity

Job description

Potentiam is a fast-growing global offshore solutions provider connecting top talent with leading UK and European businesses. With offices across South Africa, Romania, India, and Brazil, we offer international exposure, real career progression, and the opportunity to work with high-performing global teams.

We combine global opportunity with local support - giving you the chance to grow, make an impact, and build a long-term career in a business that’s scaling fast.

Global clients. Clear progression. Real opportunity.

About Our Client

Our client is a leading provider of Regtech cloud solutions to Investment firms. Built on 20 years of continuous innovation, their unique SAAS platform provides clients with the reporting tools they need to ensure regulatory compliance. They are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America.

Purpose of Role

The purpose of the Data Integrity & Onboarding Specialist to support internal teams in ensuring data consistency, onboarding new clients, and configuring client-specific system settings. This role does not involve direct client communication but plays a crucial role in maintaining data accuracy and smooth system operation.

Duties & Responsibilities

Gap Data Analysis

• Review and compare client-provided data against internal data requirements to ensure alignment. Identify discrepancies and document issues for further analysis.

Client Documentation Management

• Construct and maintain internal documentation related to client onboarding, scope definition, and system setup.

User Setup in Client Systems

• Manage and configure user accounts in our proprietary software for new and existing clients.

Website Configuration

• Adjust system settings to enable required alerts, configure amendment handling, and define asset classes as per internal specifications. This primarily involves selecting appropriate options (e.g., enabling/disabling features) rather than technical development.

Basic Model Setup & Parameter Configuration

• Assist in setting up models and parameters to align with client requirements and internal guidelines.

Data Loading & Processing

• Support data import tasks and ensure data is formatted correctly before processing.

Internal Data Analysis Support

• Utilise in-house tools to identify data inconsistencies and errors, documenting findings for analysts to communicate with clients.

Skills & Abilities

This is an ideal role for meticulous and process-driven individuals who want to progress and develop their career in a fast-paced tech company.

• Strong attention to detail and ability to identify discrepancies in data sets.
• Basic understanding of data structures and file formats (e.g., CSV, Excel).
• Exposure to documentation skills to maintain accurate and up-to-date internal records.
• Good general computer skills; willingness to learn to navigate and configure software applications.
• Ability to follow structured processes and guidelines to ensure consistency in system configurations.
• Strong organisational skills and ability to manage multiple tasks efficiently.

Nice to Have:

• Prior experience in data integrity, compliance support, or onboarding role.
• Exposure to financial services, regulatory technology, or compliance environments.

Location and Hours

Cape Town CBD, Hybrid - 09:00-18:00 SAST

Data Privacy Notice

The personal information you provide during the application and recruitment process will be used solely for recruitment purposes, in accordance with our data protection policies.

For any questions regarding data processing related to HR activities, please contact Chantal Endemann at [e-mail].

All data shared with third parties complies with applicable confidentiality and retention requirements.