财务咨询专员Financial Adv...4k-8k

北京经验1-3年本科及以上咨询员
岗位所属职位类型
全职

  • 尽职调查
  • 审计
  • 财务
  • 清算
多智事务所(DuoZhi )财务咨询部
分享到微信
微信扫一扫,用小程序打开分享
职位诱惑:

赋能型财务,拓宽想象力,训练逻辑性

职位描述:

岗位职责:

Responsibilities:

1.负责现有目标客户的管理及新市场开拓,发展新客户,完成销售目标;

1. Responsible for the management of existing target customers and new market development, development of new customers, and completion of sales targets;

2.诊断并分析客户需求,提供解决方案,协助后续部门完成重要项目实施;

2. Diagnose and analyze customer needs, provide solutions, and assist follow-up departments to complete important project implementation;

3.完善公司CRM系统中客户需求数据库并进行整合分析需求导向;

3. Improve the customer demand database in the company's CRM system and conduct integration analysis and demand orientation;

4.分析客户需求,完成需求数据采集、分析及约定书撰写;

4. Analyze customer needs, complete demand data collection, analysis and agreement writing;

5.提供咨询服务,负责事务所客户部分战略管理、合作方沟通;

5. Provide consulting services, responsible for part of the firm's customer strategic management, partner communication;

6.维护与客户间的良好关系,关注项目执行进程;

6. Maintain a good relationship with customers and pay attention to the project execution process;

7.项目把控、与客户进行项目结算;

7. The project controls and settles the project with the customer;

8.为高端客户提供面对面的咨询服务;

8. Provide face-to-face consulting services for high-end customers;

岗位要求:

Requirements:

1、  本科以上学历;

1, Bachelor degree or above;

2、会计、财务管理、审计等财经类专业背景;

2, accounting, financial management, audit and other finance and economics background;

3、具有团队合作精神;

3, with team spirit;

4、具有良好的沟通协调能力和写作能力;

4, with good communication skills and writing skills;

 

5、熟练使用WORD、EXCEL、VISIO、PPT软件;

5, the skilled use of WORD, EXCEL, VISIO, PPT software;

6、具有CCPA、ACCA、CIA、CISA、MBA等资格者或英语熟练应用者优先录用。

6, with the CCPA, ACCA, CIA, CISA, MBA and other qualifications or English Proficient preferred.

7.每日8小时时间安排:9:00-11:30;13:30-19:00

7. Daily 8 hours schedule: 9:00-11:30; 13:30-19:00

工作地址

北京 - 朝阳区- 建国路88号SOHO现代城A座30层3013室查看地图

职位发布者:

拉勾安全提示
· 求职中如遇招聘方扣押证件、要求提供担保或收取财物、强迫入股或集资、收取不正当利益或其他违法情形,请立即举报
· 如遇岗位要求海外工作,请提高警惕,谨防诈骗
面试评价
【查看更多评价】
该职位尚未收到面试评价
北京多智会计服务事务所有限公司

多智事务所(DuoZhi )

相似职位