Remote Finance Jobs

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📍 United States of America

🏢 Company: asurioncareers_us

  • 5+ years in client account management or related client-facing operational or project management experience
  • Exceptional interpersonal, verbal and written skills and the ability to effectively present ideas and information
  • Ability to quickly learn and understand Asurion systems, platforms, and processes from enrollment to cancellation.
  • Owning client relationships for project and product-level engagements, including internal/external communication, program management, implementation, and identification of new business opportunities
  • Regularly interacting with clients’ teams to address ad hoc questions/issues, tirelessly advocating for the value of Asurion products & capabilities, and aggressively resolving client concerns regarding our programs or their performance and perception
  • Acting as a primary point of contact for implementation teams; providing a clear vision of client goals and assessing levels of engagement between Asurion & the Client

Project ManagementCross-functional Team LeadershipOperations ManagementAnalytical SkillsCustomer serviceAgile methodologiesOrganizational skillsPresentation skillsWritten communicationInterpersonal skillsExcellent communication skillsRelationship buildingMS OfficeAccount ManagementNegotiation skillsVerbal communicationReportingActive listeningClient relationship managementBudgetingCross-functional collaborationSales experienceRisk ManagementStakeholder managementComputer skillsFinancial analysisData analyticsChange Management

Posted 10 minutes ago
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📍 United States of America

💸 59500.0 - 126600.0 USD per year

🔍 Healthcare and Insurance

🏢 Company: ext👥 10-100InternetInformation TechnologySoftware

  • 6+ years of experience in corporate sales or business development with proven track record of performance against quota.
  • 6+ years of experience of new business generation and solution selling, with a deep understanding of market dynamics, challenges, trends, and operations.
  • Experience meeting client needs in a virtual team setting.
  • Bachelor’s degree or an equivalent combination of work, education, and military experience.
  • Drive sales; build pipeline to achieve sales quotas and line of business sales objectives, revenue, decrease the overall spend, drive digital transformation with payments, core financial systems, data analytics
  • Deliver product solutions sales for Healthcare and Property & Casual Insurance and achieve sales quota.
  • Collaborate with key stake holders including clients, C-Suite executives, Finance, Treasury, HR, Security, Fraud, IT, and other business units.
  • Maintain regular communication with clients, articulating the Fiserv value proposition and managing multiple opportunities through various sales stages.
  • Create detailed client proposals that include solutions, financial justifications, growth plans, budgets, project timelines, and expected results to maximize revenue and margin.
  • Develop account plans for key clients and cross-sale opportunities; negotiate pricing and contracts while collaborating with relationship management.
  • Travel 60% of time.

Business DevelopmentBusiness IntelligenceSalesforceProject CoordinationCustomer serviceRESTful APIsNegotiationAccount ManagementClient relationship managementBudgetingCross-functional collaborationRelationship managementSales experienceMarket ResearchStrategic thinkingFinancial analysis

Posted about 1 hour ago
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🔥 Jr Risk Specialist
Posted about 2 hours ago

📍 United States

🔍 Business Payments

🏢 Company: Bottomline👥 5001-10000💰 Post-IPO Equity over 18 years agoMobile PaymentsInformation ServicesFinancial ServicesBankingPaymentsDocument ManagementSoftware

  • 1+ year of experience in a position reviewing and analyzing sensitive information (ideally financial)
  • Effective communication (verbal/written) and customer service skills
  • Adaptable self-starter with the ability to work independently as well as part of the team
  • Detail-oriented, organized, and able to work well under pressure with a sense of urgency
  • Experienced computer skills and proficient with Microsoft Office software
  • A curious puzzle solver with analytical, research, and problem-solving skills
  • Experience working in Banking, AML (Anti Money Laundering), Fraud, KYC (Know Your Customer) Due Diligence, on-boarding commercial clients, reviewing various business documentation highly preferred
  • Experience with LexisNexis is preferred, but not required
  • High School Diploma or GED required; Bachelor’s Degree in Criminal Justice, Criminology, Law, Accounting, Business, or similar course of study preferred (Not Required).
  • Review and authenticate data elements of a Paymode Network application for B2B (Business-to-Business) Vendors to accept future payments through Paymode and continuously grow the network
  • Process digital payment applications: ensuring information is complete and accurate, and working with customers (via phone and email) to obtain missing information
  • Analyze data elements for discrepancies and red flags for potential counterfeit instruments
  • Investigate suspicious activity to mitigate risk and identify fraudulent schemes such as account takeover attempts and business identity theft
  • Utilize web research and 3rd Party data tools/APIs to validate and investigate discrepancies in new customer information to mitigate risk
  • Promote a risk-aware culture; ensure efficient and effective risk and anti-fraud practices by adhering to required policies and procedures
  • Interact with various levels of Leadership to clarify requirements and collaborate on process improvements

Data AnalysisExcel VBACommunication SkillsAnalytical SkillsProblem SolvingCustomer serviceMicrosoft OfficeAccountingComplianceMS OfficeResearchData entryRisk ManagementComputer skillsFinancial analysis

Posted about 2 hours ago
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📍 United States

🧭 Full-Time

💸 75000.0 - 85000.0 USD per year

🔍 Energy Management

🏢 Company: Budderfly👥 101-250💰 $200,000,000 Debt Financing about 1 year agoEnergy EfficiencyEnergy ManagementEnergySoftware

  • Minimum of 3 years or more sales support or installation experience in LED, HVAC, or Refridgeration systems
  • Experience in renewable energy sources, including solar.
  • Experience in conducting commercial energy or equipment audits
  • Experience in data analytics
  • Strong analytical skills with a passion for energy savings and the green economy.
  • Bachelor’s Degree in Mechanical or Electrical Engineering
  • Ability to prioritize and support multiple sales opportunities simultaneously.
  • Knowledge of basic industry principles - LED, HVAC, refrigeration, water, gas, renewable energy, telephony, etc.
  • Strong problem-solving skills.
  • Able to work remotely and independently.
  • Strong interpersonal, analytical, oral, written communication, and presentation skills in a sales environment.
  • Ability to travel (25-50% of time) domestically to support site visits and other business events.
  • Understand and quantify solutions including, but not limited to, LED, HVAC, refrigeration, water, gas, and renewable energy savings opportunities in commercial businesses including but not limited to, community centers, manufacturing facilities, retail stores, medical facilities”, etc.
  • Assist with pre-sales opportunity qualification, discovery, solution analysis, and proposal generation.
  • Generate, and assist with pre-sales opportunity qualification, discovery, solution analysis and proposal generation.
  • Interface with the Budderfly Sales Account Executives and customer prospects throughout the sales cycle, regularly attending both internal and external meetings with clients, partners, and other key individuals or businesses.
  • Participate in the financial evaluation of sales opportunities by inputting data into cost savings models and ROI analysis tools.
  • Assess feasibility and determine viability of opportunity through upgrades to lighting systems, HVAC systems, refrigeration systems, gas systems, water systems, renewable energy systems and telephony systems including analysis for repair/replace scenarios, along with other savings opportunities within the Budderfly model.
  • Efficiently complete site surveys and analyses, gather data, review utility billing, confirm solution requirements and overall fit of the Budderfly model to potential clients, presenting the recommendations and proposed solution to the Sales Account Executives, Customers, and other key Budderfly personnel.
  • Continually improve estimation models through post-installation review of project estimates and final costs.
  • Interface regularly with Budderfly Solutions and Operations teams to understand current Budderfly solutions and provide feedback on prospective customer trends.
  • Attend trade shows and/or other events to support Account Executive and Business Development Representative teams in meeting with potential clients and business partners.

SQLData AnalysisSalesforceCommunication SkillsSales experienceData visualizationFinancial analysis

Posted about 2 hours ago
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📍 United States

🧭 Full-Time

💸 139000.0 - 200000.0 USD per year

🔍 Online Education

🏢 Company: Coursera Sourcing

  • 8+ years of experience in strategic account management, partner success, client consulting, or business development.
  • Demonstrated strong business acumen and strategic thinking.
  • Demonstrated success leading complex, high-value partnerships and coordinating across multiple stakeholder groups with executive leadership and the ability to work across diverse personalities.
  • Deep analytical skill set with the ability to synthesize complex data and present compelling recommendations.
  • Experience managing cross-functional workstreams and influencing without direct authority.
  • Serving as a strategic advisor to Coursera’s highest-revenue content partners, act as a trusted advisor  shaping shared priorities, co-developing long-term growth strategies, and bringing a strong point of view on partnership growth opportunities and success levers.
  • Build and maintain trusted executive relationships, delivering tailored insights and strategies that enhance content quality, learner engagement, and outcomes—culminating in high-impact business performance reviews and strategic recommendations.
  • Translate partner goals into clear, measurable roadmaps and initiatives, proactively assessing risks, managing workstreams, and acting as the central hub for cross-functional coordination leadership, and accountability.
  • Leverage deep business and financial acumen alongside rigorous data analysis to uncover trends, risks, and opportunities—understanding partner economics, KPIs, forecasting revenue-driving metrics, and content ROI to inform strategic decisions and drive sustainable growth.
  • Continuously refine Coursera’s account management strategies, staying ahead of industry trends and innovations while piloting new models of collaboration and experimentation with key partners.
  • Serve as the champion of the voice of the partner internally, influencing Coursera’s product roadmap, content strategy, and operational priorities by surfacing partner feedback and aligning internal teams around shared goals, including Coursera’s executive team.

LeadershipBusiness DevelopmentBusiness IntelligenceData AnalysisSalesforceCross-functional Team LeadershipTableauCommunication SkillsAnalytical SkillsAccount ManagementClient relationship managementStakeholder managementStrategic thinkingCRMFinancial analysis

Posted about 2 hours ago
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🔥 Head of Revenue Operations
Posted about 3 hours ago

📍 United States

🧭 Full-Time

🔍 SaaS

🏢 Company: Forma👥 101-250💰 $40,000,000 Series B about 3 years agoEmployee BenefitsEnterprise SoftwareWellnessHealth Care

  • 7+ years of experience in Enterprise SaaS RevOps
  • 3+ years of people management experience
  • Experienced with sales and marketing functions in high-growth startups, and in teaming effectively with multiple revenue functions
  • Proficient across the Salesforce, forecasting tools, workflow infrastructure
  • Oversee and contribute to Enablement function — creating, delivering, and enforcing enablement programs for new initiatives
  • Support day-to-day operations of the sales org, responding to questions and triaging/prioritizing ad-hoc requests
  • Empower leaders, teams, and reps to self-serve into solutions
  • Partner with GTM leadership team to identify and launch net-new strategic initiatives each quarter in areas such as: territory quality, partnerships strategy, pipeline quality, customer journey evolution
  • Own and evolve the RevOps initiative roadmap — committing to execution on high-impact projects that move the needle on revenue growth
  • Owner of forecasting accuracy and operational rhythm
  • End-to-end owner GTM planning process across target setting, coverage model, team design, quota modeling and incentive plans, etc.
  • Accountable for quality and scalability of Salesforce data architecture and revenue reporting
  • Own monthly/quarterly commissions administration for our Sales team
  • Identify systems opportunities, propose new processes and capabilities
  • Support Deal Desk team in day-to-day operations, with a focus on increasing efficiency through standardization and automation
  • Ideate and evaluate hypotheses for improving outcomes across our revenue funnel
  • Continually demystify our prospect to customer journey — turning data-based insights into actionable learnings

LeadershipSQLData AnalysisPeople ManagementSalesforceBusiness OperationsProblem SolvingExcellent communication skillsSales experienceStrategic thinkingProcess improvementCRMFinancial analysisData modelingData analyticsChange Management

Posted about 3 hours ago
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📍 United States of America

🔍 Pharmaceutical and CRO

🏢 Company: External👥 10-50Business IntelligenceAppsSoftware

  • Knowledge and understanding of pharmaceutical and CRO industry.
  • Knowledge of the proposal development process, budgeting, contracting, invoicing, and the overall business organization and functional areas, and commercial strategy.
  • Strong attention to detail while maintaining a high level of strategic understanding
  • General understanding of financial tools
  • Proficiency in all MS-Office applications with advanced MS Excel skillset (manipulating complex files, designing/auditing algorithms, macros, etc.)
  • Minimum of 3 years working in a related role (CRO/Pharmaceutical, Proposals, Contracts, or Finance environment.
  • Commercial experience, ideally in proposals, contracts, and finance.
  • Demonstrated Experience in at least one of the three following key areas: Budget/Pricing Development, Corporate Finance, Contract Management/Negotiation
  • Possess strong analytical and negotiation skills in addition to excellent verbal and written communication skills
  • Ability to work in a time-sensitive environment including the ability to handle multiple projects simultaneously.
  • Ability to work with limited supervision.
  • Provide integrated strategic pricing support across business units.
  • Create & negotiate creative client-focused deal structures.
  • Create, Manage and enforce preferred payment terms.
  • Act as a conduit and extension for Finance to drive Change Order process.
  • Advise, consult and liaise with Finance on forecasting and recognition of actuals.
  • Client facing negotiations.
  • Maximize marginal contribution and gross profit on each RFP/contract.

Business DevelopmentData AnalysisCommunication SkillsAnalytical SkillsNegotiationAttention to detailReportingBudgetingStrong communication skillsCross-functional collaborationRisk ManagementStrategic thinkingFinancial analysisFinanceBudget management

Posted about 3 hours ago
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📍 United States, Canada

💸 76000.0 - 195510.0 USD per year

🏢 Company: kognitiv-careers

  • 4+ years' experience leading and deploying Workday Student implementations, supporting Workday Post Production / AMS Services, or as a client of Workday.
  • Deep knowledge of Workday Student Financials, Workday Student Core, Security and Reporting is required.
  • Ability to lead medium to large projects (acquisition, phase X, etc) for the full project lifecycle in areas(s) of expertise– from initial scoping/planning, discovery, design, testing, and go live.
  • Ability to be effectively and actively engaged on multiple, parallel projects of all sizes in both supporting and leadership roles.
  • Ability to prioritize and organize work to ensure overall timeliness and quality standards with no supervision.
  • Ability to effectively manage against timelines, deadlines, and goals.
  • Demonstrated commitment and achievement to delivery excellence and client satisfaction; strong client focus with the ability to understand client needs and build relationships.
  • Excellent communication skills, both verbal and written.
  • Ability to communicate clearly and effectively with customers and colleagues in a remote working environment.
  • Strong consulting skills and a proven ability to influence a wide variety of audiences.
  • Proven consultative skills to guide client and internal discussions to agreement of solutions in a timely manner.
  • Willingness and ability to mentor and⁄or manage other consultants.
  • Ability to work in a fast-paced environment and to adapt to frequent change.
  • Advanced Microsoft Excel skills required.
  • Ability to meet travel requirements (<5% a year).
  • Implement and configure Workday Student solutions for a global customer base.
  • Design, configure, test, and deploy business requirements across multiple Workday Student module(s) while remaining flexible to clients' changing needs.
  • Conduct working sessions with clients to gather, understand, and analyze business requirements.
  • Assess actual client needs and propose recommendations and⁄or alternative solutions to meet client goals.
  • Advise clients on best practices, recognize, and recommend process improvements, and implement system enhancements
  • Lead, consult, execute, and prioritize conflicting demands on medium to high complexity projects across multiple, concurrent clients without supervision for area(s) of expertise.
  • Frequently discusses, and can articulate to clients, lessons learned from previous client experience, Workday best practices, as well as Kognitiv's point of view.
  • Ensure customers understand and take advantage of Kognitiv and Workday best practices.
  • Manage the project scope, quality, and timeline for area(s) of expertise.
  • Provide guidance, instruction, direction, and coaching to team members.
  • Review team members' work as necessary to ensure quality.
  • Perform research on problems, identify the true cause, and present/implement corrective measures to the client.
  • Seek opinions and feedback on alternative solutions from team members to solve client needs.
  • Contribute to the organization's knowledge management repository through formal and informal avenues (ex: Q&A, documented deliverables, facilitation of Workday knowledge sharing sessions, regularly posting best practices, etc).
  • Act as a mentor and coach for less experienced team members.
  • Strive to innovate and suggest new approaches to deploy Workday efficiently and effectively.
  • Gain an intermediate understanding of touch points, dependencies, and integration aspects across different Workday area(s).
  • Meet key performance indicators set for this role (ex: utilization target, service level agreements, customer satisfaction scores, etc).

Project ManagementSQLCommunication SkillsCustomer serviceMentoringReportingClient relationship managementFinancial analysis

Posted about 4 hours ago
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📍 Canada

🧭 Full-Time

💸 203000.0 - 283000.0 CAD per year

🔍 Software tech

  • 10+ years of product management experience in the software tech industry
  • Track record of experimenting and successfully launching products at scale
  • Experience managing supply and demand of a two sided Marketplace
  • Solid technical chops that allow you to have in depth technical discussions and opinions
  • Outstanding written and verbal communication with a diverse stakeholder audience
  • Experience balancing time to market and rigor, striking the right balance between flexibility and consistency, and comfortable communicating priorities
  • An obsession for getting the details right, but also knowing how to ship on time
  • Comfortable in an ambiguous matrixed organization
  • Will collaborate with domestic and international technology teams.
  • Ability to identify product opportunities through data analysis, qualitative research, and field research.
  • Hold the quality bar high to ensure an efficient transfer of value between our end users, merchant/affiliate partners and Affirm
  • Demonstrate a strong familiarity for mobile and web development
  • Pair from opportunity identification through delivery with GTM teams inclusive of Sales, Partnerships and Product Marketing
  • Provide visibility into key workstreams and programs, inclusive of P&L details. Pipeline, roadmap, risks and upcoming trade-offs.
  • Work in a dynamic, fast-paced environment where ambiguity is a constant and exercise autonomy to drive product innovation and make strategic decisions. Wholly responsible for Quarterly, Bi-Annual, Annual, and Budget planning processes, inclusive of planning for partner planning processes.
  • Apply common decision-making frameworks to evaluate opportunities, trade-offs and risks
  • Identify new product opportunities and drive a comprehensive roadmap that’s informed by data analysis, qualitative research, and your own discovery.
  • Interact effectively with senior leaders both internally and externally, presenting insights and strategies that drive our company’s objectives.
  • Attract and develop a team of talented PMs across various stages of their career arc. Includes creating lanes for folks earlier in career as well as guiding managers.

LeadershipProject ManagementSQLAgileBusiness IntelligenceData AnalysisProduct ManagementCross-functional Team LeadershipProduct DevelopmentStrategyProduct AnalyticsAPI testingCommunication SkillsAnalytical SkillsCollaborationProblem SolvingRESTful APIsWritten communicationSales experienceTeam managementStakeholder managementStrategic thinkingFinancial analysisData modelingBudget management

Posted about 4 hours ago
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🔥 Customer Success Specialist
Posted about 4 hours ago

📍 United States of America

🔍 Digital commerce solutions

🏢 Company: ext_non_us

  • Demonstrated success in working with teams and driving results to achieve targets.
  • Strong relational skills to positively communicate with people from diverse backgrounds and experiences.
  • Background with operational effectiveness, including navigating ambiguity, budgeting exercises, and meeting operational objectives.
  • Experience identifying, innovating, and implementing best practice techniques and interventions.
  • Communication skills that create positive impact and engagement (written, verbal and presentations)
  • Experience in MSFT Excel, Word, PowerPoint, and CRM tools (preferably Salesforce).
  • Strong problem-solving abilities and adaptability.
  • Proactive and self-motivated mindset with a passion for delivering an exceptional client experience.
  • Proficiency in virtual communication tools such as MSFT Teams or Zoom.
  • Detail oriented with ability to identify potential issues, recommend and implement resolution plans
  • Ability to multi-task; high energy; strong sense of ownership; strong sense of urgency; ability to improvise; good problem-solving skills; ability to respond in a crisis; ability to rally a team; proven leadership skills
  • Work with Account Executives to deliver Revenue and New Orders through quoting, communication to existing customer, organization of priorities for existing customer, and invoicing
  • Focus on Accounts receivable, customer support, Renewals, services to ensure timely receivables.
  • Maintain customer heat map, customer org map, customer priorities, and detailed SFDC optimization.
  • Develops and manages customers activities and internal teams providing vision and direction needed to execute operating plans.
  • Participates in organizational design work to continuously assess program strengths, while identifying areas for improvement client engagement process.
  • Collaborates with support teams and corporate staff regarding issues and projects relevant to operational support and client experience.
  • Owns the internal communication with all stakeholders, ensuring effective client communications.
  • Ensures curriculum and interventions are in alignment.
  • Manages programmatic schedule and services to ensure the efficiency and efficacy of client progression.
  • Identifies and implements best practices to increase overall operational effectiveness.
  • Facilitates team and interdepartmental training and meetings, to maintain precise process flow and ensure consistency of services.
  • Produces reports of program status throughout the client’s life cycle.

LeadershipProject ManagementSalesforceCross-functional Team LeadershipCommunication SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAgile methodologiesMentoringNegotiationAccountingWritten communicationMS OfficeAccount ManagementVerbal communicationReportingTrainingClient relationship managementBudgetingCross-functional collaborationRelationship managementSales experienceTeam managementStakeholder managementCRMFinancial analysisCustomer supportCustomer Success

Posted about 4 hours ago
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