About Aptia
Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.
With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.
Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.
And we are expanding. Aptia Group is not only fueled by our investors backing but also by our commitment to foster the growth and success of our people. At Aptia, were investing heavily in learning and development, paving unique career paths for our colleagues.
Specialist. Responsive. Thoughtful. Our values arent just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.
Job requirements
Key Responsibilities:
Leading continuous improvement agenda in Customer Master Data area Ensuring efficiency and high standard of operations: identification and removing inefficiencies in the processes, making improvements in the operational work Hold regular reviews with stakeholders and within the team to ensure high quality of Service Delivery is maintained. Preparation and analysis of Master Data issues between Customer and Aptia Coordination of internal and external audit Monthly CMD KPI Monitoring and analysis with line manager Executing maintenance activities on D365 master data as approved by business owner. Timely management of requests to create new client master data, maintain / amend master data.
As per request, creation and update of charge out rates, new project code creation, project code updates due to client changes and termination of contract and de-activation of code etc.
Good understanding of D365 master data structure to analyse business requirements Actively participate in OTC process improvement initiatives, suggest enhancements to streamline billing procedures, enhance customer experiences, and optimize overall operations.
General Skills: Basic understanding of MDM best practices and industry standards in the customer domain. Good knowledge of financial controls related to Customer Master Data processes Strong analytical skills including analysis of complex data Problem solving and decision-making ability Customer service orientation Strong analytical skills Effective communication, interpersonal, and customer service skills
(Mandatory)
Technical Skills: Experience of SAP / IBM Customer Master Data related transactions and workflows. Proficiency in technical tools like MS Excel, MS Word and PowerPoint. Prior knowledge of MS Dynamics is a plus.
Prior Experience: 5- 8 years of experience in client data management. Previous working experience from Service industry. Experience in global market strictly from UK, US and Europe.
Qualifications: Finance graduate preferred / PGDM in Finance.