Implementations Project Specialist, Caloocan

Last update 2023-12-07
Expires 2024-01-07
ID #1931927994
Implementations Project Specialist, Caloocan
Philippines, Metro Manila, Caloocan,
Modified November 21, 2023


Job Description The Implementations Project Specialist  will perform the functions outlined below: ●      Support new clients and their law firms in “on-boarding” them onto client – i.e., implementation of client’s capitalization table and securities on  client ●      Manage complex datasets with high integrity ●      Migrate Clients Data to client ’s Onboarding Spreadsheet in Excel. ●      Coordinate and manage inputs needed from both the clients and their law firms ●      Maintain the quality of clients’ data throughout the on-boarding process ●      Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process ●      Perform a Quality Control Check on the Clients Accounts. ●      You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month Requirements Below are the minimum qualifications for the positions to be hired: ●      You are proficient in Excel and have experience with CRMs (Preferably: Salesforce) ●      You are eager to learn or have experience working with: Mixmax, Talkdesk, and Guru ●      You have strong project management skills-must be able to manage multiple projects (40+) at a time, while providing timely follow up to clients ●      You are familiar or will become familiar with Private Equity and Capitalization ●      You are flexible, adaptive, and resilient ●      You have great people skills and a high degree of empathy ●      You have great communication skills ●      You are highly organized and can manage a group of C-Suite Clients ●      You have the ability to work cross-functionally with teams ●      You have the ability to deal with uncertainties and ambiguous situations ●      You have the ability to maintain confidentiality as required by customers ●      You are ambitious, proactive, a self-starter, helpful and resourceful ●      You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues ●      *Knowledge of finance and accounting is a plus ●      *Experience working at a high-growth software company is a plus

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Implementations project specialist

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