A SNAPSHOT OF YOUR ROLE

• You will be conducting on-line sales presentations with existing MSP partners, who are interest in adding additional ConnectWise products and services.
• Your goal is to secure additional revenue from ConnectWise partners assigned
• Deliver online presentations and business calls to owners of small businesses
• Clearly and convincingly communicate the value of ConnectWise’s IT Management Platform to secure trial evaluations for additional Solutions. Cross sell and upsell ConnectWise products.
• Articulate a unique business value of our remote monitoring and management solution
• Salesforce data entry and opportunity tracking assistance
• Contract information submission and verification
• Correlate monthly sales reports
• Communicate important feedback from prospects and customers internally
• Stay up to date with new products and features
• Manage sales opportunities through pipeline stages.
• Achieve sales goals for partner revenue growth.

A BIT ABOUT YOU

• 2-3 years of experience in a similar role where closing North American prospects to annual agreements.
• You must be a strong and clear communicator.
• You must have the sales experience to work through a conversation and be persistent. Need above average objection handling abilities.
• You have a strong work-ethic and positive attitude along with a desire to learn
• Full-time position.

Join the A-Team and experience the A-Life!

OVERVIEW

We are looking for a reliable Quote Desk Specialist. He/ She will play a vital part in supporting the various Sales Teams within our organization. The primary goal of this role is to generate quote requests on behalf of the Sales Representatives and assist with the pre-sale document generation.  The Quote Desk ensures smooth running of our company’s offices and contributes to driving sustainable growth.

A SNAPSHOT OF YOUR ROLE

• Product Quoting experience in IT related Industry
• Knowledge of ConnectWise suite is a PLUS but not required
• Use of Salesforce is a PLUS
• Excellent organizational skill
• Familiarity with office management procedures and basic accounting principles
• Excellent knowledge of MS Office, database software (Excel), spreadsheets with intermediate formula
• Runs and analyzes reports and ensues that all reports are accurate and reliable
• Assumes and performs other duties and responsibilities not specifically outlined here in
• Ability to prioritize workload, meet deadlines and perform multiple tasks with attention to detail

A BIT ABOUT YOU

• Bachelor’s Degree preferred
• 2-3 years working experience in the related field in a BPO setting
• Can work successfully in an ambiguous, fast paced, growing, deadline-driven environment
• Accuracy and attention to detail
• Interpersonal skills
• Teamworking skills
• Results driven
• Highly organized
• Focus on great internal and external customer service
• Ability to manage multiple projects in multiple functional areas simultaneously
• Flexibility and adaptability to adjust to changing project needs in evolving situations
• Independently exercise excellent judgment, discretion, and sound reasoning in making important decisions
• Strong level of proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent professional communication skills required, both verbal and written
• Must be able to interface with our Partners and consistently exude a pleasant, polished, and professional image
• Proficiency in managing multiple projects effectively, with a high degree of accuracy and in a timely manner
• Ability to switch gears and frequently reprioritize while keeping a calm and controlled demeanor
• Must demonstrate excellent interpersonal skills and a strong customer service acumen
• Must be proactive in anticipating executives’ needs and must consistently demonstrate a strong sense of urgency
• Required to interact effectively and efficiently with all levels of employees
• Flexibility for overtime

Join the A-Team and experience the A-Life!

We are looking at the person to be the lead for a Tech/Telco + some FMCG clients in the Philippines. The person would be responsible for understanding the client business and translating the same into insights and new revenue for NielsenIQ. Also, integrating insights from across studies (qual and quant) to deliver value to the clients.

Business Development:

• Identify areas of opportunity for growth from existing clients managed
• Develop plans to cross-sell and introduce new services to current clients
  • Foster relationships at different levels and functions of the client organization (as applicable) to identify opportunities for incremental product/solution sales
• If possible, provide continuous feedback on competitive activities within assigned clients.

Client Servicing:

• Implement plans that will contribute to maximum client satisfaction and ensure continuous profitable and business growth.
• Ensure client service standards are implemented and enhanced as client expectations continue to evolve and change
• Lead the client servicing team and work closely with operations to ensure our commitments are met.
• Liaise with teams outside Philippines (e.g. analytics, subject-matter experts, etc. to ensure the solutions are best adapted to meet client’s needs)
• Provide product solutions and benefits to client business issues/opportunities by developing strategic initiatives for each client
• Oversee the management and conduct of assigned research projects including preparation, approval, and delivery of proposals, reports, and presentations
• Ensure team members are trained/ coached to handle client requirements.
• Ensure adherence to the company policies on business conduct/ethics.
• Ensure high levels of client satisfaction.

Financial & process related:

• Ensure attention to costing & pricing at a project level – keeping in view total client relationship & implication on the total business.
• Contracts are completed and approved according to company's policies and guidelines.

People Management:

• Utilize the NielsenIQ framework to communicate and assess performance objectives, competency lists and development plans for your team.
• Ensure effective performance management system is implemented and aligned with regional directions in order to recognize desired performance for business advantage
• Establish high standards of performance and hold associates firmly accountable for meeting those standards
• Contribute to development and implementation of training plans to ensure that associates are able to grow
• Provide support, recognition, and feedback to assist associates in achieving the performance expectations and standards
• Act as coach, guide, and mentor to employees
• Ensure that associates are aware of the nature of their specific roles in relationship to the local market, the sub-region and overall regional operation
• Establish a strong team environment focused on exceeding internal and external client requirements.

The role will demand:

• Strong grasp of market research essentials and analytical abilities
• People focused and energized by successful collaboration – able to build strong client relationship & trust + build strong bonds with the team (larger team as a whole)
• Ability to recognize an opportunity (for business growth, for client value-addition, for people development)
  • Ability to hold a discussion with clients to understand a brief and recommend a suitable solution (be creative when situation demands)
• Willingness to roll-up sleeves to ensure a commitment is met
• Manage relationships and expectations as well as you manage projects, and your experience speaks for itself
• Curiosity and critical thinking
• Strong communication skills (written and verbal)

Responsibilities

• Mainly in charge of general and subsidiary ledger accounts.
• Prepares asset, liability, and capital account entries by compiling and analyzing account information.
• Documents financial transactions by entering account information.
• Substantiates financial transactions by auditing documents.
• Maintains accounting controls by ensuring policies are observed.
• Guides accounting associates by coordinating activities and answering questions.
• Reconciles financial discrepancies by collecting and analyzing account information.
• Secures financial information by completing database backups.
• Support monthly and annual close process.
• Perform account analysis to make sure that entries and balances are correct.
• Reconcile accounts with the general ledger to ensure that all transactions are reported in accordance with accounting standards and government regulations.

• Graduate of BS in Accountancy
• Minimum of 3 years relevant experience
• High integrity and professionalism
• Thorough knowledge of accounting and financial procedures
• Understanding of Philippine Financial Reporting Standards (PFRS) & BIR regulations applicable to tax filings/ payments (CWT, final tax, VAT, DST, FBT)
• Experience with accounting software - QuickBooks Enterprise
• Advanced MS Excel knowledge (familiarity with excel functions, VLOOKUPs and pivot tables)
• Excellent analytical skills with attention to details

WHY JOIN CLEARSOURCE?

• Medical and Dental Insurance (With free 1 dependent)
• Group life insurance.
• Merit salary increase.
• Paid time off (PTO) such as sick days and vacation days
• 13th Month Pay
• Passionate, energetic & innovative work culture
• Friendly team driven environment.
• Skills and experience development

About the Role

As a Marketplace Content Associate, you will report directly to the Trust & Safety Associate Manager. You will perform content moderation in all areas related to Trust and Safety across all countries where Carousell operates. You will act as a generalist who will perform actions to support the content integrity of the platform, with internal and external user experience in mind. This is a full-time project-based (12 months) role based in Ortigas, Pasig, Metro Manila, Philippines.

You will:

• Perform manual moderation functions for incoming listings / users  from different sources of report.
• Ensure listings and users in our platform are compliant to our policies.
• Identify and act on suspicious or undesirable content or behavior in our platform.
• Perform moderation functions using different tools.
• Identify areas of improvement and suggest solutions to enhance User experience to keep the marketplace safe.
• Respond to tickets in relation to fraud, disputes, account enforcement, and authority requests.
• Respond to escalation from different channels in the organization

Responsibilities (how we will measure success)

The Associate Compliance Consultant will be a junior member of the team and will successfully support consultants on a portfolio of Firms by providing compliance advice, including a variety of core compliance areas and technical AML assistance, aiming to ensure positive client feedback.

Part of a growing team and business, this is a multi-faceted role, created in response to client requests for dedicated support combining:

Ongoing compliance assistance, in the form of regular monitoring and attending advisory meetings; and

Supporting a team of senior consultants with the aim of developing into a consulting role.

Tasks (what does the role do on a day-to-day basis)

• Responsive regulatory advice and solutions;
• Supporting varied engagements such as: KYC refresh projects, AML Risk Assessments and Internal Capital and Risk Assessments (ICARA);
• Updating clients on regulatory changes and how it impacts their business;
• Drafting and updating relevant policies, procedures and internal working documentation for clients;
• Working with senior consultants and clients to devise their risk-based monitoring programmes or thematic risk assessments;
• Supporting regular compliance monitoring or review visits  with clients, and subsequently writing up working papers and reports;
• Involvement in designing and running training courses;
• Involvement in reviewing upcoming regulatory requirements and drafting thought leadership publications;
• Supporting senior consultants and clients  in completion and reviews of RegData filing and financial reporting;
• Building / developing client relationships.

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

As an AP Associate, you are responsible for carrying out various day-to-day accounting activities and performing various reconciliations and tasks in support of the financial close process.

WHAT YOU’LL DO

• Process accounts payable using Tipalti and NetSuite by obtaining approvals and making sure vendor invoices are in the accounting system by their appropriate GL codes. Tipalti accounts payable volume is currently 700 invoices per month and is likely to increase over time. The expectation is to be able to process 80-100 invoices daily, and ensure the inbox has zero or less than 10 invoices at close of business.
• Making sure all vendor bills received in our AP inbox payments are uploaded correctly in Tipalti with all necessary attachments.
• Assist AP Manager with weekly AP aging payment reporting.
• Assists in the payment process in a timely manner (Net 30 business days from invoice date “or” Due upon Receipt only for those one-off sensitive vendors).
• Assist with AP month-end close.
• Assists AP Manager with processing Amex and employee reimbursement reports.
• Answer questions Brooklinen team members (internal) have regarding invoice and payment follow-ups, as requested.
• All other duties as assigned by the Accounts Payable Manager.

WHAT WE’LL LIKE ABOUT YOU

YOU ARE…

• Curious, dynamic, and authentic, just like us! #beboldr.
• Passionate about sales and building strong client relationships.
• Self-driven, analytical, and a problem solver.
• A natural negotiator - persuasive but empathetic.
• Able to multitask, prioritize, and project management.
• Adaptable to change and attentive to detail.

YOU HAVE…

• BS in Accounting preferred.
• 1-3 years of accounting experience in an accounting environment.
• The ability to process up to 100 invoices per day.
• NetSuite or other ERP accounting software like Tipalti Knowledge is preferred.
• Strong analytical skills with attention to detail.
• Advanced Excel skills (VLOOKUP and Pivot).
• Well-organized and flexible, able to multi-task with tight deadlines.
• Possess excellent communication and interpersonal skills.
• Able to work under close supervision.
• Able to adapt easily.
• Meet deadlines and respect other's deadlines.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage
• Philhealth Coverage

WHAT YOU’LL LIKE ABOUT US

● Great company culture! Our diverse backgrounds, commitment, and passion are the things that make us great.

● We geek out on new ideas, proposals, and anything that will positively impact our clients, and of course, you!

● We’ve got training sessions in-store to help you level up your skill set.

● With you on Boldr’s side, we’ll tackle social responsibility initiatives together.

● We have rest and relaxation benefits.

A SNAPSHOT OF YOUR ROLE

• Product Quoting experience in IT related Industry
• Knowledge of ConnectWise suite is a PLUS
• Generate quotes from inbound requests
• Dispatch/ Manage inbound ticket dashboards
• Contact partners to review licensing options
• Follow- up on quotes to close business
• Use of Salesforce is a PLUS
• Excellent organizational skill
• Familiarity with office management procedures and basic accounting principles Excellent knowledge of MS Office, database software (Excel), spreadsheets with intermediate formula
• Runs and analyzes reports and ensues that all reports are accurate and reliable
• Assumes and performs other duties and responsibilities not specifically outlined here in
• Ability to prioritize workload, meet deadlines and perform multiple tasks with attention to detail

A BIT ABOUT YOU

• Bachelor’s Degree preferred
• 2-3 years working experience in the related field in a BPO setting
• Can work successfully in an ambiguous, fast paced, growing, deadline-driven environment
• Accuracy and attention to detail
• Interpersonal skills
• Teamworking skills
• Results driven
• Highly organized
• Focus on great internal and external customer service
• Ability to manage multiple projects in multiple functional areas simultaneously
• Flexibility and adaptability to adjust to changing project needs in evolving situations
• Independently exercise excellent judgment, discretion and sound reasoning in making important decisions
• Strong level of proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent professional communication skills required, both verbal and written
• Must be able to interface with Board members and Partners and consistently exude a pleasant, polished, and professional image
• Proficiency in managing multiple projects effectively, with a high degree of accuracy and in a timely manner
• Ability to switch gears and frequently reprioritize while keeping a calm and controlled demeanor
• Must demonstrate excellent interpersonal skills and a strong customer service acumen
• Must be proactive in anticipating executives’ needs and must consistently demonstrate a strong sense of urgency
• Required to interact effectively and efficiently with all levels of employees

Join the A-Team and experience the A-Life!

We are looking for graduate of BS Accountancy with 1-to-2-year experience to join our accounting department.

The successful candidate will be responsible to all Accounts Payable transactions. This role will be responsible for preparing, reviewing, and ensuring that payments and expenditures are monitored and processed in an efficient, effective, and accurate manner.

Our ideal candidate has in-depth knowledge of bookkeeping, tax payments and BIR compliances. You should also be able to monitor daily transactions and recommend ways we can improve our payment processes and procedures.

Job Purpose: To provide administrative and financial support to the Accounting Supervisor.

Key Duties & Responsibilities

·       Take responsibility for the day-to-day processing of all purchases, ensuring that invoices are checked, and prices are correct and that any discrepancies are investigated and dealt with appropriately

·       Ensure that invoices are authorized for payment by relevant department managers and matched to purchase orders where applicable

·       Ensure that invoices are recorded and entered in the system using appropriate account codes and that payments are posted on the system appropriately.

·       Set up new supplier accounts and amend existing supplier details as necessary

·       As required, assist in tax computation, filing and payment

·       As required, assist in journal transaction entries

·       As required, assist with account reconciliations as well as identifying and correcting accounting errors

·       Any other duties as reasonably directed by the direct supervisor or other member of the management team

·       Bachelor Degree in accounting.

·       Previous experience in a similar role

·       Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs and pivot tables) and QuickBooks accounting software.

·       Meticulous eye for detail and exceptional planning and organizational skills

·       Ability to take initiative and a practical approach to problem solving.

·       Positive and flexible approach to work Responsibilities

·       Analyze transactions and prepare reports

·       Tax compliance knowledge related to AP payments such as but not limited to invoicing requirements, VAT input, creditable withholding tax, fringe benefit tax, and final tax.

·       Excellent analytical skills with an attention to detail

·       Integrity, with an ability to handle confidential information

• Paid Time Off
• Private Health Insurance

Position: Associate Team Lead

Reporting to: Operations Lead

Location: Ortigas Center, Pasig City (Onsite)

Working Hours: Mid-shift or Night Shift

Start Date: ASAP

About Aptean

Aptean is a global provider of mission-critical, industry-specific software solutions. Aptean’s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors and other focused organizations. Aptean’s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech and pharmaceuticals. Over 4,500 organizations in more than 20 industries across 54 countries trust Aptean’s solutions at their core to assist with running their operations. To learn more about Aptean and the markets we serve, visit www.aptean.com.

General Job Summary

The Associate Team Lead is responsible for supporting the assigned operations team. This contribution is accomplished through both individual contributions and by directing the efforts of the assigned team members.  The Associate Team Lead’s responsibility is to act as the “Player/Coach” and ensure the day-to-day operations of the assigned team are running smoothly and that the team is performing to meet both individual and team-based goals. Additionally, the Associate Team Lead meet with company management to give feedback on performance, regional update, and to learn about new developments within the company.

Role and Responsibilities

• Performing a “Player/Coach” role
• Training, coaching, and supporting the assigned team members
• Providing team leadership including coordination of internal resources to deliver on client's needs and expectations.
• Being accountable for assigned team results and arming the assigned team members with strategic and tactical guidance to achieve goals and objectives.
• Assisting the leadership team with compiling and owning various reports to track team effectiveness and ensure that goals are being met.
• Putting strategies and actions in place to address challenges. Focuses on objectives and priorities of both the customer and Aptean.
• Ticketing System: Day to day Salesforce and quote issue resolution and support for sales department employees
• Acquisition Integration: Assist M&A integration team with data and systems migrations for acquired organizations
• Data Integrity: Ensure and organize all accounts and opportunities are assigned to the correct salesperson
• Manage internal systems: Maintain and administer all internal systems within sales, including setting up and managing users

The Successful Candidate
 

• Ability to successfully manage both individual and team goals and objectives
• Proven experience in effectively managing and coaching internal/virtual teams
• Knowledge or previous experience in the software industry is a plus
• Working knowledge of Microsoft Office including Word, Excel, PowerPoint, Outlook
• Effective verbal and written communication skills with the ability to credibly present recommendations at senior levels in the organization
• Ability to work in a matrix environment and work well with people in different departments
• Must be motivated, goal oriented with the proven ability to work with minimal direction and maintain a high level of collaboration across geographically diverse teams
• Possesses a high degree of honesty, integrity, and ability to maintain confidentiality
• Professional image and interpersonal skills
• Organizational and follow up skills, problem solving and analytical skills

Join the A-Team and experience the A-Life!