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Fintech
Reviews client contracts and fee schedules, configures billing items and GL revenue routing, processes billing requests, reconciles revenue accounts, supports month-end close, maintains audit documentation, and coordinates with Sales, Implementation, Client Services, and Accounting to ensure accurate billing and revenue recognition.
Fintech
Manages end-to-end benefit plan implementations from pre-sale consultation through post-sale administration. Serves as the primary client contact, coordinates stakeholders, develops project plans, tracks issues and deadlines, resolves implementation challenges, evaluates exceptions, manages costs, and supports complex account and benefit structure recommendations. The role also represents implementation services in finalist meetings and identifies cross-selling opportunities.
Fintech
The Sr. Salesforce Architect oversees the design and architecture of Salesforce solutions, collaborates with stakeholders, and drives digital transformation through best practices in development and integration.
