LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Account Coordinator
Schedule: To be confirmed (EST)
Salary Range: $900-1,500
Benefits: TBD

About the Company:

A minority and female-led advisory firm with over 25 years of customer experience (CX) and employee experience (EX) expertise. We partner with our clients to analyze and improve how your customers and employees interact with your organization.

About the Role:

The ideal candidate will play a crucial role in directly engaging with clients, ensuring smooth communication and scheduling, and providing support. We are looking for someone who pays attention to detail, possesses exceptional organizational skills, and excels in a fast-paced environment.

Responsibilities:

• Client Management: Engage directly with clients to understand their needs, answer queries, and provide exceptional service.
• Scheduling and Organization: Utilize Monday.com to input client information and manage schedules and invites
• Email Management and Communication: Monitor the company’s inbox and structure response templates
• Research and Proposal Assistance: Provide support with research and handling proposals 

• At least 3+ years of relevant experience
• Proficient in Monday.com, Zoom, and MS Teams
• Strong communication skills, both written and verbal.
• Proficient in time management and is highly-organized
• Collaborative and versatile

ONLY OPEN TO FILIPINO CANDIDATES

Position: Data Analyst
Company/Client: Oma's Pride
Company Website: http://omaspride.com
Work Hours (Client): 8 am to 5:30 pm EST, 1 hour break, Mon. - Fri.
Work Hours (MNL): 9 pm to 6:30 am MNL, 1 hour break, Mon. - Fri.
Holidays: Independence Day, Labor Day, Thanksgiving Day, Christmas Day, New Year’s Day.
Pay Range: $800-$1500/month (depending on interview assessment and client's approval) Please take note that pay will be given in USD


Company/Client Overview:

Oma’s Pride is a 4th generation family owned and operated premium natural, raw pet food manufacturer. A trailblazer since the the 1990’s in feeding raw, and maintaining as one of the best quality food one can feed their pets, Oma’s Pride is scaling at a rapid pace in the e-Commerce, wholesale, distribution, and retail channels. At such rapid scaling with a lean team it requires unique talent to assist in this exciting period of growth, and that’s where you come in.

The ideal candidate is one that is data-driven, adaptable, organized, and is a go-getter. This candidate will be working closely with the Technology and Finance teams. This ideal candidate has the knowledge and experience working with large data sets utilizing spreadsheet functions and macros, is able to effectively report and communicate in professional, detailed, and concise manner across internal members and to partners.

Duties and Responsibilities:

1. Project Management Assistance and utilizing PM tools to track deadlines and deliverables. 

2. Create and maintain financial audits and reporting

• Sale refunds, chargebacks, and credits to identifiy mistakes 
• Weekly sales scorecard per channel to compare costs and revenue and identify gaps. 
• Routined monthly data entry from various sources for already built models 
• Inventory reporting 

3. Write professional emails and correspondence to clients, partners, and internal team members. 

4. Maintain clear and effective communication to ensure tasks are completed in a timely manner

Minimum Requirements:

• At least 2-3 years of experience as a Data Analyst
• At least 1 year of experience in Project Management.
• Ability to organize tasks, manage priorities, and ensure multiple projects are on track and meet deadlines.
• Strong written and verbal communication skills for effective collaboration and follow-up.
• Google Suite experience is required with knowledge of building tables, graphs, formulas, and data validation.
• Strong knowledge of financial reporting and analysis.
• NetSuite experience is strongly preferred, but open see if experience in other ERPs are transferable.
• Ability to work independently and as part of a team.
• Attention to detail and accuracy.
• Ability to work confidentially.

About Ofload

Our mission at Ofload is to achieve zero waste in trucking by digitising the transport industry

In Australia, currently 30% of trucks drive empty and a further 50% are under utilised amounting to mass efficiency and detrimental environmental impacts. Since 2020 we have scaled to a team of over 100, removed nearly 5 million empty kilometres from our roads and planted over 11,000 trees to offset our carbon footprint in partnership with One Tree Planted.

In 2022, we supercharged our growth through the acquisition of logistics experts CIA Logistics, raised $60m in Series B funding and were recognised by the Australian Financial Review as one of Australia’s Most Innovative Companies.

We are looking to grow our team and welcome people excited by the opportunity to disrupt the logistics industry.

About the Role

This is a remote position which opens to candidates based in Philippines, covering the late hours for the Australian Customer Service Team.The role is responsible for the shift starts 5am-1pm (Australia Timezone ) = 3am-11am (Philippines timezone, until 7th April then 2am to 10am)

What You'll Do

• Develop and manage relationships with existing customers
• Support the Operations team at Ofload in the daily business
• Handling inbound queries via phone, email, live chat and social media
• Proactively contacting our carriers to confirm delivery status and obtaining necessary paperwork
• Listening and engaging with customers directly, to understand their needs, continually providing updates with a customer first approach
• Ensuring all communication is accurate and of a high standard.
• Record and modify customer information on our database
• Verifying proof of deliveries to ensure they meet specific requirements and communicating to carriers in circumstances where they need to be rejected
• Data entry, ad-hoc administrative tasks when needed

What You’ll Bring

• A driven and flexible approach, embracing our values
• Exceptional communication skills, fluent English
• Highly organised, self motivated with excellent attention to detail
• Customer Service experience preferred
• Proficient at using data software, including MS Excel
• Demonstrate initiative, with the ability to multitask and prioritise in a fast paced environment
• We are growing and you will be someone who is comfortable with change in a fast paced environment.

At Ofload we prioritise impact, aptitude and passion, so we’d encourage you to apply if you do not meet all the above criteria.

Life at Ofload

At Ofload, our values are in our DNA and underpin the work we do every day. We are proud of the collaborative, diverse and innovative culture we continue to build. The Ofload team is motivated by a shared ambition to digitise the logistics industry and have a truckload of fun while doing it! As well as the opportunity to join a high-growth organisation with the ability to make a meaningful impact everyday, you will enjoy;

• Working in a hybrid environment with a split of in-office and working from home. Our philosophy on working is one built around connection, inclusion and flexibility.
• Holistic wellness support for you and your family through our wellbeing partnership with Acacia Connection
• Generous parental leave entitlements including 16 weeks primary caregiver leave and continued superannuation contributions
• Annual learning and development budget to support your professional growth
• Paid volunteer leave to support the causes that matter to you
• Plus all the exciting perks of joining a startup - epic Ofload swag, weekly catered breakfasts, monthly team lunch, a reward and recognition program and plenty of social events.

Ofload is committed to building diverse and inclusive teams, and a culture where people can bring their whole authentic selves to work each day. Applications are highly encouraged from Aboriginal and Torres Strait Islander people; and equity target groups including women, people from culturally and linguistically diverse backgrounds, people with disabilities, and people who identify as LGBTIQ.

We endeavour to create an equitable recruitment process with an even playing field for all candidates. If you require any adjustments to be made, please let a member of our recruitment team know.

Rentokil Initial

Rentokil Initial is an international business services company employing 57,700 colleagues across 90 countries.

We strive to protect people and enhance lives, for example by controlling pests, and improving hygiene. We are experts in the fields we operate in, investing in training, science, innovation and technology. Listening and acting on feedback is part of our culture to support colleagues and our customers. Rentokil Initial regards equality and fairness as a fundamental right of all of its colleagues. We live our values of Service, Relationships and Teamwork which were identified by our colleagues across the world.

Awards

Rentokil InitiaI Philippines is officially ranked in the top three most engaged places to work in the Philippines, as part of the annual Korn Ferry Employee Engagement Awards 2018.

Philippine Best Employer Brand Awards 2019.

Find out more on careers.rentokil-initial.com

Your day-to-day responsibilities will include:

• Ensure achievement of monthly DSO Budget and other KPI targets.
• Manage Accounts Receivable balance and contact customers before balances become overdue to confirm payments
• Responsible in identifying slow moving accounts and escalate delinquent debts for case management
• Monitor customer credit limits
• Acquire sufficient information to assess the credit worthiness of new clients
• Monitor Field Collectors performance and productivity
• Responsible in handling disputed bills and negotiate to bring payment within the agreed terms.
• In-charge of the preparation of Reminder Letters
• Ensure all Customer complaints & inquiries are acted as a matter of urgency and importance following the company SOPs and 2/24 promise
• To maintain good business relationship and thus improve customer retention and DSO

Do you have what it takes? If you want to be considered for this role you will need:

• Candidate must be a graduate of BS Accountancy or any related course
• At least 2-3 year(s) of work related experience
• With good communication skills
• Knowledgeable in MS Office Applications
• With good negotiation and analyzation skills
• Applicants must be willing to work in Kalawaan, Pasig
• Full-Time position(s) available.

Are you interested? Here's what you can expect when you join us...

Benefits From Start Date:

• HMO (Health Insurance)
• Paternity / Maternity Leave (if applicable)
• 13th Month Pay & other Statutory benefits
• Group Personal Accident Insurance
• Group Term Life Insurance
• Paid Non working holidays

Benefits after 6 months of continuous work and pass the performance evaluation:

• Annual pay increase
• Vacation Leave
• Sick Leave (with cash conversion)
• Birthday Leave
• Matrimonial Leave
• Bereavement Leave
• Rice Subsidy

Rentokil Initial believes in supporting all employees to provide equal opportunities and avoid discrimination. We also place emphasis on workplace diversity which means that we are serious about creating an inclusive environment that accepts each individual's differences, embraces their strengths and provides opportunities for all colleagues to achieve their full potential.

Do you love to provide a valued professional service throughout your community? Do you feel like you could do the job well? Apply for the role today!

We are currently seeking a highly motivated and results-driven Account Executive to join our sales team at U-BIX Corporation. As an Account Executive, you will be responsible for identifying and acquiring new business opportunities, building and maintaining strong customer relationships, and achieving sales targets.

JOB DESCRIPTION:

• Identify and prospect potential customers through various channels such as cold calling, networking, and referrals.
• Understand customer needs and objectives, and recommend appropriate U-BIX products and solutions.
• Prepare and deliver sales presentations and proposals to potential clients.
• Negotiate and close sales deals, ensuring customer satisfaction and long-term relationships.
• Collaborate with internal teams to ensure smooth implementation and delivery of products and services to customers.
• Keep updated with industry trends, competitor activities, and market opportunities.

If you are a self-motivated individual with excellent communication and negotiation skills, and a proven track record in achieving sales targets, we would love to hear from you.

• Bachelor's degree in Business, Marketing, or related field.
• Prior experience in sales, preferably in the business-to-business (B2B) industry.
• Strong prospecting and networking skills.
• Excellent communication and presentation skills.
• Ability to build and maintain strong customer relationships.
• Proven track record in achieving sales targets.
• Proficient in MS Office and CRM software.

U-BIX Corporation is seeking an experienced Accounting Manager to oversee and manage the accounting functions for our affiliate, Bravo Best. The Accounting Manager will ensure the accuracy and integrity of financial information, adherence to accounting standards and company policies, and timely reporting.

Responsibilities:

• Manage and supervise the day-to-day accounting operations of Bravo Best
• Ensure accurate and timely recording of financial transactions
• Prepare and analyze financial statements and reports
• Coordinate with external auditors for the completion of audits and preparation of financial statements
• Provide guidance and support to the finance team on accounting matters
• Collaborate with cross-functional teams to improve financial processes and controls
• Ensure compliance with relevant laws, regulations, and accounting standards
• Manage the cash flow and working capital of Bravo Best

Requirements:

• CPA license is required
• Bachelor's degree in Accountancy or related field
• At least 7 years of experience in accounting, with at least 2 years in a managerial capacity
• Strong knowledge of accounting principles, standards, and practices
• Proficiency in Microsoft Office applications and accounting software
• Excellent leadership and communication skills
• Attention to detail and accuracy
• Ability to work independently and collaboratively

• CPA license is required

• Bachelor's degree in Accountancy or related field

• At least 10 years of experience in accounting, with at least 2 years in a managerial capacity

• Strong knowledge of accounting principles, standards, and practices

• Proficiency in Microsoft Office applications and accounting software

• Excellent leadership and communication skills

• Attention to detail and accuracy

• Ability to work independently and collaboratively

**LOOKING FOR FILIPINOS OR PHILIPPINES-BASED CANDIDATES**

Job Title: Equity Analyst
Working Hours: M - F 9 AM-5 PM EST for training; flexible after training
Salary: $1,000-$1,800 per month

Company Overview

We are a platform for financial data, company-specific metrics, company research, and beautiful data visualizations for investors.

About the Job

As an Equity Analyst, you will be responsible for analyzing and interpreting market trends, financial statements, and economic reports to provide valuable insight into the performance of a company's equity. You'll also help identify investment opportunities, develop financial models, and conduct research to support our client's investment decisions.

Responsibilities

• Analyze financial statements, balance sheets, and income statements to provide valuable insights to clients
• Data entry
• Data management
• Analyzing and compiling public company financial data
• Keeping our database up to date on a quarterly reporting basis
• Processing customer company or data requests
• Understanding and updating company data if and when financial reporting changes

• Has Minimum 2 years of experience in equity analysis or a related field
• Proficient with Google Workspace and Microsoft Office
• Has a background in Finance and Accounting
• Ability to work independently and in a team-oriented environment
• Strong attention to detail; and ability to manage multiple priorities
• Background in finance and accounting, preferably in financial reporting, financial analysis, and/or equity analysis
• Strong attention to detail and ability to take initiative

***LOOKING FOR FILIPINOS OR PHILIPPINES-BASED CANDIDATES***

We prioritize the processing of one application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

Position: Virtual Assistant (Full-time)

Salary: 900-1500 USD/month (depends on skills and years of experience)

Working Hours: M-F 5am to 1pm UK (1pm-9pm Philippine Standard Time)

About the Job:

Our client is seeking a Virtual Assistant to join the team. As a Virtual Assistant, you will be responsible for providing efficient and effective administrative support to the Leadership Advisor and Executive Coach.

Specific Duties and Responsibilities:

• Diary management
• Social media account management, including posting and interacting with people
• Writing content for social media, using my ideas and writing style
• Using ChatGPT for research and help with writing
• Setting up a simple CRM system
• Managing content database of posts and assets such as videos, carousels, etc.
• Tracking the performance of social media posts
• Using Canva to produce documents such as brochures and carousels (using branded templates)
• Using PowerPoint to produce presentations (using branded templates)
• Using Prezi to produce presentations
• Use video editing software to edit, and put subtitles and logos on my short videos for social media
• Updating website using Squarespace
• Using Xero and Dext to raise invoices and record expenses
• Providing general administrative support as needed

• Minimum of 2 years previous experience as a Virtual Assistant or Executive Assistant, preferably with a Leadership and Executive Coach.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Knowledge of CRM, ChatGPT, Canva, Prezi, Squarespace, Xero and Dext is preferred.
• Experience with social media management and design is a plus.
• Must have a strong desire for continuous learning and growth.

ONLY OPEN TO FILIPINOS LIVING IN THE PHILIPPINES

Position : Data Entry Specialist

Work Hours (Client) : 9am - 5pm PST | M-F

Pay Range : $800-$1000/month (depending on interview assessment and client's approval) Please take note that pay will be given in USD

Company/Client Overview:

The company's tool is the operating system for modern real estate teams.

Replace spreadsheets, file sharing, and emails across your entire organization.

The company's tool is purpose-built and fully customizable. We won’t ask you to replace all of your workflows just to use our system. We allow you to change anything in Banner so that it meets your exact needs.

Duties and Responsibilities:

• We're looking for a full-time Data Entry Specialist. Someone who we can train to process invoices for us.
• We will need the talent to log into our system and use our setup for invoice processing.
• Manual data entry, reading the fields in the attached screenshot off of the invoice and entering them into our system with a focus on data integrity.
• We expect anywhere between 50 and 200 invoices on a given day. Invoices must be entered within 24 business hours of submissio

Minimum Requirements:

• 1 year experience related to Data Entry and Analysis
• 1-2 years of experience handling invoices is preferred but is not a requirement
• Familiarity with both Excel and Adobe are also good to have but not required
• Any background in real estate, construction, or familiarity dealing with invoice processing would be great but is not required
• Above Average Communication Skills. Ability to read the invoice data including vendor names, basic project scopes of work, and date and financial data

Holidays : All US Holidays

Additional Information:

US Holidays:
New Year’s Day

Martin Luther King Day

President’s Day

Memorial Day

Labor Day

Columbus Day

Veterans Day

Thanksgiving Day

Christmas Day

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Medical Scribe Professional to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Do you know how, or have you ever taken down notes for a doctor during patient visits virtually or in person? Do you happen to know how to summarize the visit to the medically relevant information useful for the doctor? If yes, then We want you!!!!!

Responsibilities:

• Converting transcribed diagnostic test results, procedures, and consultation notes into applicable report formats
• Typing out the full forms of medical abbreviations and acronyms, as well as the formal versions of medical jargon

Monthly Salary: PHP 40,000

• Must be a graduate of any medical course
• Has Healthcare or medical transcription experience for the past 3 years
• Must be willing to work US hours
• Must be amenable to work onsite in either Makati or Mandaluyong office

What can we offer you?

• Competitive salary and benefits
• Health Insurance with free dependents*
• 10%-night differential
• Attendance Bonus
• Paid time off
• Convertible to cash leave credits
• Performance Appraisal
• Work-life balance
• A focus on growing your career path with us
• We encourage you to follow your passions and learn new skills

Our commitment to you

• Strong culture and values-driven leadership
• We create opportunities for you to learn and grow at any stage of your career
• Continuous learning and innovation
• We foster an all inclusive environment where everyone thrives

Job Title: Production Coordinator

About Dead Eye Designs:

Dead Eye Designs is a custom apparel company specializing in high-quality custom products, with a primary focus on the competitive shooting niche. We manage all aspects of production for our products from product development to designing, printing, cutting, and sewing of those products. We are seeking a skilled and motivated Production Coordinator to join our team and play a crucial role in ensuring the efficiency and success of our dynamic production operations.

Dead Eye Designs is a subsidiary of Silverback Disruptives, a long-standing agency providing creative and radically disruptive services to help you start, maintain and grow your business in the rapidly changing world of digital sales, marketing and social media.

Job Description:

As the Production Coordinator at Dead Eye Designs, you will be responsible for overseeing various

aspects of production: managing production timelines based on client orders, communicating with account managers about capacity, product development,  and shipping and inventory management. Your key responsibilities will include:

Workers/Members Development Management

• Work closely with the production team from the development stage to the delivery of finished products.
• Communicate with workers to ensure they understand their tasks, operate in safe and supported working conditions, and are treated fairly by management.

Occupational Health and Safety Standards

• Implement and oversee safety protocols to ensure a safe work environment, especially in the physical production process, such as sewing, cutting, heat press, etc.

Production Management

• Handling all types of production issues, section by section coordination, focusing on the sewing, cutting & finishing section. 
• Responsible for ensuring the quality of the finished product. 
• Making sure that all outgoing products pass the company standards and that the products meet customer satisfaction by maintaining quality.

Production Schedule Management

• Prepare a schedule and plan daily work for the wet and dry process, delegate work based on workload and priority requirements.
• Focus on daily production planning to meet customer delivery dates and implement customer requirements.

Product Development Management

• Schedule and coordinate product development tasks.
• Collaborate with teams to provide feedback and suggestions for product improvement.

Physical Shipping Preparation

• Manage the weights for US orders destined to the US forwarding point.
• Book UPS shipping for orders going to the US forwarding point and prepare packing slips.
• Efficiently pack shipments to meet quality standards.

Production Inventory Management

• Source materials and ensure their availability for production.
• Stock shipping materials and manage inventory efficiently.

Job Specification

• Bachelor’s Degree in relevant fields or equivalent experience.
• Excellent communication and collaboration abilities. 
• In-depth knowledge of production processes
• Strong leadership skills and ability to manage a team.
• Has a keen eye for details.

Nice to Have:

• Knowledgeable about sewing and the production of clothing/finished goods.
• Proficiency in using project management tools: Monday.com, Hubspot, etc. 
• Familiarity with inventory management practices.
• Knowledgeable about photo editing software.
• Knowledgeable in MS Office (Word, Powerpoint, Excel, Outlook)

SALARY

Starting at 15,000 PHP monthly, with adjustments based on experience and performance.

HOW TO APPLY

If you are a dedicated and organized individual with a passion for managing production

processes and ensuring top-quality products, we encourage you to apply. Please submit

your resume and a cover letter outlining your relevant experience and why you are an

ideal fit for this role to jham@ded.store or directly to the HR.

• Assist in the implementation of marketing strategies and campaigns to promote U-BIX Corporation and its products and services.
• Conduct market research and gather data on consumer preferences, trends, and competitor activities to support marketing initiatives.
• Create and update marketing materials, including brochures, presentations, and website content.
• Assist in organizing and coordinating promotional events and trade shows.
• Manage social media accounts and develop engaging content for online platforms.
• Monitor and analyze marketing performance metrics, such as website traffic and social media engagement.
• Coordinate with internal teams and external vendors to ensure smooth execution of marketing activities.
• Stay updated on industry trends and developments to contribute fresh ideas and insights to marketing campaigns.

• Bachelor's degree in Marketing, Business, or related field.
• Prior experience in marketing or related roles is preferred.
• Strong written and verbal communication skills.
• Proficiency in digital marketing tools and social media platforms.
• Good analytical and problem-solving abilities.
• Excellent organizational and time management skills.
• Ability to work effectively in a team and independently.
• Creative mindset and attention to detail.

WHAT IS YOUR ROLE:

This position has primary responsibilities for providing hands-on technical troubleshooting, feature explanation, and best practice guidance for our product. The technical Support associate work environment is focused on providing support to customers, partners and colleagues both in a fast-paced environment.

A successful Technical Support associate operates efficiently in this climate, maintains composure, exhibits professionalism, understands our services, Team needs and delivers the highest level of client satisfaction.

WHY DO WE WANT YOU:

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic, and Authentic.

WHAT WILL YOU DO:

• Educating customers and users on how to use the partner’s products and services.
• Escalating bugs or issues with our web and mobile apps to the partner’s development team and following up with the users once the issue is resolved.
• Identify trending issues and report them to the team.
• Ability to handle email and chat support simultaneously.
• Follow up with users who provided an unsatisfactory customer service rating.

• 2+ years of technical support experience: Preferably supporting customers via email and chat.
• Experience in providing technical support: installing and uninstalling apps from phones and computers.
• General knowledge of how web-based and mobile apps work.
• Passion for creating exceptional customer experiences and an ability to use challenging situations as an opportunity to exceed customer expectations.
•  Ability to thrive in a dynamic and evolving environment – must be adaptable.
• Metrics-driven and proven ability to handle a high volume of customer interactions. 
• Strong conflict resolution skills and even temperament in challenging situations.
• Native or near-native written and spoken English.
• Ability to properly understand and convey tone via written communications.
•  Creative problem-solving skills.
• Impeccable judgment – the ability to make fact-based decisions that support desired outcomes, particularly in ambiguous situations.
• Loads of empathy – you genuinely care!
• Proactive attitude and ability to work with limited supervision.

Plus Requirements

• Support the team by executing initiatives and collaborating on projects.
• Take initiative and identify areas of opportunity that you can contribute to help the team as it grows.
• Acquire valuable customer insights and share them with the rest of the team to improve the education and experience to create customers for life.
• Flexible work schedule.
• Passion for Customer Experience.
• A proven ability to work remotely as part of a team but also with little direction is highly desired.

• SSS
• Pag-ibig
• Philhealth
• HMO on day one
• 13th month pay
• Paid incentive leaves
• Personal time-offs (PTOs)
• Sick leave

LOOKING FOR FILIPINOS OR PHILIPPINES-BASED CANDIDATES

We prioritize the processing of one application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

Position: Executive Assistant

Work Hours: TBD

Holidays: TBD

Pay Range: USD 900 - 1,500 per month (depending on qualifications and skills)

Responsibilities

• Manage executives' calendars and schedule appointments.
• Coordinate travel arrangements and prepare itineraries.
• Keep a vigilant eye on the current activities and to-do lists of clients.
• Conduct research on various topics as assigned.
• Organize and maintain documents and files.
• Assist in preparing reports, presentations, and meeting materials.
• Conduct quick checks of payrolls to ensure accuracy and compliance.
• Collaborate with the finance team to resolve any discrepancies.
• Maintain an accurate and up-to-date record of employee vacations.
• Communicate with team members to coordinate and document leave requests.
• Listen to recorded calls and capture relevant notes.
• Summarize key points and action items discussed during calls.

• At least 3 years of previous experience as an Executive Assistant
• Proficient in Google Workspace, Outlook, Monday.com, and Xero
• Excellent organizational and multitasking skills
• Strong verbal and written communication skills
• Ability to prioritize tasks and work independently

Senior Business Analyst, Salesforce is responsible for supporting the reporting and analytics function of Business Development, Lead Management and the Marketing team.

Your main area of focus will be to manage the database source for the all users and in building a complete picture of all activities within the CRM, ensuring our CRM (Salesforce) is the one-version of the truth for all data across BD and Marketing. A clean CRM with good data will help to reach our company’s revenue goals.

Responsibilities

• Partner with BDE, ISRs and Lead management for activities to ensure accuracy of data in AGS 360.
• Develop and maintain strong relationships with BD Team within assigned region by being tightly aligned with the target accounts, activity, and goals.
• Assist in database mining, Accounts management and database clean ups.
• Assist and guide Lead gen associates in gathering requested data, intelligence and relevant information as exported from the SF database.
• Assist in report and dashboard creations, exports and imports requests from stakeholders for relative BD, Marketing or Lead Management consumption.
• Monitor and report on data quality, finding ways to improve this through clear data definitions, process definitions and guidelines.
• Work with stakeholders to gather detailed requests for improvements or changes to the systems
• Partner with relevant stakeholders such as the AGS 360 Admin team and BD Specialist for platform related innovations, enhancements, and projects.
• Support inbound lead management activities when required.
• Manage Employee Access in Salesforce such as New user account creation, deactivation, re-allocation, assigning access levels, etc.
• Partner with BDE and ISRs for activities related to tools usage and management.
• Assist in Salesforce Dashboard management, clean ups, reviews, and other reporting tasks as needed.
• Managing Salesforce database by Creating/Updating/Deleting/Merging Salesforce records
• Create automations in Salesforce via Process Builder/Workflow/Flow
• Manage 3rd party integrations such as Tableau CRM, Hubspot, D&B Hoovers
• Create validation rules and layouts inside Salesforce.
• Create automations, process improvement processes and innovations within SF to improve business processing and improve user experience.
• Manage, action and status assigned tickets and requests by stakeholders in a timely manner.
• Monitor Salesforce new functionality releases which would be beneficial to the company.
• Meet with stakeholders to gather requirements and propose an optimal solution using Salesforce.
• Create and manage email alerts either via condition or frequency.
• Troubleshoot issues in Salesforce such as Automation failures, user issues or within capability troubleshooting.
• Assist AGS360 Salesforce team, Marketing team, Business Development team, Lead Management team with within scope ad hoc tasks such as DB builds, report setup, upload and exports, modification and basic new user trainings.
• Performs other related duties and tasks defined by the team on a case-to-case basis (within scope)