Customer Service Representative – Project-based
Unifin Inc
Job Level
JuniorMid-Level
About the role
- Track and report on marketing expenses, including budget forecasting and monthly/quarterly financial summaries
- Process transactions, including invoice management and reimbursement claims
- Assist in workforce capacity planning by tracking and reporting project timelines and workloads
- Maintain relationships with vendors, ensuring timely payments and compliance with company requirements
- Oversee vendor onboarding and contracts, ensuring all agreements are documented and followed
- Monitor project progress and assist in generating capacity reports to support team efficiency
- Track and manage timelines for marketing projects to ensure deliverables are met on schedule
- Consolidate data for campaign performance, Bitly analytics, and other operational metrics
- Maintain and update the company calendar to track marketing activities and deliverables
- Execute insurance-related processes, including weekly endorsements, claim management, and communication with insurers
- Assist with new team member onboarding, ensuring proper tool access, introductions, and familiarization with team processes
- Support offboarding processes to maintain data integrity and ensure smooth transitions
- Lead data generation and sourcing for B2B marketing efforts, including lead sourcing, contact mapping, and ensuring the accuracy of data
- Maintain data hygiene and validation, ensuring consistent and reliable data inputs across marketing tools
Requirements
- Bachelor's degree in Marketing, Business Administration, Finance, or a related field
- 2+ years of experience in marketing operations, data management, or administrative support roles
- Experience with financial reporting, vendor management, or B2B data sourcing is an advantage
- Proficiency in marketing tools (e.g., HubSpot, Airtable) and project management software
- Strong Excel or Google Sheets skills for data consolidation and reporting
- Strong organizational, communication, and multitasking abilities
- High attention to detail and problem-solving capabilities
