Implementations Project Specialist
About Infinit-O: As a top Business Process Optimization solutions provider, we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:
Support new clients and their law firms in “on-boarding” them onto Carta – ,
implementation of client’s capitalization table and securities on Carta
Manage complex datasets with high integrity
Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel.
Coordinate and manage inputs needed from both the clients and their law firms
Maintain the quality of clients’ data throughout the on-boarding process
Continuously look for ways to improve the efficiency and effectiveness of the
on-boarding process
Perform a Quality Control Check on the Clients' Accounts.
You will proactively manage your clients to dates, sending them live on time or
early and improve your time to value month over month
Implementations Project Specialist • Pasay City Central Post Office, NCR, Philippines
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