
Financial Operations Specialist
2 days ago
Streamlining Financial Processes
We are seeking an experienced Financial Operations Specialist to join our team. This role is ideal for individuals with a passion for financial management and a knack for problem-solving.
Key Responsibilities:- Managing Subscriptions and Invoicing: The successful candidate will be responsible for managing subscription updates, processing refunds, and handling missed payments to ensure seamless financial operations.
- Maintaining Accurate Records: They will maintain accurate financial records in the CRM system, respond to customer inquiries, and provide timely assistance to customers.
- Billing and Notifications: Our ideal candidate will distribute billing notifications and guarantee timely payment processing, fostering strong relationships with clients.
- Supporting Revenue Teams: They will support the monthly disbursement of incentives and bonuses for revenue teams, promoting a culture of excellence.
- Resolving Disputes: The Financial Operations Specialist will conduct thorough sanity checks on customer accounts, resolve billing disputes efficiently, and maintain high levels of customer satisfaction.
- Exceptional Communication Skills: Excellent verbal and written communication skills are essential for this role.
- Meticulous Attention to Detail: A keen eye for detail is necessary to maintain accurate records and prevent errors.
- Collaboration and Teamwork: Strong collaboration and teamwork abilities are required to work effectively with colleagues and customers.
- Financial Principles and Zoho CRM: A deep understanding of financial principles and Zoho CRM functionality is necessary to perform the job duties.
- Interpersonal Skills: Excellent interpersonal communication skills are required to interact effectively with colleagues and customers.
- SAAS Industry Trends: Knowledge of SAAS industry trends and best practices is desirable.
- Comprehensive Health Insurance: Comprehensive health insurance coverage for self, spouse, and children.
- Contributory Provident Fund: A contributory Provident Fund for long-term savings.
- Paid Leaves: Paid leaves for casual, medical, and annual purposes.
- Subsidized Meals: Subsidized meals to promote employee well-being.
- Maternity and Paternity Benefits: Generous maternity and paternity benefits.
- Paid Trips: Paid trips and tours to foster team bonding and relaxation.
- Profit/Stocks Sharing Plan: A Profit/Stocks Sharing Plan for tenured employees, rewarding dedication and hard work.
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