Financial Assistant focused on Accounts Receivable for a technology company connecting IT talents to global challenges. Supporting financial routines and ensuring efficiency in the company's collection cycle.
Responsibilities
- Act as the strategic partner and main point of contact for leading financial institutions
- Build and manage senior level relationships, including C suite engagements; developing new and existing relationships across your customers
- Develop tailored success plans that align AI adoption with business goals
- Meticulously project manage programs that will help customers drive adoption, business value and renew usage of WRITER
- Own the full customer renewal process, including forecasting, negotiating, and proposal creating
- Be accountable for Gross and net dollar retention rate targets for your customers
- Collaborate with Sales to identify and execute expansion opportunities
- Advocate for customer needs internally, especially around regulated use cases
- Analyze product usage data to provide deeper insights to customer champions, and smarter understanding of customer adoption and value opportunities
Requirements
- 7+ years experience in financial services, with experience in banking, asset management, fintech, or management consulting
- 3-5+ years experience in a customer facing saas or consulting role with a focus on transformation, strategy, or enablement
- Proven ability to manage and influence executive stakeholders, including C-level decision makers
- Deep understanding of the financial services landscape, including its specific challenges, regulatory environment, and communication standards
- Skilled at leading complex projects, aligning on KPIs, and driving adoption at scale
- Analytics thinker with business acumen; you can link product value to business impact
- Excellent communicator; incredibly curious and active listener
- Proactive, self-motivated, and highly organized in a fast paced environment
- A natural affinity to our values of Connect, Challenge, Own
Benefits
- Generous PTO, plus company holidays
- Comprehensive medical and dental insurance
- Paid parental leave for all parents (12 weeks)
- Fertility and family planning support
- Early-detection cancer testing through Galleri
- Competitive pension scheme and company contribution
- Annual work-life stipends for:
- Home office setup, cell phone, internet
- Wellness stipend for gym, massage/chiropractor, personal training, etc.
- Learning and development stipend
- Company-wide off-sites and team off-sites
- Competitive compensation and company stock options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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