Technical Demonstration Executive

Job description

About Us-

At Vertical Fox, we’re building a modern SaaS platform that simplifies how companies manage employee benefits. As a product company, we obsess over getting the details right — especially when it comes to configuring complex insurance plans. Our clients count on us to make the confusing world of benefits… less confusing.

Key Responsibilities:

• Interpret and configure benefit plans, rate structures, and contribution strategies within our platform
• Analyze documents like SBCs, rate sheets, and benefit summaries with attention to financial implications
• Collaborate with software developers to test plan functionality and flag any issues or mismatches
• Help simulate edge cases and validate end-to-end user scenarios from a benefits perspective
• Assist Customer Success Managers in onboarding and maintaining client plan configurations
• Provide feedback to the product team based on actual client use cases and plan behaviours.

You’ll Excel If You:

• Are an MBA (Finance) graduate or have similar experience in financial analysis, insurance, or benefits
• Are detail-oriented and can spot a typo in a 20-page document without breaking a sweat
• Can think logically through how a benefits rule should behave in software
• Enjoy working in a team that includes both client-facing folks and developers
• Like the idea of combining structured work with some hands-on product exposure
• Want to build domain expertise in US insurance/benefits, finance-tech, or HR SaaS

Bonus Points If You:

• Have worked with US-based insurance or benefit plans
• Know your way around testing workflows or tools like Cypress or Postman
• Can handle a spreadsheet like a pro-Excel or Google Sheets or financial modelling tools
• Have experience in QA, even if basic, or have a curious mindset about how things break

Job Summary:

The Head of Operation and Cross-Sell will be responsible for streamlining sales processes, managing client onboarding, ensuring compliance, handling financial reconciliations, deepening client relationships and supporting the sales team with strategy and execution. This role will bridge the gap between sales, operations, and marketing to drive efficiency and revenue growth.

Key Responsibilities:

1. Business & Sales Support:

·      Manage existing clients and onboard new clients.

·      Develop and execute client plans, including:

o  Financial plans

o  Investment strategies

o  Customized acquisition strategies

·      Support business expansion by identifying key partnerships and growth opportunities.

2. Sales Operations & Compliance:

·      Oversee sales workflows and processes for seamless execution.

·      Ensure compliance with regulatory requirements (AMFI, IRDAI, Licenses, KRA, etc.).

·      Support documentation and approvals for financial products and services.

3. Financial & Account Management:

·      Handle revenue tracking, invoicing, and collections.

·      Manage cash flow projections and reconciliations.

·      Follow up on pending payments and ensure financial compliance.

4. Partnerships & B2B Collaboration:

·      Identify and manage new tie-ups with partners.

·      Strengthen relationships with existing stakeholders.

·      Oversee documentation, agreements, and compliance for partnerships.

·      Develop B2B opportunities, including corporate tie-ups and financial wellness programs.

5. Deepening of Client Relationship

·      Interact with the existing clients to identify their investment mindset and offer customised solutions 

·      Strengthen relationships with existing clients

·      Cross-sell and up-sell investment products to the existing clients by understanding and identifying their needs

·      Responsible for the robust growth of AUM and Revenue from the existing client portfolio

6. Strategic Planning & Marketing Support:

·      Assist in the development of new products and services.

·      Support corporate strategy and marketing initiatives.

·      Collaborate with the marketing team on lead generation, branding, and sales campaigns.

Key Skills & Qualifications:

·      Master’s degree in Business, Finance, Marketing, or related field.

·      10-12 years of experience in sales operations, financial planning, or business development in the Mutual Fund / Wealth Management / Insurance industry

·      Strong analytical skills and ability to interpret financial data.

·      Experience in managing partnerships and compliance documentation.

·      Proficiency in CRM tools and sales analytics software.

·      Excellent communication, negotiation, and leadership skills.

Why Join Us?

·      Be part of a fast-growing, dynamic company with a collaborative work culture.

·      Exposure to strategic business development and sales operations.

·      Work with a collaborative team that values innovation and efficiency.

·      Opportunity to lead a critical function and shape the future of our sales operations.

·      Exposure to cutting-edge sales technology and processes.

If you are a strategic thinker with a passion for sales operations and a proven track record of success, we invite you to apply and be part of our team!

KEY RESPONSIBILITIES:

The Senior Designer impacts projects across medium as the visual thinker with well-rounded background

in digital, print, packaging, video and typography. The Senior Designer is able to create a range of work

spanning ideation through delivery while working closely with Creative Director, and Strategy

counterparts to fulfill and exceed client needs. The design capability sets the tone and guidelines for how

work should look and feel.

• Works with a cross-functional teams, business leaders, and designers to solve problems big and

small, through thorough elegant illustrations and masterful designs.

• Helps drive the larger brand vision while executing down to the micro-interactions to build brand(s)

in the marketplace that meets the business objectives.

• Embodies the style and design philosophy of the agency, and own the brand aesthetic, style, and

path forward.

• Leads the design for large projects – like website, social presence, and advertising initiatives – while

placing a strong emphasis on innovation and best in class design work.

• Pushes the boundaries of the design craft through relentless ideation and prototyping.

• Leads and helps Marketing team by exploring/optimizing new workflows, tools, and techniques, and

working with the design team to implement what works best.

• Represent the design meetings by speaking to the process and capabilities.

• Advocates for design community through workshops, education, writing and speaking.

Dear Candidate, 

Greetings from INFOMATICS CORP!!!

We are looking for an ambitious Python Developer who can join us Immediately or by 15- 30 Days.

Responsibilities:

1. Relevant Experience required 3 to 5 years.
2. Strong proficiency in python programming language along with expertise in backend development framework such as
3. Django or Flask. (DSA and Design patterns are mandatory).
4. Hand on Experience in REST API development and database such as PostgreSQL.
5. Good knowledge of versions control systems like GIT, Bitbucket
6. Implementation testing strategies such as unit testing (PyTest), integration testing and end to end testing 
7. Basic knowledge of Docker/Podman and Jenkins.

g.      Good have if they basic knowledge in Mainframe tech such JCL, and TWs.

If you are interested in this position, share the below details and kindly attach your resume. 

Current location- 

Ready to relocate to Bangalore (Yes/No)- 

Official Notice period - 

Serving Notice period (If yes, Mention LWD)-

Total years of experience in IT - 

Experience in Python Development - 

Experience in Django/Flask- 

Experience in Pytest/ Unit test- 

Current CTC- 

Expected CTC- 

PF Account (Yes/No)- 

Job Description:

Candidate must have 2 to 5-years of experience in various phase of development of a python-based application or API development.

Requirements:

Must Have:  Strong expertise in PYTHON and its built-in data structures, developing API using flask or fastapi, data wrangling using standard python frameworks like pandas, NumPy etc., integration of various applications (third party or inhouse) with python.

Good to Have: Deployment using Nginx, GUnicorn, IIS, docker and Kubernetes etc. Good understanding of optimization solutions like differential evolution. Hands on experience with python packages like Scipy.  Tkinter to make python-based applications.

Roles and Responsibilities:

• Understanding/gathering the requirements from stakeholder, formulating the problem, and leveraging AI/ML to solve the business problems.
• Integration of third party or in house application with python solution.
• Working on Deployment and optimization of various engineering problems using Numerical/Constraint optimization frameworks such as Differential Evolution and deploy a web-based API using Flask and Nginx/IIS.
• Unit testing of various python modules developed and testing of the API.

About Tredence

Tredence is a global analytics service and solutions company. This is one of the fastest-growing startup in Silicon valley. We have recently raised our Series A private equity. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at the end of the engagement. We do this cost effectively using a global execution model leveraging our clients' existing technology and data assets. We also come in with strong IP and pre-built analytics solutions in data mining, business intelligence and Big Data. 

Responsibilities & Description of the role

Role requires working with cross-functional teams and involves following key responsibilities –

• Co-own the financial plan of the business unit along with the business head
• Revenue governance (including client interactions for deal closures and contracting; forecasting, revenue recognition)
• Margin governance (including cost take-out initiatives, systemic and sustainable cost control, rate hikes, cost analysis)
• Working capital governance (including unbilled reduction, timely invoicing and collection, improving debt ageing and PDD)
• Commercial Structuring and Deal pricing
• MIS for the business unit including sales performance tracking and other analytics
• People management - internal stakeholder management
• Critical attributes to success would be strong communication, cadence and resilience.
• “Can do” attitude and faster learning curve

Must have Skills

- CA/MBA Finance from Tier I college with 4-5 years of experience

- Proven working experience as a Business Finance Partner

- Experience with creating data models

- Experience with general ledger functions and the month-end/year end close process

- Excellent accounting software user and administration skills

- Working knowledge of Microsoft Office, BI tools, Oracle Netsuite

Why join Tredence?  

There is a reason we are one of the fastest growing private companies in the country! You will have the opportunity to work with some of the smartest, friendliest, hardest working people in the data analytics space. You will work with the latest technologies and interface directly with the key decision stakeholders at our clients, some of the largest and most innovative businesses in the world. Our people are our greatest asset and we value every one of them. Come see why we’re so successful in one of the most competitive and fastest growing industries in the world.

Tredence 5 core values

• Think Impact
• Be Entrepreneurial
• Constantly curious
• Do the right thing
• Pursue Excellence

• Overall 4 years development experience with 2+ years of professional experience working with React Native
• An understanding of React Native best practices and a commitment to following them.
• Experience with popular React Native workflows such as Redux and ESLint, Jest, Enzyme.
• Experience with Agile development, scrum.