3 finance jobs found in Boston

Job Summary: The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of the client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization. Job Functions: CRM Support & Administration Provide first-line CRM support, resolving 80%–90% of incoming support tickets. Manage and respond to inquiries via the CRM support inbox. Oversee daily CRM system operations and perform routine maintenance tasks. Deliver user training and onboarding for new CRM users. Communicate updates and new CRM release information to stakeholders. Support user adoption initiatives and monitor engagement metrics. Recommend and implement workflow enhancements to improve CRM functionality. Collaborate with technical teams to resolve complex data or integration...

Senior Presales Engineer Who we are At BriteCore, were a dynamic, forward-thinking company on a mission to empower Property & Casualty (P&C) insurers to grow their business and achieve operational efficiencies with modern cloud-native technology. Our software platform is mission-critical, enabling carrier customers to manage policies, billing, and claims with an all-in-one core insurance solution that delivers real-time analytics and digital portals for agents and policyholders. While others rely on outdated solutions, were leading the shift towards modern cloud technology. With a commitment to continuous innovation, BriteCore delivers new capabilities and enhancements with a flexible and scalable core insurance platform designed to meet the evolving needs of insurers. We believe in creating an inclusive and collaborative work environment where team members are encouraged to share ideas, challenge the status quo, and grow both personally and professionally. Our...

RESPONSIBILITIES We’re seeking a highly organized and analytical Revenue Operations Director to lead cross-functional initiatives that align financial planning, revenue reporting with sales strategy and commissions. This role is ideal for someone who thrives at the intersection of data, systems, and business strategy.   Implement KPIs and deliverables to deliver the IP Sales GTM strategic priorities in terms of revenue and sales reporting, insights and analytics Interpret the reporting requirements from the revamped IP Sales GTM effectiveness project and execute on a roadmap to operationalize the required changes across systems, data, process and reporting. Lead upgrade projects across different groups and systems (ERP, accounting platforms, reporting tools, Salesforce, commission tool). Manage project lifecycle and execution: planning, budgeting, scheduling, risk management, and stakeholder communication. Collaborate with finance and IT...