About InfinitO: As a top Business Process Optimization solutions provider we partner with the worlds fastestgrowing companies in Financial Services Healthcare and Technology offering datadriven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now with a worldclass Net Promoter Score of 71 delivering powerful technology and highperformance teams within our highly engaged and agile culture.
Key Responsibilities:
Configuring web forms based on the property formatted PDF document via
customized excel template.
Data mapping and configuration to synchronize the overall workflow.
Quality testing to ensure customers and their investors experience a bug free
environment.
Working with the Manager Delegate Solutions to build out and execute an ongoing
quality assurance testing (QA) program designed to ensure custom tailored
solutions are working as planned prior to customer go live.
Working with the Manager Delegate Solutions to track and document common
support requests in order to build a living library of FAQ documents that will be used
to inform the customer better and its users/investors.
Working with the Manager Delegate Solutions and Director of Operations to build
out documentation related to the customer onboarding process.
Establishing timelines and best practice for the onboarding process.
Organizing and tracking progress through Airtable or other tools in order to ensure
deadlines and priorities are properly tracked and met.
Building documentation that can be shared with customers to expectations set for
the duration of the onboarding process and overall relationship.
Working with the Director of Operations to document workflows and training
materials related to scope of role expansion.
Requirements
Requirements:
Bachelors Degree or Equivalent in Computer Science or Finance related field
At least 3 years of relevant work experience
Prior experience with process documentation
High degree of attention to detail
Strong written and verbal communication skills
Proficiency in MS Office applications (especially Excel)
Experience or familiarity with Bash scripting Git Github JSON
Investment Industry experience is a plus
Experience with team expansion and product management is a plus
Requirements: Bachelor's Degree or Equivalent in Computer Science or Finance related field At least 3 years of relevant work experience Prior experience with process documentation High degree of attention to detail Strong written and verbal communication skills Proficiency in MS Office applications (especially Excel) Experience or familiarity with Bash scripting, Git, Github, JSON Investment Industry experience is a plus Experience with team expansion and product management is a plus