Financial Operations Coordinator

4 weeks ago

Kozhikode, Kerala, India Finanshels Full time

At Finanshels, a leading fintech company driving innovation in financial technology solutions, we are seeking a skilled Financial Operations Coordinator to play a pivotal role in supporting our sales operations.

The ideal candidate will possess excellent organizational and multitasking abilities, with strong attention to detail and excellent verbal and written communication skills. Proficiency in CRM tools, Microsoft Office Suite, and analytics tools is a plus.

Key Responsibilities:

  1. Sales Support:
  • Assist the sales team in daily operations by organizing schedules, coordinating meetings, and preparing sales presentations.
  • Serve as a point of contact for the sales team with other departments to streamline processes and resolve issues.
CRM & Data Management:
  • Update and maintain customer records in the CRM system and ensure data accuracy.
  • Generate sales reports and performance metrics to track progress and provide insights to the sales team and management.
Order Processing & Documentation:
  • Handle all sales-related paperwork, including order entries, contracts, and invoicing, ensuring compliance with company policies.
  • Prepare proposals, agreements, and other sales documentation in alignment with company guidelines.
Customer Coordination & Support:
  • Communicate with clients and respond to inquiries or escalate issues to relevant departments as needed.
  • Gather and manage customer feedback, working with the sales team to ensure customer satisfaction and resolve concerns promptly.
Sales Process Improvement:
  • Identify areas to optimize the sales process, including documentation, tracking, and reporting.
  • Support the development and implementation of best practices for the sales team and assist with training new team members on processes and tools.
Administrative Tasks:
  • Organize sales team meetings, take notes, and prepare follow-up action items.
  • Coordinate participation in events, conferences, and client meetings, including scheduling, logistics, and materials preparation.

Salary Estimate: $55,000 - $65,000 per year, based on industry standards and location.

Required Qualifications:

  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • 1-3 years of experience in sales coordination, administrative support, or a related role, ideally within fintech, technology, or financial services.
  • Technical Skills: Proficiency in CRM tools, Microsoft Office Suite, and analytics tools is a plus.
  • Interpersonal Skills: Excellent verbal and written communication skills, with strong organizational and multitasking abilities.
  • Attention to Detail: Highly detail-oriented with the ability to manage multiple priorities and tasks efficiently.
  • Problem-Solving: Ability to handle client inquiries and resolve issues promptly with minimal supervision.
  • Adaptability: Thrives in a fast-paced environment and can adapt quickly to new processes and tools.

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