Financial Planning Specialist

Há 2 dias


Porto, Porto, Portugal Buscojobs Portugal Tempo inteiro

A remarkable opportunity for professional growth and development awaits a seasoned Financial Planning Specialist at Buscojobs Portugal. With our dynamic and fast-paced FinTech Company, you will have the chance to make a lasting impact on the lives of Small and Medium-sized Enterprises (SMEs) and entrepreneurs.

Job Summary

We are seeking an accomplished Senior Accounting Specialist to join our team. As a key member of our financial planning department, you will be responsible for empowering SMEs and entrepreneurs by providing expert guidance in creating business plans, setting financial goals, and building tailored growth strategies.

The ideal candidate will possess a solid understanding of the unique challenges faced by SMEs and entrepreneurs, backed by a strong foundation in various business areas such as marketing, finance, and accounting. Proven experience in a customer-facing role, with exceptional communication and interpersonal skills, is essential for success in this position.

Key Responsibilities:

  • Provide hands-on guidance to SMEs and entrepreneurs in creating business plans, setting financial goals, and building tailored growth strategies.
  • Help customers maximize their use of Rauva's suite of products and services, ensuring they receive personalized guidance and resources to succeed.
  • Conduct regular check-ins with high-value customers, offering personalized guidance to keep them on track toward their goals and ensuring their ongoing satisfaction.
  • Analyze customer feedback to identify areas for improvement, and communicate such feedback to other teams in a clear and structured manner.
  • Handle customer complaints and escalations, ensuring swift and satisfactory resolutions.

Requirements:

  • Solid understanding of the unique challenges faced by SMEs and entrepreneurs, backed by a strong foundation in various business areas such as marketing, finance, and accounting.
  • Proven experience (2+ years) in a customer-facing role (accounting, sales, customer retention/success, account management, or a related role).
  • Exceptional communication and interpersonal skills.
  • Creative problem-solving abilities and a customer-centric mindset.
  • Good analytical skills and ability to interpret data and make data-driven decisions.
  • Ability to work collaboratively in a fast-paced environment.
  • Data driven and proficient with Excel/Google sheets.
  • Fluency in English and Portuguese (mandatory).

Benefits:

  • Favorable salary: €50,000 - €65,000 per annum.
  • Opportunity for personal and professional growth in a dynamic and innovative company.
  • Beneficial working conditions, promoting a healthy work-life balance.

This is a fantastic opportunity to join our dedicated team and contribute to the success of our clients. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply.



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