Related skills
salesforce excel powerpoint payment platforms sfdc📋 Description
- Handle internal/external calls and emails on pre/post-payment queries per SLAs
- Input and update client data in SFDC; track actions
- Monitor transactions and serve as primary contact per team guidance
- Update cases and clients regularly within SLAs
- Act as conduit between Sales, Client, and Operations
- Deliver professional email communications within SLAs
🎯 Requirements
- Experience in a busy client-facing role in financial services
- Excellent communication and relationship-building skills
- Proactive and self-motivated; meet deadlines and targets
- Strong SFDC experience; accurate data entry and compliance
- MS Outlook, Excel, and PowerPoint proficiency; knowledge of Convera payment flows
- Team player with strong time management and professionalism
🎁 Benefits
- Market-competitive salary
- Career growth in a global organization
- Hybrid schedule with 2 days in office
- Generous health, disability, and life insurance
- Paid holidays, time off, and life event leave
- Paid volunteering opportunities (5 days per year)
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