Field executive Work, Jobs in Burntisland, Fif (with Salaries)

Lead Client Transition Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- SQL
- Project management
Quick apply
4h
Senior Quantitative Analyst (Nature Recovery)
Environmental Standards Scotland —Edinburgh
- £49,401 - £59,152 a year
- Part-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Presentation skills
- Annual leave
- Flexitime
7d
Head of Change
Heriot Watt University —Edinburgh
- Full-time
- Project management
- University
- Business
- Annual leave
- Flexible schedule
Territory Executive - Scotland
Reckitt —Edinburgh
- Management
- Sales
- Analysis skills
- Employee assistance programme
- Life insurance
Field Sales Executive
Something Easy Limited —Edinburgh
- £678 - £1,245 a week
- Full-time
- Sales
- Customer service
- English
- Flexitime
- Referral programme
Quick apply
5d
Sales Executive
REL Field Marketing —Edinburgh
- £29,000 a year
- Full-time
- Sales
- Driving
- IT
14d
Jo Malone London - Boutique Manger - Edinburgh, George Street
Estee Lauder —Edinburgh
- Weekend availability
- Sales
- Customer service
- Microsoft Office
Field Sales Manager
Lightspeed Commerce, Inc. —Edinburgh
- Full-time
- Hospitality
- Sales
- Salesforce
- Annual leave
Quick apply
IT Service Sales Executive
Infotel UK —Edinburgh
- Full-time
- Hybrid work
- CRM software
- Sales
- Marketing
- Flexible schedule
Quick apply
8h
Facilities Manager
JLL —Midlothian
- Presentation skills
- Continuous improvement
- Contracts
Senior Pre-Sales Engineer - UEM/RMM
N-able —Edinburgh
- Full-time
- Hybrid work
- Sales
- Project management
- Organisational skills
- Employee stock purchase plan
- Annual leave
Field Sales Account Executive
Lightspeed Commerce, Inc. —Edinburgh
- Full-time
- CRM software
- Hospitality
- Sales
- Flexible schedule
Quick apply
Digital Content Production & Marketing Executive
VoucherCart —Edinburgh
- £26,000 - £35,000 a year
- Full-time
- Marketing
- Bachelor's degree
- IT
Quick apply
Facilities Manager
NAB-Jones Lang LaSalle Services —Inverleith
- Full-time
- Hospitality
- Presentation skills
- Continuous improvement
Quick apply
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Edinburgh
- Full-time
- Hybrid work
- Communication skills
Head of Prism Operations
Clearwater Analytics, LLC —Edinburgh
- £100,000 - £120,000 a year
- Management
- Computer Science
- Sales
- Annual leave
Quick apply
4h
Sales Consultant
Stannah —Edinburgh
- £26,780 a year
- Weekend availability
- Remote
- Sales
- Driving
- Travel
- Annual leave
- Employee assistance programme
Quick apply
3d
Counter Manager - La Mer - Edinburgh H Beauty - 37.5 hours
Estee Lauder —Edinburgh
- Full-time
- Microsoft Excel
- Customer service
- Organisational skills
Commercial Vehicle Sales Executive
A M Phillip Trucktech —Broxburn
- Sales
- Communication skills
- Negotiation
- Employee discount
- Flexible schedule
Sales Executive
Verisure Services (UK) Limited —Falkirk
- Full-time
- Sales
- Driving
- Communication skills
Quick apply

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Lead Client Transition Associate

Clearwater Analytics, Ltd. -
Edinburgh

Quick apply

Job details

4 hours ago

Qualifications

Microsoft Excel
SQL
Project management
Accounting
VBA

Full job description

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Domain Specific

Manages complex, multi-faceted client transitions involving multiple asset classes
Intermediate knowledge of general investment accounting principles and practices. Intermediate proficiency with at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.)
Understands and applies CWAN’s core value proposition in general and in very specific contexts.
Deep understanding of the front office and the accounting impacts of reconciliation options; makes recommendations internal and external on reconciliation processing. Acts a mentor and simplifies concepts of client impact for newer reconcilers.
Advanced knowledge of end-to-end transition lifecycle and all system interactions
Intermediate Technical Skills in Helios, Tiresias, Account Configurator, Drydock, and Bulk Tools. Provides trusted expertise across department on nuanced applications of these tools and is actively involved in recommending and testing potential enhancements.
Advanced Technical skills in Excel (heavy Ribbon utilization, VBA/macro use, complex IF statements) and SQL (can read and write queries incorporating aggregate functions and variables, familiar with commonly used tables across Global Delivery and Reconciliation can identify opportunities to implement stored procedures).
Continuous Service Improvement: Identifies opportunities for improvement and spearheads solutions within team. Develops and optimizes transition methodologies using project management principles. Having wide-ranging experience, uses professional concepts and company objectives to resolve increasingly complex issues in creative and effective ways. Successfully applies creative and persistent problem solving to problems that do not have a clear course of action because they have not been addressed in the past.
Acts as primary liaison between all stakeholders during critical transitions (SS/GD/CS/External Client)
Identifies and implements process improvements across the transition function
Advanced proficiency with data normalization and automation methodology – looks for all opportunities to improve upon automation of the account, client hygiene and reduction of manual processing.
Ensures robust SOPS are established for clients as they exit onboarding phase to set up for success in steady state reconciliation.

Communication

Able to manage client calls with leadership and stakeholders or sit in on calls for support and experience. Audience is typically mid- level stakeholders. Trusted to deliver accurate, timely and thorough responses to routine inquiries in both written and verbal contexts.
Able to document transitions with great detail and ensure all processes are well defined and tracked throughout the transition process.
Able to coach external clients in communicating CWAN system and process flows to ensure understanding
Able to articulate and suggest appropriate levels of tolerances to external clients during onboarding process.
Applies Level 1 servicing by responding to all emails and inquiries within 24 hours. Comfortable conversing with leadership, including senior leadership as needed. Often coaches others on Level 1.
Has productive internal/external working relationships by communicating proactively (level 2 servicing) and can advise on solutions or process improvements for current assets or new assets that are brought onto the system.
Trusted member of team and advisor.
All communication is autonomous (requiring no oversight). Internal audience may at times include executive-level stakeholders.
Leads transition training sessions with cross-functional and global teams. With established goals and timeframes.
Presents transition best practices and lessons learned to CWAN Operations organization
Trusted advisor for complex transition scenarios

Quality & Oversight

Drives standardization and automation of all clients prior to moving to steady state reconciliation. Drives automation initiatives through account configurations and data normalization with self and team. Encourages others to streamline processes and serves as a mentor to spearhead initiatives
Strong interpersonal skills, technical reconciliation tooling knowledge, and market expertise are critical to responding to analyst and client inquiries within the department
Confident, versatile trainer. Sphere of influence extends operations-wide. Sought out by other members of the firm as an expert in their field.
Develops and maintains transition quality metrics and KPIs
Leads retrospectives and continuous improvement initiatives
Mentors multiple team members and influences department-wide practices
Collaborate closely with audit to ensures SOC 1 compliance throughout transition processes

Quick apply

Refine Your Search

field executive jobs in burntisland, fif

Lead Client Transition Associate

Senior Quantitative Analyst (Nature Recovery)

Head of Change

Territory Executive - Scotland

Field Sales Executive

Sales Executive

Jo Malone London - Boutique Manger - Edinburgh, George Street

Field Sales Manager

IT Service Sales Executive

Facilities Manager

Senior Pre-Sales Engineer - UEM/RMM

Field Sales Account Executive

Digital Content Production & Marketing Executive

Facilities Manager

Senior/Principal Consultant – Fraud Risk Services

Head of Prism Operations

Sales Consultant

Counter Manager - La Mer - Edinburgh H Beauty - 37.5 hours

Commercial Vehicle Sales Executive

Sales Executive

I want to receive the latest job alerts for field executive in burntisland, fif

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