About Infinit-O: As a top Business Process Optimization solutions provider we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:
- Support new clients and their law firms in on-boarding them onto the Client – i.e., implementation of client's capitalization table and securities on the Client.
- Manage complex datasets with high integrity.
- Migrate Clients Data to the Onboarding Spreadsheet in Excel.
- Coordinate and manage inputs needed from both the clients and their law firms.
- Maintain the quality of clients data throughout the on-boarding process.
- Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.
- Perform a Quality Control Check on the Clients Accounts.
- You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month.
Job Requirements and Credentials:
- 1-3 years experience
- College Degree
- Proficient in Excel and have experience with CRMs (Preferably: Salesforce)
- Eager to learn or have experience working with: Mixmax, Talkdesk, and Guru
- Strong project management skills-must be able to manage multiple projects (40+) at a time, while providing timely follow up to clients
- Familiar or will become familiar with Private Equity and Capitalization
- Flexible, adaptive, and resilient
- Great people skills and a high degree of empathy
- Great communication skills
- Highly organized and can manage a group of C-Suite Clients
- Ability to work cross-functionally with teams
- Ability to deal with uncertainties and ambiguous situations
- Ability to maintain confidentiality as required by customers
- Ambitious, proactive, a self-starter, helpful and resourceful
- Possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues
- Knowledge of finance and accounting is a plus
- Experience working at a high-growth software company is a plus
