Financial Transactions Coordinator

Job Title:Cash Operations AssociateJob Description:This role is ideal for someone with experience in project coordination, administrative support, or junior project management.As a Cash Operations Associate, you will provide crucial support to teams by scheduling meetings, preparing reports, and maintaining sales records.A key aspect of this position is ensuring client records in HubSpot and other systems are always up-to-date and accurate.This requires strong organizational skills and attention to detail.Key Responsibilities:Team Support: Assist with scheduling meetings, preparing reports, and maintaining sales records.CRM & Data Management: Ensure client records in HubSpot and other systems are always updated and accurate.Cross-Department Coordination: Work with Sales, Marketing, and Operations to ensure smooth communication and workflow.Audits & Compliance: Perform daily audits to maintain process adherence and data integrity.Client Interaction: Respond to client inquiries professionally and escalate when necessary.Reporting & KPIs: Track key metrics, generate reports, and provide data-driven insights.Presentation & Proposal Support: Help create sales materials for client meetings.Administrative Assistance: Provide ad-hoc support to ensure operational efficiency.Requirements:To succeed in this role, you should be detail-oriented, organized, and proactive.A passion for continuous improvement is essential.Ideal skills include experience with Notion, Hubspot, Zapier or similar tools.Benefits:You'll thrive in this environment if you're flexible and able to work independently while collaborating effectively with the team.