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Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads to understand customers’ insurance needs, recommend appropriate Property & Casualty products and coverages, and convert prospects into policyholders. The role includes paid training and licensing, customer consultation, sales closing, brand representation, and remote collaboration. Employees must work a fixed schedule including one weekend day, maintain a compliant home office and wired high-speed internet, and remain in their resident state for at least one year.
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Owns the end-to-end Order-to-Cash function, including billing, collections, payment settlements, revenue operations, and reconciliation across SaaS and transaction-based revenue. The role leads process automation, collections strategy, internal controls, tool optimization, cross-functional partnerships, and development of billing and payment operations teams.
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AchAdyenAsc 606ChatgptClaudeExcelSalesforceStripeTsysWorkdayZuora
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Leads HealthRules, Facets, or QNXT configuration design, system changes, and quality assurance testing for health plan processes. Gathers and documents requirements, configures benefits, pricing, provider, claims, enrollment, and utilization management functions, troubleshoots technical issues, validates changes, supports end-user training, mentors users, and coordinates project meetings and deliverables.
Top Skills:
FacetsHealthrulesQnxt
Lead and support strategic account management: maintain revenue projections and CRM records, review CRM compliance and presales artifacts, reconcile engineering burn and delivery expectations, track customer satisfaction, identify process gaps, and negotiate and execute MSAs and SOWs.
Greetings Everyone
Who are we?
For the past 20 years, we have powered many Digital Experiences for the Fortune 500. Since 1999, we have grown from a few people to more than 4000 team members across the globe that are engaged in various Digital Modernization. For a brief 1 minute video about us, you can check https://youtu.be/uJWBWQZEA6o.
- You will support the Account Management organization by
- Creation and maintenance of Revenue Projection sheet, add new opportunities to CRM tool (Salesforce) and keep it updated, track and maintain all activities on CRM and/or InSight (SAM project)
- Review of Weekly CRM Compliance and file RCA for Issues
- Review Comments on PreSales/Account Management artifacts - proposals, contracts, etc.
- Review of CRM projections daily/weekly with Executive Management
- Reconciliation with Engineering organization of expectation of burn on weekly or as-needed basis (whichever is more frequent)
- Review effectiveness of Engineering organization in their ability to meet customer expectations
- Identify gaps in customer’s process that prevent effective Delivery Measure and Track customer satisfaction at a project and account level
- Negotiate and execute Master Services Agreements and/or SOWs with customer
Photon San Francisco, California, USA Office
San Francisco, United States
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
