Skip to main content

Operations Associate - Acorns

Acorns is seeking a Financial Operations Associate to play a key role in the daily management and execution of our investment product operations, ensuring accuracy and efficiency in cash and security transfers, while maintaining meticulous documentation and compliance. Acorns is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA. Job Overview Job Types: Part-time, Full-time Workspace: Work from home Location: Remote  Salary: (USD) $36 an hour Employer: Acorns Responsibilities You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers. Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products. Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances. Gather essential data points from ...
Post a Comment

Customer Support / Success Executive - MCA Connect

The Client Success Executive role is responsible for driving client success, achieving trusted advisor status with client executives and growing revenue for their assigned portfolio of accounts.  

They will be responsible for expanding existing services opportunities and the development of new cross-sell engagements.  The Client Success Executive will also serve as the central coordinator and liaison for interactions between MCA Connect and the client after an implementation project has been awarded.

In addition, the Client Success Executive will serve as an escalation point for the client beyond the Project Manager and for the MCA Connect Project Manager or Delivery Director.  The Client Success Executive function is primarily a non-billable role, however, it is expected that some consulting and project management related activities carried out by the Client Success Executive will be billable. 

Job Overview

  • Job Types: Part-time, Full-time
  • Workspace: Work from home
  • Location: Remote (Global)
  • Salary: Competitive Pay
  • Employer: MCA Connect

Responsibilities

Account Management 

  • Work with the client and the MCA Connect implementation team pre-engagement to establish project satisfaction criteria and also quantify project ROI metrics. 

  • Measure success achievement with the client during and post implementation. 

  • Collaborate with internal marketing to create case studies and seek customer testimonials after go-live. 

  • Perform quarterly or semi-annual business reviews with the clients to assess project ROI and advise on ways to continue improving business operations efficiency and effectiveness through MCA Connect’s service and product lines. 

  • Bi-Weekly calls with clients to address open issues, work requests, etc. 

  • Execute Client Satisfaction Surveys 

  • Meet monthly with the MCA Connect Executive Sponsor to provide account updates and to plan/strategize on next actions. 

  • Participate in periodic calls with the Managed Services team to assess status of issues/cases associated with assigned accounts. 

  • Develop an annual business plan for each portfolio client and execute against that plan while also adjusting based on client requirements 

  • Perform internal Quarterly Business Reviews with progress against the annual plan 

  • Prospecting & Opportunity Management 

    • Identify opportunities for additional products and services with assigned accounts and work with field sales (where applicable/mandated) and pre-sales team to prepare, deliver, and close scopes of work. 

    • Coordinate with Service Line Managers and Subject Matter Experts to collectively engage with designated clients. 

    • Participate or lead (when Client Success Executive is primary seller) in transitioning sold projects to the MCA Connect Project Team. 

    • Work with the MCA Connect Marketing team to establish aligned value add communications via newsletters, blogs, and events. 

    • Work with the MCA Connect Sales Leadership Team to review opportunities, set opportunity strategy, and update resource forecast. 

    • Ensure the internal CRM system is kept up to date and accurate across account, contact,lead, opportunity and project data. 

    Channel Management 

    • Meet with Microsoft Dynamics 365 SSPs, AE, TSs, Sales Managers, etc. whenever possible, to enhance our relationships with Microsoft and generate new business opportunities.   

    Project/Engagement Management 

    • Work in concert with your client Project Manager to take ownership of a section of the project reporting, steering committee presentations etc... 

    • Participate in status review meetings for active projects with Project Manager and client. 

    • Review Change Orders Requests 

    • Monthly review of customer EVAs and Account Receivable. 

Requirements

  • Bachelor’s degree or equivalent combination of education and experience 

  • Minimum of 5 years of experience with sales or consulting in client facing business applications service delivery roles 

  • Minimum 2 years of experience in business development 

  • Strong track record of delivering value in a customer environment while generating profit 

  • Strong presentation, communication and negotiation skills 

  • Experience in the IT industry and IT consulting, specifically in software implementation and Project Management with Microsoft Dynamics 365 Finance and Operations (ERP) and CRM required 

  • Proven client engagement capability 

  • Ability to translate strategic direction into tactical deliverables 

  • Strong communication and interpersonal skills 

  • Ability to travel up to 50%

APPLY FOR THIS POSITION

Comments

Post a Comment

We welcome respectful and relevant comments. Please avoid spam, offensive language, or self-promotion. Comments are moderated before publishing.

Popular posts from this blog

Virtual Administrative Assistant at Auxo Business Services (Part-Time Contract)

Company: Auxo Business Services Position: Virtual Administrative Assistant Job Type: Part-Time / Contract Location: Remote (Work from anywhere) Pay: $20–$25 per hour Why This Role Matters Auxo Business Services is looking for a detail-oriented Virtual Administrative Assistant to join its team on a part-time, contract basis. This flexible, remote role is perfect for individuals seeking supplemental income while leveraging their administrative skills home-based. With duties ranging from email management to calendar coordination, you'll play an essential role in supporting professionals and ensuring operations run smoothly. Since it’s a contracted, remote position, you'll have the flexibility to structure your work around your own life—this makes it especially appealing for anyone balancing multiple commitments or looking for part-time work with consistent pay. Job Snapshot at a Glance Feature                     Details Job Title: Vi...
Post a Comment
Read more

Customer Care Associate - Greenway Health

Bring your best and truest self. We celebrate what makes us different and what brings us all together. At Greenway Health, we are committed to an inclusive environment and a culture of belonging as we pursue our purpose of healthier communities, successful providers, and empowered patients. We are united in our goal to build the future of healthcare technology. Join us. Customer Care Associates will be responsible for all aspects of the patient billing processes, including responding to patient inquiries and having vast knowledge of the patient statements and collections process. This position requires excellent customer service skills along with good verbal and written communication skills.  Shift:1pm - 10pm EST. Job Overview Job Types: Part-time, Full-time Work Setting: Work from home Location: Remote (Worldwide) Salary: Competitive Compensation Employer: Greenaway Health Responsibilities Answer inbound patient calls Return patient calls daily and assist them with their questions...
3 comments
Read more

Virtual Assistant -WFH at Online River

As an Administrative Assistant you'll: Assist with scheduling for executives and other staff as necessary; Assist finance director with reports, collecting data, etc; Manage and post job-ads across internal and external platforms; Serve as the primary point of contact and manage relationships with building management and vendors; Negotiate and manage vendor contracts Key Responsibilities Answer and direct phone calls, emails, and other inquiries. Organize and schedule appointments and meetings. Maintain contact lists, files, and records. Prepare reports, presentations, and memos. Assist in the preparation of regularly scheduled reports. Order office supplies and maintain inventory. Liaise with executive and senior administrative assistants to handle requests and queries from senior managers. Assist with various administrative tasks such as data entry, proofreading, and project coordination. Skills, Knowledge and Expertise 2 to three years experience as an Administrative Assistant o...
Post a Comment
Read more