Xplan Consultant / Team Leader

Overview

Opex Consulting is a team of former licensee leaders and operators who have worked inside the very businesses we now support. We provide support for 100+ AFSLs with next generation technology solutions and have been doing so for over 13 years. Our experience and technology helps advice firms improve their operations using software that is suitable for their needs.

Founded on supporting users of Xplan, we now offer our own Opex Suite, training, consulting and payment services. We have built iff to further enhance our offering to practices seeking to streamline their operations further and to work smarter.

We are seeking an experienced Xplan Consultant to support our offering and to lead our Customer Service Team. The successful applicant will be a subject matter expert for the Opex Advice Solution in Xplan (Opex Suite) providing guidance, support, and strategic direction in the use and optimisation of Xplan. In addition you will manage consulting projects for Xplan data conversions and new client onboardings. Your experience will also be invaluable leading our Customer Service Officers providing 1st level support to Opex clients ensuring exceptional client outcomes.

Key Responsibilities

• Lead and mentor a team of Customer Service Officers providing 1st level support to Opex clients.
• Project manage onboarding of the AFSL and / or practice to Opex Suite.
• Oversee implementation and customisation projects for the Opex Suite solution in Xplan for new and existing clients.
• Project manage iress client data conversions for Opex clients.
• As an Xplan subject matter expert develop and deliver training programs and workshops for both clients and internal team members. Example areas include modelling tools (IPS, Xtools+, WealthSolver, Risk Researcher) + processes (tasks, cases).
• Manage project timelines, resources, and budgets to ensure successful and timely delivery.
• Supporting the Head of Sales and Client Experience with Account Management when required.

Skills and Experience

Qualifications

Personal Attributes

Work Location

Our preference is for this full time role to be based in Adelaide where our Customer Service Team is located. We are however flexible on location for the right candidate and are open to applications from other areas in Australia outside of Adelaide. Standard working hours apply, with flexibility to accommodate project demands or urgent client needs.

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