Financial Operations Specialist
4 weeks ago
We are seeking an highly organized Financial Operations Specialist to provide day-to-day administrative support to our Account Executives and Account Representatives. The ideal candidate will be able to perform multiple tasks for different teams/clients at the same time and have experience with marketing campaigns and excellent customer service.
- Prepare, file and retrieve sales-related documents.
- Design and renew sales proposals.
- Update internal databases with account information.
- Coordinate meetings, calls and demos for the Account Management team.
- Conduct research on prospective clients.
- Collaborate with internal teams to ensure proper pre-and post-sales service.
- Communicate customer feedback to Marketing, Sales and Product Development teams.
- Create detailed reports of campaign results.
- Perform market and competitive research.
- Help create promotional materials (e.g. presentations and videos).
Requirements:
- Proven work experience as an Account Coordinator, Sales Coordinator or any other similar role.
- Excellent computer skills (MS Office in particular).
- Hands-on experience with any CRM software.
- Experience with marketing/advertising campaigns.
- Organizational and time-management skills.
- Strong communication skills with a problem-solving attitude.
- B.Sc in Business Administration, Marketing or any other relevant field.
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Financial Operations Specialist
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