Data & Transition Specialist — Financial IT & CRM

Headhunters; Gauteng; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Headhunters seeks an IT: Practice Transition and Data Support professional for its Sandhurst, Gauteng team. The role focuses on cleansing and preparing client data for new Advisor practices, plus bulk data take-on into the CRM and digital signature enablement.

You will troubleshoot electronic processes between advisor offices and clients, update dashboards, and train regional practices on digital platforms to ensure smooth transitions.

Qualifications

• Matric / Grade 12 plus relevant tertiary qualification and certifications.
• At least 3 years in a similar role within financial services or wealth mgmt is preferred.
• Solid MS Office, especially Excel; understand JSON payloads and config files.
• Ability to troubleshoot integrations and read JavaScript and C# code.
• Familiarity with CRM systems (Xplan) and tools like Power BI is a bonus.

Responsibilities

• Cleansing, sanitization, deduplication, transformation of client data for new Advisor practices.
• Interrogate data to identify risks and dependencies early for smooth transitions.
• Bulk client data take-on into the CRM; bulk pre-population and e-sign enablement.
• Set up digital signatures, integrate processes into CRM, and troubleshoot daily.
• Provide virtual training and update dashboards per SLAs; support regional practices.

Skills

JSON payloads

Troubleshooting

JavaScript

C#

Excel

Power BI

Reading code

Data analysis

Data cleansing

CRM systems

Education

Matric / Grade 12

Relevant tertiary qualification and certifications

Tools

Xplan CRM

QuickSign

Internal applications (in-house)

Job description

Headhunters seeks an IT: Practice Transition and Data Support professional for its Sandhurst, Gauteng team. The role focuses on cleansing and preparing client data for new Advisor practices, plus bulk data take-on into the CRM and digital signature enablement.

You will troubleshoot electronic processes between advisor offices and clients, update dashboards, and train regional practices on digital platforms to ensure smooth transitions.