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Fintech • Software • Financial Services
Provides administrative and operational support to insurance retention and sales teams. Processes policy and application cancellations, maintains accurate client and policy records, updates reports and retention statistics, coordinates queries with clients, insurers and internal stakeholders, and supports insurance processes and retention campaigns. The role requires strong organization, accuracy, customer service, problem-solving, time management, and proficiency with Microsoft Office.
Fintech • Software • Financial Services
The CRM Technology Lead manages the Zoho CRM platform, optimizing customer journeys, ensuring data integrity, supporting automation, and driving platform adoption across business units.
Fintech • Software • Financial Services
Analyze digital customer journeys, product performance, conversion funnels, and customer behavior to define requirements, KPIs, tracking specifications, and optimization opportunities. Create user stories, acceptance criteria, dashboards, and functional specifications; support feature delivery, A/B testing, experimentation, and post-launch measurement. Collaborate with Product, UX, Engineering, Data, Marketing, and business stakeholders to improve customer and business outcomes through evidence-based product decisions.
