Related skills
communication fintech saas project management client management📋 Description
- Lead discovery sessions with clients on business and technical requirements
- Gather and document full requirements and scope of implementation
- Support and troubleshoot delivered work throughout implementation
- Ensure client expectations are met during product setup and services
- Provide up-selling opportunities and funnel to appropriate channels
- Tier 2 support for escalated client issues related to financial instruments
🎯 Requirements
- Treasury experience or in related fintech sectors
- Experience with corporate Treasury or Treasury Management software
- Proven track record in project work including treasury implementations
- Strong team player with initiative
- Ability to identify, analyze, and resolve problems
- Excellent written and verbal communication
- Experience with SaaS technology solutions
🎁 Benefits
- Learning and professional development budget
- In-office collaboration with 10+ days a month in the office
- Wellness reimbursement and weekly onsite and virtual programming
- Employee giving match
- Mobile phone stipend
- Generous vacation policy and parental leave benefits
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