Administration & Sales Intern at Holistiq Health Group, supporting operations and managing client interactions in a healthtech startup. Engaging in scheduling, client queries, and admin tasks.
About the role
- Documentation Administrator I processing financial contracts and supporting documentation for Canon Financial Services. Ensuring timely funding and maintaining relationships with sales teams.
Responsibilities
- Review, analyze, and process financial contracts and supporting documentation within established authority level.
- Ability to evaluate transactions pursuant to the Canon Financial Services operational guidelines, as well as company policies and procedures.
- Maintain exceptional service levels throughout the funding process, ensuring timely and efficient handling of all transactions.
- Develop expertise in CFS systems (Nexus, Odessa, Unified Desktop, Salesforce) to ensure precise input of all key data points of a transaction to commence accurate customer invoicing.
- Develop and maintain effective working relationships with inside and outside sales teams.
- Ability to think outside the box and be resourceful in reaching resolutions.
- Strong written and verbal skills. Ability to articulate problems, solutions and resolutions with all customers and all levels of the organization.
- Process account adjustments post-booking to modify existing contracts.
Requirements
- High school diploma or vocation training or equivalent required
- 1-2 years related work experience in a similar role or industry
- Strong problem-solving and organizational skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficiency in basic computer applications and relevant tools
- Demonstrated ability to manage multiple tasks and meet deadlines
- Commitment to maintaining accuracy and attention to detail
Benefits
- Medical
- Dental
- Vision
- 401(k) Savings Plan
- Discretionary profit sharing
- Discretionary success sharing
- Educational assistance
- Recognition programs
- Vacation
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