Offering Manager & Client Administrator
Core
Secure customer operational stability and improve service level satisfaction by supporting Key Account Managers and Sales Managers with client-facing operations, billing, and administrative tasks.
Role type
Client-facing operations and billing specialist
Builds
Client service stability and accurate financial reporting
Domain
Financial services / Wealth management technology
Deliverable
client delivery
Required skills
Client relationship management, financial and billing administration, invoicing coordination, data integrity management, presentation preparation, team onboarding support
Preferred skills
Multitasking in fast-paced environments, cross-functional collaboration, complex situation handling, workload management
Technologies
Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Support Sales team in preparing and processing offers, act as main point of contact for clients on financial and billing matters, maintain accurate records of annual recurring fees and ensure timely invoicing, coordinate client and partner invoicing with Finance teams, assist in preparing presentations and documentation for client meetings, ensure data accuracy in management reporting systems, manage team documentation and support onboarding of new members
Seniority
Mid-level, hands-on IC
