Fund Admin Renewals Associate
Fund Admin Renewals Associate
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Fund Admin Renewals Associate
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:
Support Renewal Pipeline Review for assigned Account Directors when they populate
Accurately identify contracts which require renewals; review and interpret conditions required for renewal
Leverage our internal tools to ensure critical fields in client engagement letters are accurate: entity names web names Salesforce opportunities products and product quantities
Update scoping details on entity records to match client requirements
Collaborate with Account Directors and Deal Desk teams to organize the correct documentation and problemsolve missing or incorrect information
Raise opportunities for upsell to Growth AE
7% annual increase eligibility
FA rescope notes
Requirements
Job Requirements and Credentials:
You have experience working with tools (familiarity with Salesforce is a must) and have showcased the ability to learn new tools quickly
You have experience working with contracts
You are comfortable with data and various fields
You communicate effectively and are able to multitask to meet multiple deadlines
You have the ability to work crossfunctionally with teams
You have the ability to deal with uncertainties and ambiguous situations
College degree in Finance, Accounting or related field of study 3-6 years of work experience; Investment Management Accounting experience Microsoft Office: Word and Excel are a must - required Experience in Geneva and Black Mountain Systems is preferred
Employment Type
Full Time
