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Fintech • Financial Services
Analyze sales performance, forecasts, pipelines, and channels to identify efficiency and revenue-growth opportunities. Build Tableau and Salesforce dashboards, deliver insights to leadership, support sales experiments, optimize processes, administer CRM data, and manage incentive and awards reporting. Partner cross-functionally with Sales, Finance, Marketing, Technology, Analytics, and executive stakeholders while evaluating AI and other sales technology solutions.
Fintech • Financial Services
Reviews and validates KYB/KYC documentation, evaluates new and renewal funding submissions against company criteria, resolves discrepancies with cross-functional teams, and manages queues to meet SLAs. Maintains high accuracy and production standards, tracks performance metrics in Lattice, and follows compliance protocols and operational policies.
Fintech • Financial Services
Investigates applications and accounts for first- and third-party fraud, makes documented risk decisions, analyzes fraud patterns and defaults, and recommends policies and process improvements. The analyst works with fraud, credit, transactional, and performance data; applies SQL and analytical tools; uses AI to support investigations; and collaborates with underwriting, sales, analytics, legal, compliance, and customer experience teams.





















