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Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

• Provide outstanding customer service and achieve client satisfaction.
• Troubleshoot issues and deliver high quality solutions.
• Effectively communicate to customers, partners, team members, and management.

MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. Established in 2002, MCA Connect has grown into one of the largest US-based solution partners in Microsoft Business Applications and Azure Data & AI / Digital & App Innovation.

Maintain client project financials, including budget management. Help manage and prepare revenue reporting. Analyze staffing, utilization and billability.

Real Chemistry transforms healthcare with scientific expertise, human-centred creativity, and AI-driven insights, fostering innovation and impact.

• Provide high quality software implementation consultancy to customers.
• Act as the conduit between the Customer and Technical teams, providing guidance.
• Train project team and end users on business solution.

Enable provides an intelligent platform built for today’s market, eliminating disconnects between pricing strategy and rebate execution. After securing significant funding and an acquisition, Enable is positioned for continued growth with a team committed to reshaping the industry.

• Provide Federal Financials subject matter expertise using Momentum Financials.
• Support external customers with analyzing current business processes and developing requirements.
• Lead functional support for the design, development, and testing of system interfaces.

Trilogy Federal drives innovative solutions for complex business challenges across financial management, healthcare, and government industries.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Manage Support requests through email, phone, and chat channels
• Conduct troubleshooting calls, chats, and emails
• Interface with Product/Engineering to meet user needs

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. They value diversity and are committed to creating an inclusive environment for all their employees.

• Manage day-to-day accounting and lead month-end close.
• Support financial planning and analysis to drive better business decisions.
• Refine systems and reporting, and implement smarter ways to manage cash flow, margins, and performance.

At Martell Media, they are on a mission to inspire people to become the best versions of themselves and share their transformations with the world.

• Oversee administration, integration, and optimization of NetSuite, ZoneBilling, Boomi, and related financial systems.
• Collaborate with Finance, Accounting, BI and other stakeholders to align technology initiatives with strategic business goals.
• Manage and develop a high-performing financial systems team to deliver proactive, efficient, and high-quality service

Attentive is the AI marketing platform for 1:1 personalization redefining the way brands and people connect. With a distributed global workforce and employee hubs in New York City, San Francisco, London, and Sydney, Attentive’s team has been consistently recognized for its performance and culture.

In this customer-facing role, you’ll enroll users and provide information about training programs. You'll engage with customers to encourage participation and promote courses, driving satisfaction and advocacy. You'll manage invoicing, maintain Excel sheets, and support the management of Approved Trainers and Training Centers.

RWS unlocks global understanding, fundamentally recognizing the value of every language and culture, celebrating difference and believing diversity makes us strong.

• Manage third-party finance systems, including Workday Financial, Workday Prism Analytics, Workday Accounting Centre, and Navan.
• Partner with the Finance team to improve existing systems and processes; analyze and document current financial processes, identifying opportunities for improvement.
• Design, implement, and test custom reports, dashboards, discovery boards, OfficeConnect and financial processes within Workday, ensuring data accuracy and integrity.

Welltech is a global company with Ukrainian roots, focused on helping people build healthy habits. With five hubs across Cyprus, Ukraine, Poland, Spain, and the UK and a diverse, remote-friendly team of 700+ professionals, they continue to scale rapidly.

Condense complex information into high-level commentary for executive audiences. Partner with Experian Global Security Office (EGSO) teams on financial information delivery. Improve productivity through solutions for data aggregation and manipulation.

Experian is a global company in data services, helping organizations and consumers manage risk and make informed decisions.

• Lead the implementation of the Finance workstream for Microsoft Dynamics 365 ERP including analysis, design, build, test, train, cutover, operations, and support.
• Configure D365 for General Ledger, Accounts Payable, Accounts Receivable, Credit and Collections, Fixed Assets, Tax, Bank Management, Budgeting, Workflows and Financial Reporting.
• Perform Data mapping and import data into D365 using data entities as well as field mapping between D365 and other integrating systems.

UNIFY Dots is a global technology and software solutions company specializing in Microsoft Dynamics 365–based solutions. They value team members over financial numbers, fostering a "People before Profit" culture.

• Assist in evaluating product requirements and building the product roadmap for the new commercial expense management platform.
• Develop and document internal processes, workflows, templates, and training materials for both staff and business clients.
• Serve as a subject matter expert on platform capabilities, integrations, and best practices.

Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people.

Consult with customers throughout their implementation process, using in-depth workforce management knowledge to configure Sona products. Define, document, and deliver product configurations, ensuring clarity and alignments on scope. Collaborate with Project Managers to deliver timely implementations, offering product expertise.

Sona is the next generation of AI-native, frontline workforce management that has built an end-to-end platform covering Scheduling, HR, Payroll, and Communications.

• Handle support billing tickets, payment disputes, and subscription operations.
• Streamline and improve workflows by identifying gaps and automating or optimizing processes.
• Collaborate with Finance, Product, and Support Engineering teams to address customer friction.

Render is building the modern cloud platform for developers creating AI-native, full-stack, multi-service applications.

Serve as a technical expert for implementing complex healthcare software solutions. Advise clients and internal stakeholders on Healthcare Revenue Cycle and Experian Health solutions. Configure and implement Experian Health software solutions for clients, focusing on front-end patient access and back-end revenue cycle management.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

• Acquire net-new Financial Services customers and expand GitLab’s presence across banking, insurance, payments, and fintech organizations.
• Build and lead complex sales cycles with C-level and senior technical buyers.
• Generate pipeline through targeted, high-quality prospecting.

GitLab is an open-core software company that develops the most comprehensive AI-powered DevSecOps Platform , used by more than 100,000 organizations.

• Oversee financial performance across a dynamic construction environment.
• Provide insights on profitability, risks, and trends while shaping financial processes.
• Mentor a team, collaborate with stakeholders, and directly influence regional financial strategy.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

• Lead the design, integration, and governance of RMI’s financial systems.
• Serve as the technical and architectural authority for Workday Financials and Workday Adaptive Planning.
• Partner with the VP of Finance, Finance leadership, IT, and Operations to drive system re-architecture.

RMI is an independent nonprofit that transforms global energy systems through market-driven solutions to align with a 1.5°C future and secure a clean, prosperous future.