Account Manager / Client Experience Manager

JOB DESCRIPTION

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

We’re looking for a self-starter, hard-working, and dedicated team member to jump in and be a key part of our Client Experience team. 

In this role, you are responsible for maintaining and nurturing Boldr’s Client relationships as well as developing and empowering Boldr’s Team Captains to be successful in their role. You will act as a business owner taking full accountability for the success of your Client and teams, ensuring they are fully equipped to meet our commitments to our Clients and doing so with the highest level of quality. 

You will help foster a healthy working environment for our team members. You will represent Boldr to our Clients and act as our internal Client across various departments. You will need to be laser-focused on our operational performance and comfortable with the management of global teams on a daily basis. 

You will be responsible for day-to-day Client communication, performance reporting, training, and escalation management. Having an eye for details will be important as you’ll be maintaining all Client Success tools and procedures. 

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in 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

Processes

• Develop and maintain an authentic relationship with all the Client and internal stakeholders.
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner. 
• Create and manage Client contracts such as MSAs and SLAs. 
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
• Root cause analysis, planning and execution to ensure KPIs are met
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business growth opportunities
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues. 

People Management

• Supervise and develop Team Captains through guidance, observation, and performance management activities. 
• As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments. 
• This also provides an opportunity to observe the Team Captain’s presentation, Client communication and coaching skills. 
• Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling. 
• Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.
• Establish, promote, and maintain the Boldr culture within the organization. 
• Understand employee career growth aspirations to enable matching Boldr’s needs with employee abilities.
• Act as the escalation point for the Team Captains and Senior Team Captains.
• Responsible for upholding our organization’s values throughout the workplace
• Monitor achievement of internal and external KPI’s and ensure Operational Excellence
• Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA. 

Tools, Administration, and Reporting

• Familiarity with Google Suite of Services is a must for this role
• Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr
• Experience with Hubspot is a plus.
• Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion

Training

• Coordinate necessary training and best practices related to Tools and Processes
• Onboard new hires to ensure they are fully ready to succeed in their role.
• Lean six sigma knowledge and/or certification is a plus

Ongoing support and knowledge sharing

• Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement
• Provides input and communication to drive Client Success improvement, for all Clients, enterprise-wide.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.
• Proactive and self-motivated
• Strongly interested in learning new ideas, processes, and unique requirements. On top of that, you’re willing to share your skills and talents with the team. 
• A servant leader
• Confident, yet humble
• Aware of your strengths and AFIs
• Knowledgeable but not afraid to ask questions or ask for help
• A quick learner
• Adept at giving as well as taking direction
• Responsive
• Able to understand and prepare for the impact of a simple “yes”; able to provide alternative solutions when “no” is necessary
• Able to DO and DELEGATE; understand the different circumstances where each is necessary
• Purposeful with a sense of urgency
• Able to connect with team members, Clients and internal customers
• Able to manage conflict, redirect differences towards a common goal

YOU HAVE…

• 2+ years in a Client facing role (Ops manager)
• Must have worked on A health care account within BPO.
• 2+ years knowledge of BPO,  Staffing, Tech, or other Business Service  Industries .
• 2+ years people management experience.
• Manipulate Excel or Google Sheets and will be helpful with the reporting work you’ll be responsible for. 
• Create dashboard and provide visibility to stakeholders
• Identify root causes, design and execute action plans
• Focus on listening and understanding what other people are saying, ask questions as appropriate, and not interrupt at inappropriate times.
• Maintain an open dialogue with the organization's external and internal Client partners in both positive and negative situations.
• Read, research, and draft letters, emails,  and documents.
• Identify complex problems and review related information to develop and evaluate options and implement solutions.
• Speaking in a public setting and delivering presentations to individuals and groups.
• Cope effectively with losses or rejections by moving on to other challenges and learning from past experiences. 

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Medical Biller Specialist 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!

Responsibilities:

• Perform eligibility and benefits verification for treatments, hospitalizations, and procedures.
• Reviewing patient bills for accuracy and completeness and obtaining any missing information.
• Following up on unpaid claims within the standard billing cycle timeframe.
• Calling insurance companies regarding any discrepancy in payments if necessary
• Identifying and billing secondary or tertiary insurances.

Our offices in Manila:

• Makati Office: 4th Floor Maria Cornelia Building, Urban Ave., Makati City
• Mandaluyong Office: 8th floor 500 Shaw Zentrum, Shaw Blvd, Mandaluyong City

• Currently residing within Cebu, Philippines
• At least 6 months experience in Medical Billing, specifically supporting Medicare and Medicaid
• Detail-oriented
• Good English communication skills
• Can work on night shifts
• Has stable internet connection and ample workstation space at home

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

• Stong 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

Our client is an innovative Australian construction detailing firm with 30+ years of experience. They offer services like reinforcement scheduling, marking plans, and pre-fabricated designs, working with top suppliers.

Our client is actively seeking a highly skilled Part-time Payroll Specialist to oversee and manage payroll operations for their employees in both Australia and the Philippines (Total of 19-20 employees). The successful candidate will be responsible for ensuring accurate and compliant payroll processing, demonstrating an understanding of payroll regulations in both regions.

Duties and Responsibilities:

• Execute end-to-end payroll processing for employees in Australia and the Philippines.

• Ensure timely and precise calculation of wages, taxes, and other deductions.

• Prepare and submit reports and payments accurately and punctually.

• Maintain accurate and organized payroll records for auditing purposes.

• Prepare and distribute pay slips, ensuring transparency and clarity in financial information.

• Address payroll-related queries and concerns from employees promptly and professionally.

• Bachelor's degree in Accounting, Finance, or a related field.

• Minimum of 2 years of experience in payroll processing, with exposure to both Australian and Philippine payroll systems.

• Experience with XERO accounting software is highly advantageous.

• Experience in other various international payment systems is also welcome.

• Strong ability in accounting/payroll.

• Very good English-speaking ability.

• Self-autonomy without the need of micro management.

• Do you want to work with some of Australia's best financial planning businesses?
• Embark on a fulfilling and engaging career.
• Generous benefits + personalized learning and development.

This is a dayshift, full-time role with weekends off.

ABOUT BSA

We are a talent outsourcing company with offices in the Philippines. We guide, inspire, and empower young talents to be the heroes that drive business growth. We are more than just a workplace, we are a family. We create a satisfying work environment, one that you'll look forward to coming to every day — a place where the best and brightest minds meet to build a community of successful companies.

ABOUT THE CLIENT

5 ELK creates an awesome working environment for people who are serious about their careers and committed to providing exceptional customer service.

ABOUT THE ROLE

Our Client, 5 ELK benefits:

• Fixed Dayshift Schedule and Weekends Off
• Australian Holidays off and get to enjoy Christmas and New Year
• Competitive Compensation Package
• HMO with 200k benefits, plus 1 dependent when you start
• Monthly Awards and other Incentives
• Company Events and Employee Wellness Programs
• Personalised learning and development program
• Coaching and mentoring by qualified and experienced professionals
• Modern fit-out and workstation

• Handle inbound customer calls and inquiries
• Assist customers in resolving product or service-related issues
• Provide accurate and timely information to customers
• Document customer interactions and update customer records
• Deliver outstanding customer service in a professional and friendly manner
• Follow established guidelines and procedures for customer interactions

Work Location: Uptown Mall, BGC Taguig

Job Description: As a Team Member at Liang Crispy Roll and New York Fries and Dips in Uptown Mall, BGC Taguig, you will play a vital role in providing exceptional customer service and ensuring the smooth operation of our tandem store. You will be responsible for various tasks that contribute to the overall success and customer satisfaction of our establishment.

Responsibilities:

Customer Service: Greet and assist customers in a friendly and professional manner. Take customer orders accurately and efficiently. Answer customer inquiries and provide product information. Handle customer complaints and concerns promptly and professionally.

Food Preparation: Prepare Liang Crispy Rolls and New York Fries and Dips according to our established recipes and quality standards. Ensure food items are fresh, properly cooked, and presented attractively. Follow food safety and hygiene guidelines to maintain a clean and safe kitchen environment.

Cash Handling: Operate the cash register and handle customer payments accurately. Process transactions efficiently and provide customers with receipts. Maintain cash register and ensure proper cash handling procedures.

Maintain Cleanliness: Keep the work area, dining area, and serving counters clean and well-organized. Perform regular cleaning tasks, including sweeping, mopping, and sanitizing surfaces.

Stocking and Inventory: Monitor and restock inventory items as needed. Assist in inventory management, including tracking stock levels and reporting shortages.

This role will primarily perform management testing over key controls processes in accordance with U.S. GAAP and other relevant finance standards, procedures, and policies.

Responsibilities and Duties: 

• Monitor compliance of processes and procedures with established policies and key controls by performing audits over specific financial and operational areas of focus.
• Perform assessments and testing for SOX controls and project review testing.
• Gather supporting documents for quarterly Corporate submissions.
• Develop and improve process documentation and annual update of SOX process narratives.
• Maintain intranet site and documentations related to finance controls.
• Support the review and development of processes and key controls for significant risk areas.
• Contribute expertise and recommendations in developing and documenting remediation plans to address review findings.
• Support the Team Lead in conducting training and knowledge transfer for new hires.
• Escalate issues and recommend resolutions to the Team Lead for timely. May support junior members of the team in addressing routine issues within the assigned processes.
• Maintain the SOP/DTP of current processes and incorporate documentation updates as required.
• Perform moderately complex tasks in compliance with service level agreement, process, policies, and procedures.
• Propose alternatives in identified issues and assist in investigating and in resolving common and unusual issues.
• Contribute in various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity
• Contribute specialized expertise to different assigned projects and may provide key updates to Team Lead and Manager.

• Conducts and completes the whole audit cycle, either as a team member or team leader in accordance with applicable regulations and standards.

• 1. Conducts desk study of the client’s management system.

  2. Prepares checklist and itinerary as guide during audit.

  3. Conducts audit on site according to procedures.

  4. Prepares and completes audit package.

  5. Communicates with or attends to client inquiries related to the system standard where they had been qualified to audit.

      

• Reviews and customizes training materials, when needed, and conducts training on specific programs as determined by the Division.

• Provides coaching and performance feedback for auditors under training or supervision.

• Performs other related duties as may be assigned either in support of departmental goal or for his/her personal or professional training, education or development as programmed by his/her immediate superior.

• Completes audit reports and updates client’s files i.e. kick sheet, etc.

• Operating to the highest standards of ethics, in accordance with the SGS Code of Integrity.

• Complies with the Quality, Health and Safety, Environment and Energy (QHSEE) policies and supporting objectives including, but not limited to:

• Demonstrates strong commitment to SGS QHSEE policies, procedures and work instructions by actively participating in       meetings, projects and events, completes required training, intervenes in unsafe situations, refuses unsafe work, and complies fully with all applicable laws and regulations related to HSEE

• Responds appropriately and immediately to emergency situations and assists other staff members in maintaining readiness to respond to emergencies within the workplace

Primary Responsibilities of a Student Admin for Operations and Sales:

• For Planning and Scheduling assistance (e.g. clerical and system encoding, invoice and collection records updating
• Customer Satisfaction Survey consolidation and monitoring, outsourcing suppliers for events and general assistance, etc.)

In-charge of performing product marking and verification of quantity of product to be marked in accordance with company standards, legal and client requirements. 

• Ensures that all the necessary forms, materials, equipment, and/or other requirements needed to perform the job are complete and prepared before proceeding to the work site. 

• Checks that all equipment necessary to carry out the inspection/sampling activities are in good working condition prior to use and in valid calibration status. 

• Coordinates with clients on schedules, ensures availability of required documents and that these are in order,   and assesses all other information pertinent to the job. 

• Conducts marking of cargo according to company standards, procedures and client requirements or agreed job scope and specifications. 

• Provides feedback and updates on the status or progress of the job to his immediate supervisor on a regular basis. 

• Interface with client’s and/or terminal representatives during marking activities to ensure and maintain good communication and smooth operation. 

• Ensure that marked fuel samples are properly and completely labeled prior to submission to the laboratory analyst for marker test 

• Comply with the vessel and terminal rules and safety regulations. 

• Signs field inspection reports based on the fuel marking activities. 

• Signs documents specified only by immediate supervisor. 

• Ensures compliance to the Group and national policies including but not limited to the maintenance of the Quality Management System 

• Operating to the highest standards of ethics, in accordance with the SGS Code of Integrity. 

• Performs other related duties as may be assigned to achieve respective section’s goals or for own personal, or professional training, education or development as programmed by the immediate supervisor. 

• Complies with the Quality, Health and Safety, Environment and Energy (QHSEE) policies and supporting objectives including, but not limited to: 

• Demonstrates strong obligation to SGS QHSEE policies, procedures and work instructions by actively participating in  meetings, projects and events, completes required training, intervenes in unsafe situations, refuses unsafe work, and complies fully with all applicable laws and regulations related to HSEE 

• Perform appropriately and immediately to emergency situations and assists other staff members in maintaining readiness to respond to emergencies within the workplace 

• Disposes or directs the disposal of waste generated as a part of daily work performed in a safe manner and in compliance with the disposal regulations and requirements, and in accordance with SGS Environmental Management System requirements 

• Reports all incidents, including near misses and hazards, that may affect the achievement of QHSEE objectives in accordance with SGS Incident Reporting and Management requirements 

• Efficiently uses all equipment, including safety equipment, and company owned property in the manner intended and reports any damaged / lost equipment to immediate superior  

• Maintains a safe and tidy worksite according to the organization’s 5S program and guidelines 

• Maintains awareness of the safety and health related hazards and environmental aspects and proposes action plans to control the risks to immediate superior or QHSEE Coordinators 

• Actively participates in incident investigations and risk assessments as deemed necessary by SGS management 

• Fulfills the requirements needed in the success of the QHSEE Management System 

• Recognizes the potential consequences of not following the established policies, procedures, and guidelines, including not fulfilling the organization’s compliance obligations