Back Office Executive Job Description
Back office executive
provides administrative and technology support effectively utilizing the current version of Microsoft Office and other project software packages.
Back Office Executive Duties & Responsibilities
To write an effective back office executive job description, begin by listing detailed duties, responsibilities and expectations. We have included back office executive job description templates that you can modify and use.
Sample responsibilities for this position include:
Acquire knowledge of prospect technology stacks, workflows, and internal structure (org chart, how decisions are made, and competing products)
Maintain strong product knowledge of the full Solutions suite and competitive offerings
Sell within Banking/Financial Services Market
Negotiates, structures, and closes “deals” that meet customer expectations and FIS’s ability to deliver
Work with B2B business team on creation of large B2B service and product proposals
Create and amend quotes and proposals
Work closely with the internal business team to gather information and data to help them to create the best solution and offer for client
Own end to end various customer requests/task and proactively drive them to successful closure
Proactive management/resolution of sales/customer workload
Preparation of large proposals
Back Office Executive Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Back Office Executive
Typically a job would require a certain level of education.
Employers hiring for the back office executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Coaching, Business/Administration, Computer Science, Education
Skills for Back Office Executive
Desired skills for back office executive include:
@comres
Bistro Portal
DESTIMO
IrisPlus would be highly desirable
Microsoft Office programs and comfort around learning new systems/technology
Product features advantages and benefits and be able to professionally represent these to the customer
Interaction with banks representatives & auditors
Web banking & SAP
Internal structure
Workflows
Desired experience for back office executive includes:
Generating MIS reports on various admin related expenses and function
MIS on consumables and details of request attended
Assist the Facility and Admin Manager on all other activities may be required
Experience selling Virtual Bank Office (VBO) services, Call Center, RPA, Loan Payment Processing, Lockbox, Overnight Backend Processing, etc
Experience selling large contracts, have sold $1M - $10M of TCV (Total contract Value) YoY across different VBO products / services
Thorough Financial Services knowledge including bank operations, bank technology, and a general bank product understanding
Back Office Executive Examples
1
Back Office Executive Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of back office executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for back office executive
- Drive process improvements in the day to day work
- Participation in creation of large business to business service and product proposals
- Create and amend price quotes and proposals
- Participation in the creation of a large business to business service and product proposals
- Work closely with the internal business team to gather information and data to help them to create the best solution and offer for a client
- Credit management and recovery processes related to GFS
- Monitoring litigation
- Updating SAP client accounts
- Monitoring and solving incidences
- Performing cash application
Qualifications for back office executive
- Strong contacts within banking industry
- Communication skills including report building
- Use of customer-centric language
- Demonstrating appropriate urgency
- Understanding and clarification of customers’ needs
- Verbal and written communication in English and Russian
2
Back Office Executive Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of back office executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for back office executive
- Support the Department on technical issues
- Back office tasks
- Support the other AR areas
- Prioritize request for quotations (RFQ) by taking opportunities into account
- Generation of technical documents for customer approval
- Generation of leads by calling the customer with the available database
- Provide technical support and quotation to customers
- Read specification and prepare best possible offer
- Preparation & Verification of Quotation (Terms & condition, Material part code, Prices
- Processing of orders in SAP on conversion of quotations
Qualifications for back office executive
- Quick learner who easily applies problem-solving, critical thinking and analysis skills
- Excellent time management skills, ability to juggle multiple tasks while maintaining composure
- Verbal and written communication in English and Spanish
- Verbal and written communication in English and Italian
- Communication skills including reporting
- Verbal and written communication in English (C1) and Arabic (B2)
3
Back Office Executive Job Description
Job Description Example
Our company is growing rapidly and is hiring for a back office executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for back office executive
- Coordinate with Operations & Finance team to ensure smooth execution of orders
- Follow-up, create and maintain installed database of customers
- To create quotations for all health checkup conducted
- Internal & External Audit of Quotation document
- MIS reports (Quotation, RFQ, RFI, Hit rate)
- Processing of service orders in SAP
- Liaise with Service sales execution team to ensure smooth execution of AMC / Service
- Deliver/Exceed annual sales and revenue targets for a defined territory
- Build and execute territory sales strategies, collaborating with other internal SS&C groups as required
- Lead sales process from prospecting through close including lead generation, client meetings, qualification, RFP’s, workshops, proposal and contract negotiation
Qualifications for back office executive
- Verbal and written communication in English (C1) and Italian (B2)
- Verbal and written communication in English (C1) and German(B2)
- Verbal and written communication in English (C1)
- Verbal and written communication in English and French
- Executing multi-million dollar sales of complex solutions within large enterprise clients
- Independently engaging in prospecting and relationship-building activities to build pipeline and drive business with both new and existing clients
4
Back Office Executive Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of back office executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for back office executive
- Diligently track and manage all opportunities in Salesforce
- Validate client workflow and engage appropriate internal resources where necessary
- Frequent prospect interaction through sales calls and onsite visits
- Collaborate with relevant management resources to drive product and messaging strategies to differentiate our solutions
- To validate the billing system pricing and supplier rate against the contract rates to ensure data integrity
- To perform complex pricing analysis to identify errors, discrepancies and opportunities for savings including contract rate violations and optimisations
- To manage documentation and resolution of pricing discrepancies to assure corrections are made with vendors and credits are received in a timely manner and properly reconciled
- To present escalation issues, status reports and findings internally and externally
- To understand, recommend and participate in continual service improvement to relevant business process to increase operational efficiency
- To maintain and update changes to relevant process documents and work instructions
Qualifications for back office executive
- Collaborating with Account Executives and Pre-Sales Engineers to strategize, map accounts, and execute team sales
- Analyzing clients’ business needs to strategically position complex solutions through value-based selling, business case definition, ROI analysis, and data
- Delivering compelling demonstrations and use cases to influence executive-level decision-makers, addressing objections and aligning value proposition with their business strategy
- Partnering with the appropriate LOBs in shaping the GTM, marketing materials, product roadmaps and industry artifacts
- Only Graduates (BA, B.COM)
- 0 to 4 years of experience with business process service delivery, preferably in an insurance outsourcing environment
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Back Office Executive Job Description
Job Description Example
Our innovative and growing company is looking for a back office executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for back office executive
- Create customer hierarchy in the system and to activate B2B accounts
- Prepare SIM cards /items and associated numbers for Account Managers to deliver to corporate customers
- Generate Bulk order for bulk activation, deactivation, service modification and/or customer renewal requests following the Bulk order process and Procedure
- Execute the right MNP processes for all port in requests and help the KAM and customer in the right direction in its execution
- Create TT and follow up with concern department for any sales order Error
- Execute the entire regular service request by email, walk-in, KAM, official letter...etc
- Ensure the Sims and devices in the corporate location were sold in the proper customer account on the correct product and promotion
- Ensure all the customer paper work is completed before creating a new corporate account and ensure to send activity to account management for any missing document
- Ensure all UDV and SDF, credit sale approvals and calculation are checked and validated after the KAM and before posting the discount in customer sales order
- Ensure to deliver the sim and items requested by customer to the authorized person and get customer confirmation and signature on the delivery note
Qualifications for back office executive
- Experience selling technology-based enterprise solutions and services to the front, middle and back offices of Asset Management, Insurance and/or Wealth Management firms
- Proven ability/process of accurate pipeline management from initial lead to close
- Strong investment industry knowledge and existing network of relationships
- Willingness for regular business travel
- 1+ Year Experience working directly with clients preferred
- 3+ Years Experience working with office systems and programs required