Financial Data Application Specialist, Corporate

Added
5 days ago
Type
Full time
Salary
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Related skills

ai excel client-facing investment financial data

๐Ÿ“‹ Description

  • Growth Initiatives: Help sales with demos and trials; train on calls.
  • Customer Health: Train users, customize, and drive adoption; build templates.
  • Subject Matter Expert: Analyze financial data; package use cases for sales.
  • Product Direction: Gather feedback; identify opportunities; share across teams.
  • Consultative Support: Escalate issues; assist with Excel Add-ins.

๐ŸŽฏ Requirements

  • Client-facing pro with rapport-building and proactive mindset.
  • Experience with external stakeholders (investors, M&A, IR, strategy).
  • Ability to speak finance language and benchmark data.
  • Strong Excel; AI-powered spreadsheet tools.
  • Excellent communication with fund managers and finance leaders.

๐ŸŽ Benefits

  • Equal opportunity employer; inclusive work environment.
  • Reasonable accommodations for protected disabilities.
  • Careers page verification; clear recruitment process.
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