Templates Builder (Financial Services)

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Direction:

PMO

Location:

Egypt

Position:

Full-time

WE ARE

Opinov8 is a leading provider of digital and engineering solutions with an Opinion in Innovation, specializing in custom software development, cloud, and data services. Our team of passionate experts helps businesses across various industries achieve their digital goals and stay ahead of the curve by delivering solutions that combine technical expertise with a human-centered approach. 
  
With headquarters in London and development centers in Ukraine, Egypt, Colombia, Poland, and the USA, we bring together diverse talents and perspectives. 
  
Ready to make an impact? Join Opinov8, and let's innovate together. 

PROJECT DESCRIPTION: 

This platform offers a range of tools designed to help accounting firms manage tasks more efficiently. Features include managing engagement letters, collecting data, tracking workflows, handling e-signatures, e-filing, and providing client portals. By integrating these functions into one interface, the platform aims to enhance productivity and improve both client and employee experiences by minimizing the need for multiple systems.


IN THIS ROLE, YOU WILL:
 
- The Template Specialist is responsible for configuring and customizing templates inside the product to meet specific client requirements.
- Master the product’s configuration options and functionalities;
- Develop deep product knowledge to understand how different features interact;
- Configure product setups based on client-specific requirements;
- Ensure product setups align with sales proposals and customer expectations;
- Address client inquiries and resolve product setup issues;
- Develop processes to streamline setup tasks;
- Ensure data accuracy and integrity;
- Consistently test the product and register any issues observed, in cooperation with the QA team;
- Set up AssureSign email notifications and configure notification templates for different products.


IF YOU HAVE: 

- Strong analytical and problem-solving skills;
- Excellent attention to detail;
- Proficiency in product configuration tools and software;
- Strong organizational and time management skills.


AS AN OPINOV8R, YOU WILL HAVE 
 
- Digital-First Approach: Great talent knows no borders! You can work from wherever you are. We hire and collaborate with professionals worldwide.  
- Remote Work Model: Balance your professional and personal life with our flexible working conditions. We offer an, empowering you to be productive and deliver your best from anywhere.   
- Exciting Projects: Dive into impactful projects across various industries that challenge and spark your creativity. Work on innovative solutions that push boundaries, giving you the chance to make a difference and drive change. 
- Boost Your Expertise: Elevate your career with unmatched experiences that expand your knowledge and master skills. We foster continuous learning and development opportunities that allow you to grow and reach new heights. 
- Join the Best Team Ever: Collaborate with our diverse and сross-cultural team of passionate technologists and creative thinkers who inspire and support. Together, we develop services that make a real impact on the world.


HOW’S THE HIRING PROCESS GOING 

We strive to make a smooth and transparent hiring process to find the perfect match for both sides. Steps may differ depending on the position — here's what to expect: 

- Initial Interview: If your background fits the role's criteria, we'll invite you for an interview with a Talent Acquisition Specialist to get to know you better. 
- Technical Interview: Depending on the role, you may be asked to complete a technical assessment/test task to showcase your expertise.  
- Client’s Interview: Meet with client representatives to discuss the role specifics and gain insights into the project's scope and expectations.
- Final Decision: After completing all interviews and assessments, we'll reach a final decision and get back to you with the result.

INTERESTING ALREADY?

We’d love to hear from you! Apply for this position and become part of our team! Let’s make great things together!
Apply Now

Related Job Opening

Customer Success Specialist

Let us innov8 with you

Engineering your Digital Future through Solution Excellence Globally
UK, London
Office 9, Weyhouse, Church Street, Weybridge, KT13 8NA
Ukraine, Kyiv
BC Eurasia, 11th floor, 75, Zhylyanska Street, 01032
Egypt, Cairo
11G/4, Ahmed Kamal Street, 
New Maadi
Prepare for a quick response:
contactus@opinov8.com
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