CompareAsiaGroup is the leading online comparison platform for banking and insurance products in the Asia Pacific region. The Group helps people across Asia save money and make better choices about personal finance with comprehensive, free and independent online comparison tools for insurance, credit cards, personal loans and other financial products. In addition, financial institutions are able to lower customer acquisition costs and efficiently reach consumers through the internet. The Group was founded in 2014 in Hong Kong and currently employs over 200 financial experts and technologists. It has a presence in Singapore, Hong Kong, Taiwan, Indonesia, Malaysia, the Philippines and Thailand.
MoneyHero.com.hk is Hong Kong’s first one-stop financial product comparison platform for Hong Kong consumers. Established in 2013, we have been providing unbiased comparisons of financial products ranging from credit cards, personal loans, insurances, mortgages to securities and banking accounts. We only partner with reputable banks and financial institutions to provide the latest and most comprehensive financial product information, allowing you to compare and choose the products that best suit your needs with easy-to-use tools at no costs.
For more details, visit our website at https://MoneyHero.com.hk
Your Responsibilities
You will be a crucial part of the company’s further improvement and development while working closely with the Head of Commercial and Country Manager.
You will be responsible for developing and maintaining partnerships with Hong Kong’s largest banks, finance firms and insurers
You will be in charge of providing insights and analytical reports for the business partners in banks, finance firms and insurers
You will be a key part of the business strategy, and have the opportunity to run your own team in the near future
Your Tasks
Build and manage relationships with Hong Kong’s largest and leading financial institutions
Lead new initiatives to grow revenue through new activities, campaigns and proposals
Assist with ad-hoc account management projects/analysis for management-level initiatives
Coordinate internal team on campaign execution and support
Your Profile
Driven, focused personality with at least 2-3 years of experience in marketing agency or internal digital business sector with client facing role or with client facing experiences is preferred
Financial industry knowledge or exposure in Hong Kong is preferential, but not mandatory
Embrace change and flexible environments. You don’t accept the status quo and are comfortable driving change
Strong interpersonal and social skills
You have strong problem solving and analytical skills with great execution skills
Have written and oral fluency in English and Cantonese
What can you expect from us?
Join a fantastic team : Work with the top management of the company, with backgrounds from leading consulting, banking and start-up companies.
Learn : Work with a team with a proven track-record of building successful internet companies.
Have fun : A challenging, fun and international environment
Grow : Great opportunities for further career advancements, either within the regional group or in one of our country teams
Mar 08, 2019
Full time
CompareAsiaGroup is the leading online comparison platform for banking and insurance products in the Asia Pacific region. The Group helps people across Asia save money and make better choices about personal finance with comprehensive, free and independent online comparison tools for insurance, credit cards, personal loans and other financial products. In addition, financial institutions are able to lower customer acquisition costs and efficiently reach consumers through the internet. The Group was founded in 2014 in Hong Kong and currently employs over 200 financial experts and technologists. It has a presence in Singapore, Hong Kong, Taiwan, Indonesia, Malaysia, the Philippines and Thailand.
MoneyHero.com.hk is Hong Kong’s first one-stop financial product comparison platform for Hong Kong consumers. Established in 2013, we have been providing unbiased comparisons of financial products ranging from credit cards, personal loans, insurances, mortgages to securities and banking accounts. We only partner with reputable banks and financial institutions to provide the latest and most comprehensive financial product information, allowing you to compare and choose the products that best suit your needs with easy-to-use tools at no costs.
For more details, visit our website at https://MoneyHero.com.hk
Your Responsibilities
You will be a crucial part of the company’s further improvement and development while working closely with the Head of Commercial and Country Manager.
You will be responsible for developing and maintaining partnerships with Hong Kong’s largest banks, finance firms and insurers
You will be in charge of providing insights and analytical reports for the business partners in banks, finance firms and insurers
You will be a key part of the business strategy, and have the opportunity to run your own team in the near future
Your Tasks
Build and manage relationships with Hong Kong’s largest and leading financial institutions
Lead new initiatives to grow revenue through new activities, campaigns and proposals
Assist with ad-hoc account management projects/analysis for management-level initiatives
Coordinate internal team on campaign execution and support
Your Profile
Driven, focused personality with at least 2-3 years of experience in marketing agency or internal digital business sector with client facing role or with client facing experiences is preferred
Financial industry knowledge or exposure in Hong Kong is preferential, but not mandatory
Embrace change and flexible environments. You don’t accept the status quo and are comfortable driving change
Strong interpersonal and social skills
You have strong problem solving and analytical skills with great execution skills
Have written and oral fluency in English and Cantonese
What can you expect from us?
Join a fantastic team : Work with the top management of the company, with backgrounds from leading consulting, banking and start-up companies.
Learn : Work with a team with a proven track-record of building successful internet companies.
Have fun : A challenging, fun and international environment
Grow : Great opportunities for further career advancements, either within the regional group or in one of our country teams
About Us:
At LenddoEFL, our vision is to provide life-changing financial products to more than one billion underserved individuals around the world. We believe that financial inclusion isn't simply about access to financial products, but about access to fast, affordable, and convenient financial products. And we believe in empowering people to use their digital profiles and personality traits to increase their financial options.
We offer leading alternative credit scoring, identity verification and insights products to financial institutions in more than 20 emerging markets. To date, LenddoEFL has allowed more than 50 financial institutions to run over 6 million assessments for people with limited information, allowing them to disburse over $2 billion USD in credit. We are already changing the world, but we are just getting started. Will you join us for our next chapter of growth?
About the Role:
As a member of LenddoEFL's growing account management and credit team, your primary goal is to expand LenddoEFL’s presence in selective markets and support the sales team in delivering outperforming results for clients and maintaining excellent relationships in order to increase revenues. You will be required to project manage client deployments, analyze results, prepare presentations and to be the interface with LenddoEFL's clients’ personnel and internal teams. You will be invited to create an innovative sales strategy, from conception to implementation, using all available internal resources and promoting world best practices.
Responsibilities:
Evaluate LenddoEFL´s outcomes and present to partners; analyze and resolve problems together with the partner.
Advise partners on risk, product, commercial and lending processes in order to help them get the most from LenddoEFL solutions.
Internally serve as the voice of the customer and work across the company to improve our products and services.
Partner across the LenddoEFL Global team to ensure successful implementation of LenddoEFL tools.
Responsible for helping the partner achieve their LenddoEFL-partnership business goals.
Identifying opportunities of up-selling and cross-selling.
Qualifications:
3-5 internal /external implementation consulting experience
Understanding of financial services landscape in Indonesia
A demonstrable history of overachieving targets, preferably in a Fintech web/mobile based technology business.
Risk management experience is a plus
Fintech experience is a plus
Proven experience in presenting to senior level client stakeholders
Proven analytical skills
Ability work with minimum supervision
Proven ability to work to tight timelines and budgets.
Ability to work flexible hours
Verbal and written fluency in English and Bahasa
Experience in interfacing with UX/UI design is a distinct advantage
Jan 25, 2019
Full time
About Us:
At LenddoEFL, our vision is to provide life-changing financial products to more than one billion underserved individuals around the world. We believe that financial inclusion isn't simply about access to financial products, but about access to fast, affordable, and convenient financial products. And we believe in empowering people to use their digital profiles and personality traits to increase their financial options.
We offer leading alternative credit scoring, identity verification and insights products to financial institutions in more than 20 emerging markets. To date, LenddoEFL has allowed more than 50 financial institutions to run over 6 million assessments for people with limited information, allowing them to disburse over $2 billion USD in credit. We are already changing the world, but we are just getting started. Will you join us for our next chapter of growth?
About the Role:
As a member of LenddoEFL's growing account management and credit team, your primary goal is to expand LenddoEFL’s presence in selective markets and support the sales team in delivering outperforming results for clients and maintaining excellent relationships in order to increase revenues. You will be required to project manage client deployments, analyze results, prepare presentations and to be the interface with LenddoEFL's clients’ personnel and internal teams. You will be invited to create an innovative sales strategy, from conception to implementation, using all available internal resources and promoting world best practices.
Responsibilities:
Evaluate LenddoEFL´s outcomes and present to partners; analyze and resolve problems together with the partner.
Advise partners on risk, product, commercial and lending processes in order to help them get the most from LenddoEFL solutions.
Internally serve as the voice of the customer and work across the company to improve our products and services.
Partner across the LenddoEFL Global team to ensure successful implementation of LenddoEFL tools.
Responsible for helping the partner achieve their LenddoEFL-partnership business goals.
Identifying opportunities of up-selling and cross-selling.
Qualifications:
3-5 internal /external implementation consulting experience
Understanding of financial services landscape in Indonesia
A demonstrable history of overachieving targets, preferably in a Fintech web/mobile based technology business.
Risk management experience is a plus
Fintech experience is a plus
Proven experience in presenting to senior level client stakeholders
Proven analytical skills
Ability work with minimum supervision
Proven ability to work to tight timelines and budgets.
Ability to work flexible hours
Verbal and written fluency in English and Bahasa
Experience in interfacing with UX/UI design is a distinct advantage
About Us:
At LenddoEFL, our vision is to provide life-changing financial products to more than one billion underserved individuals around the world. We believe that financial inclusion isn't simply about access to financial products, but about access to fast, affordable, and convenient financial products. And we believe in empowering people to use their their digital profiles and personality traits to increase their financial options.
We offer leading alternative credit scoring, identity verification and insights products to financial institutions in more than 20 emerging markets. To date, LenddoEFL has allowed more than 50 financial institutions to run over 6 million assessments for people with limited information, allowing them to disburse over $2 billion USD in credit. We are already changing the world, but we are just getting started. Will you join us for our next chapter of growth?
About the Role:
As a member of LenddoEFL's growing account management and credit team, your primary goal is to expand LenddoEFL’s presence in selective markets and support the sales team in delivering outperforming results for clients and maintaining excellent relationships in order to increase revenues. You will be required to project manage client deployments, analyze results, prepare presentations and to be the interface with LenddoEFL's clients’ personnel and internal teams. You will be invited to create an innovative sales strategy, from conception to implementation, using all available internal resources and promoting world best practices.
Responsibilities
Evaluate LenddoEFL´s outcomes and present to partners; analyze and resolve problems together with the partner.
Advise partners on risk, product, commercial and lending processes in order to help them get the most from LenddoEFL solutions.
Internally serve as the voice of the customer and work across the company to improve our products and services.
Partner across the LenddoEFL Global team to ensure successful implementation of LenddoEFL tools.
Responsible for helping the partner achieve their LenddoEFL-partnership business goals.
Identifying opportunities of up-selling and cross-selling.
Qualifications
3-5 internal /external implementation consulting experience
A demonstrable history of overachieving targets, preferably in a Fintech web/mobile based technology business.
Proven experience in presenting to senior level client stakeholders
Proven analytical skills
Ability work with minimum supervision
Proven ability to work to tight timelines and budgets.
Ability to work flexible hours
Ability to do regional travel up to 50% of time
Verbal and written fluency in English
Experience in interfacing with UX/UI design is a distinct advantage
Jan 25, 2019
Full time
About Us:
At LenddoEFL, our vision is to provide life-changing financial products to more than one billion underserved individuals around the world. We believe that financial inclusion isn't simply about access to financial products, but about access to fast, affordable, and convenient financial products. And we believe in empowering people to use their their digital profiles and personality traits to increase their financial options.
We offer leading alternative credit scoring, identity verification and insights products to financial institutions in more than 20 emerging markets. To date, LenddoEFL has allowed more than 50 financial institutions to run over 6 million assessments for people with limited information, allowing them to disburse over $2 billion USD in credit. We are already changing the world, but we are just getting started. Will you join us for our next chapter of growth?
About the Role:
As a member of LenddoEFL's growing account management and credit team, your primary goal is to expand LenddoEFL’s presence in selective markets and support the sales team in delivering outperforming results for clients and maintaining excellent relationships in order to increase revenues. You will be required to project manage client deployments, analyze results, prepare presentations and to be the interface with LenddoEFL's clients’ personnel and internal teams. You will be invited to create an innovative sales strategy, from conception to implementation, using all available internal resources and promoting world best practices.
Responsibilities
Evaluate LenddoEFL´s outcomes and present to partners; analyze and resolve problems together with the partner.
Advise partners on risk, product, commercial and lending processes in order to help them get the most from LenddoEFL solutions.
Internally serve as the voice of the customer and work across the company to improve our products and services.
Partner across the LenddoEFL Global team to ensure successful implementation of LenddoEFL tools.
Responsible for helping the partner achieve their LenddoEFL-partnership business goals.
Identifying opportunities of up-selling and cross-selling.
Qualifications
3-5 internal /external implementation consulting experience
A demonstrable history of overachieving targets, preferably in a Fintech web/mobile based technology business.
Proven experience in presenting to senior level client stakeholders
Proven analytical skills
Ability work with minimum supervision
Proven ability to work to tight timelines and budgets.
Ability to work flexible hours
Ability to do regional travel up to 50% of time
Verbal and written fluency in English
Experience in interfacing with UX/UI design is a distinct advantage
Come join the Digital Security Revolution!
At APrivacy, we provide a seamless digital security that delivers multi-channel customer experiences. We are thus looking for the best talents that seek to upgrade digital security in every possible way. Join the journey of an award-winning FinTech start-up that has already begun to change the Financial Services industry on two continents.
What are we looking for:
• Contributes to the development of APrivacy’s sales goals and objectives • Supports the Head of Corporate Development and Strategic Partnerships • Works with other key members of senior management • Maintains continuous lines of communication with management team • Represents the organization internally and externally, particularly in client matters
What we’d like you to do:
• Previous exposure, experience or passion for FinTech and the broader financial services technology ecosystem • Experience with technology or software vendors in the financial services industry considered a plus • Experience in supporting an enterprise sale lifecycle and in maintaining large client accounts • Professional and responsible with exceptional interpersonal skills • Passionate about working in Asian and international markets • Ability to operate as an effective tactical and strategic thinker • Self-reliant, great problem solver, results oriented, client-focused • Positive attitude, hungry, desire to change the world and comfortable in a start-up environment • Ability to speak Mandarin and/or Cantonese considered nice to have but not required
If you are thrilled by this description, apply now by clicking on the below button or send your resume and motivations to [email protected]
Jan 14, 2019
Full time
Come join the Digital Security Revolution!
At APrivacy, we provide a seamless digital security that delivers multi-channel customer experiences. We are thus looking for the best talents that seek to upgrade digital security in every possible way. Join the journey of an award-winning FinTech start-up that has already begun to change the Financial Services industry on two continents.
What are we looking for:
• Contributes to the development of APrivacy’s sales goals and objectives • Supports the Head of Corporate Development and Strategic Partnerships • Works with other key members of senior management • Maintains continuous lines of communication with management team • Represents the organization internally and externally, particularly in client matters
What we’d like you to do:
• Previous exposure, experience or passion for FinTech and the broader financial services technology ecosystem • Experience with technology or software vendors in the financial services industry considered a plus • Experience in supporting an enterprise sale lifecycle and in maintaining large client accounts • Professional and responsible with exceptional interpersonal skills • Passionate about working in Asian and international markets • Ability to operate as an effective tactical and strategic thinker • Self-reliant, great problem solver, results oriented, client-focused • Positive attitude, hungry, desire to change the world and comfortable in a start-up environment • Ability to speak Mandarin and/or Cantonese considered nice to have but not required
If you are thrilled by this description, apply now by clicking on the below button or send your resume and motivations to [email protected]
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers. By building a transparent and first-of-its-kind software, the Guideline team is providing a fresh alternative to legacy providers who have put profit over the interests of employees. Our company aims to give employees the opportunity to save as much as possible for retirement. With over 3,500 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
We are looking for an entry-level Operations Analyst to join our team! Our ideal candidate is a collaborative self-starter who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a dynamic and fast-paced environment with a tight-knit, collaborative team. You’ll need to think on your feet while using your strong communication, listening and problem-solving skills. A high level of attention to detail is a must.
Responsibilities
Accurately prepare and optimize all retirement plan operational requirements to ensure a smooth onboarding and seamless implementation for our clients
Support and continuously refine key Operations processes within Guideline
Inform management and company of trends by building reports and summaries on activity areas
Utilize internal tools for account setup and ticketing system to support engineering, customer success, and growth teams
Function in accordance with established standards, policies, procedures, and applicable laws
Other ad-hoc tasks and projects as assigned
Qualifications
Demonstrated ability to juggle and prioritize among multiple tasks
Strong collaboration skills: comfort level talking to different teams and levels
Well-organized with accuracy and sharp attention to detail
Passionate about technology
Bachelor’s degree required; benefits, account management, or finance industry experience is a nice-to-have, but not required
Ability to pass background and credit check for employment
Compensation
$45k-$60k
Classification
Non-Exempt
Sep 14, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers. By building a transparent and first-of-its-kind software, the Guideline team is providing a fresh alternative to legacy providers who have put profit over the interests of employees. Our company aims to give employees the opportunity to save as much as possible for retirement. With over 3,500 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description
We are looking for an entry-level Operations Analyst to join our team! Our ideal candidate is a collaborative self-starter who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a dynamic and fast-paced environment with a tight-knit, collaborative team. You’ll need to think on your feet while using your strong communication, listening and problem-solving skills. A high level of attention to detail is a must.
Responsibilities
Accurately prepare and optimize all retirement plan operational requirements to ensure a smooth onboarding and seamless implementation for our clients
Support and continuously refine key Operations processes within Guideline
Inform management and company of trends by building reports and summaries on activity areas
Utilize internal tools for account setup and ticketing system to support engineering, customer success, and growth teams
Function in accordance with established standards, policies, procedures, and applicable laws
Other ad-hoc tasks and projects as assigned
Qualifications
Demonstrated ability to juggle and prioritize among multiple tasks
Strong collaboration skills: comfort level talking to different teams and levels
Well-organized with accuracy and sharp attention to detail
Passionate about technology
Bachelor’s degree required; benefits, account management, or finance industry experience is a nice-to-have, but not required
Ability to pass background and credit check for employment
Compensation
$45k-$60k
Classification
Non-Exempt
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
Sep 13, 2018
Full time
Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.
By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.
With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.
Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients.
Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities
Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects
Maintain and grow prospective client base with out of the box sales techniques
Forecast sales activity and revenue achievement while creating satisfied and referenceable customers
Develop sales strategies/models and evaluate their effectiveness
Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person
East Coast hours may be required
Qualifications
2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)
Consistent earnings over-achievement in past sales roles
Experience selling to multiple personas at VP and C-levels
Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices
Experience with a CRM (Base, SalesForce, HubSpot)
Proficient with productivity and web presentation tools
Solid interpersonal skills
Demonstrated strong verbal and written communication
Bachelor’s degree preferred or equivalent field related experience
Ability to pass background and credit check for employment
Classification
Exempt
JOB DESCRIPTION
Symphony is seeking a talented Technical Account Manager to oversee and manage technical implementations with enterprise accounts. Technical Account Managers work in close collaboration with sales, product, Post Sales and engineering teams to ensure Symphony’s product and service meet clients’ expectations.
RESPONSIBILITIES
Take ownership of all technical and product initiatives for assigned accounts. Work in close collaboration with sales to ensure retention and increase penetration of enterprise accounts.
Work in tandem with account managers to map out account structure, identify decision makers and establish touch points for technical operations.
Capture product requirements and advocate for customer requirements within Symphony. Work closely with product teams to provide regular product roadmap updates to customers.
Develop a comprehensive understanding of customer environment and operational constraints. Ensure that any customer specific configurations are documented and part of product development lifecycle.
Work with assigned accounts to establish a well defined IT and business process for cloud and on-prem deployments. Oversee go-to-market for new product features to ensure the best customer experience.
Provide detailed review of operational performance of account, metrics and service disruptions to management team and customer.
Assist support engineers in troubleshooting technical issues and service outages for assigned accounts. Responsible for escalation to Symphony management to ensure timely resolution of service outages.
REQUIRED QUALIFICATIONS
Bachelor’s Degree in Computer Science, Math, or related discipline required or equivalent work experience
Fluent in English and French Is essential
Proven experience managing applications/technical deployments in a client facing role.
Strong technical and product skills with experience deploying and support cloud software.
Comfortable in the dynamic atmosphere with a rapidly expanding customer base and an evolving product stack.
Exceptional communication skills. Ability to engage C level decision makers on product and technology.
Ideal candidate must be self-motivated and develop a deep understanding of Symphony product and technical stack.
Organised and analytical. Able to distill complex and ambiguous requirements into clear deliverables.
Ability to seamlessly transition between tactical and strategic focus with accounts.
ABOUT SYMPHONY:
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London. Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, Credit Suisse, Deutsche Bank, HSBC, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
Sep 07, 2018
Full time
JOB DESCRIPTION
Symphony is seeking a talented Technical Account Manager to oversee and manage technical implementations with enterprise accounts. Technical Account Managers work in close collaboration with sales, product, Post Sales and engineering teams to ensure Symphony’s product and service meet clients’ expectations.
RESPONSIBILITIES
Take ownership of all technical and product initiatives for assigned accounts. Work in close collaboration with sales to ensure retention and increase penetration of enterprise accounts.
Work in tandem with account managers to map out account structure, identify decision makers and establish touch points for technical operations.
Capture product requirements and advocate for customer requirements within Symphony. Work closely with product teams to provide regular product roadmap updates to customers.
Develop a comprehensive understanding of customer environment and operational constraints. Ensure that any customer specific configurations are documented and part of product development lifecycle.
Work with assigned accounts to establish a well defined IT and business process for cloud and on-prem deployments. Oversee go-to-market for new product features to ensure the best customer experience.
Provide detailed review of operational performance of account, metrics and service disruptions to management team and customer.
Assist support engineers in troubleshooting technical issues and service outages for assigned accounts. Responsible for escalation to Symphony management to ensure timely resolution of service outages.
REQUIRED QUALIFICATIONS
Bachelor’s Degree in Computer Science, Math, or related discipline required or equivalent work experience
Fluent in English and French Is essential
Proven experience managing applications/technical deployments in a client facing role.
Strong technical and product skills with experience deploying and support cloud software.
Comfortable in the dynamic atmosphere with a rapidly expanding customer base and an evolving product stack.
Exceptional communication skills. Ability to engage C level decision makers on product and technology.
Ideal candidate must be self-motivated and develop a deep understanding of Symphony product and technical stack.
Organised and analytical. Able to distill complex and ambiguous requirements into clear deliverables.
Ability to seamlessly transition between tactical and strategic focus with accounts.
ABOUT SYMPHONY:
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London. Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, Credit Suisse, Deutsche Bank, HSBC, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
JOB DESCRIPTION
Symphony is looking to hire an extremely driven individual with strong knowledge of client relationship management to join our rapidly growing sales team. The Head of Account Management - Americas will play a key role in leading the Account Management team as they scale and grow their existing accounts. As this position reports directly to the Head of Sales and Account Management - Americas, you will take responsibility for overseeing the account management function for clients across all product lines for the Americas working alongside the Head of Sales - Americas and your counterparts globally.
RESPONSIBILITIES
Oversee the client relationship function for our most important accounts and organize the processes around account management for Sales in Americas
Ability to effectively scale strategy and plan across accounts to align with Symphony’s campaigns/objectives
Diligently execute, monitor and refine curated reporting to represent account progress, opportunities, and adoption
Manage client beta program with account team and program sponsors to advance
Advance adoption through strategic deployment planning
Travel, when necessary, to oversee account relationships in the Americas
Negotiate terms with clients, identify and build relationships with partners, sponsor users, decision makers and budget approvers
Manage client relationships for designated accounts
Work closely with the research, product, and account management teams to proactively push product to individuals within our client base who have not previously been consumers of our services
Partner with our global offices to maximize Symphony’s growth and reach internal revenue targets
Mitigate account attrition by proactively identifying at-risk accounts and develop a turnaround strategy
QUALIFICATIONS
10+ years professional Account Management experience supporting either a FinTech, FinServ, or Enterprise SaaS product, inclusive of 5+ years of management experience
Bachelor’s Degree
Authorized to work in the U.S.
Technically competent in SaaS business models
Confident in ability manage, set and achieve revenue goals
Able to provide tangible examples of revenue derived from up-selling current client base
Demonstrated success of working with Enterprise Customers and growing business
Ability to establish relationships with C-level decision-makers of major accounts across multiple markets (product and geographical)
Excellent leadership and influencing skills with the confidence and maturity to have instant credibility at all levels of an organization, both internally and externally
Solid commercial/financial awareness with capable knowledge of complex negotiation processes and understanding of Financial Services workflows
Client management skills incorporating a customer-centric attitude, excellent written and verbal communication skills
Team management skills - Ability to connect with team members of all levels
Experience managing multiple accounts within Symphony’s business model
Strong motivation and flexibility needed to function in a fast-paced environment
Experience in defining and implementing KPIs on a scalable process across your team
Strong command of pipeline and management reporting to effectively drive revenue realization
ABOUT SYMPHONY
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
BENEFITS AND PERKS*
Medical, dental, and vision coverage
401(K) plan
Life and AD&D coverage
Short-term and long-term disability coverage
Employee assistance program
Flexible spending account benefits
Unlimited vacation and sick time
Fully stocked kitchen and catered or reimbursed lunches
Discounted gym memberships
Many other fun and exciting benefits and activities!
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony reserves the right of ownership for all unsolicited resumes submitted for this requisition and is not responsible for any fees associated with unsolicited resumes. Symphony is an Equal Opportunity Employer. Symphony participates in E-Verify.
Sep 07, 2018
Full time
JOB DESCRIPTION
Symphony is looking to hire an extremely driven individual with strong knowledge of client relationship management to join our rapidly growing sales team. The Head of Account Management - Americas will play a key role in leading the Account Management team as they scale and grow their existing accounts. As this position reports directly to the Head of Sales and Account Management - Americas, you will take responsibility for overseeing the account management function for clients across all product lines for the Americas working alongside the Head of Sales - Americas and your counterparts globally.
RESPONSIBILITIES
Oversee the client relationship function for our most important accounts and organize the processes around account management for Sales in Americas
Ability to effectively scale strategy and plan across accounts to align with Symphony’s campaigns/objectives
Diligently execute, monitor and refine curated reporting to represent account progress, opportunities, and adoption
Manage client beta program with account team and program sponsors to advance
Advance adoption through strategic deployment planning
Travel, when necessary, to oversee account relationships in the Americas
Negotiate terms with clients, identify and build relationships with partners, sponsor users, decision makers and budget approvers
Manage client relationships for designated accounts
Work closely with the research, product, and account management teams to proactively push product to individuals within our client base who have not previously been consumers of our services
Partner with our global offices to maximize Symphony’s growth and reach internal revenue targets
Mitigate account attrition by proactively identifying at-risk accounts and develop a turnaround strategy
QUALIFICATIONS
10+ years professional Account Management experience supporting either a FinTech, FinServ, or Enterprise SaaS product, inclusive of 5+ years of management experience
Bachelor’s Degree
Authorized to work in the U.S.
Technically competent in SaaS business models
Confident in ability manage, set and achieve revenue goals
Able to provide tangible examples of revenue derived from up-selling current client base
Demonstrated success of working with Enterprise Customers and growing business
Ability to establish relationships with C-level decision-makers of major accounts across multiple markets (product and geographical)
Excellent leadership and influencing skills with the confidence and maturity to have instant credibility at all levels of an organization, both internally and externally
Solid commercial/financial awareness with capable knowledge of complex negotiation processes and understanding of Financial Services workflows
Client management skills incorporating a customer-centric attitude, excellent written and verbal communication skills
Team management skills - Ability to connect with team members of all levels
Experience managing multiple accounts within Symphony’s business model
Strong motivation and flexibility needed to function in a fast-paced environment
Experience in defining and implementing KPIs on a scalable process across your team
Strong command of pipeline and management reporting to effectively drive revenue realization
ABOUT SYMPHONY
Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Tokyo, Stockholm, Sophia-Antipolis and London.
Symphony has raised roughly $300 million from the world’s largest financial institutions and recognized investors such as Bank of America - Merrill Lynch, Barclays, BNP Paribas, Citibank, Goldman Sachs, JP Morgan Chase, BlackRock, Credit Suisse, Deutsche Bank, HSBC, Wells Fargo, UBS, Société Générale as well as Google.
We’re looking for top-notch talent to join our team to help us change the way the world communicates. If you have the skills and savvy to work with a world-class team and an appetite for game-changing disruption, we want to hear from you!
BENEFITS AND PERKS*
Medical, dental, and vision coverage
401(K) plan
Life and AD&D coverage
Short-term and long-term disability coverage
Employee assistance program
Flexible spending account benefits
Unlimited vacation and sick time
Fully stocked kitchen and catered or reimbursed lunches
Discounted gym memberships
Many other fun and exciting benefits and activities!
COMPENSATION
Competitive salary
Bonus Plan
Equity
*Benefits and Perks vary based on location.
Symphony reserves the right of ownership for all unsolicited resumes submitted for this requisition and is not responsible for any fees associated with unsolicited resumes. Symphony is an Equal Opportunity Employer. Symphony participates in E-Verify.
The Sales & Account Management Intern, working in conjunction with the Account Management and Sales as well as Platform Solutions teams, will be responsible for assisting the with driving sales and growing adoption with automated workflows across customer sites. They will be the ones showing prospects and users how to use Symphony, thinking of creative ways to transform their workflow inside Symphony, and assisting the Sales organization with how to meet revenue and usage objectives. The Sales & Account Management Intern must create a persistent focus on engagement and customer satisfaction.
This is a paid internship. The duration of the position is 3-6 months with a potential for extension. Flexible either part-time or full-time.
Responsibilities:
Work closely with the Account Management team in assisting client presentations, client deployment strategy, and workflow solutions for client deployments
Work closely with the Sales team to assist with executing on sales campaigns, lead generation, and opportunity qualification.
Determine ways for users (existing and prospect clients) to best utilize Symphony by becoming a Subject Matter Expert, and building presentations/ talking points of targeted use cases and pitches
Provide technical expertise in pre-sales conversations
Assist Account Management team and customers with delivering rollout guidance, conducting training & awareness activities, including roadshow/ marketing presentations. A large portion of your time may be spent with the customer working side by side to ensure their success
Partner with the Sales & Account Management teams to ensure account success which can lead to renewals, customer retention, and up-sell opportunities
Track metrics for client success (across sales conversion, usage and adoption) and determine how to improve those KPIs
Qualifications:
Business level English, fluency in Korean or Mandarin a plus
Pursuing or recently finished a Bachelor's degree.
Proficiency with at least one programming language (Java, Python or JavaScript) is a major plus
Basic understanding of Object Oriented Programming, Design Patterns, and algorithms is a major plus
Must enjoy fast-paced environment, spending time on site with clients, and interacting with multiple end users on a daily basis
Excellent written and communication skills and strong presentation skills
Basic understanding of Financial services (buy-side / sell-side) is a huge plus
Experience with enterprise communication services and / or social media is a huge plus
Other
Must be authorized to work in Hong Kong without a visa
Optional travel
Sep 07, 2018
Intern
The Sales & Account Management Intern, working in conjunction with the Account Management and Sales as well as Platform Solutions teams, will be responsible for assisting the with driving sales and growing adoption with automated workflows across customer sites. They will be the ones showing prospects and users how to use Symphony, thinking of creative ways to transform their workflow inside Symphony, and assisting the Sales organization with how to meet revenue and usage objectives. The Sales & Account Management Intern must create a persistent focus on engagement and customer satisfaction.
This is a paid internship. The duration of the position is 3-6 months with a potential for extension. Flexible either part-time or full-time.
Responsibilities:
Work closely with the Account Management team in assisting client presentations, client deployment strategy, and workflow solutions for client deployments
Work closely with the Sales team to assist with executing on sales campaigns, lead generation, and opportunity qualification.
Determine ways for users (existing and prospect clients) to best utilize Symphony by becoming a Subject Matter Expert, and building presentations/ talking points of targeted use cases and pitches
Provide technical expertise in pre-sales conversations
Assist Account Management team and customers with delivering rollout guidance, conducting training & awareness activities, including roadshow/ marketing presentations. A large portion of your time may be spent with the customer working side by side to ensure their success
Partner with the Sales & Account Management teams to ensure account success which can lead to renewals, customer retention, and up-sell opportunities
Track metrics for client success (across sales conversion, usage and adoption) and determine how to improve those KPIs
Qualifications:
Business level English, fluency in Korean or Mandarin a plus
Pursuing or recently finished a Bachelor's degree.
Proficiency with at least one programming language (Java, Python or JavaScript) is a major plus
Basic understanding of Object Oriented Programming, Design Patterns, and algorithms is a major plus
Must enjoy fast-paced environment, spending time on site with clients, and interacting with multiple end users on a daily basis
Excellent written and communication skills and strong presentation skills
Basic understanding of Financial services (buy-side / sell-side) is a huge plus
Experience with enterprise communication services and / or social media is a huge plus
Other
Must be authorized to work in Hong Kong without a visa
Optional travel
At Trustly, we envision a world in which making account-to-account payments in an online retail environment is fast, simple and secure. Today, we support 29 European countries, and our payment solutions attract global merchants in four main segments: e-commerce, travel, financial services and online gaming. We process €5 billion in payments annually, and today we process more than 4 million monthly transactions.
We are a team of 215+ people and are headquartered in Stockholm, Sweden, with regional offices in Malta, Germany, Spain, and the UK. We are a young, dynamic and fast-growing company leading the development of the payments industry, and the work you’ll do here will make a great impact.
About the Partner Team at Trustly
The Partner Team is responsible for signing up and managing the growth of Trustly’s Partner Network, comprised of Payment Service Providers (PSPs) of all sizes who resell Trustly’s services to merchants. Trustly has recently made a strategic decision to invest significantly in the Partner channel, and is staffing up to bring on additional partners and to help these partners be successful at selling Trustly. As such, the Partner Team and Partner Channel are expected to significantly contribute to Trustly’s already high growth in the coming years.
This small but growing department is currently made up of 5 people based around Europe. We frequently travel to meet with current and potential partners across Europe, attend relevant industry events, and check into the Stockholm headquarters while working closely with our colleagues in Sales, Account Management, Integrations, Product, Legal, etc.. Given Trustly’s strategic focus on selling via Partners, we expect the Partner Team to increasingly be the growth engine of Trustly and to be the center of attention and investment!
About the role
As part of our growth strategy, we are looking for a highly motivated Partner Account Manager to join one of our growing offices. This position will be critical in building long-term relationships with international partners (PSPs) of all sizes. You’ll work closely with our Sales and Technical specialists as well as our Merchant Account Managers.
The role comprises three main areas of focus
Partner Revenue Generation
Serve as main Trustly point of contact for Trustly Partners in your portfolio, delivering expertise and guidance to Partners as they craft and execute a comprehensive, global payments strategy
Consult partners on how to grow their business using Trustly’s products
Grow and manage a portfolio of Partner relationships of Trustly’s Payment Service Provider (PSP) partners in order to meet revenue growth targets
Develop and prioritize partners’ product/service requests
Gather Partners’ feedback from the market regarding Trustly’s offering, evaluate changing Partner needs, and communicate these to relevant Trustly departments for action
New Partner Acquisition
Identify, meet with and sign up new Trustly Partners identified as important to your assigned geographic region
Ensure newly signed Partners get off to a strong start as Trustly Partners and quickly begin generating transaction volume and revenue
Manage the ongoing relationships with newly signed Partners as part of your Partner Account Manager portfolio
Contribute to Trustly’s thinking and market knowledge within the overall context of Trustly’s Germany growth strategy
Partner Channel Process Improvement
Coordinate, manage and execute internal projects pertaining to Partners
Contribute to continuous improvement of processes and practices impacting the success of the Partner channel
Work with multiple departments to identify new types of Partners who can help us to distribute Trustly’s increasing suite of payment and information services
Contribute knowledge and experience from previous work to help Trustly successfully enter into new markets and product areas
Regularly interact with and train colleagues across the company regarding how best to drive further growth via the Partner Channel
The ideal candidate will possess
5+ years of sales and/or account management experience in the payments space
Strong familiarity with alternative payment methods and ecommerce payments
The highest ethical standards
A consultative style and the ability to become a trusted advisor
High energy; you are able to manage a large number of partners effectively
The ability to work both independently and collaboratively; be a thoughtful business partner
Attention to detail; you are extremely organized and work well with others
A passion for the electronic payments industry and e-commerce
The motivation and flexibility to work well in a rapidly changing, high-growth environment
Superb verbal and written communication skills in English
Sep 06, 2018
Full time
At Trustly, we envision a world in which making account-to-account payments in an online retail environment is fast, simple and secure. Today, we support 29 European countries, and our payment solutions attract global merchants in four main segments: e-commerce, travel, financial services and online gaming. We process €5 billion in payments annually, and today we process more than 4 million monthly transactions.
We are a team of 215+ people and are headquartered in Stockholm, Sweden, with regional offices in Malta, Germany, Spain, and the UK. We are a young, dynamic and fast-growing company leading the development of the payments industry, and the work you’ll do here will make a great impact.
About the Partner Team at Trustly
The Partner Team is responsible for signing up and managing the growth of Trustly’s Partner Network, comprised of Payment Service Providers (PSPs) of all sizes who resell Trustly’s services to merchants. Trustly has recently made a strategic decision to invest significantly in the Partner channel, and is staffing up to bring on additional partners and to help these partners be successful at selling Trustly. As such, the Partner Team and Partner Channel are expected to significantly contribute to Trustly’s already high growth in the coming years.
This small but growing department is currently made up of 5 people based around Europe. We frequently travel to meet with current and potential partners across Europe, attend relevant industry events, and check into the Stockholm headquarters while working closely with our colleagues in Sales, Account Management, Integrations, Product, Legal, etc.. Given Trustly’s strategic focus on selling via Partners, we expect the Partner Team to increasingly be the growth engine of Trustly and to be the center of attention and investment!
About the role
As part of our growth strategy, we are looking for a highly motivated Partner Account Manager to join one of our growing offices. This position will be critical in building long-term relationships with international partners (PSPs) of all sizes. You’ll work closely with our Sales and Technical specialists as well as our Merchant Account Managers.
The role comprises three main areas of focus
Partner Revenue Generation
Serve as main Trustly point of contact for Trustly Partners in your portfolio, delivering expertise and guidance to Partners as they craft and execute a comprehensive, global payments strategy
Consult partners on how to grow their business using Trustly’s products
Grow and manage a portfolio of Partner relationships of Trustly’s Payment Service Provider (PSP) partners in order to meet revenue growth targets
Develop and prioritize partners’ product/service requests
Gather Partners’ feedback from the market regarding Trustly’s offering, evaluate changing Partner needs, and communicate these to relevant Trustly departments for action
New Partner Acquisition
Identify, meet with and sign up new Trustly Partners identified as important to your assigned geographic region
Ensure newly signed Partners get off to a strong start as Trustly Partners and quickly begin generating transaction volume and revenue
Manage the ongoing relationships with newly signed Partners as part of your Partner Account Manager portfolio
Contribute to Trustly’s thinking and market knowledge within the overall context of Trustly’s Germany growth strategy
Partner Channel Process Improvement
Coordinate, manage and execute internal projects pertaining to Partners
Contribute to continuous improvement of processes and practices impacting the success of the Partner channel
Work with multiple departments to identify new types of Partners who can help us to distribute Trustly’s increasing suite of payment and information services
Contribute knowledge and experience from previous work to help Trustly successfully enter into new markets and product areas
Regularly interact with and train colleagues across the company regarding how best to drive further growth via the Partner Channel
The ideal candidate will possess
5+ years of sales and/or account management experience in the payments space
Strong familiarity with alternative payment methods and ecommerce payments
The highest ethical standards
A consultative style and the ability to become a trusted advisor
High energy; you are able to manage a large number of partners effectively
The ability to work both independently and collaboratively; be a thoughtful business partner
Attention to detail; you are extremely organized and work well with others
A passion for the electronic payments industry and e-commerce
The motivation and flexibility to work well in a rapidly changing, high-growth environment
Superb verbal and written communication skills in English
About Trustly:
At Trustly, we envision a world in which paying directly from your online bank account is fast, simple and secure. Today, our payment products are available in 29 European countries and attract global merchants in four main segments: e-commerce, travel, financial services and online gaming. In 2016, we processed €3.2B in payments and today we process more than 2.5 million monthly transactions.
We are a team of 180+ people and are headquartered in Stockholm, Sweden, with regional offices in Spain, Malta, Germany and the UK. We are a young, dynamic and fast-growing company leading the development of the payments industry and the work you’ll do here will make a great impact.
Trustly is a licensed payment institution under supervision of the Swedish Financial Supervisory Authority (Finansinspektionen) and subject to a set of regulatory requirements.
About the Account Manager role:
As part of our growth strategy, we are looking for a highly motivated Account Manager to join the Gaming Account Management team in our Malta or Stockholm office.
This position will be critical in building and maintaining long-term relationships with large international clients across the Gaming vertical. In this role, you will work closely with our Sales team and Technical Specialists, as well as our other Account Managers.
What you’ll do:
Manage up-and-cross sales towards existing customers (upselling new markets, products or functionalities that Trustly offers)
Take part in negotiating, creating and executing joint marketing campaigns with the merchant
Develop and prioritize customer product/service requests
Secure KYC and customer reporting
Build relationships and long-term strategic cooperations with assigned customer accounts
Analyze customer services and traffic patterns to advise on customer growth
Conduct thorough analysis on various pricing models with regards to pricing negotiations
Follow up on service delivery and service levels and make sure proper customer escalation paths are provided for any feedback
Work towards achieving the individual targets and reaching the department KPIs
Attend industry events across Europe
Who you are:
You have a higher university degree in Business, Finance, Engineering or similar and a minimum of 3-5 years of experience in a sales or account management role in the financial services industry (specifically payments)
You have an analytical mind and are able to discuss and negotiate pricing models with major merchants
You understand financial flows and can contribute to our roadmap ahead
You are humble with a strong business acumen
You thrive in a social environment and know how to create positive and long-term relationships
You take great pride in your work and strive for excellence with drive and endurance
You are fluent in English, both verbal and written
It’s a bonus if you speak other languages and have previous international experience
Sep 06, 2018
Full time
About Trustly:
At Trustly, we envision a world in which paying directly from your online bank account is fast, simple and secure. Today, our payment products are available in 29 European countries and attract global merchants in four main segments: e-commerce, travel, financial services and online gaming. In 2016, we processed €3.2B in payments and today we process more than 2.5 million monthly transactions.
We are a team of 180+ people and are headquartered in Stockholm, Sweden, with regional offices in Spain, Malta, Germany and the UK. We are a young, dynamic and fast-growing company leading the development of the payments industry and the work you’ll do here will make a great impact.
Trustly is a licensed payment institution under supervision of the Swedish Financial Supervisory Authority (Finansinspektionen) and subject to a set of regulatory requirements.
About the Account Manager role:
As part of our growth strategy, we are looking for a highly motivated Account Manager to join the Gaming Account Management team in our Malta or Stockholm office.
This position will be critical in building and maintaining long-term relationships with large international clients across the Gaming vertical. In this role, you will work closely with our Sales team and Technical Specialists, as well as our other Account Managers.
What you’ll do:
Manage up-and-cross sales towards existing customers (upselling new markets, products or functionalities that Trustly offers)
Take part in negotiating, creating and executing joint marketing campaigns with the merchant
Develop and prioritize customer product/service requests
Secure KYC and customer reporting
Build relationships and long-term strategic cooperations with assigned customer accounts
Analyze customer services and traffic patterns to advise on customer growth
Conduct thorough analysis on various pricing models with regards to pricing negotiations
Follow up on service delivery and service levels and make sure proper customer escalation paths are provided for any feedback
Work towards achieving the individual targets and reaching the department KPIs
Attend industry events across Europe
Who you are:
You have a higher university degree in Business, Finance, Engineering or similar and a minimum of 3-5 years of experience in a sales or account management role in the financial services industry (specifically payments)
You have an analytical mind and are able to discuss and negotiate pricing models with major merchants
You understand financial flows and can contribute to our roadmap ahead
You are humble with a strong business acumen
You thrive in a social environment and know how to create positive and long-term relationships
You take great pride in your work and strive for excellence with drive and endurance
You are fluent in English, both verbal and written
It’s a bonus if you speak other languages and have previous international experience
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process about 4 million monthly transactions. In June 2018, private equity firm Nordic Capital acquired a majority stake in Trustly with ambitions to support us in becoming the leading global online banking payments provider.
We are a diverse and fast-growing team of 210+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Account Management team at Trustly:
The Account Management team is responsible for the commercial relationships with our existing merchants. Our responsibilities includes forming strong and long lasting relationships with our merchants and ensure that we develop our existing business, which directly contributes to Trustly’s rapid growth. In addition, being closest to our customers, we play a crucial role in picking up new trends and customer requests and to feed that to our product development team. We travel to relevant industry events together with the Sales team to meet potential customers as well as our existing customers.
Besides working hand in hand with the Sales teams, you will work closely with all departments such as Tech, Customer Support, Marketing, Legal and Compliance. The range of tasks will be wide and you can expect emphasis on the following areas:
What you'll do:
Up-sales towards existing clients (new markets, products or functionalities of Trustly’s service portfolio.
Drive volume to your customer portfolio as well as build and maintain strategic customer relationships over time
Travel to meet customers and attend relevant industry events
Achieve individual sales targets as well as team KPI’s
Analyse business models to ensure efficient customer consultancy
Be the voice of the customer at Trustly and coordinate and prioritize customer development requests
Take part in negotiating, creating and executing joint client marketing campaigns as well as pricing models
Who you are:
To be successful in this role we prefer that you have minimum 3 years of experience in an account management role for complex enterprise software, technical infrastructure or financial services (specifically payments) as well as a higher university degree in Business, Finance, Engineering or similar
You have an analytical mind and are able to discuss and negotiate pricing models with major customers
For this role, evolving long lasting relationships and knowing how to sell comes naturally to you
You have ownership mentality, an analytical mindset and strong negotiation skills
You need to be humble but with a strong business acumen
You understand financial flows and can contribute to our roadmap ahead
As we are an international company it is crucial that you have international experience and great written and verbal communications skills in English
Sep 06, 2018
Full time
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process about 4 million monthly transactions. In June 2018, private equity firm Nordic Capital acquired a majority stake in Trustly with ambitions to support us in becoming the leading global online banking payments provider.
We are a diverse and fast-growing team of 210+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Account Management team at Trustly:
The Account Management team is responsible for the commercial relationships with our existing merchants. Our responsibilities includes forming strong and long lasting relationships with our merchants and ensure that we develop our existing business, which directly contributes to Trustly’s rapid growth. In addition, being closest to our customers, we play a crucial role in picking up new trends and customer requests and to feed that to our product development team. We travel to relevant industry events together with the Sales team to meet potential customers as well as our existing customers.
Besides working hand in hand with the Sales teams, you will work closely with all departments such as Tech, Customer Support, Marketing, Legal and Compliance. The range of tasks will be wide and you can expect emphasis on the following areas:
What you'll do:
Up-sales towards existing clients (new markets, products or functionalities of Trustly’s service portfolio.
Drive volume to your customer portfolio as well as build and maintain strategic customer relationships over time
Travel to meet customers and attend relevant industry events
Achieve individual sales targets as well as team KPI’s
Analyse business models to ensure efficient customer consultancy
Be the voice of the customer at Trustly and coordinate and prioritize customer development requests
Take part in negotiating, creating and executing joint client marketing campaigns as well as pricing models
Who you are:
To be successful in this role we prefer that you have minimum 3 years of experience in an account management role for complex enterprise software, technical infrastructure or financial services (specifically payments) as well as a higher university degree in Business, Finance, Engineering or similar
You have an analytical mind and are able to discuss and negotiate pricing models with major customers
For this role, evolving long lasting relationships and knowing how to sell comes naturally to you
You have ownership mentality, an analytical mindset and strong negotiation skills
You need to be humble but with a strong business acumen
You understand financial flows and can contribute to our roadmap ahead
As we are an international company it is crucial that you have international experience and great written and verbal communications skills in English
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process about 4 million monthly transactions. In June 2018, private equity firm Nordic Capital acquired a majority stake in Trustly with ambitions to support us in becoming the leading global online banking payments provider.
We are a diverse and fast-growing team of 210+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Account Management team at Trustly:
The Account Management team is responsible for the commercial relationships with our existing merchants. Our responsibilities includes forming strong and long lasting relationships with our merchants and ensure that we develop our existing business, which directly contributes to Trustly’s rapid growth. In addition, being closest to our customers, we play a crucial role in picking up new trends and customer requests and to feed that to our product development team. We travel to relevant industry events together with the Sales team to meet potential customers as well as our existing customers.
Besides working hand in hand with the Sales teams, you will work closely with all departments such as Tech, Customer Support, Marketing, Legal and Compliance.
What the role entails:
As a Junior Account Manager, you will manage direct customer communication after the first week, where you will support customers in their everyday operations. As you will be responsible for a wide range of smaller merchants in our existing customer base, it’s important that you are curious, focused and ready to roll up your sleeves to get the job done.
You will be supported by an internal mentor during the first weeks, who will ensure that you get up to speed quickly in order to be able to work independently. You will also work closely with internal departments including Sales, Tech, Legal and Customer Support. The range of tasks will be wide and you can expect emphasis on the following areas:
Service offering : You will need to build a thorough understanding of the various aspects of Trustly’s product offering, as well as our competitors, in order to manage customer queries.
KYC (Know Your Customer) : Manage KYC processes, ensuring that Trustly has proper knowledge of our complete customer base and their types of businesses. This is a requirement we need to comply with as a regulated Financial Institution. In this process, you will act as an intermediary
Agreements : Manage customer questions about their agreements with Trustly. This can include price negotiations and complex regulatory questions, where you always have the support from your closest manager as well as our in-house Legal team
Merchant activation : Activate merchants that have not processed transactions and take part of proactively identifying and pursuing ways to increase Trustly’s volume with the merchant over time (e.g. by making sure Trustly is well presented on the merchant site).
Support : Support and assist our merchants in various tasks and queries, as well as our existing team of Account Managers in their sales.
You should aim to simultaneously build and create your own customer portfolio by using your analytical skills to affiliate customers with potential from the pool of small customers.
To be successful in this role:
For this role, we prefer that you have a higher university degree in Business, Finance, Engineering or similar and previous experience from Sales and Account Management is meriting.
You have a strong sense of ownership, you will be managing a portfolio of small merchants and you will have the opportunity of making impact by increasing value from your customers.
With an analytical mind, you are able to discuss and negotiate pricing models, agreements and KYC processes with our customers.
You’re great with people, know how to sell, have a strong business acumen, and all this with a humble approach.
Understanding financial flows and anticipating our customers’ needs come naturally to you.
As we are an international company operating on various markets, it is crucial that you are a natural communicator who is fluent in English. Additional European languages are meriting.
Sep 06, 2018
Full time
At Trustly, we’re passionate about simplifying the way people pay and get paid online. We are a licensed payment institution and our B2B products available in 29 European countries attract global merchants in segments such as e-commerce, travel, financial services and gaming. In 2017, we processed 44% of our total payment volume since our founding in 2008, which is a testament to our fast growth, and today we process about 4 million monthly transactions. In June 2018, private equity firm Nordic Capital acquired a majority stake in Trustly with ambitions to support us in becoming the leading global online banking payments provider.
We are a diverse and fast-growing team of 210+ people with our headquarters in Stockholm, Sweden, and regional offices in Spain, Malta, Finland, Germany and the UK. Together we are leading the development of the payments industry and the work you’ll do here will make a great impact.
About the Account Management team at Trustly:
The Account Management team is responsible for the commercial relationships with our existing merchants. Our responsibilities includes forming strong and long lasting relationships with our merchants and ensure that we develop our existing business, which directly contributes to Trustly’s rapid growth. In addition, being closest to our customers, we play a crucial role in picking up new trends and customer requests and to feed that to our product development team. We travel to relevant industry events together with the Sales team to meet potential customers as well as our existing customers.
Besides working hand in hand with the Sales teams, you will work closely with all departments such as Tech, Customer Support, Marketing, Legal and Compliance.
What the role entails:
As a Junior Account Manager, you will manage direct customer communication after the first week, where you will support customers in their everyday operations. As you will be responsible for a wide range of smaller merchants in our existing customer base, it’s important that you are curious, focused and ready to roll up your sleeves to get the job done.
You will be supported by an internal mentor during the first weeks, who will ensure that you get up to speed quickly in order to be able to work independently. You will also work closely with internal departments including Sales, Tech, Legal and Customer Support. The range of tasks will be wide and you can expect emphasis on the following areas:
Service offering : You will need to build a thorough understanding of the various aspects of Trustly’s product offering, as well as our competitors, in order to manage customer queries.
KYC (Know Your Customer) : Manage KYC processes, ensuring that Trustly has proper knowledge of our complete customer base and their types of businesses. This is a requirement we need to comply with as a regulated Financial Institution. In this process, you will act as an intermediary
Agreements : Manage customer questions about their agreements with Trustly. This can include price negotiations and complex regulatory questions, where you always have the support from your closest manager as well as our in-house Legal team
Merchant activation : Activate merchants that have not processed transactions and take part of proactively identifying and pursuing ways to increase Trustly’s volume with the merchant over time (e.g. by making sure Trustly is well presented on the merchant site).
Support : Support and assist our merchants in various tasks and queries, as well as our existing team of Account Managers in their sales.
You should aim to simultaneously build and create your own customer portfolio by using your analytical skills to affiliate customers with potential from the pool of small customers.
To be successful in this role:
For this role, we prefer that you have a higher university degree in Business, Finance, Engineering or similar and previous experience from Sales and Account Management is meriting.
You have a strong sense of ownership, you will be managing a portfolio of small merchants and you will have the opportunity of making impact by increasing value from your customers.
With an analytical mind, you are able to discuss and negotiate pricing models, agreements and KYC processes with our customers.
You’re great with people, know how to sell, have a strong business acumen, and all this with a humble approach.
Understanding financial flows and anticipating our customers’ needs come naturally to you.
As we are an international company operating on various markets, it is crucial that you are a natural communicator who is fluent in English. Additional European languages are meriting.
Company Description
At Red Hat, we connect an innovative community of customers, partners, and contributors to deliver an open source stack of trusted, high-performing solutions. We offer cloud, Linux, middleware, storage, and virtualization technologies, together with award-winning global customer support, consulting, and implementation services. Red Hat is a rapidly growing company supporting more than 90% of Fortune 500 companies.
Job summary
Red Hat's Customer Experience and Engagement (CEE) team is looking for an experienced and highly skilled support engineer with overall 8-10 years experience to join us as a Senior Technical Account Manager for our enterprise customers in Mumbai, India. In this role, you will provide personalized, proactive support and guidance and cultivate high-value relationships with customers as you seek to understand and meet their needs with the complete Red Hat OpenStack Platform portfolio of offerings. You’ll build, maintain, and grow long-lasting customer loyalty by tailoring support for each of our customer's environments, facilitating collaboration with their other vendors, and advocating on the customer behalf. As a Senior Technical Account Manager, you will work closely with our Engineering, R&D, Product Management, and Global Support teams to debug, test, and resolve issues.
Primary job responsibilities
Perform technical reviews and share knowledge to proactively identify and prevent issues
Understand your customers' technical infrastructures, hardware, processes, and offerings
Perform initial or secondary investigations and respond to online and phone support requests
Deliver key portfolio updates and assist customers with upgrades
Manage customer cases and maintain clear and concise case documentation
Create customer engagement plans and keep documentation on customer environments updated
Ensure high level of customer satisfaction with each qualified engagement through the complete adoption life cycle of our offerings
Engage with Red Hat's field teams, customers, and partners to ensure a positive cloud technology experience and a successful outcome resulting in long-term enterprise success
Communicate how specific Red Hat cloud solutions and our cloud road-map align to customer use cases
Capture the capabilities of our offerings and identify gaps as related to customer use cases through a closed loop process for each step of the engagement life cycle
Engage with Red Hat's product engineering teams to help develop solutions patterns based on customer engagements and personal experience that guide platform adoption
Establish and maintain parity with Red Hat’s cloud technologies strategy
Contribute internally to the Red Hat team, share knowledge and best practices with team members, contribute to internal projects and initiatives, and serve as a subject matter expert and mentor for specific technical or process areas
Travel to visit customers, partners, conferences, and other events as needed
Required skills
Bachelor's degree in science or a technical field; engineering or computer science is a plus
5+ years of experience as a support or development engineer for a Platform-as-a-Service provider or hosting service
5+ years of experience with Linux or Unix operating systems
Advanced technical knowledge of the Red Hat OpenStack Platform and its components
Experience in a support, development, engineering, or quality assurance (QA) organization
Ability to manage and grow existing enterprise customer relationships by delivering proactive, relationship-based support
Direct experience with a variety of hardware vendors
Understanding of enterprise-class applications like Oracle, Veritas, and SAP
Excellent written and verbal communication skills in English
Excellent reading and writing skills in English
Ability to convey information to customers in a clear and concise manner
Indian citizenship or authority to work in India
Linux operating system installation, configuration, upgrade, and maintenance experience is a big plus
Upstream involvement in open source projects like patches submitted for upstream is a plus
Jul 17, 2018
Full time
Company Description
At Red Hat, we connect an innovative community of customers, partners, and contributors to deliver an open source stack of trusted, high-performing solutions. We offer cloud, Linux, middleware, storage, and virtualization technologies, together with award-winning global customer support, consulting, and implementation services. Red Hat is a rapidly growing company supporting more than 90% of Fortune 500 companies.
Job summary
Red Hat's Customer Experience and Engagement (CEE) team is looking for an experienced and highly skilled support engineer with overall 8-10 years experience to join us as a Senior Technical Account Manager for our enterprise customers in Mumbai, India. In this role, you will provide personalized, proactive support and guidance and cultivate high-value relationships with customers as you seek to understand and meet their needs with the complete Red Hat OpenStack Platform portfolio of offerings. You’ll build, maintain, and grow long-lasting customer loyalty by tailoring support for each of our customer's environments, facilitating collaboration with their other vendors, and advocating on the customer behalf. As a Senior Technical Account Manager, you will work closely with our Engineering, R&D, Product Management, and Global Support teams to debug, test, and resolve issues.
Primary job responsibilities
Perform technical reviews and share knowledge to proactively identify and prevent issues
Understand your customers' technical infrastructures, hardware, processes, and offerings
Perform initial or secondary investigations and respond to online and phone support requests
Deliver key portfolio updates and assist customers with upgrades
Manage customer cases and maintain clear and concise case documentation
Create customer engagement plans and keep documentation on customer environments updated
Ensure high level of customer satisfaction with each qualified engagement through the complete adoption life cycle of our offerings
Engage with Red Hat's field teams, customers, and partners to ensure a positive cloud technology experience and a successful outcome resulting in long-term enterprise success
Communicate how specific Red Hat cloud solutions and our cloud road-map align to customer use cases
Capture the capabilities of our offerings and identify gaps as related to customer use cases through a closed loop process for each step of the engagement life cycle
Engage with Red Hat's product engineering teams to help develop solutions patterns based on customer engagements and personal experience that guide platform adoption
Establish and maintain parity with Red Hat’s cloud technologies strategy
Contribute internally to the Red Hat team, share knowledge and best practices with team members, contribute to internal projects and initiatives, and serve as a subject matter expert and mentor for specific technical or process areas
Travel to visit customers, partners, conferences, and other events as needed
Required skills
Bachelor's degree in science or a technical field; engineering or computer science is a plus
5+ years of experience as a support or development engineer for a Platform-as-a-Service provider or hosting service
5+ years of experience with Linux or Unix operating systems
Advanced technical knowledge of the Red Hat OpenStack Platform and its components
Experience in a support, development, engineering, or quality assurance (QA) organization
Ability to manage and grow existing enterprise customer relationships by delivering proactive, relationship-based support
Direct experience with a variety of hardware vendors
Understanding of enterprise-class applications like Oracle, Veritas, and SAP
Excellent written and verbal communication skills in English
Excellent reading and writing skills in English
Ability to convey information to customers in a clear and concise manner
Indian citizenship or authority to work in India
Linux operating system installation, configuration, upgrade, and maintenance experience is a big plus
Upstream involvement in open source projects like patches submitted for upstream is a plus
Tala’s India office is looking for a detail-oriented and dynamic accountant with experience working in a rapidly growing, hands-on, start-up environment. This position requires excellent communication, an ability to think critically and creatively, attention to detail and a team-oriented attitude. The responsibilities of the role are as follows
Responsibilities:
Assist Controller with all aspects of Tala’s accounting department which includes, but is not limited to, the company's consolidated financial statements, general ledger, portfolio accounting, payroll, accounts payable, reconciliation of balance sheet accounts, budgeting, tax compliance, regulatory reporting and various special analyses or projects.
Maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting.
Responsible for ensuring compliance with all applicable laws, rules, and regulations.
Follow corporate policies and procedures such as invoice processing, cash management, and expense policies.
Manage internal practices, policies, and all accounting to ensure compliance within India
Implement or enhance processes to further streamline and enable more accurate and timely reporting.
Ensure accurate and timely production of all financial information.
Ad hoc projects as they arise - we are a start-up after all!
Requirements:
Bachelor's degree in Accounting, Finance or Related Field
5+ years experience in the accounting and finance sector
Public accounting experience - Big 4 preferred
Chartered Accountant
Experience working with IFRS reporting
Conscientious about timeliness of assignments and quality of work product
Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner
Able to handle multiple tasks and maintain control and order over same
Exceptional work ethic
Preferred Requirements:
Experience with Netsuite
Experience working in consumer finance
Experience working with Banks, NBFCs, RBI, other financial regulators
Experience working with US GAAP
Experience working with global companies
About Tala:
Tala is a mobile technology and data science company that is working to deliver financial access, choice and control to underserved people around the world. Tala’s smartphone app instantly evaluates customers for credit using only the data on their devices and delivers customized loans in minutes.
Tala, formerly known as InVenture, is backed by IVP, Ribbit Capital, Lowercase Capital, Data Collective, Collaborative Fund and other leading venture and impact investors. In 2016, Fast Company ranked Tala, formerly known as InVenture, as one of its top 10 companies in Money, and Forbes named Tala as one of the top 50 FinTech companies in the world.
Jul 10, 2018
Full time
Tala’s India office is looking for a detail-oriented and dynamic accountant with experience working in a rapidly growing, hands-on, start-up environment. This position requires excellent communication, an ability to think critically and creatively, attention to detail and a team-oriented attitude. The responsibilities of the role are as follows
Responsibilities:
Assist Controller with all aspects of Tala’s accounting department which includes, but is not limited to, the company's consolidated financial statements, general ledger, portfolio accounting, payroll, accounts payable, reconciliation of balance sheet accounts, budgeting, tax compliance, regulatory reporting and various special analyses or projects.
Maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting.
Responsible for ensuring compliance with all applicable laws, rules, and regulations.
Follow corporate policies and procedures such as invoice processing, cash management, and expense policies.
Manage internal practices, policies, and all accounting to ensure compliance within India
Implement or enhance processes to further streamline and enable more accurate and timely reporting.
Ensure accurate and timely production of all financial information.
Ad hoc projects as they arise - we are a start-up after all!
Requirements:
Bachelor's degree in Accounting, Finance or Related Field
5+ years experience in the accounting and finance sector
Public accounting experience - Big 4 preferred
Chartered Accountant
Experience working with IFRS reporting
Conscientious about timeliness of assignments and quality of work product
Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner
Able to handle multiple tasks and maintain control and order over same
Exceptional work ethic
Preferred Requirements:
Experience with Netsuite
Experience working in consumer finance
Experience working with Banks, NBFCs, RBI, other financial regulators
Experience working with US GAAP
Experience working with global companies
About Tala:
Tala is a mobile technology and data science company that is working to deliver financial access, choice and control to underserved people around the world. Tala’s smartphone app instantly evaluates customers for credit using only the data on their devices and delivers customized loans in minutes.
Tala, formerly known as InVenture, is backed by IVP, Ribbit Capital, Lowercase Capital, Data Collective, Collaborative Fund and other leading venture and impact investors. In 2016, Fast Company ranked Tala, formerly known as InVenture, as one of its top 10 companies in Money, and Forbes named Tala as one of the top 50 FinTech companies in the world.
Gusto is seeking a business development account manager in our SF office to help drive growth of Gusto’s indirect channel through our relationships with key strategic partners. He/She will be responsible for significantly growing our revenue in partnership with industry leading small business solution providers within various verticals including banking, point of sale, accounting, and practice management. You will be the main point of contact with partners, create and execute go-to-market efforts, and coordinate internal teams to drive the success of the partnership.
Here’s what you’ll do day-to-day:
Build relationships with our ecosystem and distribution partners with a focus on activating relationships to bring more leads/customers to Gusto. Your primary focus is to materially increase the productivity of these relationships.
Serve as the primary point of contact for your portfolio of partners, have biweekly check-ins, quarterly business reviews, and a roadmap of activities, campaigns, and experiments that will drive the partnership forward.
Identify and execute go-to-market opportunities with top partners and partner internally with relevant teams to launch various activities; sales enablement, content collaboration, events, further product integrations, etc.
Understand the needs of joint customers, build compelling joint customer case studies, and use data to showcase usefulness of integrations.
Ensure that our joint customers are happy with our integration (as measured by NPS, support issues) and that we are reflected in a positive way through partner review sites and other channels.
Closely monitor success of partnerships across key metrics and report to partners on a monthly basis.
Here’s what we’re looking for:
5+ years of experience in business development, sales, customer success, or management consulting.
A strategic mindset: Ability to think strategically, crisply synthesizing market research and competitive intelligence and turning that into a winning go-to-market strategy
An amazing communicator: Excellent communicator internally and externally
A fan of speed: Ability to successfully operate in a fast paced dynamic environment experiencing growth and expansion
Based in SF, 15% domestic travel.
About Gusto
Our customers come from all walks of life and so do we. We hire people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.
Gusto’s mission is to create a world where work empowers a better life. By making complicated, impersonal business tasks simple and personal, Gusto is reimagining HR, payroll, and benefits for over 60,000 companies nationwide. Gusto has offices in San Francisco and Denver and the company’s investors include Google Capital, General Catalyst, Kleiner Perkins Caufield & Byers, as well as the founders of Instagram, Stripe, Nest, PayPal, Yelp, Dropbox, and Eventbrite, among others.
Jul 06, 2018
Full time
Gusto is seeking a business development account manager in our SF office to help drive growth of Gusto’s indirect channel through our relationships with key strategic partners. He/She will be responsible for significantly growing our revenue in partnership with industry leading small business solution providers within various verticals including banking, point of sale, accounting, and practice management. You will be the main point of contact with partners, create and execute go-to-market efforts, and coordinate internal teams to drive the success of the partnership.
Here’s what you’ll do day-to-day:
Build relationships with our ecosystem and distribution partners with a focus on activating relationships to bring more leads/customers to Gusto. Your primary focus is to materially increase the productivity of these relationships.
Serve as the primary point of contact for your portfolio of partners, have biweekly check-ins, quarterly business reviews, and a roadmap of activities, campaigns, and experiments that will drive the partnership forward.
Identify and execute go-to-market opportunities with top partners and partner internally with relevant teams to launch various activities; sales enablement, content collaboration, events, further product integrations, etc.
Understand the needs of joint customers, build compelling joint customer case studies, and use data to showcase usefulness of integrations.
Ensure that our joint customers are happy with our integration (as measured by NPS, support issues) and that we are reflected in a positive way through partner review sites and other channels.
Closely monitor success of partnerships across key metrics and report to partners on a monthly basis.
Here’s what we’re looking for:
5+ years of experience in business development, sales, customer success, or management consulting.
A strategic mindset: Ability to think strategically, crisply synthesizing market research and competitive intelligence and turning that into a winning go-to-market strategy
An amazing communicator: Excellent communicator internally and externally
A fan of speed: Ability to successfully operate in a fast paced dynamic environment experiencing growth and expansion
Based in SF, 15% domestic travel.
About Gusto
Our customers come from all walks of life and so do we. We hire people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.
Gusto’s mission is to create a world where work empowers a better life. By making complicated, impersonal business tasks simple and personal, Gusto is reimagining HR, payroll, and benefits for over 60,000 companies nationwide. Gusto has offices in San Francisco and Denver and the company’s investors include Google Capital, General Catalyst, Kleiner Perkins Caufield & Byers, as well as the founders of Instagram, Stripe, Nest, PayPal, Yelp, Dropbox, and Eventbrite, among others.
Account management’s job is to ensure that all internal creative resources are utilized efficiently and effectively to produce work that meets the high standards of the creative team and expectations of internal partners. To carry out this responsibility, the primary function of an account manager is to oversee key projects and own the day-to-day relationship between the creative team and its stakeholders. Core Competencies: A creative account manager must have strategic understanding of all disciplines of marketing, creative, and media as well as Credit Karma’s products and competitive landscape. They must demonstrate a high-level understanding of marketing principles across all media including TV, online video, social, radio, email, and digital.
Specific Requirements: Account management is accountable for the following:
Building and maintaining strong relationships with creative team leads, product marketing, and performance marketing.
Working with all departments in the development of strategically sound, integrated marketing communications plans that are built on what we know about our 80MM users.
Overseeing all stages of project planning, creative executions, and deployment to ensure the highest level of quality.
Providing leadership within the creative team by reviewing all creative work to ensure it’s on brief and meets business objectives.
Maintaining and nurturing business relationships across key areas of Credit Karma, which includes initiating/ fostering strategic discussions with partners to develop a strong relationship with key contacts.
Reviewing all briefs, media, planning/research, and other work to assure it meets our standard.
Acting as a sounding board for new ideas, solutions, and opportunities.
Setting up creative review meetings, establishing the agenda, running the meeting, and sending recaps.
Background:
5-7 years in an account management role at an agency or as an internal creative client.
Experience working closely with production to set up and manage shoots.
Skillful at managing clients and sifting through feedback to find the issues that matter.
Solid presentation skills.
Lifecycle marketing experience in email, digital, and social is a huge plus.
Jul 03, 2018
Full time
Account management’s job is to ensure that all internal creative resources are utilized efficiently and effectively to produce work that meets the high standards of the creative team and expectations of internal partners. To carry out this responsibility, the primary function of an account manager is to oversee key projects and own the day-to-day relationship between the creative team and its stakeholders. Core Competencies: A creative account manager must have strategic understanding of all disciplines of marketing, creative, and media as well as Credit Karma’s products and competitive landscape. They must demonstrate a high-level understanding of marketing principles across all media including TV, online video, social, radio, email, and digital.
Specific Requirements: Account management is accountable for the following:
Building and maintaining strong relationships with creative team leads, product marketing, and performance marketing.
Working with all departments in the development of strategically sound, integrated marketing communications plans that are built on what we know about our 80MM users.
Overseeing all stages of project planning, creative executions, and deployment to ensure the highest level of quality.
Providing leadership within the creative team by reviewing all creative work to ensure it’s on brief and meets business objectives.
Maintaining and nurturing business relationships across key areas of Credit Karma, which includes initiating/ fostering strategic discussions with partners to develop a strong relationship with key contacts.
Reviewing all briefs, media, planning/research, and other work to assure it meets our standard.
Acting as a sounding board for new ideas, solutions, and opportunities.
Setting up creative review meetings, establishing the agenda, running the meeting, and sending recaps.
Background:
5-7 years in an account management role at an agency or as an internal creative client.
Experience working closely with production to set up and manage shoots.
Skillful at managing clients and sifting through feedback to find the issues that matter.
Solid presentation skills.
Lifecycle marketing experience in email, digital, and social is a huge plus.
Coinbase is looking for an Accounting Manager who will be responsible for the accounting and financial reporting for a variety of corporate and general ledger activities. Improving processes and reporting and managing our close processes are the main responsibilities of this role.
Responsibilities
Design and implementing monthly close processes and related controls and training incoming team members to execute in accordance with internal policies
Understand the business and reporting requirements and suggesting updates to the chart of accounts
Perform and review monthly close and prepare related BOD and investor decks as well as perform ad hoc analysis
Build, review and reconcile schedules and reporting relevant to period end and audit preparation
Manage Staff Accountant, supervise AP processing and review and book accruals
Partner with other departments to help implement and update budgets and discuss variance analysis results
Support external auditors and prep and review schedules, samples and other deliverables in accordance with auditing standards
Requirements
4+ years of relevant accounting experience, CPA
Public accounting, Big 4 and private industry experience
Progressive experience in consolidations, multi-currency accounting, lease accounting and high growth industry
Preferred
Accounting team building and payments related startup experience.
Reporting experience and data proficiency (SQL/Looker) a big plus.
ERP implementation (e.g. NetSuite) and control environment design and implementation
Jun 27, 2018
Full time
Coinbase is looking for an Accounting Manager who will be responsible for the accounting and financial reporting for a variety of corporate and general ledger activities. Improving processes and reporting and managing our close processes are the main responsibilities of this role.
Responsibilities
Design and implementing monthly close processes and related controls and training incoming team members to execute in accordance with internal policies
Understand the business and reporting requirements and suggesting updates to the chart of accounts
Perform and review monthly close and prepare related BOD and investor decks as well as perform ad hoc analysis
Build, review and reconcile schedules and reporting relevant to period end and audit preparation
Manage Staff Accountant, supervise AP processing and review and book accruals
Partner with other departments to help implement and update budgets and discuss variance analysis results
Support external auditors and prep and review schedules, samples and other deliverables in accordance with auditing standards
Requirements
4+ years of relevant accounting experience, CPA
Public accounting, Big 4 and private industry experience
Progressive experience in consolidations, multi-currency accounting, lease accounting and high growth industry
Preferred
Accounting team building and payments related startup experience.
Reporting experience and data proficiency (SQL/Looker) a big plus.
ERP implementation (e.g. NetSuite) and control environment design and implementation
Job description
Chainalysis builds trust in blockchains between people, businesses, and governments. Our Blockchain Intelligence Platform powers our compliance and investigation software for the world’s top institutions. With offices in NY, D.C., and Copenhagen, Chainalysis is global and backed by Benchmark and other leading names in venture capital.
The Director of Account Management will be responsible for expansion revenue across multiple client types and verticals. You will design, implement and leverage best-in-class account management practices, for yourself as a player and across our global team as a coach. You’re a self-motivated leader with high EQ and a passion for developing relationships. You’re energized about working in a fast-paced, collaborative culture where intellectual rigor and insatiable curiosity is rewarded. Complexity intrigues you and being a thought leader excites you.
This position will be based out of New York.
Responsibilities:
Lead and manage client relationships, including on-site collaboration, quarterly business reviews and executive briefings
Become expert in Chainalysis’ AML compliance and investigation solutions across all customer types
Maintain a holistic and technical understanding of all Chainalysis products and how they enable our clients to mitigate regulatory, AML and KYC risks
Increase customer satisfaction by conducting regular check-in calls for tactical items and perform quarterly business reviews for strategic reviews
Develop and manage client relationships through consistent communication, discovery of client needs and education
Develop and execute Strategic Account Plan(s) for named accounts
Hire a team of global account managers that will be ambassadors for the Chainalysis brand and provide value in every interaction with our clients.
Manage through coaching, mentoring, and directing overall workflow for team members.
Coach individual team members on pipeline opportunity management and optimal service delivery within existing clients
Propose plans to define geographic focuses, targeted accounts and/or tiering
Create and implement client referral program
Identify needs for new offerings based on client feedback
Requirements
Bachelor's degree or equivalent practical experience
7-10 years of experience in enterprise or SaaS sales roles
3-5 years of management experience in client services or account management
Proven track record of consistent quota achievement
Extensive experience closing expansion deals in the $100K to $1M+ ARR range
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Jun 21, 2018
Full time
Job description
Chainalysis builds trust in blockchains between people, businesses, and governments. Our Blockchain Intelligence Platform powers our compliance and investigation software for the world’s top institutions. With offices in NY, D.C., and Copenhagen, Chainalysis is global and backed by Benchmark and other leading names in venture capital.
The Director of Account Management will be responsible for expansion revenue across multiple client types and verticals. You will design, implement and leverage best-in-class account management practices, for yourself as a player and across our global team as a coach. You’re a self-motivated leader with high EQ and a passion for developing relationships. You’re energized about working in a fast-paced, collaborative culture where intellectual rigor and insatiable curiosity is rewarded. Complexity intrigues you and being a thought leader excites you.
This position will be based out of New York.
Responsibilities:
Lead and manage client relationships, including on-site collaboration, quarterly business reviews and executive briefings
Become expert in Chainalysis’ AML compliance and investigation solutions across all customer types
Maintain a holistic and technical understanding of all Chainalysis products and how they enable our clients to mitigate regulatory, AML and KYC risks
Increase customer satisfaction by conducting regular check-in calls for tactical items and perform quarterly business reviews for strategic reviews
Develop and manage client relationships through consistent communication, discovery of client needs and education
Develop and execute Strategic Account Plan(s) for named accounts
Hire a team of global account managers that will be ambassadors for the Chainalysis brand and provide value in every interaction with our clients.
Manage through coaching, mentoring, and directing overall workflow for team members.
Coach individual team members on pipeline opportunity management and optimal service delivery within existing clients
Propose plans to define geographic focuses, targeted accounts and/or tiering
Create and implement client referral program
Identify needs for new offerings based on client feedback
Requirements
Bachelor's degree or equivalent practical experience
7-10 years of experience in enterprise or SaaS sales roles
3-5 years of management experience in client services or account management
Proven track record of consistent quota achievement
Extensive experience closing expansion deals in the $100K to $1M+ ARR range
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.