[KIT-list] Marketing Development Fund (MDF) Auditor-Compliance (Remoteates, Remote-United States)

Friday, May 28, 2021

To apply, please email your resume along with 3-4 bullets from your background that relate to this job to:
careers@finocchioconsulting.com
Or call 408-358-3882

Feel free to forward to a friend or colleague.


OVERVIEW:
Finocchio Consulting is seeking a Marketing Development Fund (MDF) Legal/Compliance Auditor to join our Marketing, Channel Partner solutions, and Communication services team. In this role, you will review Marketing Development Fund claims that have been flagged as having a compliance issue. The end goal is to validate if there is an issue and collaborate with the client stakeholder to identify next steps to make the claim compliant.

KEY RESPONSIBILITIES:
* UTILIZING the client's pre-set compliance standards and policies, you will perform compliance audits of approximately 200 claims that have been flagged as having an issue and thus put-on hold. Claim validation will be specific to the MDF program.
- The goal is to reduce on-hold claims to 25% or less, to clear the estimated 200 current claims on-hold, and to ongoing minimize on-hold claims.
* PREPARE a detailed summary report for each claim, document issues and next step recommendations overall for claim compliance using the process below:
- Identify if claim was correctly identified to be on-hold
- Track & report the external vendor's auditing errors weekly
- Build standard response templates for each identified issue
- Pull weekly report to track partner response
- Follow up with partner that submitted the claim that is on-hold, via personal email and/or phone call, letting them know what actions they need to take to correct claim so that it can be approved.
* COLLABORATE with client stakeholders within each geography (Americas, EMEA, APAC) to:
- Help educate partners and Partner Marketing Managers (PMMs) when claims are legitimately missing or containing incorrect or inaccurate Proof of Performance (POP) or Proof of Concept (POC).
- Provide direct communications to partners and PMMs, specifically regarding claims on-hold
- Provide weekly reports by geography addressing specific issues and recommendations for mitigation
- Build a standard auditing procedure guide

SKILS/QUALIFICATIONS:
* Bachelor's in Accounting, Finance, Mathematics, Statistics, or Business
* 7-10 years' experience as an internal auditor, specializing in legal compliance
* Knowledge of Smartsheets and Smartsheet Dashboards
* Expert Excel skills
* Ability to think rationally and with common sense while maintaining a compliance focus
* Ability to work varying hours to cover global needs
* Experience with Marketing Development Funds (MDF) a plus
* CIA Certification a plus
* Ability to successfully collaborate with various stakeholders with extraordinary communication skills
* Dedication to customer success with a strong sense of accountability and ownership

Send your resume along with 3-4 bullets from your background that relate to this job to careers@finocchioconsulting.com or call 408-358-3882.


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[KIT-list] Marketing Development Fund (MDF) Auditor-Compliance (Remote-United States)

To apply, send your resume along with 3-4 bullets from your background that relate to this job to:
careers@finocchioconsulting.com or call 408-358-3882.

Feel free to forward to a friend or colleague!

OVERVIEW:
Finocchio Consulting is seeking a Marketing Development Fund (MDF) Legal/Compliance Auditor to join our Marketing, Channel Partner solutions, and Communication services team. In this role, you will review Marketing Development Fund claims that have been flagged as having a compliance issue. The end goal is to validate if there is an issue and collaborate with the client stakeholder to identify next steps to make the claim compliant.

KEY RESPONSIBILITIES:
* UTILIZING the client's pre-set compliance standards and policies, you will perform compliance audits of approximately 200 claims that have been flagged as having an issue and thus put-on hold. Claim validation will be specific to the MDF program.
- The goal is to reduce on-hold claims to 25% or less, to clear the estimated 200 current claims on-hold, and to ongoing minimize on-hold claims.
* PREPARE a detailed summary report for each claim, document issues and next step recommendations overall for claim compliance using the process below:
- Identify if claim was correctly identified to be on-hold
- Track & report the external vendor's auditing errors weekly
- Build standard response templates for each identified issue
- Pull weekly report to track partner response
- Follow up with partner that submitted the claim that is on-hold, via personal email and/or phone call, letting them know what actions they need to take to correct claim so that it can be approved.
* COLLABORATE with client stakeholders within each geography (Americas, EMEA, APAC) to:
- Help educate partners and Partner Marketing Managers (PMMs) when claims are legitimately missing or containing incorrect or inaccurate Proof of Performance (POP) or Proof of Concept (POC).
- Provide direct communications to partners and PMMs, specifically regarding claims on-hold
- Provide weekly reports by geography addressing specific issues and recommendations for mitigation
- Build a standard auditing procedure guide

SKILS/QUALIFICATIONS:
* Bachelor's in Accounting, Finance, Mathematics, Statistics, or Business
* 7-10 years' experience as an internal auditor, specializing in legal compliance
* Knowledge of Smartsheets and Smartsheet Dashboards
* Expert Excel skills
* Ability to think rationally and with common sense while maintaining a compliance focus
* Ability to work varying hours to cover global needs
* Experience with Marketing Development Funds (MDF) a plus
* CIA Certification a plus
* Ability to successfully collaborate with various stakeholders with extraordinary communication skills
* Dedication to customer success with a strong sense of accountability and ownership

Send your resume along with 3-4 bullets from your background that relate to this job to careers@finocchioconsulting.com or call 408-358-3882.



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[KIT-list] Product Manager – UX Design Savvy (Remote)

If interested email: team@braidio.com with a cover letter & resume

Product Manager – UX Design Savvy

Braidio's (www.braidio.com) is an award productivity platform with Fortune 100 clients and growing client base spanning the globe. We are driving digital transformation across organizations by orchestrating data, business tools and people into highly intuitive workflows.

Our customers represent leading companies in the financial services, telecommunications and healthcare verticals. We are scaling our success and looking to bring on a strong contributor. Our company www.braidio.com is based in SF however much of our team is distributed and works remotely.

We're looking for a UX design savvy Product Manager with these traits. You,
• Get things done and derive a sense of satisfaction from pushing intuitive solutions to production - nothing else matters.
• Like digging into hard problems and learning new technologies if needed
• Are excited about working on and building scalable solutions to problems
• Comfortable working in a small dynamic Agile environment
• Can quickly connect the dots across the bigger picture but take on the day-to-day tactical initiatives.

We place a high value on creative thinking and problem solving.

High-level description of the responsibilities though subject to change.
• Prioritize and sequence the problems based on the information we've collected
• Empathetic and analytical: elicits non-obvious customer needs, synthesizes research to gain a deep understanding and narrow definition of a problem
• Able to quickly mockup wireframes and user flows, and work with designers to create design assets (in an agile manner, not corporate)
• Thoughtfully breaks down projects to MVPs to maximize customer value with the least amount of work.
• Work with customer success, marketing, and sales to bring new products, features, and iterations to market.
• Researches best in breed third-party APIs / solutions and designs experiences to drive the maximum amount of value for the customer(s)

Other Responsibilities
• Lead product demos and answer product questions
• Routine testing of the platform
• Primary communicator with partners when technical issues arise
• Work with the engineering team to help remedy issues

Expectations
• Attention to detail, tidiness, strong follow through and the ability to deliver on deadlines
• Maintain professional standards including the creation and maintenance of a team oriented motivating environment
• Continuously work to improve all aspects of the business
• Fluid and flexible
• Able to work remotely

Experience
• Experience managing software products from inception through launch and iteration
• Experience designing third-party API integrations (linear & bilateral)
• 3 – 5 years product management / development experience desired
• 2 – 3 years' experience working in a fast-paced start-up environment
• 1-2 years using Figma (must have)
• 1+ years data analytics experience a plus

Nice-to-haves
• Experience working on modern consumer apps

Note: this is a contractor role, within an initial 2-3 months engagement but can easily extend indefinitely for the right person (i.e., 12 months+)



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[KIT-list] Product Manager – UX Design Savvy (Remote)

To apply for this role, email: team@braidio.com with a cover letter and resume

Product Manager – UX Design Savvy

Braidio's (www.braidio.com) is an award productivity platform with Fortune 100 clients and growing client base spanning the globe. We are driving digital transformation across organizations by orchestrating data, business tools and people into highly intuitive workflows.

Our customers represent leading companies in the financial services, telecommunications and healthcare verticals. We are scaling our success and looking to bring on a strong contributor. Our company www.braidio.com is based in SF however much of our team is distributed and works remotely.

We're looking for a UX design savvy Product Manager with these traits. You,
• Get things done and derive a sense of satisfaction from pushing intuitive solutions to production - nothing else matters.
• Like digging into hard problems and learning new technologies if needed
• Are excited about working on and building scalable solutions to problems
• Comfortable working in a small dynamic Agile environment
• Can quickly connect the dots across the bigger picture but take on the day-to-day tactical initiatives.

We place a high value on creative thinking and problem solving.

High-level description of the responsibilities though subject to change.
• Prioritize and sequence the problems based on the information we've collected
• Empathetic and analytical: elicits non-obvious customer needs, synthesizes research to gain a deep understanding and narrow definition of a problem
• Able to quickly mockup wireframes and user flows, and work with designers to create design assets (in an agile manner, not corporate)
• Thoughtfully breaks down projects to MVPs to maximize customer value with the least amount of work.
• Work with customer success, marketing, and sales to bring new products, features, and iterations to market.
• Researches best in breed third-party APIs / solutions and designs experiences to drive the maximum amount of value for the customer(s)

Other Responsibilities
• Lead product demos and answer product questions
• Routine testing of the platform
• Primary communicator with partners when technical issues arise
• Work with the engineering team to help remedy issues

Expectations
• Attention to detail, tidiness, strong follow through and the ability to deliver on deadlines
• Maintain professional standards including the creation and maintenance of a team oriented motivating environment
• Continuously work to improve all aspects of the business
• Fluid and flexible
• Able to work remotely

Experience
• Experience managing software products from inception through launch and iteration
• Experience designing third-party API integrations (linear & bilateral)
• 3 – 5 years product management / development experience desired
• 2 – 3 years' experience working in a fast-paced start-up environment
• 1-2 years using Figma (must have)
• 1+ years data analytics experience a plus

Nice-to-haves
• Experience working on modern consumer apps

Note: this is a contractor role, within an initial 2-3 months engagement but can easily extend indefinitely for the right person (i.e., 12 months+)



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