Senior Executive-Order To Cash-Assignment Management

Key Responsibilities

Inbox & Queue Management

1. Manage the Client Feedback Outlook inbox, responding promptly to emails from Assignment Teams, CFCs, and clients.


2. Monitor and manage the CF Queue and Manual Load Balancer.


3. Handle batching of surveys, including manual batching outside the automated process.


4. Address special handling requests and survey date postponements to accommodate additional projects.

Stakeholder Liaison

1. Serve as a liaison between Assignment Teams and CFCs for coordination of items outside the automated system.


2. Attend regular CFC calls to stay aligned on feedback processes and updates.


3. Communicate effectively via email, Slack, and phone calls.

Training & Guidance

1. Guide Search Teams on the CF system, particularly the batching process.


2. Publish and lead all CF training sessions.


3. Provide individual training for Project Coordinators (PCs) upon request.

Reporting & Invoicing

1. Generate monthly CFC invoices and send to Accounts Payable (Rowena) for processing.


2. Email invoices to CFCs for their records.


3. Compile and distribute Client Feedback reports and summaries, including detailed and summary-level insights.

Required Skills & Attributes

Soft Skills

1. Exceptional attention to detail and organisational skills.


2. Ability to work independently and exercise sound judgement.


3. Strong communication skills across all levels of the firm and with clients.


4. Patience and adaptability to learn and navigate a system with quirks and complexities.

Technical & Functional Skills

1. Familiarity with Outlook, Slack, and other MS office tools.


2. Comfortable running queries and generating reports within Excel and other tools.


3. Experience with training delivery and stakeholder engagement.


4. Interest in leveraging AI and data analytics for process improvement.

Bachelors degree - Minimum 3yrs exp

Key Responsibilities

Inbox & Queue Management

1. Manage the Client Feedback Outlook inbox, responding promptly to emails from Assignment Teams, CFCs, and clients.


2. Monitor and manage the CF Queue and Manual Load Balancer.


3. Handle batching of surveys, including manual batching outside the automated process.


4. Address special handling requests and survey date postponements to accommodate additional projects.

Stakeholder Liaison

1. Serve as a liaison between Assignment Teams and CFCs for coordination of items outside the automated system.


2. Attend regular CFC calls to stay aligned on feedback processes and updates.


3. Communicate effectively via email, Slack, and phone calls.

Training & Guidance

1. Guide Search Teams on the CF system, particularly the batching process.


2. Publish and lead all CF training sessions.


3. Provide individual training for Project Coordinators (PCs) upon request.

Reporting & Invoicing

1. Generate monthly CFC invoices and send to Accounts Payable (Rowena) for processing.


2. Email invoices to CFCs for their records.


3. Compile and distribute Client Feedback reports and summaries, including detailed and summary-level insights.

Required Skills & Attributes

Soft Skills

1. Exceptional attention to detail and organisational skills.


2. Ability to work independently and exercise sound judgement.


3. Strong communication skills across all levels of the firm and with clients.


4. Patience and adaptability to learn and navigate a system with quirks and complexities.

Technical & Functional Skills

1. Familiarity with Outlook, Slack, and other MS office tools.


2. Comfortable running queries and generating reports within Excel and other tools.


3. Experience with training delivery and stakeholder engagement.


4. Interest in leveraging AI and data analytics for process improvement.