Role Summary

The Managed Services Analyst Calling is part of the Managed Services Customer Experience organization within GHX. This team works on behalf of customers of GHX (hospitals) in enabling seamless purchase order processing. The analyst in this role works within our custom software to process order transactions that require manual assistance for completion. The analyst would:

• Work within a software queue to identify the next order for processing
• Call US based healthcare suppliers and obtain key order processing information
• Correlate order response information based on attributes that are confirmed in the call

• Excellent communication skills with neutral English accent and ability to understand foreign English accents
• Strong customer support skills
• Proficiency in Microsoft Office applications and basic knowledge of Excel
• Navigate and manage multiple tabs at once
• Strong accountability and integrity due to sensitive nature of information
• Determined, detail oriented, and proactive individual
• Ability to execute all the checklist actions in the owned transactions
• Clear and effective written communication

• Attain mastery on all the learning resources shared
• Triage the case assigned and act adhering to the SOP
• Initiate phone calls to the supplier to get required details which would aid further processing of the case
• Work with suppliers on calls to take inputs and resolve the cases
• Make case notes and escalate if required for next level of associate group
• Reconcile data and loop the raw information to the transactional workflow
• Flag any or all the outliers and contribute to the knowledge base improvement
• Adhere to timelines in handling the cases assigned and maintain hourly throughput
• Proactively call out any failures and downtimes
• Use and update the trackers and dashboards to understand and shift to the necessary queues
• Ownership in shifting between the queues to maintain the throughput across all the queues
• Escalate and seek support for any roadblocks
• Partner with peers and brainstorm ideas and contribute SOP development
• Participate in meetings and discussions and share valuable feedback/inputs
• Volunteer if needed for additional one-time activities within the role scope
• Maintain data confidentiality and high work ethic

• Must be a Graduate (certificates required)
• 1-3 years of experience

Additional:

• 1 way drop cab facility
• Must be flexible for US shifts

General Summary :

This Support Operations position is responsible for excellent customer service to both internal and external customers. This role encompasses support delivery, product education, process education, and career growth and development. This position is a lead position based in the Louisville office that is responsible for customer satisfaction and the development of direct reports. Support Operations seeks a motivated, detail-oriented professional who thrives in a fast paced and ever-changing work environment. This position oversees GHX Customer Support offerings and other products and services that fall under this classification. This position will report to the Manager, Operations Support. The Supervisor of Support Analyst executes various work requests and tasks for career development, corrective action, customer support satisfaction, and special projects as assigned.

This position requires effective time management skills, a passion for excellent customer service, performance excellence, attention to detail, and a high level of integrity and work ethic

Job Description

• Provide support via phone, email, and on site to customers and GHX coworkers for escalations and any related product issues.
• Monitor the predetermined quality metrics of a customer and implement resolutions if metrics are below acceptable levels. Escalate when appropriate.
• Proactively create projects and process efficiencies to constantly improve scalability, quality, and customer satisfaction.
• Provide clear and actionable instructions to Analysts for daily tasks and project work.
• Demonstrate effective time management of projects and meetings while adhering to deadlines.
• Mentor team members, refine processes, and develop resource materials.
• Mentor direct reports for career development and leadership skills.
• Improve self and team work ethic through continuous coaching and education.
• High level oversight of customer activity and account health to increase adoption of GHX’s recommended practices.
• Critically think to resolve technical problems and work cross-functionally when needed.
• Coordinate launch schedules of assigned product offering base and raise staffing needs to management
• Assist with identification and development of new system enhancements to benefit department offerings.
• Independently identify and execute performance action plans to increase engagement of the customer.
• Create, learn, revise, and communicate established process to all team members including internal management.
• Maintain a high performing team and analyze process for areas of improvement and quality assurance.
• Travel may be required (up to 10%)

Required Skills/Competencies

• Proficiency in Microsoft Office applications, with advanced knowledge of Excel
• Ability to monitor & evaluate performance using KPIs not limited to CSAT, Occupancy, Shrinkage, Attrition, Productivity, Quality etc.
• Bottom Quartile Management, Employee Satisfaction.
• Ability to work with little direction or guidance
• Create outlines of projects and process documentation of GHX Support procedures
• Determined, detail-oriented, and proactive individual
• Strong accountability and integrity
• Strong customer support and management skills
• Clear and effective verbal and written communication
• Salesforce knowledge or a relatable CRM tool (Zendesk)
• Webinar and other live training experience
• Ability to identify and solve internal and customer problems and increase customer efficiency and product value
• Proven ability to identify and solve problems and increase efficiency and product value
• Ability to locate areas of cost-saving enhancements or product improvements for a given product or service
• Ability to participate and provide constructive feedback in developmental meetings with customers and GHX executives

Required Education, Certifications, and Experience

• Bachelor's degree OR a minimum of 2 years of direct experience within the healthcare and/or supply chain industries.
• Overall 4+ years of professional experience.
• Minimum of 2 years of experience in a team-oriented supervisory role or an equivalent leadership capacity.
• Strong organizational and project management skills
• 2+ years of experience in areas such as project management, customer success, training, and/or customer service.
• Proficiency in Microsoft Office Suite, with strong capabilities in Microsoft Excel, Word, and PowerPoint
• Strong organizational skills and demonstrated project management abilities.
• Prior experience within Supply Chain, MedTech – SaaS, Healthcare Revenue Cycle Management (RCM), Procurement, Material Management, or Customer Operations departments history preferred
• Product knowledge of GHX products or relatable supply chain experience preferred

GHX: It’s the way you do business in healthcare.

Global Healthcare Exchange (GHX) enables better patient care and billions in savings for the healthcare community by maximizing automation, efficiency, and accuracy of business processes.

GHX is a healthcare business and data automation company, empowering healthcare organizations to enable better patient care and maximize industry savings using our world class cloud-based supply chain technology exchange platform, solutions, analytics and services. We bring together healthcare providers and manufacturers and distributors in North America and Europe — who rely on smart, secure healthcare-focused technology and comprehensive data to automate their business processes and make more informed decisions.

It is our passion and vision for a more operationally efficient healthcare supply chain, helping organizations reduce – not shift – the cost of doing business, paving the way to delivering patient care more effectively. Together we take more than a billion dollars out of the cost of delivering healthcare every year. GHX is privately owned, operates in the United States, Canada and Europe, and employs more than 600 people worldwide. Our corporate headquarters is in Europe, Louisville, Colorado, just outside of Denver, with additional offices in Europe, Atlanta, Georgia and Omaha, Nebraska.

GHX provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. GHX complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

GHX expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. Improper interference with the ability of GHX’s employees to perform their expected job duties is absolutely not tolerated.

Job Title: Payroll ANALYST

Location:  Hyderabad (Hybrid)

Relocation Provided: Yes

Shift timing: 10:00 AM IST – 7:00 PM IST

General Summary:

Reporting to the Director, HR India, the Payroll Specialist will play a key role in supporting our fast-growing teams across India. This role is responsible for end-to-end payroll processing for both local employees and expatriate associates on regional or long-term assignments in India. The specialist will ensure accurate and compliant payroll operations, including managing statutory requirements such as Income Tax, Gratuity, Provident Fund, Professional Tax, and Labour Welfare Fund. Additionally, this role will handle period-end closing activities, conduct payroll analysis, prepare statutory reports, and manage various payroll-related ad hoc tasks.

Key Responsibilities

• Owns the accuracy of all payroll data, proactively identifying and resolving discrepancies before payroll closure, and ensuring all required inputs are thoroughly collated and verified.
• Takes full responsibility for reviewing payroll inputs, including calculations, deductions, reimbursements, bonuses, and full & final settlements, ensuring precision and compliance.
• Leads the reconciliation of payroll payments, ensuring each cycle’s disbursements are accurate, compliant with GHX policy, and fully validated.
• Responsible for the office compliance, registrations and renewals like Shops & Establishment Act and other acts. Ensuring the accuracy of relevant Government reports such as Personal Income Tax, Provident Fund, PT, LWF and other statutory requirements
• Proactively communicates payroll updates, including any changes, amendments, or new processes, ensuring employees receive timely and clear information.
• Delivers responsive and anticipatory payroll support by addressing employee questions, providing required information, and managing Full & Final settlements for exiting employees with accuracy and transparency.
• Complies with local legal requirements by studying existing and new legislation; enforcing adherence to requirements; advising management on needed actions.
• Safeguards employee trust and ensures secure payroll operations by strictly maintaining the confidentiality of all payroll‑related information.
• Maintains the monthly, biannual and annual trackers as per the statutory acts and laws
• Ensure timely closure of audit observations and implementation of corrective and preventive actions
• Prepare SOP’s, Control Matrix and FAQ’s
• Other duties as required

Required Education, Certifications, and Experience

• 7+ years’ experience in Payroll, Labour law, taxation and statutory compliance
• Bachelor’s degree in business, commerce, accounting or related field
• Prior experience working in HR Operations is a plus
• Ability to effectively work with diverse cultures in a global team
• Hands-on experience in payroll accounting, reconciliations, and statutory compliance
• Hands-on experience with payroll systems, ERP (Dayforce is a plus), and third-party vendors
• Proficient in Microsoft Excel
• Excellent interpersonal, communication skills and a flexible approach
• Ability to handle sensitive information and maintain confidentiality
• Ability to multitask and learn processes quickly for more efficient and effective results.

A quick heads up about our interview process. It generally consists of 3-4 rounds, including:

• Introductory call with our Talent Acquisition Partner
• Technical interviews (with peers/functional manager)
• Cultural fitment round (With Hiring Manager/GHX leaders)

Role Summary

The Managed Services Analyst II – Quality role is responsible for driving quality excellence across EMS operations by conducting audits, identifying trends, and enabling continuous improvement. This role requires hands-on experience in quality audits, strong analytical capabilities, and the ability to derive actionable insights that enhance overall team performance and customer experience.
The individual will play a critical role in maintaining quality standards, identifying gaps, and partnering with stakeholders to implement corrective and preventive actions. This role demands a high level of ownership, attention to detail, and the ability to influence teams toward a quality-driven culture by providing effective, structured coaching and quality insights to reporting leaders.

Required Skills

• Strong English communication skills (verbal & written) with the ability to deliver clear and constructive feedback.
• Proven experience in quality audits, RCA (Root Cause Analysis), and quality improvement initiatives
• Strong analytical skills to identify trends, patterns, and improvement areas
• Ability to translate data into actionable insights and recommendations
• Strong understanding of process adherence, SOPs, and compliance frameworks
• Ability to drive continuous improvement initiatives and track their impact close attention to detail
• Strong stakeholder management and ability to collaborate with cross-functional teams

Roles & Responsibilities

• Conduct regular quality audits on cases, projects, and processes to ensure adherence to defined standards
• Identify error trends, process gaps, and recurring issues, and perform detailed root cause analysis.
• Provide actionable insights and recommendations to improve overall team quality and efficiency.
• Drive quality improvement initiatives and track their effectiveness through measurable outcomes.
• Partner with Team Leaders and Managers to implement corrective and preventive actions (CAPA).
• Deliver structured feedback and coaching to analysts to improve performance.
• Create and maintain quality dashboards, reports, and scorecards for leadership visibility.
• Ensure adherence to QA frameworks, KPIs, and compliance standard
• Support in designing and conducting PKTs, refresher sessions, and quality calibrations.
• Proactively identify risks and highlight potential quality concerns before they escalate.
• Collaborate with stakeholders to standardize best practices and reduce process variation
  Contribute to building a continuous improvement and quality-driven culture within the team

Education and Experience

• Tech / B.E. / MCA / BCA preferred.
• 2–5 years of experience, with strong exposure to quality audits and process improvement roles
• Proven track record of driving quality improvements and measurable impact on team performance

Job Summary:

We are seeking a highly skilled, customer-focused Customer Support Analyst (CSA) – Level 3 to provide advanced technical and functional support for our applications. This role serves as the final escalation point for complex issues and requires extensive research across multiple applications to diagnose, consolidate, and resolve customer-reported problems effectively. The ideal candidate will combine deep technical and functional troubleshooting with strong analytical thinking, enabling them to identify root causes, implement solutions, and drive continuous improvement in system performance and customer experience.

We are looking for a dedicated customer support analyst to join our team and provide customer support, technical and functional assistance, ensure application performance, and support users of our on-premises and AWS-hosted software products. The role involves troubleshooting, configuring systems, monitoring systems, and collaborating with cross-functional teams to resolve issues efficiently. Also, create KB articles, document process flow and user training.

Key Responsibilities: 

1. Advanced Technical Troubleshooting & Resolution

• Act as the primary escalation point (L3) for complex application, invoice, payment, and user access-related issues
• Conduct in-depth research across multiple applications and systems to identify, correlate, and resolve issues
• Analyze logs, alerts, configurations, and system behavior to troubleshoot problems efficiently
• Provide end-to-end ownership from issue identification to resolution and customer confirmation

1. Multi-Application Analysis & Problem Solving

• Investigate issues spanning multiple integrated applications, consolidating findings to determine root causes
• Diagnose issues related to data flow, integrations, performance, and configurations
• Apply structured troubleshooting methodologies to resolve cross-system dependencies

1. Incident & Escalation Management

• Ensure timely resolution of support tickets, emails, and calls while adhering to defined SLAs
• Proactively monitor alerts and logs to identify and mitigate potential issues before impact
• Escalate issues appropriately with clear documentation and impact analysis

1. Cross-Functional Collaboration

• Collaborate closely with Engineering, Product, Infrastructure, and other internal teams to resolve defects and performance issues
• Translate customer-reported issues into clear technical insights and actionable inputs for internal teams
• Participate in incident reviews and resolution planning

1. Root Cause Analysis & Continuous Improvement

• Perform detailed Root Cause Analysis (RCA) for recurring and high-impact issues
• Identify trends and recommend preventive measures and system improvements
• Contribute to improving system stability and reducing ticket volumes

1. Knowledge Management & Documentation

• Create and maintain knowledge base (KB) articles, troubleshooting guides, and runbooks
• Document process flows, configurations, and standard operating procedures (SOPs)
• Develop and deliver training materials and user guidance for both internal teams and customers

1. Customer Experience & Communication

• Provide clear, structured, and professional communication to customers
• Guide users through troubleshooting steps and ensure a high level of customer satisfaction
• Manage critical customer interactions with ownership and accountability

Qualifications:

• Bachelor's/master’s in engineering or relevant qualification.
• Minimum 4-10 years of experience in application support.

Knowledge, Skills, and Abilities:

• Strong communication and interpersonal skills for customer interaction.
• Analytical and problem-solving mindset.
• Ability to work in a fast-paced, collaborative environment.
• Browser Support - Internet Explorer/Google Chrome etc.
• Strong computer knowledge and troubleshooting skills.
• Excellent oral and written communication skills
• Neutral accent
• Should be confident & aggressive.
• Candidate with prior application support experience is preferred.
• Working knowledge of SQL Databases, IIS Setup & basic network configuration.
• Working Knowledge of IT Hardware and Software.
• Ability to learn and master employer-specific software.
• Complex problem solving.
• Ability to diagnose & address application issues.

General Summary

CSA I Provides first-line support within the Customer Support Center, assisting GHX's important customers with inquiries and basic system usage. Develops foundational knowledge of the GHX B2B exchange, support resources, and tools, utilizing guidelines to ensure efficient and quality support. Handles diverse issues requiring logical diagnostic skills and a developing understanding of EDI-X12.

Job description

Roles & Responsibilities

• Acts as a primary point of contact at GHX for customers reaching out via email, and the GHX Community Web Portal. Works directly with customers to help meet their needs and solve their problems, including systems, specific products, and general information and the GHX Community Web Portal. Works directly with customers to help meet their needs and solve their problems, including systems, specific products, and general information.
• Works cooperatively with other team members and departments to develop effective and timely solutions for customers.
• Utilizes the Customer Relationship Management System ‘Salesforce’ to record and research customer information and to record all the customer's questions, problems, and solutions.
• Uses the Customer Support Knowledge Base to assist customers and provide immediate resolution to their problems.
• Contributes to the Customer Support Knowledge Base in order to provide symptom and resolution information about new issues and update information for known issues.
• Understands the roles and skillsets of peers and extended departments in order to effectively escalate issues to CSA II & CSA IIIs that cannot be resolved at base level.
• 6+ Months Experience, with relevant Customer Service Experience

Role Summary :

A Customer Support Analyst Level II works within the Customer Support Center to meet the needs of GHX's important customers. The CSA-II will develop a strong working knowledge of our leading edge GHX Internet B2B exchange system and growth products, the Customer Support knowledge base, and Customer Support administrative tools. With this knowledge and tools, the CSA-II will answer customer's questions, assist customers in using the functions of the system, and help them when they have problems in using or connecting to the system. Extensive collaborative troubleshooting and problem solving may be required at times. CSA-II will perform these activities with the help of guidelines to assure efficiency, reliability, and quality. The CSA- II works on problems of diverse scope where analysis of situations requires technical expertise and the use of logical diagnostic skills, including a strong working knowledge of EDI-X12.

Roles & Responsibilities:

• Acts as a primary point of contact at GHX for its customers who reach out to GHX via telephone, email, and the GHX Community Web Portal. Works directly with customers to help meet their needs and solve their problems, including systems, specific products, and general information.
• Works cooperatively with other team members and departments to develop effective and timely solutions for customers.
• Utilizes Customer Relationship Management System ‘Salesforce’ to record and research customer information and to record all the customer's questions, problems, and solutions.
• Uses the Customer Support Knowledge Base to assist customers and provide immediate resolution to their problems.
• Contributes to the Customer Support Knowledge Base in order to provide symptom and resolution information about new issues and update information for known issues.
• Understands the roles and skillsets of peers and extended departments in order to effectively escalate issues that cannot be resolved during live customer call.
• Provides assistance and mentorship to CSA-I and II analysts as needed
• Collaborates with peers and extended departments to provide timely resolution to customer problems

Qualification:

• Must be a graduate
• 2-4 years of experience in Customer support 

Role Summary-

The CX Business Analyst is a member of the Customer Care and Managed Services team and supports reporting and analytics requirements across the business, in addition to process analysis and improvement initiatives. This position works closely with team leadership to review reporting requirements, develop associated deliverables and provide high level analysis of results.  This position requires strong analytical and communication skills, attention to detail, positive professional attitude, and the ability to work in a team.

Required Skills-

• Excellent communication skills: verbal, written
• Ability to identify learning opportunities and self-educate where resources and opportunities are present
• Attention to detail
• Customer service/interpersonal skills
• Knowledge of Salesforce is a benefit
• Efficient in Excel or other similar reporting tools

Roles & Responsibilities-

• Salesforce dashboard and report development and
• Collect and groom internal customer reporting requirements and develop processes and solutions that meet the needs of the operational team
• Provide analysis of reporting deliverables
• Support Customer Care and Managed Services Operations by translating business reporting requirements into technical specifications and lead implementation
• Maintain Salesforce Support taxonomy by meeting with internal customers and review of taxonomy usage to identify valuable adds or deletes to best represent support work.
• Conduct technology evaluation and generate proposals quantifying benefits of technology offerings in accordance with solution needs.
• Interprets internal or external business requirements/issues and recommends innovative
• Analyze operational processes gaps, interpret, and point out trends or deviations from standards and develop action plans for improvement.
• Contributes to solutions that results in changes and/or enhancements to improve internal efficiencies or the customer experience.
• Produce and maintain process documentation which can include process maps, SOPs, training materials, or reports, for example.
• Utilize appropriate Lean/Six Sigma and other management tools and practices.

Education and Experience-

• 2+ years of related experience as a Technology/Process Analyst, Consultant or Developer focused on reporting
• Bachelor’s degree, or a combination of education and related experience. Qualification

Job Summary

We are seeking a Business Insights Analyst based in India (aligned to US Eastern hours) to join the Strategic Growth team. This individual will play a critical role in delivering data-driven insights, executive-ready reporting, and performance analytics that help Product Operations and cross-functional teams optimize operations, elevate the customer experience, and drive measurable value.
This position will focus on reporting and analytics (especially Sigma), KPI development, and operational performance tracking. This role partners closely with the Sr. Manager of Strategic Growth to enable data-backed decision-making, highlight risks and opportunities, and translate analytics into actionable strategies.

Key Responsibilities
Reporting & Analytics

• Data Management: Gather, cleanse, and validate data from ERP, CRM, and operational systems to ensure data accuracy and reliability.
• Executive Reporting: Build and maintain dashboards and reports in Sigma, SalesForce, Kibana, and Excel to track business performance, highlight risks, and enable decision-making.
• Insights & Trends: Apply descriptive and inferential statistical analysis to identify performance drivers, customer trends, and improvement opportunities.
• KPI Development: Define and monitor key operational and customer value metrics to track progress against strategic objectives.

Customer Value Enablement Support

• Voice of the Customer: Translate operational data into insights that reflect customer impact and support strategic prioritization.
• Cross-Functional Alignment: Provide analytics and reporting that help drive accountability and alignment across Customer Care, and Managed Services.

Qualifications

• Education: Bachelor’s degree in business, Data Science, Engineering, or a related field (MBA preferred but not required).

Experience:

• 5+ years of experience as a Business Analyst / Data Analyst in supply chain, healthcare, or a related industry.
• Proven track record in reporting, dashboard development (preferably in Sigma), and KPI design.
• Experience supporting executive-level reporting and operational performance reviews.
• Prior exposure to automation analytics is a plus.
• Technical Skills:
• BI & Data Visualization: Strong skills in Sigma (preferred), Power BI, or Tableau.
• SQL & Data Querying: Ability to extract, manipulate, and analyze large datasets.
• Excel Expertise: Advanced formulas, pivoting, and reporting.

Soft Skills:

• Strong communication and storytelling skills to translate data into executive-ready insights.
• Analytical problem-solver with a continuous improvement mindset.
• Ability to operate effectively in a global, matrixed organization with minimal supervision.

Knowledge, Skills, and Abilities

• Customer-Centric Mindset: Always connecting analytics to customer value and business outcomes.
• Innovative Thinking: Ability to simplify complex data into clear recommendations.
• Continuous Learning: Commitment to staying current on emerging technologies and best practices.
• Leadership & Independence: Operates autonomously with minimal supervision while keeping stakeholders well-informed.
• Certifications: CBIP, Lean Six Sigma, or other analytics/process certifications are a plus.

Job Summary:

The Operations Analyst II is responsible for the implementation project delivery that encompasses project delivery, integration, utilization, and product education.  Implementation Operations is a technical team responsible for product configuration (mainly for Vendormate Credentialing), email campaigns, and reporting that support implementation and increase product utilization.  The team seeks a motivated, dependable, and detail-oriented professional who thrives in a fast-paced and evolving work environment. The Operations Analyst II executes various work requests for implementation and customer maintenance, recurring responsibilities, and special projects.  

Duties and Responsibilities

• Lead and coordinate data collection, analyze, and assimilate data into a format easily understood by end users. You will apply proven communication, analytical, and problem-solving skills to help maximize the company’s revenue 
• Gather, analyze, and assimilate data into a format for internal users. This will encompass conducting QA efforts to ensure work is being completed accurately and in a timely manner for utmost customer satisfaction.
• Complete work requests and, from time to time, review the work of other Analysts for product configuration, email campaigns, and reporting 
• Demonstrate initiative by taking a proactive approach to seek and provide feedback on people, process improvement, and product. 
• Maintain internal customer satisfaction scores of 95% or greater across all teams supported 
• Solid technical skills with developing knowledge of GHX’s suite of products, beginning with Vendormate Credentialing, which is a provider product line that enables hospitals to manage their vendors’ regulatory compliance and onsite access 
• Behaviour that exhibits the GHX core values of Collaborate, Innovate, Inspire, and Grow 
• Other recurring responsibilities and special projects, as assigned 

Required Qualifications: 

• Bachelor’s degree in technical, business, or management discipline + 3 years relevant experience
• Expert in Microsoft Office, particularly Excel 
• 1+ years of data analysis experience 
• Team-oriented person with intense focus on problem-solving, attention to detail, quality, and customer service 
• Embrace change with positive intent and work collaboratively to improve processes 
• Ability to multitask while completing work requests, projects, and recurring responsibilities 
• Aptitude for manipulating, analyzing, and displaying data  
• Capability to follow established processes and contribute to process improvement 
• Proficiency in planning, prioritizing, and executing tasks  
• Effective written and verbal communication with customers, peers, and management 

Preferred Qualifications: 

• 1+ years of relevant business experience 
• Database experience (MS Access, MS Excel, SQL or related) 
• Basic understanding of computer programming  
• Experience with Salesforce.com, MailChimp, Jasper, and Tableau 

ABOUT THE ROLE: 

We are looking for a Complaints Analyst to join our team. The successful candidate will be responsible for managing complaints from UK members and non-members regarding our products, services or customer service.

As a Complaints Analyst, you’ll be expected to:

• Take ownership of complaints from start to finish
• Investigate complaints and identify the root cause of the issue
• Communicate with complainants through various channels to resolve complaints in a timely and professional manner
• Work closely with the relevant departments within Tide to identify any systemic issues and develop solutions to prevent future complaints
• Maintain required productivity and quality levels

Key Responsibilities

• Complaint Investigation: Manage and progress multiple complaints through to fair resolution, ensuring adherence to FCA DISP rules and internal policies
• Regulatory Compliance: Ensure all responses meet FOS (Financial Ombudsman Service) and FCA (Financial Conduct Authority) requirements adhering to TCF (Treating Customers Fairly) and CD (Consumer Duty) outcomes
• Root Cause Analysis (RCA): Conduct thorough fact-finding and critical analysis to identify recurring themes and suggest process improvements to prevent future issues
• Professional Correspondence: Draft clear, concise, and compliant final response letters that explain complex financial findings in accessible, jargon-free language
• Vulnerable Customers: Identify and provide tailored support for customers in vulnerable positions, ensuring compassionate and equitable treatment
• Stakeholder Collaboration: Liaise with internal teams like Operations, Compliance and Product to gather data and resolve cases efficiently 

WHAT WE ARE LOOKING FOR: 

• Professional Experience
  • UK Complaints Handling: Demonstrable experience in managing UK-based financial complaints within a regulated environment.
  • Financial Industry Knowledge: Solid understanding of financial products and the broader UK regulatory landscape (FCA, FOS, Treating Customer Fairly(TCF).
  • Startup Familiarity (desirable): Previous experience working in a startup or fast-paced FinTech environment, demonstrating adaptability and proactive problem-solving.
• Soft Skills & Communication
  • Empathetic Communication: Exceptional ability to build rapport, listen actively, and show genuine compassion during difficult conversations
  • Resilience & Conflict Resolution: The ability to remain calm under pressure, handle challenging interactions, and manage conflict professionally
  • Time Management: Highly organised with the ability to multitask and meet strict regulatory deadlines
  • Analytical Mindset: Strong attention to detail and a passion for finding solutions to complex, non-standard situations 
• Technical Proficiency
  • Industry Tools: Proficient in GSuite (Google Workspace), Slack, Confluence, Looker, and Jira
• Desired Qualifications
  • Certificate in Complaint Handling (CCBI) from the Chartered Banker Institute
  • Professional Banker Certificate

WHAT YOU WILL GET IN RETURN 

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm 
• Learning & Development Budget 
• WFH Setup allowance 
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities 

About the team:

Ongoing Monitoring sits in our first line of defence (1LOD) operations’ department, responsible for monitoring the activity of our SME customers (‘members’) for the purpose of preventing, detecting and reporting sanctions, money laundering, terrorism financing, tax evasion, bribery and corruption, money mules and fraud. 

It's an opportunity to work with an amazing team across multiple geographies, including analysts, team leaders, product and engineering managers, data scientists and operations managers. The role has exposure to many senior stakeholders across the business and is at the heart of what we do to protect our customers.

What we’re looking for: 

Here at Tide, we are looking for someone who

• has a good understanding of Financial Crime Typologies including money laundering, terrorist financing, fraud, and sanctions evasion, bribery, tax evasion, and suspicious activities reporting. 
• is passionate and proactive, who will help ensure Tide is taking all relevant steps to detect and prevent all aspects of financial crime. 
• understands financial crime in a global financial set up with specific focus towards UK and Europe Geography. 
• has exceptional communication skills in English (both Written and Speaking).
• can use expert judgement to recommend if a case warrants filing of a Suspicious Activity Report (SAR) 

This role is a key element of our ongoing monitoring team sitting within the first line of defence. You’ll be responsible for ensuring we put our genuine members first, through monitoring transaction types and behaviours across our customer base, whilst spotting and investigating potentially suspicious activity. 

As an  Alert Review analyst you’ll be performing tasks related to the following

Transaction Monitoring Alert Review & Analysis:

• Monitor and investigate alerts generated by automated transaction monitoring and sanctions screening systems.
• Conduct comprehensive, risk-based reviews of customer accounts and transaction histories to identify suspicious patterns or activities that deviate from a customer's normal behavior.
• Synthesize information from various sources, including customer profiles (KYC/CDD), public records, adverse media, and internal data.
• Assess the transactional activity in the context of financial crime typologies across a variety of payment types and financial products offered.
• Draft a concise, yet comprehensive report on findings prior to discounting the alert or reporting suspicious activity.
• Contact the member (customer) via email, chat or by phone to seek additional contextual information without tipping off.
• Contact representatives of partner banks via emails in cases where a fin crime investigation is required on Tide’s member

Suspicious Activity Reporting (SAR) Recommendations:

• Draft and present detailed, well-reasoned SAR recommendations to experts responsible for filing SARs to regulatory authorities. 
• Construct a clear, concise, and defensible narrative outlining the suspicious activity, the investigative steps taken, and the rationale for the recommendation.
• Ensure all supporting documentation and evidence is accurately compiled and included in the case file for audit purposes.

Sanctions Screening:

• Analyze potential sanctions hits against international lists (e.g., OFAC, EU, UN, HMT) for cross border payment transactions.
• Apply a risk-based approach to differentiate between a true match and a false positive based on criteria like phonetic similarities, aliases, and supporting data.
• Escalate confirmed sanctions hits to management immediately for asset blocking or reporting.

Other tasks as part of the role

• Gain in-depth understanding of the technology and tools that aid in the alert review and analysis.
• Proactively calling out potential efficiencies in our tools and processes used for transaction analysis 
• Managing your own case load to meet performance targets (Productivity, Quality and Customer experience)
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met
• Make recommendations for process improvements to prevent future occurrences of fraud
• Establishing good relationships with various departments throughout the organisation to ensure good operational synergy
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met

What makes you a great fit: 

You are open to flexible shift timings and patterns, it will be five days working with two days off not necessarily weekends. 

• You have 2 to 4+ years of experience in a Transaction monitoring, Financial Crime risk related role in financial services
• You have a keen eye for process improvements, looking how we can work leaner and more robustly.
• You have an analytical mind and are able to digest large data sets and spot patterns and trends with ease 
• You have exceptional communication skills, written and verbal. Are able to communicate with our members (including via telephone) , internal stakeholders & regulatory bodies if required
• You have C1/C2 level of spoken and written English

What you get in return:

• Flexible working options
• Group Life Insurance
• 27 days holiday
• 3 days for L&D or volunteering time off per year
• We invest in your development with a professional L&D budget per year
• Snacks, light food, drinks in the office
• Enhanced family-friendly leave
• Sabbatical leave

OUR MISSION

At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.

ABOUT US

Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next.

CORE VALUES

One Team. One Redwood

Make Your Own Weather

Obsess over Customer Success

Work the Problem

Be Curious

Own the Outcome

Respect Each Other

YOUR IMPACT

We are seeking a skilled Data Analyst with strong experience in BigQuery, SQL, and Qlik to support financial reporting and analytics. The ideal candidate will have a solid understanding of financial metrics, be comfortable working with large datasets, and translate complex data into clear, actionable insights for business and finance stakeholders. In this role, you will be responsible for analyzing financial and sales data, creating insightful reports, and providing strategic recommendations and driving data-driven insights and initiatives to optimize Financial performance and efficiency. This role involves interpreting complex data sets, identifying trends, and collaborating with cross-functional teams to optimize processes. Strong analytical skills, proficiency in data visualization tools, and the ability to communicate findings effectively are essential for this position.

YOUR EXPERIENCE

• 5 years of hands-on experience with data analysis tools and techniques (e.g., Salesforce, SQL, Python, R, Qlik/Tableau, Excel). SQL is a MUST HAVE.
• Experience in finance operations or data analyst role.
• Solid knowledge of financial reporting concepts and business finance
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Passion for data and its ability to drive business results.
• Bachelor's degree in business administration, Statistics, Data Science, or a related field.

ABOUT THE TEAM: 

We are seeking a dedicated and detail-oriented analyst to join our growing and evolving Perpetual KYX team that sits within our First Line of Defence.  In this role, you would be assisting in our battle against financial crime - to prevent money laundering, terrorist financing and other illicit financial activities. This would be achieved through the continual review and updating of member data in near real-time in order to provide ongoing data integrity and accurate risk management. This continuous CDD model involves dynamic monitoring of changes to member profiles by reviewing ‘triggers’ or ‘alerts’ that need verifying or updating due to discrepancies in the member profile based on numerous data sources. These triggers may be initiated by suspicious behaviour, a new entity designation, or a member amending identifying information. Through cross-platform research (e.g. Company’s House, social media footprint, and transaction analysis), you’ll complete a multitude of member-specific KYX-related analysis, perform Periodic and trigger alert reviews, wrongful type of entities reviews, nature of business analysis, along with close cooperation with different departments of the business.

ABOUT THE ROLE: 

• Full account reviews (periodic and event-driven)
• Performing transactional reviews
• Maintaining the most up-to-date information for all existing members
• Communicating with members (written communication only)
• Operating with diverse data and documentation as part of the  company’s CDD and EDD processes
• Identifying areas of improvement that can result in an increase of efficiency and better member experience
• Assist on different Remediation Projects

WHAT WE ARE LOOKING FOR: 

• You are good in taking initiative and be naturally inquisitive about KYX principles and processes
• You have 1+ year's work experience working in KYC/compliance, preferably in a highly regulated environment
• You have a clear understanding and application of the UK regulatory landscape
• You have strong understanding and experience of CDD and EDD processes
• You have similar work experience, preferably in the financial services 
• You have previous experience working on Google sheets
• You have an analytical mind–able to digest large data sets and spot patterns and trends with ease
• You have exceptional English communication skills – written and verbal
• You have the ability to work well as part of a team; decisive; goal-oriented; proactive; able to adapt to different people and styles

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE ROLE: 

As a Sales Onboarding Specialist you will be responsible for receiving inbound calls and making outbound calls to potential members who have expressed an interest in joining Tide. Why? Tide is growing, and with that comes a high level of interest. So much so that there’s not enough time to convert each interest into a new Tide member – so this is where you come in!

As a Sales Onboarding Specialist

• You will be receiving inbound and outbound calls from prospects who have  downloaded the Tide app but sometimes, as life gets in the way, they have not signed up. Your job is to guide them over the phone to complete their signup and at the same time offer complementary tools and services
• You will walk these potential members through our signup process, answer their questions and use your persuasion skills to reassure them that we are the best and convert them into full fledged Tide Members!
• You’ll work with the KYC team to ensure that the members have provided all the correct documentation and will troubleshoot any issues that come their way. For this reason, you’ll need to be technically minded
• You’ll be agile and at times support the team on specific projects, where you need to speak to members who have recorded an interest in a Tide product and you have to secure the sale
• You’ll get to know these prospective members, and how they plan to operate their business so you are able to suggest relevant Tide Products for them to utilize (for instance, our membership subscriptions and time saving products)
• You’ll spend time coaching them through the setup process, and will support wherever needed; giving them a 5 star service as you welcome them to Tide

WHAT WE ARE LOOKING FOR:

• You have excellent written and spoken English language skills
• You have previous customer service or telesales experience
• You’re focused on revenue and can up-sell to our prospective members
• You’re target driven
• You are comfortable with constant change and switching of priorities
• You love to troubleshoot and have a member first mentality
• You’re able to articulate the onboarding requirements depending on the nature of the business efficiently and within a limited time frame
• You’re a team player and can complete ad-hoc tasks to help the  KYC Analyst Team on occasions
• You will be incredibly self-motivated and conscientious, wanting to make a real difference to the business
• You have the ability to be able to listen, learn and adapt to feedback
• You may also have some knowledge of compliance, KYC, AML, and associated regulations
• You may also have previous experience working with a Fintech or digital bank
• You may also have experience of using Zendesk or similar and Predictive (or power) dialer

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Flexible working options
• Group Life Insurance 
• 27 days holiday
• 3 days for L&D or volunteering time off per year
• We invest in your development with a professional L&D budget per year
• Snacks, light food, drinks in the office
• Enhanced family-friendly leave
• Sabbatical leave

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

WHAT WE ARE LOOKING FOR 

As a Business Development Executive you’ll be entrepreneurial, target oriented and passionate about helping small businesses. Working in a fast-paced, ever changing environment will excite you along with an interest in the fintech industry and all that we are doing to save small business owners time and money. You’ll be target focused and confident at handling objections to achieve your revenue goals. You’ll also have an excellent telephone manner, will be outgoing and thrive working in a close-knit team. You’ll possess excellent commercial awareness, constantly seeking new opportunities to generate revenue, and will be happy in a field sales role approaching prospects in person. Passion, drive and enthusiasm are a must.

AS A BUSINESS DEVELOPMENT EXECUTIVE:

• You’ll be calling potential prospects that have enquired via social media and price comparison websites for our products
• You will walk these potential members through our products, signup process, answer their questions and use your persuasion skills to reassure them that we are the best and convert them into full fledged Tide Members!
• You’ll work with the KYC team to ensure that the members have provided all the correct documentation and will troubleshoot any issues that come their way. For this reason, you’ll need to be technically minded
• You’ll work cross-functionally with other departments to understand upcoming product launches and ensure that you can pitch these to our members
• You’ll get to know these leads/prospective members, and how their businesses plan to operate and will recommend relevant products and services to help them thrive. You’ll be entirely comfortable with cold calls, cold emails and cold outreach, and will not need extensive coaching on this
• You’ll spend time coaching them through the setup process, and will support wherever needed; giving them a 5 star service as you welcome them to Tide

WHAT MAKES YOU A GREAT FIT:

• Are passionate, driven, have a can do attitude and positive!
• You have excellent written and spoken English language skills
• You have previous customer service or telesales experience, specifically in POS device sales
• You’re focused on revenue and can up-sell to our prospective members
• You’re target driven
• You are comfortable with constant change and switching of priorities
• You love to troubleshoot and have a member first mentality
• You’re able to articulate the onboarding requirements depending on the nature of the business efficiently and within a limited time frame
• You’re a team player and can complete ad-hoc tasks to help the  KYC Analyst Team on occasions
• You will be incredibly self-motivated and conscientious, wanting to make a real difference to the business
• You have the ability to be able to listen, learn and adapt to feedback
• You may also have some knowledge of compliance, KYC, AML, and associated regulations
• You may also have previous experience working with a Fintech, digital bank or POS provider

WHAT YOU’LL GET IN RETURN

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Flexible working options
• Group Life Insurance 
• 27 days holiday
• 3 days for L&D or volunteering time off per year
• We invest in your development with a professional L&D budget per year
• Snacks, light food, drinks in the office
• Enhanced family-friendly leave
• Sabbatical leave

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE TEAM

As AML & PA Investigations Analyst, you are the first line of defense in our battle against financial crime. We tackle all areas of financial crime within our Ongoing Monitoring team, so you will be able to detect and prevent AML, Fraud, tax evasion and all other manners of financial crimes.

ABOUT THE ROLE

• Here at Tide, we are looking for a driven AML & PA Specialist with a good understanding of Anti Money Laundering and Financial Crime prevention measures. We need a passionate and experienced individual, who will help ensure Tide is taking all the relevant steps to prevent all aspects of financial crime. 
• As a AML & PA Specialist Support, you will be act as a subject matter expert in Anti Money Laundering, Anti Bribery/Corruption and tax evasion investigations with a key focus on risk based decisioning, therefore you should be skilled in detecting and investigating financial crime typologies such as money muling, smurfing, fraud scams, human trafficking, terrorist financing, tax evasion and bribery and corruption.  
• You will be part of our high performing AML & PA team, reporting to a Manager. You may also be involved in wider Financial Crime projects working with other teams across the business such as KYC, 

As a AML & PA (Investigations) Analyst you’ll be involved in a variety of tasks: 

• Case Level Investigations (approx. 30% of time): Conduct in-depth investigations into alerts generated by our AML monitoring systems. This includes reviewing customer account activity, transaction history, and open-source intelligence to determine if a Suspicious Activity Report (SAR) filing is warranted. The scope of case level investigations will vary over a period of time based on experience gained and other projects. 
• Case Reviews (approx. 20% of time): Perform sample checks on completed cases, ensuring accuracy, completeness, and adherence to established policies and procedures. The scope will vary based on performance of analysts assigned in the group/team that you will support. 
• Subject Matter Expertise & Training: Conduct Case Clinics as a Subject Matter Expert, sharing best practices, discussing complex scenarios, and recommending corrective actions based on error logs and quality assurance findings. Case Level Investigations and Case Reviews will form the basis for case clinics. 
• New Joiner Onboarding: Occasionally Act as a buddy for new joiners during their learning curve period, providing guidance, support, and practical insights to help them integrate smoothly and efficiently.
• Policy & Procedure Enhancement: Collaborate with the Policy and Procedure Team to continuously recommend changes and improvements to existing AML procedures, providing thorough analysis and clear rationale for proposed updates. Partner with other colleagues with in the same role to drive consistency on initiatives driven across the department.
• Stay up-to-date with the latest AML regulations, industry best practices, and emerging financial crime typologies.

WHAT WE ARE LOOKING FOR

• You have 4+ years of experience in a Transaction Monitoring or Financial Crime Compliance-related role, specializing in business-related anti-money laundering at a leading FinTech or bank.
• Experience in working for UK and Europe based Financial Institutions or Fintech (experience with banking firms is essential)
• You are able to work well as part of a team; decisive; goal-oriented; proactive.
• You have a good understanding of the UK regulations (including POCA, TACT) and EU regulations.
• You have excellent verbal, written, and interpersonal communication skills in English. German or French will be an advantage
• You have experience in conducting complex investigations including reporting Suspicious activity Reports
• Experience with conducting phone calls with customers.
• You have conducted investigations, including transaction reviews and third party referrals.
• You are able to multitask and successfully operate in a fast-paced, team environment.
• CAMS or ICA certifications would be a bonus.
• You may also have a university degree.

WHAT YOU’LL GET IN RETURN

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 25 Annual leaves
• Family & Friendly Leaves

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

What we’re looking for : 

As a Fraud Analyst you’ll be working in the Ongoing Monitoring team at Tide. You will need to be organised and be able to remain calm under pressure to carry out this role efficiently. You will be responsible for investigating frauds and scam activities. Also, you will analyse transactions, gather evidence, and work closely with internal teams and external partners to detect and prevent fraudulent activities, protect customer assets, and ensure regulatory compliance. You will use your communications skills to communicate with Tide members and resolve their queries in a timely manner. Your exceptional communication skills enable customers to articulate their concerns effectively. You will use your interpersonal skills with many of Tide’s internal and external stakeholders and take initiative in a very busy, and always changing work environment. You are flexible and able to work different shifts within a 24 hour, 7 days-a-week operational environment.

Some of the things you’ll be doing:

• Conduct thorough investigations into cases, including Authorised Push Payment (APP) scams, account takeover, identity theft, credit card fraud, and other types of fraud. 
• Responding to queries from our finance partner and third party financial institutions.
• Ensure compliance with relevant banking regulations, laws, and industry standards related to fraud prevention, reporting, and customer protection. Stay updated on regulatory changes and communicate any necessary updates to the appropriate teams.
• Using the full set of tools to build a timeline of a customer's fraud claim
• Making fair decisions based on your high quality investigation and in line with external regulations and internal policies, to deliver fair outcomes for our customers.
• Responding to queries from other teams.

You’ll be a great fit if:

• You are having minimum 1+ year of Fraud/ Investigation experience, coming from a Fintech industry is a plus
• You are keen to get into a Fraud Investigation role within a Fintech but may have no prior experience (Fraud investigations experience is a plus)
• You are able to show a keen interest in Transaction Monitoring, Financial Crime or Fraud
• You are able to remain calm under pressure.
• You are comfortable with working in 24/7 rotational shifts (We consider employee preferences while setting up schedules, however cannot guarantee the same)
• You are comfortable with communicating with the members over phone calls, chat and emails.
• You have excellent communication and interpersonal skills to collaborate effectively with internal teams and external stakeholders.
• You are detail-oriented with strong organisational and time management skills to manage multiple investigations simultaneously.
• You have the ability to adapt to changing priorities, work independently, and make sound decisions in a fast-paced banking environment.
• You are a problem solver and willing to share your solutions.
• You have prior customer service experience
• You are comfortable relocating to Hyderabad when needed

WHAT YOU WILL GET IN RETURN 

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

ABOUT THE TEAM: 

We are seeking a dedicated and detail-oriented analyst to join our growing and evolving Perpetual KYX team that sits within our First Line of Defence.  In this role, you would be assisting in our battle against financial crime - to prevent money laundering, terrorist financing and other illicit financial activities. This would be achieved through the continual review of the criminal offenses of members and accurate risk management.

The Member Screening Analyst plays a crucial role in ensuring the organization's adherence to compliance regulations and mitigating risks by conducting thorough screenings of new and existing members. This position involves the assessment of individuals and entities against various watchlists, sanctions lists, and databases to identify potential risks such as fraud, money laundering, and other illegal activities.

ABOUT THE ROLE: 

• Member Screening: Conduct a full review on the screening alert for new and existing members, including individuals and entities, against national and international sanction lists, watchlists, PEP (Politically Exposed Persons) lists and Adverse media.
• Risk Assessment: Analyze and review reported results to determine the level of risk for each member, providing recommendations for further investigation or approval.
• Reporting & Documentation: Prepare detailed reports and document any concerns or red flags,
• Investigations: Collaborate with the second line of defence, to investigate and resolve flagged screening results or to escalate it by providing detailed analysis.
• Process Improvement: Identify areas where the screening process can be improved, whether through automation, updated data sources, or improved reporting methods, and suggest improvements to enhance efficiency and accuracy.

WHAT WE ARE LOOKING FOR: 

• You are good in taking initiative and be naturally inquisitive about screening principles and processes
• You have 1+ year's work experience working in KYC/compliance
• You have a clear understanding of the UK/EU regulatory landscape
• You have strong understanding and experience of CDD and EDD processes
• You have similar work experience, preferably in the financial services 
• You have previous experience working on Google sheets and Lexis Nexis
• You have an analytical mindset & able to digest large data sets and spot patterns and trends with ease
• You have exceptional English communication skills – written and verbal
• You have the ability to work well as part of a team; decisive; goal-oriented; proactive; able to adapt to different people and styles
• You must be comfortable with Hybrid working environments

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our new Hybrid working model & Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary 
• Vitality Health Insurance, with a proactive focus on mental and physical wellbeing
• Employee Assistance Programme
• 12 casual & 15 Privilege leaves
• We invest in your development with professional L&D budget per year
• Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution
• Spacious office in Hitechcity with all day snacks
• 24 hours paid volunteering time off per year
• Hybrid working 
• Sabbatical leave 

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE ROLE

As an Alert Review analyst you’ll be: 

• Undertaking full profile reviews based on potentially suspicious triggers or periodic timeframes.
• Own the analysis of risk data, identify trends, red flags and develop an in-depth understanding of the risk profile of our acquiring products.
• Monitor compliance with the acquiring products’ risk appetite, acceptance and risk performance.
• Monitor real-time and post-transaction activity for both acquiring merchants and issuing cardholders.
• Identify unusual merchant behaviors using Merchant Category Codes (MCCs), velocity checks, and transaction anomalies.
• Identify and manage Compromised Cards scenarios through data analysis and alert trends. Recommend card-blocking or merchant suspension actions where necessary.
• Document investigation findings accurately within the case management system.
• Prepare clear and concise SAR (Suspicious Activity Report) narratives, ensuring regulatory and internal standards are met.
• Maintain thorough records of evidence, decision-making rationale, and case progression steps.
• Ensure timely closure of assigned cases while meeting quality and compliance expectations.
• Contact cardholders/members through outbound calls to validate suspicious transactions and gather additional information.
• Communicate professionally with merchants when clarification or additional data is required.
• Provide clear explanations and support to cardholders regarding fraud concerns or next steps.
• Ensure adherence to internal fraud risk policies, card network rules, and regulatory guidelines. Stay updated on fraud trends and emerging threats in the digital payments ecosystem.
• Actively identify gaps, inefficiencies, and opportunities within current workflows.
• Provide process improvement suggestions to enhance fraud detection accuracy, reduce false positives, and improve customer experience.
• Establishing good relationships with various departments throughout the organisation to ensure good operational synergy
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met

WHAT WE ARE LOOKING FOR

What makes you a great fit: 

• 1-3 years of experience in transaction monitoring, fraud investigations, financial crime, Money Laundering and card operations (Acquiring and Issuing).
• Have a strong understanding of risks and relevant controls involved in B2B merchant onboarding, payments transaction monitoring (incl. declines/chargebacks/disputes) and ongoing in-life monitoring.
• Worked in cross-functional set up with strong analytical skills, data driven mindset and ability to work independently
• You have strong understanding and experience of CDD and EDD processes.
• Proficiency with analytical tools and visualisation software (e.g., Excel, Tableau, Looker)
• Attention to detail and quality of the deliverables with growth mindset & extreme ownership.
• A growth, can-do and customer oriented mindset with extreme ownership.
• Willing to work in flexible shift schedules and rotational week-offs.

      Strong knowledge of:

• Payment processes
• Merchant Category Codes (MCCs)
• Fraud patterns and indicators
• Regulatory reporting standards (e.g., SAR)
• Proficiency in case management tools and transaction monitoring platforms.
• Experience contacting cardholders/members through outbound verification calls.

WHAT YOU’LL GET IN RETURN

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 25 Annual leaves
• Family & Friendly Leaves

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE TEAM: 

At Tide, we are building a finance & admin platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.

Launched in 2017, Tide is now the leading business financial platform in the UK with 575,000 SME members (10% market share) and more than 200,000 SMEs in India. Headquartered in London, Tide has over 1,600 Tideans across the UK, Bulgaria, India, Serbia, Romania, Ukraine and Germany. 

Tide is rapidly growing, expanding into new markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money. 

ABOUT THE ROLE: 

A KYC (Know Your Customer) Analyst is a professional responsible for ensuring compliance with regulations and policies related to customer identification and due diligence in the First line of Defence to fight against financial crime. The primary role of a KYC analyst is to verify the identity of customers, assess the risks associated with their activities, and monitor transactions to detect and prevent money laundering, fraud and other financial crimes. By conducting cross-platform research, including investigations on platforms such as Company's House and social media, you will gather client-specific analysis for KYC purposes and fulfill the requisite onboarding due diligence.

KYC analysts play a crucial role in maintaining the integrity of financial systems and preventing illicit activities. Their work is essential for financial institutions, fintech companies, and other entities subject to KYC regulations.

Some tasks you will be undertaking:

• • Verify the identity of new customers by collecting and analyzing relevant documentation, such as government-issued IDs, proof of address, and business registration documents by collecting the information through emails and certain internal platforms
  • Assess the risk associated with each customer based on factors such as their industry, geographic location, transaction patterns, and the nature of their business activities.
  • Liaising with the KYC policies and procedures to ensure a consistent understanding of compliance requirements throughout
  • Conduct thorough due diligence on all customers to ensure that their business activities align with legal and regulatory requirements. This may involve CDD and EDD procedures in the review
  • Recognizing areas for enhancement to improve both efficiency and the overall member experience.
  • Extending assistance whenever required within the business.

WHAT WE ARE LOOKING FOR: 

• You excel in taking initiative and exhibit a natural curiosity about the entire KYC principles and processes
• Ideally, you possess over a year of work experience in KYC/compliance, preferably within a highly regulated environment.
• You demonstrate a clear understanding and effective application of the regulatory requirements in the UK.
• You possess a robust understanding and hands-on experience with CDD and EDD processes.
• You bring prior experience in working with Google Sheets.
• You possess an analytical mindset, capable of digesting large datasets and effortlessly identifying patterns and trends.
• You have outstanding English communication skills, both in written and verbal form.
• You demonstrate the ability to collaborate effectively within a team, make impactful decisions, pursue goals with determination, proactively address challenges, and adapt seamlessly to various people and working styles.

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities
• Stock Options (If applicable)

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

About the Role

We are seeking a Marketing Science Analyst II to join our Marketing Analytics team in Hyderabad. In this role, you will partner with paid media, growth, and cross-functional teams to measure and optimize marketing performance across digital and offline channels. You will play a key role in campaign measurement, attribution, experimentation, and reporting—translating complex data into actionable insights that drive business growth.

This position is ideal for a highly analytical professional with hands-on marketing analytics experience who is ready to take ownership of measurement frameworks while collaborating across a global organization.

Responsibilities

Campaign Measurement & Attribution

• Support the tracking and reporting of campaign performance by compiling relevant KPIs and spend data. 
• Assist in incrementality testing efforts and contribute to A/B test setup and execution for marketing initiatives. 
• Help evaluate performance using MMM inputs, basic channel lift analysis, and cross-channel measurement frameworks.

Performance Analytics & Optimization

• Track and report key performance metrics including Signups, CAC, CPFT, and payback periods.
• Conduct deep-dive analyses to identify performance drivers and optimization opportunities.
• Assist in maintaining regular campaign reporting across lines of business.
• Develop and refine audience segments for targeted paid campaigns, leveraging data insights to enhance performance

Data Analysis & Reporting

• Write complex SQL queries to analyze large datasets (millions to billions of records).
• Build and maintain dashboards in Tableau (or similar BI tools) to support stakeholder reporting needs
• Collaborate with analytics engineering teams to improve data quality, pipelines, and reporting processes.

Experimentation & Insights

• Assist in executing the test roadmap aligned with marketing goals.
• Apply basic statistical methods to evaluate experiments and measure performance impact.
• Support the translation of findings into clear insights and actionable recommendations.
• Support MMM modeling efforts within Marketing Science by contributing to data inputs and assisting in the interpretation of model outputs for marketing measurement

Cross-Functional Collaboration

• Work closely with PMUA, GTM, Analytics, and Data Engineering teams to align on KPIs and measurement standards.
• Maintain documentation and support alignment across teams.
• Contribute to bi-weekly insights decks and leadership reporting.

About You

• 2+ years of experience in marketing analytics, data analytics, or a related quantitative field.
• 2+ years of experience writing complex SQL queries and working with large datasets.
• Experience with marketing attribution, paid media analytics, and performance measurement.
• Familiarity with marketing tools such as Google Analytics, Braze,Singular, Mixpanel  or similar platforms.
• Strong understanding of:
• Descriptive statistics
• Experimental design and A/B testing
• Key marketing KPIs (CAC, LTV, ROAS, retention)
• Familiarity with statistical methods and exposure to data science techniques (e.g., regression, experimentation, MMM) in a marketing analytics context.
• Experience with BI tools such as Tableau, Power BI, or similar.
• Strong communication skills with the ability to translate complex data into clear, actionable insights.
• Proven ability to collaborate across cross-functional and global teams.
• Bachelor’s degree in Statistics, Computer Science, Engineering, or a related quantitative field.

Good to Have

• Experience with cloud data warehouses such as Snowflake or Redshift.
• Exposure to Marketing Mix Modeling (MMM) or advanced attribution modeling.
• Experience with analytics engineering tools such as Databricks.
• Exposure to automation of marketing reporting pipelines.

A Day in the Life

• Analyze campaign performance across paid social, search, display, and offline channels.
• Evaluate incrementality tests and provide recommendations on budget allocation.
• Build dashboards and automated reports to scale insights delivery.
• Partner with marketing leads to refine KPIs and measurement frameworks.
• Deliver insights to leadership through structured storytelling and data visualization.
• Contribute to sprint planning and collaborate with global stakeholders to drive high-impact analytics initiatives.

We are seeking a highly motivated, detail-oriented, and proactive Senior IT Compliance Analyst to support Yext’s security assurance activities with customers, vendors, and internal teams. This role is responsible for responding to product security-related questions, completing security assessments and audit inquiries, and reviewing security and contract language to ensure compliance with Yext’s standards.

The ideal candidate will collaborate closely with Legal, Sales, and Security teams to ensure accurate, timely, and customer-focused responses while maintaining a strong compliance posture. They will bring deep knowledge of security frameworks, exceptional communication skills, and the ability to partner across business and technical teams to strengthen the organization’s overall security posture.

What You'll Do

Governance

• Contribute to the development and maintenance of IT & Security policies, standards, and controls.
• Support the annual control attestation process and provide the required evidence.
• Measure, track, and report on security metrics and key performance indicators (KPIs).
• Ensure ongoing alignment with regulatory and industry compliance requirements (e.g., SOC 2, HIPAA, GDPR, NIS2).
• Support responses to cyber insurance questionnaires by leveraging existing security controls, certifications, and policies.

Risk & Compliance Management

• Conduct risk assessments across systems, applications, and vendors, documenting and tracking outcomes.
• Collaborate with IT, Legal, and Security teams to design and implement mitigation strategies.
• Maintain a centralized repository of standardized security questionnaire responses and keep them current with implemented controls.
• Manage responses to client questionnaires and third-party audit inquiries with accuracy and professionalism.
• Serve as a key point of contact for clients, auditors, and external stakeholders on security-related matters.
• Prepare and provide audit-ready evidence for internal and external audits (SOC 2, SOX, ISO 27001, etc.).
• Partner with control owners to create and track corrective action plans, ensuring timely remediation.
• Identify and implement process improvements to increase efficiency in audit preparation, risk assessments, and responses.
• Provide actionable recommendations to management on enhancing security and compliance practices.

What You Have

• Bachelor’s degree in Information Security, Cybersecurity, Computer Science, Engineering, or related field; or equivalent experience.
• 5+ years of experience in information security, with a strong focus on audit and compliance management.
• Demonstrated experience conducting risk and compliance assessments.
• Proven success in managing client security questionnaires and third-party audits.
• Familiarity with industry and regulatory compliance frameworks (SOC 2, SOX, ISO 27001, NIST CSF, HIPAA, GDPR).
• Experience with GRC tools and technologies (e.g., OneTrust, SecurityScorecard, Bitsight, Archer, or similar).
• Advanced written and verbal communication skills, with the ability to engage confidently with executives, clients, and auditors.
• Professional certifications such as CISA, CRISC, CISM, CISSP, or CDPSE preferred.

Bonus Points

• Governance & Compliance Expertise – Deep knowledge of regulatory and industry frameworks (SOC 2, SOX, ISO 27001, NIST CSF, HIPAA, GDPR, NIST AI RMF).
• Risk Management – Ability to evaluate risks and support effective remediation strategies.
• Audit & Assessment Skills – Skilled in managing and supporting audits, assessments, and assurance activities.
• Client & Stakeholder Engagement – Strong ability to build trust and deliver timely, accurate responses.
• Communication – Excellent written and verbal skills; able to present technical issues clearly to non-technical audiences and executives.
• Cross-Functional Collaboration – Works effectively across IT, Security, Legal, and business teams.
• Project & Time Management – Strong organizational skills with the ability to balance multiple priorities.
• Continuous Improvement – Identifies opportunities to streamline assurance and compliance processes.
• Technical Acumen – Familiarity with GRC platforms (e.g., OneTrust, SecurityScorecard, Bitsight, Archer) and security tooling.
• Leadership & Influence – Capable of guiding stakeholders and influencing decisions.

Perks and Benefits

At Yext, we take pride in our diverse workforce and prioritize creating an engaged and connected working environment. Our ambitious mission is to transform the enterprise with AI search, and we know that to achieve that, we need a global team of innovators, visionary thought leaders, and enthusiastic collaborators passionate about making a meaningful impact in the world and contributing to an extraordinary culture.

We believe that people do their best when they feel their best — and to feel their best, they must be well-informed, fuelled, and rested. To ensure our employees are at their best, we offer a wide range of benefits and perks, including:

• Performance-Based Compensation: We offer an attractive bonus structure and stock options for eligible positions.
• Comprehensive Leave Package: Our leave package includes Paid Time Off (PTO), Parental Leave, Sick Leave, Casual Leave, Bereavement Leave, National Holidays, and Floating Holidays to ensure a healthy work-life balance.
• Health & Wellness Offerings: We provide medical insurance with 7L coverage, including enhanced parental and outpatient department (OPD) coverage for you, your spouse, two dependent children, and two parents (as applicable and subject to eligibility requirements).
• Relocation Benefits: We offer relocation assistance and an allowance to eligible candidates to help ease your transition.
• World-Class Office & Building Amenities: Our office has a top-notch infrastructure, including gaming rooms, a plush pantry, and breakout areas.

#LI-RK1

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

Global Production Operations (GPO) – Teams in GPO conduct research and analysis of properties financial statements, social and economic drivers, and ownership structure to determine the value of the asset and potential loan value for various lending options.  

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

Overview: The Senior Product Owner is responsible for establishing a deep product expertise both from a technical and market perspective by understanding buyer and user personas, value proposition, benefits, features and functionality, competitive landscape, architecture, code base, and technical components. This person collaborates closely with other product owners, product managers, scrum master(s), and development managers to leverage Agile processes and tools which support product requirements, sprint review, backlog refinement (grooming), sprint planning, retrospectives, and backlog/ticket creation. This role will partner closely with product managers in reviewing product roadmaps and drive the prioritization of work accordingly. This role will plan, prioritize, and maintain product feature backlog and development for a product and owns and drives product release planning, backlog prioritization, and ticket review through the elaboration of user stories. This person has prior experience with software-as-a-service (SAAS) distribution models. 

Duties and Responsibilities:

• Adopt and role model Agile behaviors while building an inclusive team culture.
• Drive strong collaboration across internal stakeholders including product, engineering, corporate development, and marketing to ensure timely execution and delivery of our products to market.
• Engage with internal and external stakeholders to inform product and feature design to drive perspective, requirements, and prioritization of the backlog in line with the product vision and while communicating expectations to internal and external stakeholders.
• Develop detailed business requirements that meet the needs of internal and external stakeholders and support corporate objectives; 
• Analyze the current system or application, conceptualize and define operational problems, model and present recommended enhancements and modifications, and walk each new enhancement or modification through the development process, from planning and preparation to testing and implementation; 
• Oversee the design, prioritization, and delivery of products through the software development lifecycle, from concept to testing, deployment, adoption and value realization
• Perform validation and testing of solutions through managing and executing user acceptance plans, collaborating with the engineering team during user testing and complex validation sessions, and responding to technical and functional product questions raised by stakeholders, and reformulate solutions as necessary to ensure that the recommended solution is responsive to the data requirements; 
• Analyze the impact of a proposed solution on connected processes, systems, and/or applications to determine the best course of action to achieve the desired outcome; 
• Assist in the development of roadmaps and business strategy for assigned product or department; 
• Demonstrate robust knowledge of the healthcare industry, product management, and software development to translate problems, needs, and opportunities into user stories. 
• Display effective time management across complex and overlapping projects while supporting your team with schedule and priority management.
• Maintain compliance with Inovalon’s policies, procedures and mission statement; 
• Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and 
• Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Employer. 

Job Requirements:

• Minimum 3-5 years of experience with exposure to SAAS products as a business analyst or related role; 
• Agile / SCRUM experience and/or certification; 
• Excellent interpersonal, written, and oral communication skills; 
• High level of honesty, respect, dependability and flexibility; 
• Experience in fast-paced and rapidly growing environment; 
• Strong business acumen; 
• Must be comfortable gathering feedback from internal and external stakeholders. 
• Mastery of Microsoft Office tools, including Word, Excel, and PowerPoint preferred; and
• Great organizational skills and ‘get things done’ attitude.

Education:

• Bachelor’s degree or an equivalent combination of education and experience.

Physical Demands and Work Environment:

• Sedentary work (i.e., sitting for long periods of time);
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force;
• Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;
• Subject to inside environmental conditions; and
• Travel for this position will include up to 10%.

Overview:  The Business Analyst is the liaison between the design and development teams and the client to define the objectives and requirements of the client.   Finalizes the implementation process by implementing development plans.

Duties and Responsibilities:

• Works with client to understand their requirements of the system;
• Works with Product development to communicate the client’s needs and provide business case for enhancement requests;
• Accountable for assigned functional track and deliverables, and assist QA and Support with understanding Client needs;
• Creating and maintaining deliverables within assigned area;
• Participates in testing the product before it is released to the client;
• Assist in triaging escalated system defects and/or providing clarification on defects and works to resolve them;
• Integrated as part of the full client lifecycle
• RFP;
• Demos;
• Project Kick-Off;
• Implementation;
• Go Live;
• Optimizations;
• Collaborate with the Product Manager on Product/Knowledge Share;
• Provide support to the team during implementation as well as post go live;
• Provide support to SME’s for client training initiatives;
• Document and maintain deliverables (requirements document, Configuration Design Doc, etc.);
• Document process workflow;
• Build and configure system based on design;
• Ensuring configuration meets requirements and works as expected;
• Maintain industry expertise;
• Provide support for internal training events as necessary;
• Relies on experience and judgment to plan and accomplish goals;
• A wide degree of creativity and latitude is expected;
• Maintain compliance with Inovalon’s policies, procedures and mission statement;
• Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and
• Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Employer.

Job Requirements:

• Minimum of 4 years of experience as a software business analyst;
• Minimum of 1 year of experience in a healthcare/specialty pharmacy related environment;
• Must be familiar with healthcare/pharmacy system designs and concepts;
• Possesses excellent communication, organizational and observational skills;
• Proficient problem-solving skills with good judgment and decision making;
• Must be goal-oriented and focused;
• Work well as a member of a team; and
• Possess SQL and Crystal Reports skills.

Education:

• Bachelor’s degree in a related area of Healthcare and IT preferred.

Physical Demands and Work Environment:

• Sedentary work (i.e. sitting for long periods of time);
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force;
• Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;
• Subject to inside environmental conditions; and
• Travel for this position will include less than 5% locally usually for training purposes.