Account Operations Executive FinOps Executive
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
. Onboarding
Engage proactively with HR and selected candidates to ensure timely onboarding
into Tiger and the Account team.
Collect and maintain candidate details required for Account onboarding.
Coordinate with the Onshore Lead to raise onboarding requests and ensure
candidates receive necessary documentation on time.
Follow up with candidates to ensure system and tool access is set up.
Collaborate with HR to ensure compliance formalities are completed and records
maintained in the Account roster.
Develop maintain and continuously improve the project onboarding document.
2. Offboarding
Partner with HR to manage offboarding activities in compliance with process
guidelines.
Maintain offboarding records in the team roster.
Create update and iterate on the offboarding documentation.
3. Training and Compliance
Post weekly reminders on the Teams channel for pending mandatory training.
Follow up 1:1 with new joiners and training defaulters to ensure completion.
Share monthly training summary reports (pending and overdue status) with
leadership.
4. Time Entry Management
Guide new joiners on time entry tools and processes.
Send weekly and monthly reminders to ensure timely time entry by all team members.
Prepare time entry summary sheets for Account review.
Coordinate with Insurance FinOps and Finance teams on time reporting and
reconciliation.
5. Reporting and Updates
Gather weekly and monthly updates from team members and consolidate them in
the account tracker.
Send reminders to stream leads for weekly updates to Client and Delivery Partners.
Coach junior contractors on best practices for weekly reporting and task
management.
6. Team Coordination
Coordinate with stream owners for recurring team meetings and calendar
management.
Ensure invites and agenda are properly maintained and communicated.
7. Client Interview Scheduling
Support Delivery Partners in scheduling client interviews by coordinating with HR for
candidate availability and client calendars.
Send reminders to ensure candidate participation.
Collect interview feedback from the staffing team post-session.
8. Coordination and Administrative Support
Support the preparation of QBR (Quarterly Business Review) materials.
Assist in preparing audience lists for CFS sessions and coordinate offshore survey
execution.
Send periodic reminders related to case studies and compliance submissions.
Track and report monthly compliance updates in line with MSA guidelines
collaborating with TA InfoSec and Account leadership.
Availability and Working Hours
Must be available to interact and collaborate with onshore teams until 2 PM CST.
Key Skills and Competencies
Strong communication and coordination skills across multiple stakeholders.
Attention to detail and proactive follow-up mindset.
Proficiency in MS Office (Excel Outlook Teams).
Good understanding of onboarding/offboarding compliance and reporting
processes.
Ability to multitask and manage priorities in a fast-paced environment.
Preferred Qualifications
Bachelors or Masters degree in Business Operations HR or related field.
4 6 years of experience in operations or account coordination roles (preferably in IT
or consulting environments).
Engage proactively with HR and selected candidates to ensure timely onboarding
into Tiger and the Account team.
Collect and maintain candidate details required for Account onboarding.
Coordinate with the Onshore Lead to raise onboarding requests and ensure
candidates receive necessary documentation on time.
Follow up with candidates to ensure system and tool access is set up.
Collaborate with HR to ensure compliance formalities are completed and records
maintained in the Account roster.
Develop maintain and continuously improve the project onboarding document.
2. Offboarding
Partner with HR to manage offboarding activities in compliance with process
guidelines.
Maintain offboarding records in the team roster.
Create update and iterate on the offboarding documentation.
3. Training and Compliance
Post weekly reminders on the Teams channel for pending mandatory training.
Follow up 1:1 with new joiners and training defaulters to ensure completion.
Share monthly training summary reports (pending and overdue status) with
leadership.
4. Time Entry Management
Guide new joiners on time entry tools and processes.
Send weekly and monthly reminders to ensure timely time entry by all team members.
Prepare time entry summary sheets for Account review.
Coordinate with Insurance FinOps and Finance teams on time reporting and
reconciliation.
5. Reporting and Updates
Gather weekly and monthly updates from team members and consolidate them in
the account tracker.
Send reminders to stream leads for weekly updates to Client and Delivery Partners.
Coach junior contractors on best practices for weekly reporting and task
management.
6. Team Coordination
Coordinate with stream owners for recurring team meetings and calendar
management.
Ensure invites and agenda are properly maintained and communicated.
7. Client Interview Scheduling
Support Delivery Partners in scheduling client interviews by coordinating with HR for
candidate availability and client calendars.
Send reminders to ensure candidate participation.
Collect interview feedback from the staffing team post-session.
8. Coordination and Administrative Support
Support the preparation of QBR (Quarterly Business Review) materials.
Assist in preparing audience lists for CFS sessions and coordinate offshore survey
execution.
Send periodic reminders related to case studies and compliance submissions.
Track and report monthly compliance updates in line with MSA guidelines
collaborating with TA InfoSec and Account leadership.
Availability and Working Hours
Must be available to interact and collaborate with onshore teams until 2 PM CST.
Key Skills and Competencies
Strong communication and coordination skills across multiple stakeholders.
Attention to detail and proactive follow-up mindset.
Proficiency in MS Office (Excel Outlook Teams).
Good understanding of onboarding/offboarding compliance and reporting
processes.
Ability to multitask and manage priorities in a fast-paced environment.
Preferred Qualifications
Bachelors or Masters degree in Business Operations HR or related field.
4 6 years of experience in operations or account coordination roles (preferably in IT
or consulting environments).
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
