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Sales Operations and IT Assistance for Financial Management
Il y a 2 mois
The future of insurance is being shaped by artificial intelligence. At Shift Technology, our AI-driven solutions have positively impacted over 300 million policyholders worldwide by minimizing underwriting risks, detecting fraudulent activities, and streamlining essential tasks in the claims process. We empower leading insurance organizations to enhance decision-making capabilities, improve operational efficiency, and deliver exceptional customer experiences. Our innovative culture is founded on trust and a commitment to revolutionizing the insurance sector through imaginative solutions that benefit both insurers and their clients.
Role Overview
We are looking for a proactive and detail-oriented professional to take on the role of Sales Operations and IT Assistance for Financial Management Tools.
Key Responsibilities
Sales Operations
- Manage and oversee the sales order process from initiation to fulfillment.
- Maintain and update customer databases and sales information within the CRM platform.
- Generate sales reports, forecasts, and performance analytics.
- Collaborate with the sales team to follow up on inquiries and leads.
- Assist in the creation of sales presentations, proposals, and contracts.
- Address customer inquiries to ensure high-quality service.
- Monitor cash collection processes and manage financial documentation.
- Track weekly cash flow and conduct monthly bank reconciliations.
- Oversee monthly, semi-annual, and annual financial provisions.
- Keep paperwork and master files organized and up to date.
IT Assistance for Financial Management Tools
- Provide technical support for financial software and tools.
- Diagnose and resolve software-related issues.
- Assist with the installation, configuration, and upkeep of financial software.
- Conduct training sessions on financial tools and best practices.
- Work alongside IT and finance teams for software updates and improvements.
- Ensure data security and adherence to company policies.
Additional Duties
- Support team members as required.
- Process information requests from customers and internal departments.
- Manage documentation and correspondence.
Qualifications
- Strong problem-solving skills and attention to detail.
- Excellent organizational and multitasking capabilities.
- Effective communication and interpersonal skills.
- Ability to work independently as well as collaboratively.
- Familiarity with data analysis and reporting tools.
- Understanding of fundamental accounting principles.
- Team-oriented and adaptable.
Requirements
- Bachelor's degree in Business Administration, Information Technology, Accounting, or a related discipline.
- Experience in sales operations and/or IT support roles, ideally within a similar sector.
- Proficiency in NetSuite, Coupa, Salesforce, Excel, and Word.
- Language proficiency: English required; French is a plus.
Recruitment Process
- Initial interview with Talent Acquisition.
- Interview with the Accounting Manager.
- Final interview with the Hiring Manager.
Benefits
- Flexible remote and hybrid working arrangements.
- Competitive salary with performance-based variable compensation.
- Equity options.
- Focus Fridays for personal development and learning.
- Generous paid time off and holidays.
- Mental health support.
- Two paid volunteering days per year.
At Shift Technology, we are dedicated to fostering a diverse and inclusive workforce. We welcome applications from individuals who will enhance the diversity of our company, regardless of race, color, religion, marital status, age, national or ethnic origin, physical or mental disability, medical condition, pregnancy, genetic information, gender identity or expression, sexual orientation, or other non-merit criteria.