Back Office Support

Accounts Payable Associate

Position Summary:

The Accounts Payable Specialist is responsible for managing and overseeing the entire accounts payable process. This role ensures the accuracy, integrity, and timeliness of financial transactions and vendor payments. The Accounts Payable Specialist plays a crucial role in maintaining the financial health of the organization by ensuring all financial obligations are met promptly and accurately.

Job Details:

• Work from Home
• Monday to Friday | 9 AM to 6 PM PH Time

Responsibilities:

Oversee Data Entry and Ensure Integrity of Accounting System Data:

• Accurately input all invoices and billing information from suppliers and other vendors into the accounting system.
• Regularly verify and cross-check data entries to maintain the accuracy and integrity of the accounting system.
• Maintain organized and up-to-date records of all financial transactions, ensuring that all entries comply with company policies and accounting standards.
• Ensure the accounting system is regularly updated with the latest information and resolve any discrepancies promptly.

Process Supplier Invoices and Prepare Checks for Signature:

• Thoroughly review all supplier invoices for accuracy, proper authorization, and compliance with purchase orders and contracts.
• Follow the established approval workflow for processing invoices, ensuring that each invoice is approved by the relevant department or manager.
• Prepare checks/online transfers for payment, ensuring that all details are correct, and the checks/transfers are ready for signature/approval by authorized personnel.
• Manage and adhere to payment schedules, ensuring that all supplier payments are made timely to avoid any late fees or disruptions in supply.

Make Bank Deposits as Needed:

• Prepare and organize bank deposits, including checks and cash, ensuring that all amounts are accurately accounted for.
• Maintain detailed records of all bank deposits, including date, amount, and source of funds.
• Coordinate with the bank to ensure deposits are made efficiently and any issues are resolved promptly.
• Participate in the Preparation of Monthly and Year-End Financial Reports:
• Assist in the preparation of monthly and year-end financial statements, ensuring that all data is accurate and complete.
• Compile and organize data from various sources to support the financial reporting process.
• Provide necessary documentation and support for internal and external audits, ensuring compliance with regulatory requirements and company policies.
• Participate in variance analysis to identify discrepancies and support management in decision-making.

Reconcile All Bank Accounts:

• Regularly reconcile bank statements with the company's financial records to ensure accuracy.
• Investigate and resolve any discrepancies between bank statements and company records promptly.
• Maintain detailed documentation of all reconciliation processes and adjustments made.
• Ensure that reconciliations are completed in a timely manner to maintain accurate financial records and internal controls.

Release Vendor Checks (as needed):

• Manage the distribution of vendor checks, ensuring that all payments are released according to the payment schedule.
• Keep accurate records of all checks released, including vendor information, payment amount, and date of issuance.
• Communicate with vendors regarding payment status and resolve any issues or inquiries related to check payments.
• Ensure that all check releases comply with company policies and procedures, as well as any relevant regulatory requirements.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• Proven experience in accounts payable or a similar financial role.
• Strong understanding of accounting principles and procedures.
• Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of regulatory requirements and compliance related to accounts payable.

by Carl Trinidad

Accounts Receivable Specialist

Position Summary:

The Accounts Receivable Specialist will play a crucial role in the financial health of our organization. This position focuses on three core activities: importing invoices into various customer databases, diligently following up on overdue invoices via both email and telephone and applying credits and adjustments to accounts. A substantial portion of the workday will be committed to these responsibilities, necessitating strong attention to detail and excellent communication skills.

Job Details:

• Work from home
• Monday to Friday | 6 AM to 3 PM
• Following Australian public holidays
• Mandatory Annual 2-week shutdown period
  • This date changes every year but will be advised with significant notice.
  • Example, last day December 20, 2024, return to work will be January 6, 2025

Responsibilities:

• Loading Invoices
  • Import invoices into multiple customer databases.
  • This role will not involve the generation of invoices.
• Invoice Follow-Up
  • Allocate a significant portion of your day to following up on overdue invoices.
  • Utilise both email and telephone to communicate with clients, ensuring timely payments and resolving any discrepancies.
  • Taking customer payments over the phone
• Customer Invoice Disputes
  • Working with required parties to Investigate and handle customer invoice disputes.
  • Credits and Adjustments
    • Apply credits and adjustments as required.
    • Ensuring the accuracy and integrity of all account balances.

Qualifications

• A minimum of 2 years’ experience in an Accounts Receivable or closely related financial role is required.
• Excellent written and verbal communication skills are essential.
• Familiar with Microsoft Suite of Products with high level of knowledge on use of excel, teams and outlook.
• A high level of organisational and multitasking abilities is essential.
• A keen eye for detail, especially when it comes to financial documents, is a must.
• Experience working with Australian companies is a plus but not a requirement.

by Carl Trinidad

Customer Success Associate

About the client:

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. We do this by giving smart, creative, passionate people opportunities to create awesome. And that's where you come in:

We are looking for a Customer Success Associate (CSA) to work with our North American K12, Higher Ed, and Professional Learning customers. CSAs will play a critical role by supporting our customers who have implemented the Instructure Learning Platform and elevate Instructure customer journey through strong collaboration with their aligned Customer Success Manager.

Job Summary:

The Customer Success Associate will manage the customer experience as the primary point-of-contact for mid-market customers, partner with and escalate to the territory-aligned Customer Success Manager, and support customers along the Instructure customer journey to ensure our customers are realizing value and having a great customer experience. CSA will be successful in their roles by collaborating with Customer Success Managers to retain revenue and grow revenue within their assigned territory.

Job Details:

• Hybrid work setup – 2 days onsite, 3 days’ work from home
• Monday to Friday
  • 8 PM - 5 AM Manila Time
  • 9 PM - 6 AM Manila Time
  • 11 PM - 8 AM Manila Time
    
• *Following Philippine Holidays

Responsibilities:

• Manage the Instructure customer experience for all assigned customers
• Work collaboratively with Customer Success Managers, Sales, and Renewals to increase market share from existing account base and new business to business opportunities
• Act as liaison between the customer and Instructure, elevating concerns and growth opportunities to the Customer Success Manager
• Understand the customer’s vision and goals with the Instructure Learning Platform and monitor their success and risk accordingly
• Identifying trends, needs, and opportunities by customer base, region, state, and other characteristics to propose and assist with proactive messaging and resources to support customer growth
• Ensure data integrity standards are maintained in Gainsight and Salesforce as it relates to customer engagement tracking, product utilization, and playbook management
• Support Customer Success Managers as they prepare for strategic customer meetings with customers by generating reports and presentations
• Internal coordination of customer questions, requests, and issue resolution.
• Develop and enable one to many digital campaigns and build response templates for frequently asked customer questions and communications
• Customer relationship value, as captured in candid and survey feedback
• Data and Reporting fluency (including utilization reports, adoption reports, trends in regions/states/territories, etc.)
• Ability to build relevant and engaging customer-facing assets (including webinar decks, and one-pagers)
• Addressing trends, including identification, documentation, communication, recommendations for action plans, and collaboration with Customer Success Manager
• Actioning of feedback from surveys, customer conversations, etc.

Qualifications:

• College degree (BS, BA, etc.)
• Exceptional communication skills both written and verbal
• Client-facing background is a must
• Experience in Customer Success or Account Management.
• Capacity to set correct expectations and manage issues to completion
• Ability to multitask and prioritize tasks in a changing environment
• Strong team mentality, utilizing internal and external resources strategically and judiciously
• Customer-facing background within the software industry
• Demonstrated ability to solve problems and seek solutions
• Ability to work North American hours

by Carl Trinidad