Excel or Google Spreadsheet skills with advanced functions., Experience with PowerPoint and SaaS tools like Slack and Google Workspace., Ability to analyze and manage numerical data accurately., Good communication skills and multitasking ability..
Key responsibilities:
Organize and analyze sales data using management tools.
Support the sales team by updating customer and prospect databases.
Manage sales data and monitor progress and results.
Collaborate with teams using CRM software like HubSpot for reporting.
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Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data. We are the top provider of a financial data aggregation and portability platform, comprised of permission-based financial APIs for enterprises and a personal financial management app for individuals.
Our privacy-focused financial data platform Moneytree LINK provides access to high-quality financial data for over 95 enterprises (Sep 2022) enabling our clients to better service their customers.
Available for desktop web, iOS, and Android devices in Japan, Moneytree’s free app enables individuals to have a full view of their financial position, contributing to better management of their personal finances and maintaining their financial wellbeing.
Our investors include three megabanks, top regional financial institution venture capital firms and major international investment management firms.