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Full job description The Customer Success Manager (CSM) reports to the Sr. Manager of Customer Success. This role will leverage industry expertise and in-depth solutions knowledge/thought leadership to connect customer business objectives to the functional capabilities of our products and solutions. You will drive collaboration across teams to boost customer lifetime value, improve retention, increase satisfaction, and build trust. This role will be responsible for short-term customer success engagement to ensure customers who are experiencing challenges with value-realization are receiving the necessary assistance to successfully achieve their outcomes and improve their experience. PRIMARY RESPONSIBILITIES Orchestrate multiple activities simultaneously to accomplish a goal. Get the most out of limited resources. Apply knowledge of internal structures, processes, and culture to resourcing efforts. Understand our customer’s business and collaborates on and supports solutions which meet customer expectations Utilize CRM tools to track customer activities effectively and accurately Assist with the delivery of customer business review meetings Understand and communicate overall customer health, including the identification and escalation of at-risk accounts Provide timely and helpful information to others across the organization, while supporting the open expression of diverse ideas and opinions Support the establishment of clear responsibilities and processes for monitoring work and measuring results Build, own, and drive the customer engagement plan through execution and engagement for the customer Coordinate between the organizations to organize the meetings/invites and drive initiatives for the customer internally REQUIRED SKILLS/KNOWLEDGE/ABILITIES 2+ years of experience in the multi-family industry and/or 2+ years of Account Management/Relationship Management experience Ability to facilitate business relationships and effectively support assigned accounts Ability to work with a wide variety of customers and personalities Outstanding documentation and follow-up capabilities Ability to understand and manage customer expectations Ability to work closely with all levels of the organization and to elicit cooperation from a wide variety of sources, including senior management, customers and other departments Ability to take ownership of assigned opportunities and issues Ability to recognize and escalate issues and risks as deemed necessary through the appropriate channels Ability to address and resolve all issues utilizing the available resources in a timely and proficient manner Strong written and verbal communication skills Persuasive, encouraging, motivating, and professional personality Physically able to participate in training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Proficient in Microsoft Office Suite, specifically Word, Excel, PowerPoint Physically able to participate virtually or in-person training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Ability to travel as needed to customer and company locations PREFERRED SKILLS/KNOWLEDGE/ABILITIES Understanding of multi-family industry at both corporate and property level Understanding of SaaS industry and technology (2+ years’ experience with SaaS) Understanding of products and services is preferred (1-2 years’ experience with products) Knowledge of Customer Success practices Experience with Customer Relationship Management (CRM) software such as, Salesforce Aptitude to learn software programs #LI-EC1 #LI-Remote Skills Required Cross Collaboration Accountability Customer Service Preferred Organization Behaviors Required Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Smarter Energy Services is currently seeking experienced sales professionals to work as in-market Community Solar Representatives (CSR). This is a remote, independent (1099) full commission role. Ideal candidates have at least 1 year of solar sales experience, with 2+ yrs. of direct sales (B2B or B2C) experience. Multilingual is preferred, but not required. Familiarity with different CRM, such as Salesforce, HubSpot, etc., is a plus. CSRs will be responsible for generating new accounts for both residential and commercial community solar. CSRs will do so via both outbound cold-calling (B2B only) and door-knocking (B2B and B2C) prospects in specified areas within a given state. From there CSRs will assist prospective customers applying electronically for enrollment in a community solar farm project. They will do so via online web tools and/or mobile apps. ATTRIBUTES: - Min of 1-year direct sales experience - 2+ years of overall sales experience - History of proven sales success - CRM software experience: preferred - but not required - Multi-lingual - preferred, but not required RESPONSIBILITIES: - Leads generation, management, and weekly reporting - Over-the-phone & in-person sales consultations/appointments - Customer enrollments via online web-portal(s) and/or mobile apps RESOURCES PROVIDED: - Online enrollment tools/apps - Assigned territories ABOUT US: Since 2010, Smarter Energy Services has been serving New York options for a sustainable, long-lasting future – both financially and energy-wise. With the state of the world as it is – economic turmoil and climate change notwithstanding – we all want to do our part and not feel like we are watching our planet erode from the sidelines. That is where Smarter Energy Services comes in. We offer long-term solar solutions in a way that is more accessible for everyone and are doing our best to bring it to everyone we can.
Full Job Description Mercy Drive, Inc. is looking for a Day Habilitation Driver/ Direct Support professional (Bilingual Spanish) Must have at least a high school diploma or GED. Must be able to drive a 12-15 Passenger Van. 30 Hours a week. Monday-Friday 7am-3pm (3 days a week) Duties include the following: (other duties may be assigned) 1. TO ENSURE SAFETY OF ASSIGNED PARTICIPANTS DURING THE PROGRAM HOURS AND PARTICIPANT IS NOT SEPARATED FROM A GROUP AT ANY TIME; EACH PARTICIPANT IS ACCOUNTED FOR WHEN THEY ARE OUT IN THE COMMUNITY OR USING ANY PUBLIC FACILITIES. TRANSPORT INDIVIDUALS. 2. To assist participants in attaining skills according to their abilities and behavioral needs identified in Group Day Habilitation Plan such as adaptive skills, socialization and communication skills, money management and travel training skills and additional individualized skills to be discussed with the Program Supervisor, participant, and circle of support. 3. To inform the Program Supervisor immediately about suspected incidents of any types of abuse, exploration, and neglect to the Individual during the service time, to document it in writing, and to report within 12-24 hours of incident discovery. 4. To always take into consideration that extra patience and understanding is imperative and essential when interacting with people who have special needs with physical and/or mental limitations. To be emotionally and physically capable of caring for members of this population. 5. To provide professional direct assistance and adequate supervision to participants during the service time and before ending the service, to remain always calm. To present as a positive role model for the individual. 6. Staff must perform a headcount of every participant before leaving and upon arrival at any location or destination including getting on and off vehicles, elevators or other mold of transportation. 7. To follow community safety agreement and professional boundaries policy at all times. 8. To complete and submit monthly summary notes and individual summary to Program Supervisor by the 5th of the month documenting continuous progress reviews according to OPWDD and the agency standards. 9. To ensure proper personal hygiene; to assist the participants with self-care, toileting, showering, tooth brushing, grooming, dressing and others as needed. To ensure the participant’s diaper is always clean. To check the diaper once again before dropping off the participant. 10. To assist in developing, coordinating and implementing curriculums and goals related activities by following the program’s schedule for each Individual and accompany participants safely to community resources (stores, places of worship, Library, Park, Museum, Grocery store, recreation and health facilities etc.) in order to promote the usage of available ordinary community resources. 11. To maintain daily documentation, to clock in/out daily, and to complete other Day Habilitation Documentation as required by the Program and the Supervisor. 12. To meet the deadlines assigned by the Program Supervisor, to ensure the documentation completed properly and submitted on time. 13. To maintain in the program a healthy and positive environment, including but not limited to safety, program/vehicle cleanliness, and maintenance of program supplies. Assist the driver in maintaining a safely operated bus (making sure Participants are properly seated and buckled up during transit) 14. Monitor riders’ behavior during trips and report any sign or symptoms of illness or adverse medication reaction to the site supervisor in order to implement an appropriate plan of action. 15. To perform monthly fire drills with participants at the program. 16. To report “in” and “out” of the Participant’s home or at the Community by contacting Program Supervisor. 17. To inform the Program Supervisor immediately about any issues/problems by using the Agency Cell Phone. 18. To use communication skills in order to participate effectively as a team member. 19. To use equipment and supplies efficiently and inform the Program Supervisor of shortages/needs. To maintain agency cell phone, E-Z pass and other agency property accurately. 20. To keep Program’s Supervisor informed immediately of any changes in participant’s or work schedule. To report the program’s supervisor one day prior in case of calling for sick day off. 21. To participate in scheduled group supervision and/or biweekly meetings, to attend in-office or OPWDD provided trainings when appropriate and relevant to job duties in order to increase knowledge of services and share professional support. To attend Initial/Annual/Semi-Annual Day Habilitation Plan reviews and other meetings if required. 22. Perform other/additional duties as assigned by Executive Director, Program Manager and Program Supervisor. 23. Transport Individuals in 12 Passenger Vans. Work Remotely No Job Type: Part-time Pay: $17.95 per hour Benefits: Life insurance Paid time off Retirement plan Schedule: 10 hour shift Weekends as needed Education: High school or equivalent (Required) License/Certification: Driver's License (Required) Work Location: In person
We are currently seeking a highly detail-oriented and organized individual to join our team as a Remote Part-Time Accounting Clerk. This position offers the flexibility to work remotely from any location and provides an opportunity to contribute to our finance team in a dynamic and supportive environment.Job Description: As a Remote Part-Time Accounting Clerk, you will play a vital role in supporting our finance department with various accounting tasks. Your responsibilities will include but are not limited to data entry, accounts payable and receivable processing, reconciling bank statements, and assisting with month-end and year-end financial closing activities. This role requires strong attention to detail, accuracy, and the ability to work independently in a remote setting. Key Responsibilities: Perform data entry tasks accurately and efficiently to maintain financial records. Process accounts payable and accounts receivable transactions in a timely manner. Reconcile bank statements and credit card transactions to ensure accuracy. Assist with preparing and processing invoices, expense reports, and other financial documents. Support month-end and year-end financial closing processes by preparing journal entries and reconciliations. Assist with budgeting and forecasting activities by gathering and organizing financial data. Maintain organized and up-to-date financial records and documentation. Collaborate with team members to resolve discrepancies and address inquiries from vendors and clients. Assist with ad-hoc projects and tasks as assigned by the finance manager or supervisor. Adhere to company policies and procedures, as well as accounting principles and regulations. Requirements: Previous experience in an accounting or finance role preferred. Proficiency in accounting software such as QuickBooks, Xero, or similar platforms. Strong attention to detail and accuracy in data entry and financial calculations. Excellent organizational and time management skills, with the ability to prioritize tasks effectively. Ability to work independently and remotely, while also being a team player. Effective communication skills, both written and verbal. Bachelor's degree in Accounting, Finance, or related field preferred. Reliable internet connection and access to necessary technology for remote work. Benefits: Flexible part-time schedule, allowing for work-life balance. Opportunity to work remotely from any location. Competitive hourly rate based on experience. Professional development opportunities and exposure to various aspects of accounting and finance. Collaborative and supportive team environment.