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Experience in a support or account management role in the financial services industry. Work alongside Customer Success Managers to proactively drive product adoption and education in the onboarding and re-engagement process.
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Demanding global companies such as Whirlpool, Ford, GE Healthcare, Nespresso, Allianz, and Miele, build their vision-enhanced workflows for healthcare, field service, customer experience, insurance, and financial services use-cases on SightCall’s Visual Engagement Platform.
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Minimum of 8-10 years work experience in one or more of the following: Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.
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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
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Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
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As a Customer Success Associate, you will be responsible for managing the audit process; ensuring accuracy, automation and continuous improvement to meet client’s key performance indicators.
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Leading core Accounting areas including Performance Management (executive dashboards management reporting, planning, budgeting & forecasting, analytics & decision support); Record-to-Report (financial close, consolidation, financial reporting, Fixed Assets, Inventory, Payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and, Procure-to-Pay (procurement, accounts payable, invoicing.
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Demonstrating knowledge and success in the integration of CLM solutions such as Icertis, Agiloft, Coupa, Conga/Apttus, Docusign or Ariba, with other related systems utilizing REST APIs, Azure Service Bus or SFTP.
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The SAP Project Manager performs an integral role within our Corporate Controlling organization transforming our financial reporting, planning and analysis (Controlling) process landscape and systems and be a key success factor on our "Growing Green" journey.
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Solve problems promptly and efficiently by marshaling the required Apptio resources and leading the collective team to enable customer success. Experience in selling SaaS solutions, business/financial applications, or BI solutions is a plus.
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Forecast business accurately and close both new and renewal revenue opportunities for Apptio's Technology Business Management SaaS offering. Be passionate about ensuring a customer realizes significant value with Apptio.
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4 years of Anti-Money Laundering (AML) experience within the financial services industry. At least 1 year of Anti-Money Laundering experience within financial services. Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
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This role falls within the Financial Systems Enablement tower withing Global Business Services (GBS). Following a hybrid work schedule out of our global headquarters in downtown Chicago, the Financial Systems Manager will be responsible for supporting the deployment of our Oracle Enterprise Planning and budgeting cloud solution in close collaboration with internal stakeholders and external (off-shore) support.
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The Strategy and Business Analytics Experienced Consultant will work along Transaction Services advisors/architects (Data Engineering and Analytics, Cloud, Cyber, Software Engineering, infrastructure) and executive client stakeholders to support assessment solutions and tech advisory across a variety of industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services.
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Certificates or Licenses:[Preferred] Project Management Professional (PMP), Certified Financial Services Auditor (CFSA), Certification in Risk Management Assurance (CRMA), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or equivalent.
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saas financial services customer success jobs Title: account manager in Chicago, IL
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