Member Success Specialist

Job Description: LegalMatch is looking for a detail-oriented Member Services Operations Specialist to support our Sales and Billing Departments. This person will perform well in a fast-paced environment with accuracy and confidence. This position is an administrative role where they will assist in finalizing the sales and customer service support functions. This is not a call center position. LegalMatch offers a unique environment where your ideas are always appreciated and your contributions make an important difference. All of our employees enjoy the ability to make an immediate impact, learn new things and partake in a high-energy, vibrant working environment with extremely accomplished people. Responsibilities: Tracking and updating the status of applications, writing contracts and other documents based on existing templates, obtaining records of discipline from bar associations and courts. General bookkeeping duties ranging from adding and applying invoices, account reconciliation, verification of monthly collections spreadsheets, etc. Updating of all process steps in our CRM database. Daily interface with our Sales and Customer Services departments. Responsible for updating our Sales department in relation to policies and procedures. Updating multiple spreadsheets relating to order changes, collections, and member services. Additional projects as needed. Qualifications: Previous experience as a Billing/Administrative Assistant (1+ yrs) Experience in Microsoft Office (Word & Excel). Ability to multi-task and prioritize in a deadline-oriented environment. Quickbooks would be a plus. Perks: Beautiful high-rise view overlooking the mountains, Aces ballpark, and downtown Reno. Easily accessible for public transportation. On-site coffee shop and restaurant. Free on-site Gym. Parties/Luncheons held every other week. Enjoy Free snacks, breakfasts, lunches, and company-wide parties Open concept office with sit-to-stand desks. Business casual dress code. We encourage creativity and we are tattoo/piercing and non-traditional hair color friendly. Benefits: Health, Dental, and Vision Insurance Life insurance Paid Time Off Schedule: 8 hour shifts Monday to Friday, Day Shift No nights, No weekends

WHISHA MISSION: Enhance and accelerate the transition of coffee from a commodity product to a specialty item. POSITION: Accounts Receivable / Collections Clerk JOB SUMMARY The Accounts Receivable Clerk will play a crucial role in managing and maintaining the company’s financial health by ensuring timely collection of receivables. This position requires a detail-oriented individual with excellent organizational and communication skills. The ideal candidate will be proficient in handling financial transactions, resolving billing issues, and maintaining accurate records. Whisha is not able to offer visa sponsorship at this moment. This position follows a hybrid model, requiring in-office presence in Greenbrae, CA, four days per week during the first 90 days of employment and training. After this period, additional remote flexibility may be offered at the manager’s discretion RESPONSIBILITIES ● Process incoming payments in compliance with financial policies and procedures. ● Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables' data. ● Record remittances, bank deposits, credit memos on a daily basis. ● Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted. ● Verify discrepancies resolve clients’ billing issues. ● Facilitate collection payments due by sending bill reminders and contacting clients. ● Collaborate with other departments to ensure billing accuracy and resolve payment issues. REQUIRED SKILLS/ABILITIES ● Proven working experience as Accounts Receivable Clerk, Accounts Receivable Manager, or accountant. ● Solid understanding of basic accounting principles. ● Proven ability to calculate, post, and manage accounting figures and financial records. ● Data entry skills along with a knack for numbers. ● Hands-on experience in operating spreadsheets and accounting software (e.g., QuickBooks online). ● Proficiency in MS Office / Google sheets. ● Customer service orientation and negotiation skills. ● High degree of accuracy and attention to detail. ● BS degree in Finance, Accounting, or Business Administration preferred SCHEDULE – 9:00 am – 5:30 pm JOB TYPE – Full time LOCATION – Hybrid (Greenbrae, CA) REPORTING STRUCTURE – Reports to Financial Controller SALARY RANGE OF POSITION – $24-$26 per hour BENEFITS – Health, Dental, Vision; 401(k) Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Education: Bachelor's (Required) Experience: Accounts payable: 2 years (Preferred) Ability to Commute: Greenbrae, CA 94904 (Required) Work Location: In person

ABOUT VISTA CARE Vista Care is a leading service and support organization that is proud to provide specialized, supportive services to a diverse population throughout Wisconsin, Illinois, Colorado, South Dakota, and Nevada. We specialize in offering comprehensive care and support services for individuals with disabilities, empowering them to lead fulfilling and independent lives.  ABOUT THE JOB: Responsibilities include (but not limited to) client-direct work managing the finances of persons with mental illness. This position involves guiding clients in formulating and adhering to an annual budget and requires the ability to identify the needs of clients and gain their confidence and cooperation. Work is performed with a considerable degree of independence. This position functions as a Representative Payee for approximately 60 – 70 clients. JOB TYPE: Full Time, Hourly LOCATION: Sheboygan, WI RESPONSIBLE TO: The Representative Payeereports to the Chief Operations Officer. POSITION RESPONSIBILITIES: Establishes a rapport with clients and promotes an atmosphere of mutual respect. Works closely with the case manager and client. Meets with clients, and their families, if appropriate, primarily at the work location, occasionally in a home or community setting, to establish a budget, negotiate disbursements, and discuss problems; requires ability to utilize an approach based on the emotional and behavioral needs of the client. Encourages clients to cooperate with the financial plan, giving them reassurance and support, as needed. Emphasize recovery orientation and skill acquisition within each individual plan. Reviews, inputs and processes client accounts payable checks, including regular budget disbursements, invoices, and additional requests for funds. Receipts checks/cash to Representative Payee account; prepares monthly deposit reports. Monitors client expenditures, maintains records, and prepares a variety of reports relating to each client account. Works effectively with the Department of Public Welfare, the Social Security Administration, and other sources of client income, which includes completing, reviewing and processing representative payee reports, benefit re-determinations, and assistance applications, as needed. Other duties, as assigned by supervisor. Requirements MINIMUM QUALIFICATIONS: High School diploma  One year of experience in mental health or customer service fields Associate Degree in a related social service field, or any equivalent combination of experience and training as related to above. Benefits Health, Dental, & Vision Insurance Generous PTO Policy 401k Plan Growth-minded company with opportunity for career development & advancement Leadership team that is dedicated to our company value of "Balance", which includes work/life balance Mission and values driven company culture If you are interested in this position, please apply today! If you have any questions about Vista Care or this Area Director position, please reach out at the email below. Allie Mott Talent Acquisition Specialist alliemott@vistacare.org Vista Care is an equal opportunity employer. We encourage candidates from all backgrounds to apply! #IND100

Rock Creek Consulting Group is a small accounting firm specializing in accounting and advisory services for small to mid size businesses. We're currently looking for a full-charge bookkeeper to help support our CA office. Position has hybrid potential with mostly remote work availability. Responsibilities: - Maintain and oversee the general ledger, ensuring accurate posting of all transactions. - Process accounts payable and accounts receivable, including vendor payments, invoicing, and collections. - Reconcile bank and credit card accounts monthly and resolve discrepancies promptly. - Prepare and process payroll, including tax filings and employee benefits tracking. - Produce timely and accurate draft of internal financial statements, including balance sheets, income statements, and cash flow reports. - Help maintain budgets, forecasts, and assist in financial planning. - Track and maintain fixed assets and depreciation schedules. - Ensure compliance with company policies and accounting principles (GAAP or other relevant standards). - Collaborate with management to provide insights and recommendations based on financial data. - Maintain organized and up-to-date records for audits and reporting purposes. - Schedule Bill Payments, Auto ACH payments, and recurring invoices - Respond directly to client emails. Skills/Qualifications: • Excellent customer service and communication skills • 5+ years of accounting experience. • Knowledge of US GAAP. • Experience with QuickBooks, Gusto, and Bill.com. • High degree of accuracy and strict attention to detail. • Excellent organizational, problem-solving, and communication skills. • Self-motivated with excellent time management skills. • Desire to grow and learn. • Self-motivated, quick thinker, problem solver and quality first orientation. • Excellent customer service a must. www.rockcreekcg.com

The GOVX Member Service Specialist is responsible for ensuring that GOVX members have a seamless and positive experience across all member need touchpoints. You will leverage your expertise in member and customer service, digital platforms, and partner offerings to enhance the overall member needs. Your goal will be to foster member loyalty and drive positive member satisfaction through exceptional service and engagement. Position Type, Expected Hours of Work, Location | 100% In-Office Role  Full-time, non-exempt position.  100% In-Office role, 5 days per week at the GOVX Fulfillment Center in LaVergne, TN. Work schedule may vary depending on volume demands.  This position is not eligible for relocation allowance or visa sponsorship.  Responsibilities  Member Support: Provide prompt and efficient support to members utilizing GOVX platforms. Order Service: Assist with online order inquiries, ensuring accuracy and timely delivery. Issue Resolution: Address member complaints and issues, working to resolve them quickly and effectively. Collaboration: Work with GOVX teams to ensure a cohesive and member-centric approach across all channels. Training: Assist in training new team members with the best experience, best practices and platform use. Vendor Support: Inquiry outreach with GOVX partners. Key Performance Indicators (KPIs) Service Level Achievement: Consistently meets or exceeds defined service level goals, including response time, resolution time, and overall member satisfaction scores. Ticket Accuracy Rate: Maintains a high level of accuracy in resolving member support tickets, ensuring quality, consistency, and alignment with targeted performance goals. Customer Satisfaction (CSAT): Meets customer satisfaction goals, as measured by post-interaction surveys. Project Execution: Completes assigned projects and tasks on time and within budget. Requirements Education: High school diploma minimum with bachelor’s degree or equivalent experience. Experience: 2-4 years of experience in customer service, preferably in an e-commerce setting. Skills: Strong communication and problem-solving skills, proficiency in Microsoft office products: Word, Excel, PowerPoint, Outlook.  Attributes: Member-centric, solution-based mindset, positive attitude, and willingness to learn and adapt in a fast-paced environment. Supervisory Responsibilities  This position will not have supervisory responsibilities.  Travel Requirements  This position will have minimal travel requirements. Work Environment  This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, digital phones, headsets. Physical/Mental Demands  Physical - This is largely a sedentary role.  Mental – Problem solving, making decisions, interpreting data, organizing, reading/writing. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.  Benefits Paid Time Off, Paid Sick Leave, Paid Holidays 401(k) plan with discretionary match available Medical, Dental, Vision, and Life Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) Voluntary benefits including Critical Illness, Group Accident, and Voluntary Life Employee Referral Program Collaborative work environment in a modern office, stocked with drinks and snacks. Discounts on the GOVX website Pay Range $17.50 - $21.00 per hour AAP/EEO Statement EOE. Veterans/Disabled.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  Position will require successful completion of a background check and drug testing prior to starting employment. About GOVX  Savings for Those Who Serve  GOVX was founded in 2011 to offer exclusive benefits to those who serve our country. The GOVX membership is comprised of current and former members of the United States military, law enforcement, firefighting, medical services, and government personnel. GOVX is dedicated to supporting these communities and to offering unique value to our members, while delivering an authentic platform for brands to reach our growing customer base. As the largest and fastest growing digital platform serving this deserving audience, we are committed to stretching the limits of ecommerce to deliver the best assortment for our members’ on-duty and off-duty needs. 

Our well-established tax office in San Marcos is seeking an experienced CPA or EA to join our team in a permanent seasonal position. We are a busy, client-focused practice offering income tax preparation, financial planning, and payroll services. Position Overview: The ideal candidate will prepare approximately 400 individual and small business tax returns during tax season, with additional returns prepared throughout the year and by extension deadlines. Responsibilities include: • Meeting with clients and gathering tax-related information • Preparing and reviewing tax returns (primarily individual, with some trust/business returns) • Assisting with tax return submittals and day-to-day office operations Qualifications: • Active CPA or EA license • Minimum 5 years of tax preparation experience • Strong client service and communication skills • Familiarity with Lacerte software is a plus • Ability to work independently and as part of a team Compensation: Commission-based payout commensurate with experience and tax knowledge. Based on the expected 400 tax returns to be prepared during tax season, the commission should be around $65,000 or higher. If you’re a motivated professional looking for a long-term seasonal opportunity in a supportive and experienced office, we’d love to hear from you.