Workday Financial Functional

Associate Manager - Mortgage Operations

We are seeking a driven and experienced professional to join our team as an Associate Manager for Mortgage Operations. This position is brimming with opportunities for professional growth and development, especially for a dedicated individual who thrives in a dynamic and customer-centric environment.

Key Responsibilities

·       Managing end-to-end Mortgage Operations ranging from Origination to Servicing.

·       Ensuring proactive Customer Relationship Management - You will be the single point of contact for customers to address any operations-related queries.

·       Ensuring required Service Level Agreements (SLA) and Turn Around Time (TAT) are maintained at all times.

·       Scheduling and attending regular meetings with clients to stay connected and reporting on team performance.

·       Streamlining transitions (offshore) with new clients without any challenges and ensuring effective communication during this process.

·       Identifying opportunities with existing customers for upselling and cross selling other services.

·       Creating/Managing process documentation for all customers.

·       Collaborating with the MIS team to ensure timely delivery of performance reports to all clients.

Skills and Qualifications

·       Prior experience in Operations Management.

·       12+ years in Mortgage Operations.

·       Experience of managing a team of 40-60 Full-time Employees.

·       Leadership and CRM skills.

·       Excellent Communication skills.

·       Transition Experience.

·       Hands-on experience in handling clients directly.

·       Proven track record in People Management.

Benefits

·       Performance-based Incentives.

·       Flexible work Environment.

Location

The role will be situated at our J P Nagar office.

3+ years of experience of Workday HCM configuration experience, across 2+ Workday modules (deployment experience

Key responsibilities

• Support with design/requirements workshops
• Lead on design/requirements workshops for smaller pieces of work (below 300 hours)
• Confident in configuring workday with the ability to reference Workday Community for clarity
• Ability to create effort estimates based on requirements
• Excellent problem solver
• Wants to master additional modules of Workday
• Support and mentor junior resource based in Portugal/UK
• Achieve a high level of utilisation
• Be consultative in their customer approach

• Skills needed: Workday implementation and testing management experience; Proficient in Workday Compensation Module
• Microsoft office; Vision; Strong communication and written skills

Responsibilities :

• Get involved in the entire customer lifecycle from onboarding through the duration of their subscription period
• Provide product training to enable the customers to realize the potential of Empuls.
• Identify product usage gaps and provide actionable solutions to the customers.
• Build value-based relationships with customers and create Xoxoday champions.
• Conduct Strategic Business Reviews (EBRs and QBRs) to understand customer lifecycle milestones, communicate the value of our product, showcase ROI,
• Drive desired customer outcomes through a consultative approach.
• Identify opportunities for upselling and cross-selling along with the Account Managers.
• Communicate and brainstorm with the product team on customer feedback and help refine the product roadmap.
• Work with the marketing team to execute customer surveys, case studies, etc.
• Optimize existing processes within the company and actively enhance all Customer Success initiatives.
• Drive customer advocacy through reviews, testimonials, and customer meetups; and create a center of excellence within the customer's organization.

Requirements:

• Has relevant 4 to 6 years of work experience in a Customer Success role in a B2B SaaS company
• Hands-on with tools like Pendo, HubSpot, Postman etc.
• Should be open to aligning with the different time zones based on business requirements.
• Showcases exemplary written and verbal communication skills to work with Global Customers.
• Has worked directly with Customers in the Americas or European region.
• Has an exceptional ability to communicate and foster positive business relationships.
• Demonstrates a deep understanding of customers concerns and thoughts regarding the use of products.
• Managed customers across different segments in the past and knows how to manage them differently.
• Exhibits a true passion for customers and for Customer Success.

What can you look for?

This a wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact, and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Xoxoday.

We are

Xoxoday is a rapidly growing fintech SaaS firm that propels business growth while focusing on human motivation. Backed by Giift and Apis Partners Growth Fund II, Xoxoday offers a suite of three products - Plum, Empuls, and Compass. Xoxoday works with more than 2000 clients across 10+ countries and over 2.5 million users. Headquartered in Bengaluru, Xoxoday is a 300+ strong team with four global offices in San Francisco, Dublin, Singapore, New Delhi.

Way forward

We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We however assure you that we will attempt to maintain a reasonable time window for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status.

Candidates should have

• Excellent communication skills
• 2-3 years in any industry with operations execution knowledge
• The ability to work in a demanding startup environment
• Interact with Vendors, customers, and other stakeholders to ensure all bookings are serviced
• Bring on board fresh vendors and increase fleet capacity
• Liaison between vendors and Finance team to ensure invoices are cleared on time
• Followup with the customer immediately after every ride to recover any extras
• Can-do attitude to ensure the entire operations go smoothly.

• Handling IR Desk
• Handling banking relationships across the consortium of bankers
• Handling relationship with Rating Agency

Desired Candidate Profile

• BCom, MBA or CA
• Min 5 to 7 years of relevant experience
• Hands on experience in Microsoft Excel, PowerPoint and Financial Analysis
• Excellent knowledge of law and finance    

Responsibilities

• Actively seek out new sales opportunities through cold calling, networking and social media
• Set up meetings/demos with potential clients and understand their business
• Prepare and deliver appropriate presentations on products and services
• Participate on behalf of the company in exhibitions or conferences
• Negotiate/close deals and follow up in making websites live
• Collaborate with technical team on resolving customer issues
• Gather feedback from customers or prospects and share it with internal teams
• Form alliances and partnerships in the eCommerce ecosystem

Requirements

• Proven experience as a Sales Executive or relevant role for at least 2 years
• Experience in eCommerce/SAAS/Fintech/Tech industries
• Proficiency in English
• Excellent knowledge of MS Office
• Hands-on experience with CRM software is a plus
• Fast learner and passion for sales

• Opportunity to work in a fast-paced environment aimed at creating a very high impact
• Exposure to different business functions in a fintech organization, helping each function to become successful with your work
• Opportunity to work with a diverse team of smart and hardworking professionals from various backgrounds
• Amazing work culture with endless opportunities for personal and professional growth Independence to put your thoughts/ideas into the executable business projects
• Ability to directly implement solutions and see them in action; critical partner for all decision-making in the organization
• Interact with people from various backgrounds
• A mix of Statisticians, Consultants, Business and Programmers
• Flat organization structure with open and direct culture
• Merit-based fast-growth environment - Market-leading compensation and benefit

Responsibilities

• As a Fraud Investigator, you'll lead multiple complex fraud investigations simultaneously in your area of responsibility and you'll write clear and concise reports for investigation findings and report outcomes to Avail finance's management. In addition, you are going to make this a success by conducting audit activities (prepare, execute, report) and customer screening in line with our Internal Audit procedures and Due Diligence Program.
• Identify risk trends in your area and translate them into learning and solutions, sharing best practices and facilitating the risk owner and business manager to make decisions.
• Actively anticipate trends and requirements and provide support for Avail finance's global anti-fraud procedures and standards for fraud identification and management of investigations to be the benchmark.
• Act as a representative Interact and engage with senior stakeholders in the Area.
• Participate in, provide input, and lead initiatives for the FICS Knowledge Practice.
• Able to translate Area and Global risk trends into proactive actions.
• Document findings and conclusions in line with the prescribed tools and methods.
• Responsible for the entire documentation and reporting of fraud/audit/customer screening in line with Signify Internal Audit procedures and systems
• Conduct customer screenings as part of the Due Diligence Program.
• Conduct compliance audit activities and contribute to fraud prevention within Avail Finance. - Work experience in NBFCs / Fraud Analytics in Banks / Fintech / Lending organizations in India would be a big plus

About You :

• You put the Customer First by identifying risk trends in your area of expertise and translate these into learnings and solutions.
• You are Greater Together by collaborating across teams to build on our strengths and diversity and work towards our shared goal.
• You are a Game Changer by innovating. Together we set ourselves apart and continue to lead in the market.
• You have a Passion for Results by working smarter and faster to deliver excellence