Senior Business Operations Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeFinancial Full time $85,000 - $105,000

As a key player in the digital financial management and business operations space, our organization helps law firms optimize profitability through enhanced operational efficiency and increased visibility. Our cutting-edge solutions drive success for firms globally by streamlining finance and accounting operations, including billing, invoicing, payments, and financial reporting.

The Financial Application Specialist is responsible for providing technical consultative application support for our flagship product in a project-based environment. This role may involve cross-training or involvement in other product offerings over time.

Main Responsibilities:

  • Pull service request tickets from phone queues and online customer portals. Intake and document the challenge, expectations of resolution, steps to reproduce, and necessary logs, attachments.
  • Record all information regarding challenges using case management systems.
  • Use remote access utilities and other resources to replicate customer challenges.
  • Leverage internal knowledge base resources, peer knowledge, and documentation for known solutions.
  • Isolate causes and take restorative actions while minimizing disruption to the customer's business operation.
  • Provide timely and effective status updates throughout the life of the service request until resolution.
  • Communicate and recommend complex business processes, procedures, and diverse information to resolve customer issues and potential future preventative actions.
  • Maintain appropriate dashboard management, including volume of active service requests and aging specifications of open service requests.
  • Provide high levels of soft skills in communication with customers and internal peers. Act with an appropriate sense of urgency and follow up to ensure issues are resolved to satisfaction and develop a rapport through successful personal interactions.
  • Collaborate and interact with teams, departments, and interdepartmental peers to resolve customer issues effectively and timely. Participate in team and escalation meetings and contribute suggestions and solutions to increase effectiveness. Actively seek and apply knowledge gained from colleagues and other resources and proactively share knowledge with others.
  • Acquire and maintain expertise of our software products and application suites and operating platforms and how customers can utilize and/or adapt software to effectively manage their business both financially and operationally. Complete application boot camps and continuing education as necessary. Develop and demonstrate SQL skills to a proficient level for the role.
  • Remain flexible to accommodate for an ever-changing landscape of hosted software.
  • Help clients use software to adhere to accounting best practices, including month-end and year-end balancing.
  • Conduct remote troubleshooting and complex financial data mining on client systems through extensive use of SQL Management Studio, backend logs, front-end testing, research, and liaison with development teams.

Requirements:

  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively as part of a team.
  • Proficient in SQL and ability to learn new technologies quickly.
  • Flexibility and adaptability in a fast-paced environment.
  • Knowledge of financial management and business operations principles.

What We Offer:

  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.
  • A competitive compensation package.
  • Opportunities for growth and advancement within the organization.

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