Onboarding Specialist

• The business finance team will partner with the internal business stakeholders and drive decision support on finance issues. The primary purpose of the team is as follows:

• Business performance reporting: Develop reporting and dashboards of business performance metrics appropriate to different audiences

• Data analytics: Generate actionable insights based on historical trend analysis, variance from plan and deep dive of business key performance indicators

• Finance business partnering: Partner with the business stakeholders to identify, develop and implement action plans to improve financial performance

• Co-own TMRW planning and budgeting process along with the FP&A team

Ideal candidate attributes and experience:

- CA with 3+ years of experience in similar roles

- Strong Excel skills and ability to build dynamic models

Position: Presales Consultant

Experience: 1-5 Years (Banking, Finance, Real Estate, or Insurance)

Location: Sr. No 51/2A, Navle Icon 03rd floor Office No. 301, Opp Navle Bridge, Mumbai, Bangalore Highway, Narhe, Pune, Maharashtra 411041

Salary: 15K to 40K

Interview Mode: Face to Face

Candidates should be Pune Location only

Overview

We’re seeking a proactive Presales Consultant to generate leads, engage clients, and create opportunities for our sales team. This role involves securing positive client responses and setting up second meetings with senior team members.

Key Responsibilities

· Lead Generation: Identify potential clients through calls, emails, and digital platforms.

· Client Engagement: Build interest by effectively presenting our offerings.

· Appointment Setting: Schedule follow-up meetings for senior team members.

· Collaboration: Coordinate with sales and management teams for smooth transitions.

· Reporting: Track lead interactions and report progress.

Qualifications

· 1-2 years in Banking, Finance, Real Estate, or Insurance

· Strong communication and basic sales skills

· Proactive and self-motivated with CRM proficiency

In this role, you will: 

As part of a team focused on the preserving the customer experience across the organization, this Analytic Consultant will be responsible for: 

• Understand business objectives and provide credible challenge to analysis requirements. 
• Verify sound analysis practices and data decisions were leveraged throughout planning and data sourcing phases. 
• Conduct in-depth research within complex data environments to identify data integrity issues and propose solutions to improve analysis accuracy. 
• Applying critical evaluation to challenge assumptions, formulate a defendable hypothesis, and ensuring high quality analysis results. 
• Ensure adherence to data management/ data governance regulations and policies. 
• Performing and testing highly complex data analytics for customer remediation. 
• Designing analysis projects flow and documentation that is structured for consistency, easy to understand, and to be offered to multiple levels of reviewers, partners, and regulatory agents demonstrating research and analysis completed. 
• Investigate and ensure data integrity from multiple sources. 
• Ensure data recommended and used is the best “source of truth”. 
• Applies knowledge of business, customers, and products to synthesize data to 'form a story' and align information to contrast/compare to industry perspective. Data involved typically very large, structured or unstructured, and from multiple sources. 
• Must have a strong attention to detail and be able to meet high quality standards consistently. 
• Other duties as assigned by manager. 
• Willing to assist on high priority work outside of regular business hours or weekend as needed. 

Essential Qualifications:  

• Around 5+ years in similar analytics roles 
• Bachelors, M.A./M.Sc. College Degree or Higher in applied mathematics, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis. 
• Preferred programming knowledge SQL/SAS  
• Knowledge of PVSI, Non-Lending, Student Loans, Small Business and Personal Lines and Loans is a plus. 
• Strong experience with data integration, database structures and data warehouses. 
• Persuasive written and verbal communication skills. 

Desired Qualifications: 

• Certifications in Data Science, or BI Reporting tools. 
• Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment – Soft Skills. 
• Detail oriented, results driven, and has the ability to navigate in a quickly changing and high demand environment while balancing multiple priorities. 
• Ability to research and report on a variety of issues using problem solving skills. 
• Ability to act with integrity and a high level of professionalism with all levels of team members and management. 
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment. 
• Ability to learn the business aspects quickly, multitask and prioritize between projects. 
• Exhibits appropriate sense of urgency in managing responsibilities. 
• Ability to accurately process high volumes of work within established deadlines. 
• Available to flex schedule periodically based on business need. 
• Demonstrate strong negotiation, communication & presentation skills. 
• Demonstrates a high degree of reliability, integrity and trustworthiness. 
• Takes ownership of assignments and helps drive assignments of the team. 
• Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic and good team player. 
• Be proactive and get engaged in organizational initiatives.

Qualification

•     Total Experience level of 2 to 4 years of software development
•     Strong problem-solving skills, data structures, and algorithms
•     Experience with distributed systems handling a large amount of data
•     Excellent coding skills in any one/more among Ruby/ROR.
•     Good understanding of Web Technologies (RestFul APIs, Authentication)
•     Good understanding of Database Systems
•     Experience in working on Data Science problems is a plus
•     B.Tech/BE/M. Tech in Computer Science or equivalent

Responsibilities

We believe in a setup where our engineers get to experience most components of our platform though they might be experts in one/few areas. Here are some areas where based on your choice & experience you would be working on:

Enhancing various components of our AI platform (e.g Context engine, Feed Integration pipeline, Configuration Manager etc)

Managing bot development/on-boarding for existing/new clients which includes building Bot UI flows, integration of client APIs etc

Exploring new capabilities and integrating external systems (e.g Google Vision APIs, Greatschool.org APIs etc) into bot platforms based on use cases

Building/enhancing customer/employee facing Admin Site for reporting, setup, customer onboarding, configurations, AI training, Monitoring and alerting etc

Building/managing RESTful APIs for various features within the core bot platform

Exploring/integrating/enhancing with various third-party messaging systems (e.g FB Messenger, Twitter, Viber, Alexa, Zendesk, Salesforce etc) as these platforms evolve in capabilities

Building/managing AWS clusters for clients

Automating test cases, build process.

About Insyncai

Insyncai is the leading Customer Experience automation platform for enterprises who need to up-level the entire customer journey. eCommerce penetration has increased more in the last year than it has over the last decade, therefore brands are looking to move beyond legacy systems. Insyncai provides a solution that provides a world-class customer experience for any team. Insyncai’s platform does not require any work from their partners, builds a custom, AI solution in under 4 weeks, and has been shown to automate up to 75% of a customer's journey including support, product discovery, product education and purchase. Having grown 300% YoY, we work with large Fortune 500 brands like Verizon Media, Stamps.com, and more.

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• 3-5 Years of experience in Backend Development.
• Must have experience in Python (FLASK framework).
• Have a Deep understanding of how RESTful APIs work.
• Familiar with various design and architectural patterns that can work at scale.
• Sound knowledge of NoSQL/SQL Databases (Mongo DB preferred).
• Strong experience with at-Cloud technology, preferably AWS or GCP, or Azure.
• Core experience in developing complex backend systems.
• Communicating complex technical concepts to both technical and non-technical audiences.
• Passionate about application scalability, availability, reliability, and security.