Verified Job
IT / Software / Data Analyst
Jr. Financial Analyst- job post
IT / Software / Data Analyst
#655537
Remote / WFH
Job Description
We are seeking a motivated and detail-oriented Junior Financial Analyst to join our team. This role supports multiple departments, including Sales, Finance, Customer Support, and Operations, by assisting with renewals reviews, basic reporting, customer inquiries, and day-to-day office administration.
This is an ideal opportunity for someone who enjoys working with data, supporting customers and internal teams, and helping ensure smooth business operations. This role offers excellent exposure to financial processes, revenue operations, and cross-functional collaboration.
Primary Duties & Accountabilities
Renewal & Revenue Operations Support
Support the billing and renewal process for Black Book’s customer base.
Monitor upcoming subscription renewals.
Update CRM and internal systems with renewal statuses, pricing updates, and customer changes.
Assist with customer payment follow-up (non-collections/administrative level).
Financial & Data Support
Assist in preparing simple financial reports..
Help maintain customer information in Salesforce or related tools.
Conduct basic audits of accounts to accuracy.
Customer Support
Respond to general customer questions about renewals, billing, or product usage.
Triage customer issues and route tickets to appropriate internal teams.
Maintain accurate customer records and ensure timely follow-up.
Office & Operations Management
Submit and track facility tickets for office needs (repairs, maintenance, vendors, etc.).
Manage mail, shipping, and supply inventory.
Assist with office coordination, meeting support, and small events as needed.
Provide general administrative support across departments.
Cross-Functional Collaboration
Work closely with internal teams to support customer changes, and customer service needs.
Build positive working relationships with internal stakeholders across Sales, IT, Product, and Finance.
Required Qualifications
Bachelor’s degree in Business, or equivalent experience.
Experience in finance, operations, customer service, or administrative support preferred.
Comfortable working with Excel for basic analysis.
Strong attention to detail with the ability to manage multiple tasks at once.
Clear and professional communication skills.
Preferred Qualifications (Not Required)
Experience with Salesforce or other CRM/billing systems.
Exposure to renewals, billing, or contract administration.
Familiarity with the automotive industry.
Strong organizational skills and willingness to support various operational functions.
Ability to work collaboratively across departments.
Why Join Us?
Build foundational financial, operational, and customer-facing skills.
Gain exposure to revenue operations and contract processes.
Contribute to a collaborative team with opportunities for growth.
Work in a role that blends analysis, customer support, and office operations.
Degree Level : Bachelor's Degree
This is an ideal opportunity for someone who enjoys working with data, supporting customers and internal teams, and helping ensure smooth business operations. This role offers excellent exposure to financial processes, revenue operations, and cross-functional collaboration.
Primary Duties & Accountabilities
Renewal & Revenue Operations Support
Support the billing and renewal process for Black Book’s customer base.
Monitor upcoming subscription renewals.
Update CRM and internal systems with renewal statuses, pricing updates, and customer changes.
Assist with customer payment follow-up (non-collections/administrative level).
Financial & Data Support
Assist in preparing simple financial reports..
Help maintain customer information in Salesforce or related tools.
Conduct basic audits of accounts to accuracy.
Customer Support
Respond to general customer questions about renewals, billing, or product usage.
Triage customer issues and route tickets to appropriate internal teams.
Maintain accurate customer records and ensure timely follow-up.
Office & Operations Management
Submit and track facility tickets for office needs (repairs, maintenance, vendors, etc.).
Manage mail, shipping, and supply inventory.
Assist with office coordination, meeting support, and small events as needed.
Provide general administrative support across departments.
Cross-Functional Collaboration
Work closely with internal teams to support customer changes, and customer service needs.
Build positive working relationships with internal stakeholders across Sales, IT, Product, and Finance.
Required Qualifications
Bachelor’s degree in Business, or equivalent experience.
Experience in finance, operations, customer service, or administrative support preferred.
Comfortable working with Excel for basic analysis.
Strong attention to detail with the ability to manage multiple tasks at once.
Clear and professional communication skills.
Preferred Qualifications (Not Required)
Experience with Salesforce or other CRM/billing systems.
Exposure to renewals, billing, or contract administration.
Familiarity with the automotive industry.
Strong organizational skills and willingness to support various operational functions.
Ability to work collaboratively across departments.
Why Join Us?
Build foundational financial, operational, and customer-facing skills.
Gain exposure to revenue operations and contract processes.
Contribute to a collaborative team with opportunities for growth.
Work in a role that blends analysis, customer support, and office operations.
Degree Level : Bachelor's Degree
