Assistant Manager / Manager (Accounts Management) About PE Front Office ( www.pefrontoffice.com ) PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment management. Our target customer includes – Private Credit/Debt, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Limited Partners, and Fund Admins. Currently we have 100+ clients spread across 15 countries including US, UK, Europe, South Africa, Hong Kong, Singapore, and India Job Purpose Onboard new customers, drive the implementation process and support the customer on an ongoing basis. Ensure customer success by maintaining high levels of communication and applying project management principles. Manage post implementation support and engage with customers on their evolving business requirements for technology, data, and reporting. Job Responsibilities Account Management (Onboarding, Implementation, Subject Matter Expert and Support) · Customer onboarding and Implementation o Plan and conduct Kickoff meeting with the new customer o Drive the product implementation in a time-bound manner and be responsible for overall project management & reporting. o Analyze customer requirements, prepare BRD and FRD documents and get customer approvals on the same. Requirements to include custom reporting and data migration. o Coordinate with the internal tech team to configure/customize the solution as per the customer approved requirements. o Verify the requirements are properly implemented before confirming to the customer. o Hand hold the customer team through the implementation and data migration phase. o Deliver product training to customers. · Customer Support o Track requests/issues and ensure timely & effective communication/reporting is done with clients while maintaining the SLAs. o Query resolution by assessing & providing solution to customer queries in the moment or taking down details of issue & then connecting with technical team to provide resolution. o Record, maintain and report the customer query support transactions. · Adoption o Strategize the overall adoption plan with an end goal to ensure that the customer teams are actively using PE Front Office software. o Metric driven monitoring to track the usage of the software. o Continuous engagement with customer teams to drive adoption. o Cross Sell and Upsell Skills & Competencies · 0 - 3 years of relevant experience in either Software/SaaS Sales, IT Project Implementation, Business Analyst preferably in Banking Domain · Effective communication skills, logical and analytical skills · Ability to listen and document real & perceived customer needs. Education: - MBA Finance from a top-ranked college will also work. Commerce at school level will help (Finance Background must). Location: Gurugram (Haryana), India Show more Show less

Job Description: Job Title: Accounts Manager – Financial Applications / FinTech Experience Required: 4+ Years Employment Type: Full-Time Educational Qualifications (Any one): B.Com + MBA (Finance) B.Com / B.Tech + MBA (Finance) Industry Preference: IT or FinTech industry experience Hands-on involvement with financial systems or applications Role Overview: We are seeking an experienced and detail-oriented Accounts Manager with strong expertise in software implementation for financial institutions . This position combines accounting knowledge, financial systems implementation, and customer-facing responsibilities. The ideal candidate will have experience working directly with clients in the banking or financial sector, translating business requirements into system functionalities, and coordinating implementation efforts across internal teams. Key Responsibilities: 1. Software Implementation & Client Onboarding (Primary Skill Area – Highlighted) Lead end-to-end software implementation projects for banks and financial institutions Gather and analyze client requirements and translate them into functional and technical specifications Collaborate with product, tech, and QA teams to ensure smooth deployment and integration of financial systems Prepare and manage documentation including BRD (Business Requirement Document), FRD (Functional Requirement Document), SRS (Software Requirements Specification) Conduct user training, post-implementation support, and client onboarding sessions 2. Account Management & Client Engagement Serve as the primary point of contact for assigned customer accounts Build and maintain strong relationships with financial industry clients Provide regular updates, address issues, and ensure a high level of client satisfaction Understand customer business models and suggest improvements using technology and financial insights 3. Financial Oversight Manage financial processes including reconciliation, invoicing, collections, and reporting Review financial data and ensure accuracy across integrated systems Generate financial reports, forecasts, and summaries for internal and client use Ensure adherence to compliance, audit standards, and client contractual terms 4. Business Analysis & Documentation Work closely with clients and internal stakeholders to gather and define financial and business requirements Develop process maps, functional flows, and system requirements Translate complex financial and operational needs into system features or enhancements Act as a liaison between business and technical teams Required Skills & Competencies: Proven experience in implementing financial software for banking or financial clients Strong knowledge of accounting principles , financial systems , and process automation Proficiency in tools like Excel, Tally, ERP systems , and optionally JIRA/Confluence Experience in writing BRD, SRS, FRD , and documenting process flows Excellent communication skills to interact with customers in the financial domain Analytical mindset with a detail-oriented approach to problem-solving Strong project coordination and organizational abilities Preferred: Experience in IT or FinTech client environments Hands-on exposure to accounting software, ERP tools, and financial automation platforms No major career gaps Soft Skills: Customer-first mindset High attention to detail Self-driven and collaborative work style Comfortable with managing multiple projects and cross-functional stakeholders Company Details: Company: PE Front Office You can review the company https://pefrontoffice.com/ Our office address: Sumantra Tech Services Pvt. Ltd., 312, Vipul Trade Centre, Sohna Road, Sector 48, Gurugram - 122018 About Us PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment management – Private Credit/Debt, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Limited Partners, and Fund Admins. Our state-of-the-art yet affordable solutions include CRM, Deal Flow, Fundraising, Investment Management (that supports both Equity and Debt), Portfolio Monitoring, Investor Management, Fund Administration, and Investor Portal access. This is further augmented by Risk and Compliance Management, Task and Activities Management, Outlook/Gmail Integration, Mobile App, Document Management, and detailed Reports and Analytics. The PE Front Office solution is available as a cloud-based subscription model and can also be deployed on the client premises. Our software-as-a-service (SaaS) solution is hosted on a fully secure, virtual, private cloud that’s dedicated and exclusive to each customer. Our range of online solutions – available on a single platform – are configured to suit your specific requirements. These solutions drive efficiency and transparency, and help investment professionals make highly informed decisions. Show more Show less

What we are looking for? At least 3+ years of experiences in B2B Sales ( Cross Border Logistics is a plus, USA experience is a plus) Looking for someone with : - B2B Sales experience (atleast 2-3 years) - Strong communication skills - Strong analytical skills - A lot of hunger to learn and make an impact quickly - Exposure to cross border logistics is a plus (not mandatory) Analytical bent of mind Key Responsibilities: - Schedule and conduct physical meetings with potential clients - Pitch Intoglo’s door-to-door shipping services, share quotations, and convert leads - Onboard customers and coordinate with internal operations

Position : Growth Manager at Intoglo At Intoglo (named from “India to Global”), our vision is to make cross border logistics fast, easy and reliable for India to shippers. We are founded by ISB+IIM-A+IIIT Alumni who is looking to disrupt the Global cross border logistics space using technology. We are currently focused on door to door ocean shipments from India to USA. With laser sharp focus and clear differentiation, we use data driven tools and AI led technology to ensure 10X better customer experience than any other player. Unlike most freight forwarders, We have removed middlemen and work directly with shipping lines, trucking companies and custom brokers to ensure unmatched reliability. In Dec 2023, We have been awarded by Amazon as Best International Logistics player from India. The company has already raised pre-Series A round with marquee VC funds and are now looking for unparalleled growth. We are already working with 150+ exporters including likes of Nykaa, Plum and many more. We are building a great and collaborative work culture around the early highly motivated team. Join us to learn, grow and have fun in the process. About Intoglo’s Founders : Each of Intoglo’s founders have been CEOs in their previous companies and have worked immensely in top positions with fast growth start-ups, currently unicorns. The founders have studied from top-B schools of the country – ISB and IIM-A. Key Responsibilities and Accountability As Manager – Growth, your primary KRA would be to acquire new clients for the organization. The candidate is expected to have good understanding and experience in freight forwarding industry and domain experience in USA Geography would be preferable. This is a field sales role with the person expected to spend majority of the time in meeting and converting clients. 1. Convert Leads to meetings by identifying the right stakeholders within the organization and reaching out to them with the right messaging 2. Understand client requirements in detail and generate queries. 3. Pitch the Intoglo value proposition and convert the clients post negotiation. 4. Ensure Seamless Onboarding and transfer of the client post acquisition 5. Increase leads through conducting and attending events, seminars, exhibitions etc. 6. Travel within and outside the city as and when needed. Qualifications · Graduation in business, supply chain, logistics or a related field. MBA Prefferred from a reputed college. · 2-5 years of relevant experience in freight forwarding needed · Experience in solution selling preferred · Proficient in both oral and written communication · Ability to build relationships across levels in the organization · Proven track record to acquire new clients efficiently and quickly. · Ability to travel across the country What do you get? · Get in early and have the experience of building the right business from the very beginning. · Work closely with top notch founders from ISB and IIM-A, having a lot of entrepreneurial background. · Competitive Salary + attractive ESOPs

About 91wheels: 91Wheels is India's third largest data stacked auto portal with a strong focus on easing mobility buying decisions for Indian car buyers. The platform aims to aid customers in the complete auto-buying process by collaborating successfully with OEMs in 4-wheelers, 2-wheelers, and commercial segments. Established in 2019, 91Wheels has become a go-to choice for consumers within a short span of 3 years, enabling them to make informed decisions. About the role: As the Regional Head of New Auto Dealer Business at 91Wheels, you will be responsible for introducing the suite of solutions offered by the platform to car and bike dealers within your region. These digital-first solutions are designed to help dealerships enhance sales, increase profitability, improve discoverability, connect with potential customers, and expedite deal closures. To excel in this role, you will need a profound understanding of the operations of new car and bike dealerships. A strong network and rapport with Dealer Principals will be advantageous. Furthermore, the ability to comprehend customer challenges and develop tailored solutions to address their requirements is crucial. A fundamental grasp of digital media, advertising, and technology within the new auto ecosystem would be beneficial. Key responsibilities: - Achieve revenue and profitability targets for the designated region - Establish and nurture relationships with dealer principals and key personnel at new car and bike dealerships - Recruit and oversee the regional sales team Why should you work with us This role presents a remarkable opportunity to spearhead and cultivate a business from its inception. At 91Wheels, our approach is geared towards long-term sustainability, emphasizing strong unit economics right from the start. We are committed to hiring exceptional individuals and empowering them to drive success for our customers.,