Customer Queries Jobs in Bengaluru

Senior AR Associate Category: Executive | Type: Full-Time | Location: Bangalore Job Overview We are seeking a Senior AR Associate with strong expertise in Accounts Receivable (AR) and denial management. The ideal candidate will handle complex AR scenarios, ensure timely resolution of claims, and maintain high-quality standards while working closely with clients and insurance companies. Key Responsibilities Claims Resolution: Contact insurance companies to clarify denials, underpayments, and other claim-related issues. AR Management: Manage multiple denials, appeals, AR follow-ups, and refiling to ensure timely resolution. Performance Standards: Consistently meet high quality and productivity standards. Client Relations: Understand client requirements and absorb client-specific business rules and medical billing cycles. Communication: Maintain strong communication skills with a neutral accent for professional interactions. Collaboration: Work from the office and collaborate effectively with cross-functional teams. Skills & Competencies Expertise: Thorough knowledge of AR cycles, denial management, and appeals. Analytical Thinking: Strong problem-solving skills and high attention to detail. Adaptability: Ability to adapt to client-specific processes and maintain a proactive work approach. Communication: Excellent verbal and written communication skills.

Position: Customer Support Associate - Escalation Specialist Location: Bengaluru Department: Customer Operations Job Type: Full-Time About Laundryheap: Laundryheap is an award-winning, industry-leading startup revolutionizing the laundry and dry cleaning service. We offer fast and reliable service, collecting, cleaning, and delivering items within 24 hours, making us one of the quickest services in the industry. With our headquarters in the UK and operations in 14 international markets, we are rapidly expanding across Europe, Asia, and North America. As we continue to grow, we are looking for an Escalation Specialist to join our dynamic Customer Operations team in Bengaluru. This is an exciting opportunity to make a real impact by turning challenging customer experiences into positive resolutions. The Role: As part of our Escalations team, you will be the voice that handles escalated or complex customer queries. Your ability to manage customer issues, such as claims and refunds, will play a key role in maintaining customer satisfaction and loyalty. You will work across multiple time zones to support our global customer base. This role requires someone who is energetic, detail-oriented, and adaptable to work in rotating shifts. If you thrive in a fast-paced, customer-centric environment and are ready to take ownership of challenging customer situations, this is the role for you. Key Responsibilities: Investigate & Resolve Complex Queries: Manage escalated customer issues (e.g., claims, refunds), thoroughly investigating and getting to the root cause to reduce future problems. Propose Fair, Customer-Centric Solutions: Utilize creativity and problem-solving skills to offer fair and customer-focused solutions, all while adhering to company policies and processes. Analyze Customer Trends: Share insights and highlight recurring issues or trends to improve overall customer journeys and internal processes. Collaborate Across Teams: Build strong relationships with colleagues across the Operations and wider business teams to ensure consistent service delivery. Deliver Timely Outcomes: Ensure fair and timely outcomes for customers while maintaining Laundryheap s brand reputation. Meet KPIs: Consistently meet and exceed key performance indicators (KPIs) that drive business results and improve customer experience. What We re Looking For: Excellent English Communication Skills: Strong written and spoken communication skills with an ability to interact clearly and professionally with customers. Customer Service Experience: Prior experience in customer service or operations, ideally within e-commerce, consumer services, or fast-paced industries. Confident & Clear Communicator: Ability to handle challenging conversations with customers and write professional, clear, and empathetic responses. Strong Attention to Detail: Ability to focus on quality and speed, ensuring customer queries are resolved effectively. Problem Solver: A proactive approach to solving problems and finding innovative solutions, with a focus on improving processes for the future. Tech-Savvy: Comfortable using various tools and adapting quickly to new systems and processes. Adaptability: Ability to thrive in a dynamic, fast-paced environment and handle multiple tasks simultaneously. Prioritization Skills: Ability to prioritize tasks effectively and manage customer expectations. (Bonus) French Language Skills: Additional proficiency in French would be a plus. Location: Willingness to commute to our Bengaluru office (WeWork location). Global Exposure: Work with a rapidly growing global brand and gain exposure to international markets and complex customer operations. Collaborative Environment: Join a dynamic team where your ideas are valued, and you can actively contribute to how we improve and deliver customer support worldwide. Career Growth: Be part of a fast-growing company where opportunities for learning and professional development are abundant. Make an Impact: Directly contribute to shaping how we support and delight our customers across the world.

Collections Executive Location: Bengaluru Employment Type: Full-Time About Zolve Welcome to the financial frontier of limitless possibilities welcome to Zolve. We re not just a fintech; we re architects of a financial revolution that transcends borders. As the world s first cross-border neo-bank, Zolve empowers global citizens, migrants, and nomads to access credit and financial services in new countries using their home country credit scores. Our seamless financial products including checking accounts, credit cards, loans, remittances, and insurance help users achieve financial freedom and pursue their ambitions without geographical limits. As we expand into new geographies, product lines, and customer segments, we re looking for a Collections Executive to join our growing team. Role Overview As a Collections Executive at Zolve, you will play a vital role in recovering overdue payments for US-based credit card accounts. You ll engage directly with customers, apply strong negotiation skills, and ensure compliance with US regulations to resolve delinquent accounts efficiently and empathetically. Key Responsibilities Collections Management Manage a portfolio of delinquent US credit card accounts. Contact customers via phone, email, and other channels to recover overdue payments. Negotiate payment plans or settlements within company guidelines. Account & Data Management Maintain accurate and up-to-date records of collection activities and outcomes. Identify accounts requiring escalation or legal intervention and coordinate with relevant teams. Regulatory Compliance Conduct collection activities in strict accordance with US regulations, including the Fair Debt Collection Practices Act (FDCPA). Handle sensitive customer data responsibly and maintain data protection standards. Customer Service Respond professionally to customer queries and concerns related to their credit card accounts. Educate customers on repayment options and potential consequences of non-payment. Performance & Reporting Meet or exceed monthly collection targets and KPIs. Prepare and submit reports on collection progress, payment trends, and account status. Qualifications Education Bachelor s degree in Finance, Business, or a related field. Experience 3 to 6 years of experience in collections, preferably within consumer credit products such as credit cards, personal loans, education loans, auto loans, or home loans. Proven track record of developing and implementing effective debt recovery strategies to minimize losses. Technical Skills Strong knowledge of various collection techniques and debt recovery best practices. Familiarity with MS Office, data interpretation, and collection databases. Experience with alternate collection channels and tools. Soft Skills Excellent communication and interpersonal skills. Empathy and the ability to engage customers respectfully and professionally. Strong problem-solving and critical-thinking abilities. Be part of a mission-driven company redefining global finance. Work in a fast-growing startup environment with exciting challenges. Collaborate with passionate and diverse teams. Opportunity to make a real impact in a pioneering fintech company. Qualification : Bachelors degree in Finance, Business, or a related field

Position: Associate - Customer Success Employment Type: Full Time Department: Customer Success Location: Bengaluru About the Role: As an Associate in Customer Success, you will be the frontline point of contact, resolving customer queries promptly and ensuring an exceptional customer experience. You will manage inquiries via email, chat, and phone, adhering to company guidelines and SLAs to deliver timely and effective solutions. Key Responsibilities: Address and resolve customer queries across multiple channels (email, chat, phone) promptly and professionally. Maintain high standards of customer service to build trust and ensure satisfaction. Collaborate with business and internal teams to resolve complex issues and provide timely updates. Utilize available tools and resources to efficiently troubleshoot and resolve customer concerns. Stay informed about industry trends to continuously improve support processes. Develop strong relationships with customers and internal stakeholders to facilitate seamless communication and issue resolution. Analyze customer feedback to identify improvement opportunities and drive enhancements in service quality. Provide regular reports and insights on customer support metrics to senior management. What You ll Bring: 2-5 years of experience in customer support, preferably in fintech, email/chat processes, or escalation management (including L2 escalations). Strong verbal and written communication skills. Excellent problem-solving and analytical abilities to handle complex customer issues. Interpersonal skills to build trust and collaborate effectively across teams. Ability to work independently in a fast-paced environment while managing multiple priorities. Solid understanding of customer support industry dynamics and business acumen. Proficiency with customer support software and tools. Effective time management skills to meet SLAs and business goals. Preferred Qualifications: Experience within the FinTech sector or related background, with knowledge of fintech operations and solutions.

Position: Senior Test Engineer Location: Bangalore Education: B.E./B.Tech. in Electronics & Communication (EC) Experience: 4 to 10 Years Key Skills & Expertise Strong experience in testing, troubleshooting, and debugging complex PCBAs and electronic subsystems. Proficient in analyzing and working with FPGAs, processors, DDR memory, and ADC components. Skilled problem solver with the ability to think creatively and troubleshoot effectively. Hands-on experience with testing equipment such as oscilloscopes, spectrum analyzers, function generators, power meters, and other test instruments. Familiarity with programming tools and materials/component specifications. Excellent communication skills for customer interaction regarding queries and status updates. Proven team player with the ability to train and mentor junior engineers. Deep understanding of engineering principles and product design, with keen attention to detail. Job Responsibilities Test, troubleshoot, and debug complex PCBAs and electronic subsystems incorporating FPGAs, processors, DDRs, and ADCs. Analyze and comprehend complete test procedures and parameters; develop customized test procedures tailored to FPGA, processor, and ADC boards and subsystems. Lead qualification and environmental stress screening (ESS) tests, coordinating efforts with engineering teams and customers. Design and implement straightforward yet comprehensive quality-check processes to ensure optimal product performance. Collaborate with cross-functional teams to resolve issues and improve testing methodologies. Provide training and guidance to team members, fostering a culture of continuous learning and improvement. Qualification : B.E./B.Tech. in Electronics & Communication (EC)

Position: Area Sales Manager Location: Bangalore Experience Required: 5 6 Years Education: Graduate (Bachelor s Degree in any discipline) Role Overview: We are looking for a highly driven and experienced Area Sales Manager to lead sales operations in the Bangalore region. The ideal candidate will be responsible for developing and executing effective sales strategies, managing key accounts, driving revenue growth, and leading a team to meet regional targets. Key Responsibilities: Sales Strategy & Execution Develop and implement strategic sales plans to achieve targets within the assigned area Identify new business opportunities and expand market presence Analyze market trends, competitor activities, and customer needs to adjust strategies accordingly Team Management Lead, mentor, and manage a team of sales representatives Set performance goals, monitor achievements, and provide regular coaching and feedback Conduct training sessions to enhance team performance and product knowledge Client Relationship Management Build and maintain strong relationships with key customers, distributors, and partners Handle major client accounts and ensure high levels of customer satisfaction Address customer queries, concerns, and escalations promptly and professionally Sales Operations Track sales metrics and prepare reports on performance, forecasts, and KPIs Monitor inventory levels and coordinate with supply chain/logistics for timely product availability Ensure compliance with company policies, pricing structures, and sales processes Market Development Represent the company at industry events, trade shows, and conferences Work closely with the marketing team to drive regional promotions and brand visibility Key Skills & Requirements: 5 6 years of experience in field sales, preferably in a B2B or FMCG/retail environment Proven track record of achieving sales targets and managing a high-performing team Strong leadership, negotiation, and interpersonal skills Excellent communication and analytical abilities Ability to work independently and travel as needed within the region Qualification : Graduate (Bachelors Degree in any discipline)

Position: Assistant Manager Account Management Location: Bangalore Experience: 5 8 years Education: Any Graduate Experience Required: 5 8 years of total experience in the service industry, with a minimum of 3 years in people management and customer service roles. Role Purpose: To ensure seamless claims processing for customers by managing a team of helpdesk personnel, including implants, semi-implants, account managers, and the document pickup team. The role also ensures a high standard of customer satisfaction and process compliance. Key Responsibilities: Team Oversight & Operations: Ensure scheduled customer visits by team members are carried out as planned. Monitor daily activities and performance, especially volume of documents collected. Review customer queries and the quality of responses from team members. Support team in handling and resolving customer escalations. Reporting & Claims Coordination: Review team reports and take necessary actions, including claims coordination. Collaborate with the front-end team to ensure timely and accurate claim registration. Analyze claims data dumps and take corrective actions such as addressing IRs, reopening claims, or resolving dummy entries. People Management & Coaching: Conduct regular one-on-one reviews with team members to address concerns and streamline processes. Guide team through customer escalations and process complexities. Drive improvement based on low CSAT/DSAT scores by identifying and addressing process or communication gaps. Stakeholder Collaboration: Liaise with internal and external stakeholders to address client-specific needs, such as helpdesk support or wellness activities. Work closely with regional and cross-functional teams to deliver on client expectations. Continuous Improvement: Analyze customer feedback to drive service improvements. Identify opportunities to improve customer interactions, documentation processes, and service delivery. Key Outcomes for Success: High customer satisfaction (CSAT) Timely resolution of customer issues as per SLA Successful client renewals Skills & Competencies: Technical: Strong understanding of service processes and claims workflows Proficient in MS Office (Excel, Word, PowerPoint) Behavioral: Problem-solving mindset Strong active listening and communication skills Proven people management abilities Client-oriented with a focus on service excellence Qualification : Any Graduate

Job Title: Inside Sales Executive Location: Bengaluru Job Type: Onsite No. of Positions: 1 2 Joining: Immediate About EBSL Automat Pvt. Ltd. EBSL Automat is a leading provider of home automation and smart living solutions, delivering cutting-edge technologies that enhance comfort, security, and convenience. We are committed to innovation, customer satisfaction, and employee growth. Position Overview We are seeking a dynamic and proactive Inside Sales Executive to support our growing team. In this role, you will manage vendor relationships, negotiate product pricing, and develop tailored proposals to meet customer requirements. You'll play a key role in ensuring customer satisfaction and driving sales through effective coordination and communication. Key Responsibilities Build and maintain strong relationships with vendors and suppliers of home automation products. Obtain product specifications, quotations, and pricing details from vendors in a timely manner. Analyze quotations, negotiate favorable pricing and terms to maximize value and profitability. Collaborate with the sales team to understand customer needs and identify appropriate product solutions. Develop customized proposals based on specific customer requirements using vendor-provided data. Present proposals to customers, handle objections, and answer product-related queries. Follow up with customers to close deals and maintain strong post-sale relationships. Maintain accurate records of all vendor communications, proposals, and sales activities in the CRM. Stay informed about the latest trends, technologies, and product offerings in the home automation industry. Qualifications & Requirements Bachelor's degree in Business Administration, Marketing, Engineering, or related field preferred. Proven experience in inside sales, vendor management, or procurement preferably in home automation or technology sectors. Familiarity with CRM systems and proficiency in Microsoft Office tools (Word, Excel, Outlook). Knowledge of smart home technologies (e.g., KNX, Zigbee, Wi-Fi systems) is a strong advantage. Must-Have Skills Strong Communication: Clear and professional communication with customers, vendors, and internal teams. Negotiation: Skilled in negotiating pricing and agreements with vendors and handling customer concerns. Vendor Management: Capable of evaluating suppliers and ensuring timely, quality product deliveries. Customer Focus: Ability to understand and address specific client needs through tailored proposals. Attention to Detail: Accuracy in analyzing quotes, specifications, and pricing structures. Organization: Well-organized with the ability to manage multiple leads and maintain detailed records. Team Collaboration: Strong team player who can align with sales, marketing, and customer support. Problem Solving: Resourceful and proactive in overcoming challenges and identifying solutions. Good to Have Time management and lead follow-up capabilities. Resilience in handling objections and rejection in a competitive market. Market awareness to identify new sales opportunities and stay ahead of trends. Technical understanding of home automation hardware/software is a plus. Perks & Benefits Comprehensive benefits including health insurance, paid time off, and employee provident fund. Career growth opportunities within a fast-growing technology-driven company. Collaborative and inclusive team environment with a focus on innovation. Company Culture & Commitment At EBSL Automat, we are dedicated to building long-term partnerships with our employees. We expect a minimum commitment of 2 years, ensuring professional development and alignment with our organizational vision. The notice period is 2 months, supporting seamless transitions and planning. Apply Today If you're passionate about technology, sales, and building meaningful customer relationships in a rapidly growing industry, we invite you to join us and help shape the future of smart living. Qualification : Bachelor's degree in Business Administration, Marketing, Engineering, or related field preferred

Operations Executive Travel (CST Operations) Location: Bangalore, Karnataka Department: Travel Business Team Employment Type: Full-Time | On-site | Rotational Shifts About Paytm Paytm is India s leading digital payments and financial services platform. As a pioneer of the mobile QR revolution, our mission is to empower millions of Indians by integrating them into the formal economy through technology. With over 500 million users and 21 million merchants, we are redefining financial access and commerce in India. About the Team Our Travel Operations Team plays a vital role in ensuring superior customer experience and backend support for our growing B2C travel business. The team focuses on revenue and vendor management, driving efficiencies, and building profitable travel offerings. About the Role As an Operations Executive Travel, you will be responsible for delivering seamless backend support for our customers. You ll handle travel-related queries, process ticketing and refunds, and work across GDS and LCC airlines while ensuring a high level of customer satisfaction. Key Responsibilities Operate in a 24/6 rotational shift environment supporting domestic and international travel bookings. Manage backend operations via Freshdesk, phone, and internal systems. Handle ticketing, re-issuance, refunds, and escalations across GDS and LCC airlines. Provide high-quality resolution and travel guidance to customers. Maintain high customer satisfaction (CSAT) by resolving queries efficiently and professionally. Support and mentor junior team members when needed. Skills & Qualifications Excellent verbal and written communication skills. 0 1 year of experience in a travel agency or travel operations (freshers welcome). Familiarity with domestic and international travel booking systems is a plus. Proactive, adaptable, and willing to learn in a fast-paced environment. Strong tech proficiency for using internal tools, researching travel options, and process handling. Educational Qualification: MBA preferred. Be part of India s largest and fastest-growing digital ecosystem. Work in a dynamic, inclusive, and fun-first culture that values innovation and collaboration. Grow your career with exposure to top travel partners, tools, and training. Enjoy flexible work practices and a team-driven environment. Compensation & Perks We believe in rewarding talent and performance. As part of Paytm, you ll have access to growth opportunities, continuous learning, and the chance to create wealth by contributing to India s biggest fintech success story. Apply now to be part of the digital revolution in travel with Paytm!

Customer Success Engineer II Technical Support | Cloud & SaaS Location: Bangalore, India Job Type: Full-Time | Customer Success | Cloud Technology | Technical Support About Rubrik s Customer Support & Success Team Rubrik s Global Customer Support and Success Organization is committed to delivering an outstanding post-purchase experience. Our team of seasoned experts ensures smooth deployment, adoption, and continued usage of Rubrik s cloud data management and Zero Trust Data Security solutions. We handle complex technical support cases, guide customers through SaaS product adoption, and provide strategic consultation across a wide range of cloud platforms, data security tools, and enterprise IT ecosystems. Our engineers work closely with cross-functional teams, acting as trusted advisors and primary technical contacts, to maintain high standards of data protection, incident resolution, and customer success. About the Role We are looking for a highly skilled Customer Success Engineer II to join our fast-paced support team. In this role, you will provide enterprise-level technical support for Rubrik s data security solutions via phone, web, chat, and email. You will troubleshoot complex technical issues, support diverse cloud deployments, and deliver excellent service across hybrid infrastructure environments. Key Responsibilities Handle technical support tickets ranging from basic queries to advanced troubleshooting across cloud platforms and virtualized environments. Independently diagnose and resolve customer issues involving snapshots, replication, backup and recovery, data management, and infrastructure. Utilize cloud infrastructure knowledge to provide guidance and recommend best practices (AWS, Azure, GCP). Collaborate with internal teams such as Engineering and Escalations to resolve critical incidents. Deliver high-quality customer communication, ensuring transparency and issue resolution from start to finish. Author and contribute to technical documentation, including knowledge base articles, FAQs, and deployment guides. Continuously improve case resolution processes and provide insights into recurring issues. Analyze and report root causes; work with developers to file bugs and enhance product reliability. Share feedback and insights with product teams to drive platform improvements and enhance customer satisfaction. Support automation, DevOps, and microservices architecture as part of troubleshooting modern enterprise stacks. Required Skills & Experience 3+ years in a technical support, DevOps, or cloud infrastructure role supporting enterprise environments. Strong knowledge of VMware, Linux, Kubernetes, and cloud platforms like AWS, Azure, and Google Cloud Platform (GCP). Hands-on experience with Office 365 APIs, Microsoft SQL databases, scripting languages such as Python or Perl, and automation tools. Deep understanding of SaaS systems, cloud deployment models, and data protection principles. Demonstrated problem-solving skills with a passion for learning and adapting to new technologies. Ability to write clear technical documentation and communicate complex concepts to diverse audiences. Bachelor's degree in Computer Science, Information Technology, or related technical field. Preferred Qualifications Experience in supporting data backup and recovery, storage solutions, or cybersecurity tools. Exposure to Zero Trust Security models, data compliance standards, or incident management workflows. Strong collaboration skills with internal development, QA, and customer success teams. Previous experience contributing to internal knowledge systems or customer-facing documentation. At Rubrik, we are redefining data security and resilience. Our award-winning platform, Rubrik Security Cloud, powered by machine learning, protects enterprise, cloud, and SaaS environments from ransomware, cyber threats, and downtime. You ll work with passionate professionals who are dedicated to helping businesses secure their critical data and recover quickly in times of crisis.

Renewal Sales Specialist APAC | Cloud SaaS Renewals | Bangalore (EST Shift) Location: Bangalore, India Shift: 5:30 PM 2:30 AM IST Job Type: Full-Time | Renewals Sales | SaaS Account Management | Channel Sales About the Role Rubrik is hiring an experienced Renewal Sales Specialist to manage and drive renewals for existing customer accounts across the US and EMEA regions, based out of our Bangalore office. You will be responsible for owning a portfolio of renewals, ensuring on-time contract renewals, and maximizing recurring revenue growth. This position requires strong communication and collaboration with cross-functional teams including Account Executives, Renewal Operations, Channel Partners, Legal, Customer Success, and Finance to ensure smooth renewal processes and mitigate risks. What You ll Do Manage and meet quarterly renewal quotas and Annual Contract Value (ACV) targets for your book of business. Lead contract negotiations to secure incremental uplifts and favorable renewal terms. Maintain and review your renewal pipeline regularly using CRM tools like Salesforce. Conduct product usage reviews and coordinate with internal teams to address potential renewal risks. Generate and validate accurate renewal quotes at least 120 days prior to contract expiration. Proactively update renewal forecast and opportunity stages in CRM to reflect current pipeline status. Collaborate closely with Account Executives to identify and pursue upgrade and cross-sell opportunities. Consult with customers and partners to resolve renewal-related queries, leveraging internal resources as needed. Participate in product training and stay updated with company announcements and industry trends. Facilitate pipeline review and forecasting meetings with distributors and channel partners. Required Skills & Experience Minimum 2+ years experience in Renewals, Account Management, Sales, or Customer Success roles within SaaS or cloud software companies. Proven track record working with global customers across US, EMEA, and APAC markets. Knowledge of Cloud Data Management and Data Security solutions. Experience in working with Channel/Partner ecosystems is a strong advantage. Excellent verbal and written English communication skills. Bachelor s degree in any discipline. Ability to multitask, prioritize, and operate effectively in a fast-paced environment. Self-motivated, proactive, and capable of working independently or within teams. At Rubrik (NYSE: RBRK), our mission is to secure the world s data. Leveraging our innovative Zero Trust Data Security framework, we empower organizations to build resilience against cyber threats, operational disruptions, and insider risks. Powered by advanced machine learning, the Rubrik Security Cloud secures data across enterprise, cloud, and SaaS environments helping businesses maintain data integrity, availability, and rapid recovery when needed most. Join us and contribute to shaping the future of cloud data management and cybersecurity. Qualification : Bachelors degree in any discipline.

Senior Customer Success Engineer II Bangalore (EST Shift) Location: Bangalore, India Shift: EST Hours About Rubrik s Global Customer Support & Success Team Rubrik s Global Customer Support and Success Organization is dedicated to delivering a world-class post-purchase experience. Our team provides comprehensive post-deployment technical support across a diverse set of technologies and cloud environments. We ensure timely activation and adoption of Rubrik s SaaS products and technologies to deliver maximum value. As a vital member of this team, you will serve as a trusted advisor and key point of contact for customers and partners, working closely with cross-functional teams to ensure customer success. In a data-driven world, Rubrik s Customer Support Team is the backbone of data security strategies, leveraging deep technical expertise in data management, protection, and recovery to swiftly resolve complex issues while maintaining exceptional customer experience. Role Overview As a Senior Customer Success Engineer II, you will provide enterprise-level technical support to customers through multiple channels including phone, web, email, and chat. You will deliver effective solutions to technical and non-technical users while supporting a broad range of cloud and technology deployments. Key Responsibilities Manage and resolve technical support cases from basic queries to advanced troubleshooting involving complex issues. Analyze and isolate root causes using structured troubleshooting and problem analysis techniques. Independently diagnose and resolve problems within the customer s environment, escalating when necessary. Provide expert advice on cloud infrastructure services and best practices. Research, troubleshoot, and resolve escalated customer issues promptly and accurately. Ensure detailed documentation, recording, and closure of all cases. Collaborate with internal teams (escalations, engineering, etc.) to facilitate clear communication and resolution. Contribute technical content to Rubrik s Deployment Guides, Knowledge Base, and FAQs. Demonstrate strong case management skills to proactively resolve issues and maintain high customer satisfaction. Create technical designs and documentation related to cloud deployment architectures. Required Experience & Skills 8+ years of experience in enterprise technical support, DevOps, or related fields. Expertise in troubleshooting advanced issues such as snapshots, replication, data recovery, cloud deployments, networking, and VMware administration. Strong problem-solving skills with ability to work independently. Proficient knowledge of VMware, Linux, Kubernetes, Google Cloud Platform, AWS, Azure, Office 365 API, databases (preferably MS SQL), scripting languages (Python, Perl), automation, microservices architecture, SaaS systems, and cloud application management. Hands-on experience with cloud deployments and infrastructure. Ability and willingness to learn and adapt across a broad technology stack. Comfortable filing bugs and collaborating with engineering teams to reproduce and resolve issues. Bachelor s degree in Computer Science, Engineering, or a related field. Rubrik (NYSE: RBRK) is committed to securing the world s data with its industry-leading Zero Trust Data Security approach. Our Security Cloud, powered by machine learning, protects data across enterprises, clouds, and SaaS applications. We empower organizations to maintain data integrity, ensure availability during disruptions, continuously monitor risks, and quickly restore business operations in the event of cyberattacks or failures. Qualification : Bachelors degree in Computer Science, Engineering, or a related field.

Senior Renewal Sales Specialist I Bangalore (5:30 PM to 2:30 AM IST) Location: Bangalore, India Shift: 5:30 PM 2:30 AM (IST) About the Role Rubrik is seeking an experienced Senior Renewal Sales Specialist I to manage a renewal portfolio for existing customers across the US and EMEA regions. Based in Bangalore, you will be responsible for ensuring timely and successful contract renewals while collaborating closely with cross-functional teams including Account Executives, Renewal Operations, Channel, Legal, Customer Success, and Finance. This is a great opportunity for professionals with a background in sales, customer success, or account/channel management who want to join one of the fastest-growing SaaS companies specializing in cloud data management and security. What You ll Do Meet and exceed quarterly renewal quotas and Annual Contract Value (ACV) plans. Lead renewal negotiations and drive incremental uplift on contracts. Own, manage, and review your renewal pipeline regularly in CRM. Conduct product usage and account reviews to identify and mitigate renewal risks by collaborating with Sales, Support, and Customer Success teams. Review, validate, and deliver accurate renewal quotes to distributors 120 days prior to contract expiration. Proactively manage forecasting, renewal sentiment, and opportunity stage updates in CRM. Maintain pipeline hygiene for current and upcoming quarters with consistent monthly updates. Work closely with Account Executives on upgrade and renewal opportunities. Consult with partners and customers to resolve queries and challenges, leveraging internal teams as necessary. Stay updated with product phases, training, certifications, and company news. Conduct periodic pipeline reviews and forecast meetings with distributors and partners. Required Skills & Experience 5+ years of experience in Renewals, Account Management, Sales, or Customer Success within SaaS. Experience working with global customers across US, EMEA, and APAC regions. Familiarity with cloud data management and security solutions. Prior experience in channel or partner ecosystem management is a plus. Excellent English communication skills, both written and verbal. Bachelor s degree in any discipline. Strong multitasking and prioritization skills to manage multiple engagements in a fast-paced environment. Self-starter with the ability to work independently and as part of a team. Rubrik (NYSE: RBRK) is on a mission to secure the world s data. Using Zero Trust Data Security , we help organizations build resilience against cyberattacks, insider threats, and operational disruptions. Rubrik s Security Cloud, powered by machine learning, protects data across enterprise, cloud, and SaaS applications ensuring data integrity, availability, and rapid recovery in the face of adversity. Qualification : Bachelors degree in any discipline.

Join Firstsource Solutions and Make an Impact in Customer Service! At Firstsource Solutions, we specialize in providing Business Process Management (BPM) services that help clients stay ahead of the curve. We offer transformative solutions that optimize business processes, drive efficiency, and deliver superior outcomes. As trusted partners to over 100 global brands, we work across industries like Healthcare, Telecommunications & Media, and Banking, Financial Services & Insurance, with a global presence in the US, UK, Philippines, India, and Mexico. We are currently seeking a Customer Service Associate for the Query Management team. In this role, you will help deliver exceptional service, providing solutions and ensuring satisfaction for clients across multiple regions. Job Title: Associate / Sr Associate Query Management Job Type: Full-Time Grade: H2 Function/Department: Operations Reporting to: Team Leader Role Overview: As a Customer Service Associate, you will play a vital role in responding to customer inquiries, resolving issues, and ensuring a seamless customer experience across multiple channels such as phone, email, and chat. You will be a brand ambassador, helping maintain positive relationships with customers while providing the best service possible. Key Responsibilities: Customer Interaction: Respond promptly to customer inquiries via phone, email, and chat, providing accurate information and resolving issues effectively. Inquiry Resolution: Address customer concerns such as product/service inquiries, billing issues, and general queries, ensuring a smooth and efficient resolution. Empathy & Understanding: Demonstrate empathy when handling customer needs, ensuring every customer feels valued and heard. Proactive Follow-Up: Follow up with clients to confirm that their issues have been fully resolved and they are satisfied with the outcome. Escalation Management: Escalate complex issues to appropriate teams or supervisors for prompt resolution. SLA Adherence: Ensure timely responses and resolutions in accordance with Service Level Agreements (SLAs) and quality standards. Compliance & Confidentiality: Adhere to company policies and ensure customer information is handled according to data protection regulations. Problem-Solving: Analyze customer issues, identify root causes, and provide effective solutions. Cross-functional Collaboration: Work closely with other teams to resolve issues that require support across different functions. Product Knowledge: Stay informed about company products and services to deliver accurate and relevant information. Record-Keeping: Maintain detailed and accurate records of all customer interactions, documenting inquiries and resolutions. Communication: Ensure clear, professional communication with both customers and internal teams. Training & Development: Participate in training sessions to continually enhance your customer service skills and problem-solving capabilities. Feedback for Improvement: Provide valuable feedback on service processes and procedures to help improve overall efficiency and customer satisfaction. Expected Key Results: Customer Satisfaction (CSAT): Achieve high levels of customer satisfaction and Net Promoter Scores (NPS). Adherence to SLAs: Meet or exceed the service standards as outlined by SLAs. Regulatory Compliance: Ensure all customer interactions are in compliance with company policies and data protection regulations. Quality Scores: Consistently meet or exceed quality expectations in all customer service aspects. Process Metrics: Achieve set goals for process-specific performance metrics. Preferred Educational Qualifications: Graduate Freshers or Undergraduates with at least 2 years of relevant experience in customer service. Preferred Work Experience: Prior experience in customer service is preferred, especially in a fast-paced environment. Competencies & Skills: Communication Skills: Excellent English communication skills, both written and verbal. Proficiency in additional European languages is a plus. Customer Service Orientation: Strong dedication to providing exceptional service, maintaining a calm and composed demeanor in challenging situations. Technical Skills: Familiarity with customer service software, ticketing systems, and CRM tools is beneficial. Empathy: Ability to demonstrate patience and a genuine desire to assist customers. Adaptability: Capable of working in a fast-paced, dynamic environment and adapting to changing priorities. Flexibility: Willingness to work flexible hours, including weekends and holidays, to support a 24/7 customer service operation. Global Impact: Work with a company that serves Fortune 500 and FTSE 100 clients across multiple industries. Career Growth: Be part of a team that prioritizes continuous learning and career development. Dynamic Environment: Enjoy the opportunity to work in a fast-paced, customer-focused environment that values innovation and improvement. Inclusive Culture: Firstsource fosters a diverse and inclusive workplace where everyone has the chance to thrive and contribute their best.

Job Title: Customer Success Services - Oracle SaaS/HCM/Cloud Analyst - Lead Career Level: IC3 Position Overview: As a member of Oracle s Support organization, you will be responsible for providing post-sales support and solutions to Oracle customers. Your focus will be on resolving complex, non-technical customer inquiries, as well as providing technical troubleshooting for Oracle's Electronic Support Services. Acting as a primary point of contact for customers, you will manage customer relationships and offer assistance to internal Oracle teams regarding customer situations and escalated issues. Key Responsibilities: Customer Support: Act as the primary contact for Oracle customers, assisting them with complex technical and functional queries related to Oracle Fusion HCM products, including Core HR, Absence, Benefits, Extracts, HDL Loader, Workflow, BI Publisher, and Oracle Integration Cloud. Incident Management: Track, diagnose, replicate, and resolve critical and complex cases, ensuring total resolution of service incidents. Customer Success: Advise customers on the complex use of Oracle products, providing tailored solutions and resolving critical issues. Situation Management: Take ownership of highly sensitive and critical customer issues, working directly with customers and consulting with management to drive resolution. Knowledge Sharing: Share your knowledge with teammates by delivering formal training sessions, creating and reviewing Knowledge Articles, and mentoring others to promote technical and professional development. Collaboration: Work closely with internal teams to address escalated customer issues and contribute to improving internal processes and solutions. Qualifications: Must-Have Skills: 6-10 years of experience in the implementation, support, or upgrade of Oracle SaaS HCM products, with at least one implementation experience in Core HR, Absence, Benefits, Extracts, HDL Loader, Workflow, BI Publisher, and Oracle Integration Cloud. Hands-on configuration experience with at least three or more tools: HCM Extracts HCM Data Loader (HDL) Payroll Batch Loader (PBL) Workflow BI Publisher Fast Formula Personalization PL/SQL Strong knowledge of Fusion Cloud architecture, setup manager, and activities. Experience with FBDI and OTBI report development. Knowledge of integrating external data sources into Oracle Fusion Applications. Familiarity with localizations and security setup is a plus. Nice-to-Have Skills: Experience with Oracle Core HR, Absence, Benefits, and Payroll in Release 12.1.3.x / 12.2.x. Experience working in L1/L2/L3 support environments. Ability to analyze and decipher software logs and trace files to troubleshoot issues. Hands-on experience with XML, Java, J2EE, Oracle ADF, SOA, and Web Services. Strong functional/product expertise, with the ability to relate Oracle s functionality to business processes. Additional Skills: Effective analytical and organizational skills. Strong verbal and written communication skills in English; multilingual skills are a plus. A proactive learning orientation, staying up-to-date with emerging business models, processes, and Oracle product solutions. Experience in Managed Services, including client relationship management, offshore delivery management, project/program management, and successful delivery of KPIs. Ability to work in rotational shifts, manage a large team, and ensure SLAs are met for both EBS and Cloud/SaaS customers. Education & Experience: B.S. (Computer Science), BE, or equivalent preferred. Other qualifications with adequate experience may also be considered. Qualification : B.S. (Computer Science), BE, or equivalent preferred.

Senior Customer Success Executive Ad Automation About the Role: Senior Customer Success Executive - Ad Automation As the Customer Support Lead Ad Automation, you will be responsible for managing and leading the customer support team focused on resolving client issues related to using the Shopalyst Ad Automation platform that integrates with popular media platforms like Meta (Facebook), DV360, Google Ads etc. You will work closely with cross-functional teams, ensuring that customer issues are resolved promptly and that our clients can maximize the effectiveness of their digital advertising campaigns. You will also have the opportunity to shape and refine customer support processes, deliver exceptional service to clients, and be the voice of the customer within the organization. Responsibilities Team Leadership & Management Lead, mentor, and manage a team of customer support specialists focused on Shopalyst Ad Automation platform that integrates with popular media platforms. Set clear goals and objectives for the team and ensure consistent performance and adherence to service level agreements (SLAs). Conduct regular one-on-one meetings, performance reviews, and provide coaching to help team members grow in their roles. Develop and implement processes to improve team efficiency, collaboration, and customer satisfaction. Customer Support for Digital Ad Platforms Provide detailed customer support for clients using Shopalyst Ad Automation platform that integrates with popular media platforms like Meta (Facebook), Google Ads, DV360, and other digital advertising platforms. Troubleshoot and resolve issues related to ad campaign setups, targeting, tracking, reporting, and optimization. Handle complex client escalations and ensure timely and effective resolution of technical issues. Collaborate with engineering and product teams to address product-related challenges and improvements. Cross-functional Collaboration Work closely with the Product, Engineering, and Sales teams to relay customer feedback and advocate for client needs. Provide product insights and troubleshooting guidelines to both internal teams and clients. Assist the Sales and Account Management teams by providing product support for pre-sales activities and customer onboarding. Client Training & Education Conduct training sessions and create self-service resources (e.g., guides, FAQs) to empower clients to use Shopalyst Ad Automation platform. Stay up to date with new features, updates, and best practices in Shopalyst Ad Automation, Meta, Google Ads, DV360, and other relevant media platforms. Reporting & Documentation Maintain detailed records of customer interactions and technical issues within the support ticketing system. Provide regular reports and insights on team performance, common customer issues, and potential product improvements. Monitor ticket queues and ensure that customer queries are handled in a timely manner. Continuous Improvement Analyze customer feedback to identify trends and recurring issues to improve the overall customer experience. Drive initiatives to enhance customer satisfaction and streamline support processes. Additional Notes At Shopalyst, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.

Job Title: Sales Team Leader Location :Bengaluru Job Summary The Sales Team Leader is responsible for overseeing and guiding the sales team to ensure optimal performance, customer satisfaction, and achievement of sales targets. This role involves training new sales team members, solving customer complaints, providing feedback, and motivating the team to meet organizational goals. The Sales Team Leader will also focus on building strong relationships with business partners and managing team performance. Responsibilities Training: Train new sales team members and assign specific tasks to other team members, monitoring their sales performance. Customer Service: Solve customer complaints and answer customers' questions. Guide team members on fulfilling customer requirements. Sales Support: Assist team members in selling products and services to maximize sales revenue. Feedback & Guidance: Provide constructive feedback to the sales team and assist in solving customer problems and queries. Motivation & Team Building: Motivate sales team members and create an atmosphere of healthy competition to drive performance. Relationship Management: Build and maintain good relationships with business partners to foster future growth. Inspiration: Create an inspiring team environment that motivates team members to achieve targets. Sales Guidance: Provide guidance to team members on how to achieve the monthly organizational expected target. Team Management: Manage shrinkage and attrition within the team to ensure consistent performance. Skills Required Experience in banking & insurance sales is necessary. Strong sales ability, business acumen, and commercial awareness. Excellent communication, interpersonal, and customer service skills. Strong leadership abilities. Good time management, strategic planning, and organizational skills.

Job Title: Senior Engineer - IT Software Development & Operations Location: Bengaluru Job Summary The Senior Engineer will be responsible for applying their technical expertise in various aspects of software development and operations, including design, coding, testing, documentation, and technical support. This role requires the ability to handle complex issues, adapt existing methods to solve problems, and deliver results with minimal supervision. The ideal candidate will have strong collaboration skills, consistently seek to improve their technical capabilities, and actively participate in technical initiatives to enhance organizational success. Roles & Responsibilities Design & Development: Responsible for the design, coding, testing, bug fixing, documentation, and technical support within the assigned area. Ensure timely delivery of solutions while meeting quality and productivity goals. Collaboration & Customer Interaction: Regularly collaborate with customer teams to clarify technical issues, resolve queries, and ensure smooth project execution. Participate in key project and work-related activities, providing input on identifying important issues and risks. Process Improvement: Actively seek opportunities to enhance existing skills and acquire new complex technical skills. Participate in technical initiatives related to the project and organization, delivering training and contributing to process improvements. Project Execution: Adhere to organizational guidelines and checklists during deliverable reviews. Provide regular status reports to the Team Lead and ensure that relevant organizational processes are followed. Skill Development: Enhance technical capabilities by attending training sessions, engaging in self-study, and undergoing periodic technical assessments. Education and Experience Education: Engineering Graduate, MCA, or equivalent. Experience: 2-5 years of relevant experience. Competencies Description Digital Automation Engineer: Experienced in designing and implementing engineering processes and automation across phases of the DevOps-based SDLC, including Configuration Management, Build & Release, Test Automation, Deployment, Infrastructure Automation, and Continuous Operations. Configuration Management Specialist: Design, configure, and implement version control, branching, and configuration strategies using source code and version control systems like GIT, GitLab, BitBucket, SVN, CVS, Clearcase. Build Automation Specialist: Experience in Continuous Integration (CI) and Build Automation tools like Jenkins, Bamboo, ANT, Maven, Gradle. Test Automation Specialist: Experience in designing and authoring Test Automation scripts for Mobile, Web, Cross-platform, Web Services, Microservices, and infrastructure testing. Proficient in Black Box, White Box, Functional, Performance, UI, Security, and Regression testing, along with experience in BDD frameworks and device test clouds like Sauce Labs and Xamarin Test Cloud. Deployment Specialist: Expertise in release management strategies, managing package repositories, AMIs, and deploying applications and service packages across cloud and container-based infrastructure. Infrastructure Automation Specialist: Expertise in designing and implementing programmable infrastructure on virtualized and cloud-based environments. Ability to manage IaaS, Configuration Management, Container Management, and Environment Management across cloud platforms (AWS, Azure, etc.). Continuous Operations Specialist: Design, implement, and operate elastic infrastructure, manage application and service monitoring, failover scenarios, scalability, SLAs, and operational dashboards across cloud and virtualized environments. Platforms Linux, Windows, Android, iOS, VMware, OpenStack, Hyper-V Technology Standards AWS, Azure, RESTful APIs, SOAP, Test-Driven Development (TDD), Microservices patterns, Service Mesh, CloudFormation templates. Tools Configuration Management: GIT, GitLab, BitBucket, SVN, Clearcase, Perforce. Build Tools: GNU Make, NMake, ANT, Maven, Gradle, Ivy. CI Tools: Jenkins, Bamboo, CircleCI, AWS DevOps tools, Azure DevOps. Requirement Management: Bugzilla, Jira. Code Review: Gerrit, GitLab, ReviewBoard. Containers: Docker, Docker Swarm, Kubernetes, ECS (Amazon), AKS (Azure). Automation & Configuration Management: Ansible, Chef, Puppet. Cloud-Native DevOps Services (AWS, Azure): Cloud-Native DevOps Services. Testing Tools: Appium, Visual Studio App Center, SauceLabs, Selenium, Black Duck, SOAP UI, Protractor, JUnit, NUnit, LoadRunner, JMeter. Monitoring & Dashboarding: Prometheus, ELK Stack, Grafana. Languages Scripting Languages: Perl, Python, Groovy, Shell Script, PowerShell, YAML, Ansible. Other Programming Languages: Java, C#, XML. Test Automation Languages: Java, Python (for Appium and Sauce Labs). Specialization Key Areas: Configuration Management, Test Automation, Build and Release Automation, Infrastructure Automation, Continuous Operations, Deployment, RPA (Robotic Process Automation). Desired Skills Strong collaboration and communication skills. Ability to manage multiple projects and tasks while ensuring quality delivery. Experience working in an agile development environment. Proactive in identifying and resolving technical challenges. Strong analytical and problem-solving abilities. This is an exciting opportunity for a skilled Senior Engineer to advance their career in the IT Software Development and Operations domain, work on innovative projects, and gain experience across cutting-edge technologies. Qualification : Engineering Graduate, MCA, or equivalent.

At Jupiter, we understand that money is a subject that often triggers a rollercoaster of emotions. That s why our mission is to help people improve their relationship with money. Jupiter is a financial services platform that leverages technology to provide seamless, user-friendly products related to banking, loans, and investments. Whether it s a savings account, credit cards, investments, or payments, you ll find it all on Jupiter. We aim to help users cut through complex banking jargon, offer smart insights based on their spending, and introduce new-age features to help them make sense of their finances. Our Journey So Far Founded in 2019 by Jitendra Gupta, best known for creating Citrus Pay, Jupiter was born from a desire to create a customer-centric personal finance experience. After our launch in 2021, we saw explosive growth with over 100,000 users on the waitlist and crossing 1 million users in just 10 months. Today, we serve 2.7 million happy users. Our Insights feature automatically tracks your spending across accounts, providing valuable insights. Our Edge CSB Bank RuPay credit card is celebrated for its transparent design and rewarding experience. Additionally, our No-Penalty SIP and Daily SIP at Rs 10 have made investing accessible to over 100,000 users. At Jupiter, we embrace cutting-edge technology and data analytics, working with a diverse team of creative thinkers and industry experts who share our vision for a more accessible, transparent, and inclusive financial ecosystem. We re now looking for passionate, like-minded individuals to join our crew. Who We re Looking For We re looking for Interns who will support the Corporate Sales team by assisting with new customer onboarding, account openings, and addressing KYC-related queries. If you re enthusiastic about learning and growing in the Pre-Sales/Sales Ops domain, we want you! Roles and Responsibilities Proficient communication in English and Hindi (additional regional language is a bonus). Basic knowledge of Excel functions. Engage in 100+ calls daily, managing both inbound and outbound communications. Qualify leads based on specific requirements. Respond professionally to incoming prospect queries via phone and email. Coordinate with the Corporate Sales team regarding new onboarding and KYC-related queries. Track and update daily reports on meetings scheduled, calls made, and call status. What Is Needed for This Role Ability to make 100+ calls daily. Efficient at qualifying leads and managing prospect queries. Knowledge of KYC processes and account opening procedures. Ability to work independently and take initiative. Prior experience in managing calls is a plus, but not a requirement. Strong interpersonal skills and a problem-solving attitude. Why You Should Work With Us Ownership: We highly value individuals who take ownership and see projects through to completion. Problem-Solving: We enjoy tackling meaningful challenges and creating experiences that delight customers. Cultural Fit: We value those who can participate in healthy conflict and make decisions with confidence. Excellence: We consistently set higher standards and strive for continuous learning, growth, and improvement in a dynamic environment. Our Process We raise the bar with each hire and evaluate candidates based on their passion, ambition, and skills. Here's a brief overview of the hiring process: The Intro: Our recruitment team evaluates applications to find the best fit, based on skills and past work. Two-Way Street: An interview with the hiring manager to discuss your interest in the role and expectations. You ll also be asked questions, and assignments may be given. Culture Matters: This round is to ensure a good cultural fit both for you and for us. The Offer: If we find that you meet our expectations and align with our values, we ll extend an offer to join the team.

About the Role: Under general supervision, the Special Product Solutions Specialist supports Self-Directed Brokerage (SDB), Conversions, Deconversions, Account setup, customer queries, and other assigned products. This position performs a wide variety of functional tasks, including independently investigating and resolving issues, handling special projects, and coordinating activities between internal departments and outside parties while minimizing risk to the company and providing excellent customer service. Essential Functions: Product Administration Tasks/Projects: Manages daily processes between Empower and other investment providers, effectively using available resources to independently resolve a variety of issues with all levels of clients and partners. Coordinates and administers service agreements with outside investment providers. Manages assigned investment/brokerage conversions for all lines of business. Leads the entire SDB In-Kind, SDB account setup, and PEP MEP account setup process, including participant and plan-level quality control, reconciliation, providing clear timelines, frequent updates, and serving as the contact for questions and issues. This may include contact with RM and CSM and other stakeholders and/or contra brokerage firms. Executes the delivery of a variety of transition tasks, stabilizing the task, acting as a knowledge master, and providing process improvement ideas. All tasks listed in the existing Statement of Work will be performed as part of the BAU. Plan Block ownership (by Alphabet, Core only non-restricted), providing daily support for any request/inquiry. General Administration: Manages assigned service requests and processes and all assigned tasks. Documents procedures (written and automated) for internal team members and supports the Senior Analyst and Lead in creating and reviewing procedures. Assists the Senior Analyst in analyzing daily errors/rejects and manages corrections based on daily reports. Works with internal clients and external partners to troubleshoot and resolve complex issues and ensure prompt handling of any escalated issues requiring special handling through coordination with various areas within the organization, including functional processing areas, legal, sales, compliance, systems, financial control, and implementation/processing/service delivery teams. Has hands-on experience in managing multiple stakeholders and tasks and training the team as required. Proactively proposes and implements process enhancements and solutions to increase efficiencies and improve capacity. Qualifications: MBA in Finance or knowledge of accounting is preferred, with related experience in the retirement industry (401K). Must have a graduate degree in Finance and Accounting or a related field. Minimum 2-3 years of experience in SDB (Self-Directed Brokerage) or relevant business tasks like brokerage accounts. Minimum 4-6 years of relevant business experience, specifically Brokerage, Conversions, Asset transfers, new business setup, and document review. Experience in the retirement industry (401K). Knowledge of brokerage/investments and retirement plans. Strong analytical, verbal, and writing skills. Excellent multitasking and organizational skills. Advanced computer skills preferred, including Word, Excel, and Outlook, with the ability to master internal and external applications related to the role. Strong interpersonal and communication skills, with a positive attitude and a focus on a great customer experience. Outside-the-box thinking and solutions-focused. Ability to work effectively with a wide range of diverse departments and individuals, both internal and external. Must be able to work in a fast-paced environment and stressful situations. Must be able to meet deadlines, prioritizing competing priorities as appropriate. Equal Opportunity Employer: We are an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Qualification : MBA in Finance or knowledge of accounting is preferred with related experience in retirement industry