Financial Services Operations Specialist – Deal Closer/Conversion
Location
Wisconsin
Posted
9 days ago
Salary
$61.2K - $91.8K / year
Job Description
Job Requirements
- 3 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management exposure
- General knowledge of accounting with strong analytical, problem solving, and decision-making skills
- Demonstrated ability to discern complex elements of transactions
- Ability to deal with multiple priorities and meet deadlines
- Strong oral and written communication skills
- Ability to document, plan, market, and execute programs
Benefits
- Medical, dental, vision insurance
- Paid time off
- 401(k) plan with employee and company contributions
- Life, disability, and accident insurance
- Tuition reimbursement
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Finance Associate
Serv Recruitment AgencyBoutique Recruitment Agency sourcing Leaders for growth businesses.
Finance Associate supporting financial operations at a proprietary trading firm
Director, Corporate Finance
Hotel EngineInnovating business travel with a free-to-use hotel booking platform.
Director of Corporate Finance overseeing financial goals for Engine's growth.
Customer Success Director, Financial Services Vertical (US Remote)
First AdvantageFirst Advantage delivers comprehensive background check solutions and insights that enable employers and housing providers to make confident choices, reduce risk, and maintain compliance. With offices in 26 locations and a staff of 4,000+ employees, First Advantage leverages leading technology and the industry’s largest global capabilities to complete background checks in 200+ countries and territories. If you’re looking for employee or tenant background check solutions that enable fast and reliable decision making, we’re your First Advantage. For more detailed information on First Advantage products and services, visit fadv.com.
This role involves consultative sales and enterprise account management focused on growing revenue within strategic accounts in the Financial Services Vertical through the sale of Company products. Responsibilities include developing strategic account plans, maintaining base revenue, coordinating service levels with various departments, and managing customer relationships at all levels.
Customer Success Director, Transportation Vertical (US Remote)
First AdvantageFirst Advantage delivers comprehensive background check solutions and insights that enable employers and housing providers to make confident choices, reduce risk, and maintain compliance. With offices in 26 locations and a staff of 4,000+ employees, First Advantage leverages leading technology and the industry’s largest global capabilities to complete background checks in 200+ countries and territories. If you’re looking for employee or tenant background check solutions that enable fast and reliable decision making, we’re your First Advantage. For more detailed information on First Advantage products and services, visit fadv.com.
This consultative sales and enterprise account management position focuses on growing revenue within strategic accounts in the Transportation Vertical by developing strategic account plans and ensuring the penetration of Company solutions. Responsibilities include coordinating with clients and internal teams to maintain service levels, tracking revenue trends, and delivering quarterly and annual client business reviews.