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Business Intelligence • Financial Services
Manage client orders from intake through delivery, support onboarding and account configuration, coordinate with sales and investigative teams, verify client requirements, monitor customer sentiment, provide operational support, and maintain CRM data. The role requires strong communication, organization, initiative, multitasking, and attention to detail in an in-person New York City environment.
Business Intelligence • Financial Services
Manage client orders from intake through delivery, support onboarding and account configuration, coordinate between clients, sales, and investigative teams, communicate requirements, monitor customer sentiment, provide operational support, and maintain CRM records. The role requires strong communication, organization, initiative, multitasking, and attention to detail in an in-person NYC environment.
Business Intelligence • Financial Services
As a Sales Development Representative, you will generate and qualify sales leads through outreach strategies like cold calling and social media, engage with potential customers, and set meetings for the sales team.
Business Intelligence • Financial Services
Perform peer reviews of public-record due diligence reports to ensure compliance with FCRA, client guidelines, and internal standards. Analyze legal documents and online sources, produce accurate QA reports, communicate with client relations and investigators, collaborate with third-party vendors, and support audits and process improvements.
