Operations Specialist
Insurance Office of America
Client Operations Associate
Finexio
full-time
Posted on:
Location Type: Hybrid
Location: Orlando • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
Cloud
About the role
- Drives the success of Finexio’s customers including program management, customer service/support, training
- Develop strong knowledge of the accounts-payable processes and pain points.
- Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers
- Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues
- Inform product/sales of customer needs/requests
- Develop and maintain a strong working knowledge of Finexio’s solution
- Provide creative ideas to customer challenges and opportunities
- Work to resolve customer inquiries in a timely manner
- Facilitate the collection of information and documents as needed from customers to ensure a successful program.
- Educate customers on best practices, and processes
- Provide product training and documentation to customers
- Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless
- Build strong, positive relationships with client base
Requirements
- Excellent written and verbal communication skills.
- Strong Attention to Detail.
- Goal driven and results oriented.
- Must show empathy and take accountability in all that you do.
- Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up.
- Highly collaborative with clients and internal partners to achieve business goals.
- Natural relationship building- will need to develop both internal and external.
- Successful time management and work prioritization.
- Ability to anticipate client needs and develop plans to address in a timely manner.
- Experience working with Microsoft Office Suite.
- **Qualifications**
- Bachelor’s degree in business or marketing/communications.
- Equivalent work experience preferred.
- 2 to 4 years’ experience in technology related business, customer contact experience preferred.
- Knowledge of banking and payment-related products preferred.
- Knowledge of Salesforce/Service Cloud preferred.
Benefits
- Culture: We are a humble, client-first team that is focused on collaborative data-driven success.
- Speed: We move fast, love new ideas and give you the opportunity to push your limits.
- Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company
- What We Offer:
- The chance to work in a fast-paced start-up environment with experienced industry leaders
- An environment where you can dive deep into the latest technologies and make a real, measurable impact
- Employee Engagement – Quarterly virtual team building activities and monthly team lunches
- Competitive salary and stock options
- Medical, dental, and vision
- Unlimited Vacation Policy
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accounts-payable processescustomer serviceprogram managementproduct trainingdocumentationproject managementtime managementpipeline managementbanking productspayment-related products
Soft skills
written communicationverbal communicationattention to detailgoal drivenresults orientedempathyaccountabilitymulti-taskingcollaborationrelationship building
