Company Overview ClearDesk was founded based on years and years of our own experience in prior businesses in outsourcing amazing talent from places like Colombia, India, and the Philippines. We now live in a world where high-speed internet and the latest technology allow us to build a team of amazing people all across the world. At ClearDesk, we handle the sourcing, recruiting, and management of our overseas talent as they work with our clients. Our goal is to provide exceptional service that exceeds expectations, and we take pride in our ability to match each client with the right talent to suit their unique needs. Our Mission At ClearDesk, we're passionate about helping people succeed. Our mission is to assist clients in building top-performing teams in the most cost-effective way possible, enabling them to thrive in today's competitive business landscape. Additionally, we're committed to helping our remote talent develop their careers within outstanding teams while supporting their families. But we don't stop there. We're constantly pushing ourselves to grow and learn by surrounding ourselves with the very best talent. This culture of continuous improvement enables us to provide even better service to our clients and team members alike. At ClearDesk, we believe that when everyone succeeds, we all succeed. Job Description We are looking for an experienced QuickBooks Specialist to help manage our client’s day-to-day financial operations, including accounts payable, receivable, invoicing, reconciliations, and monthly reporting. Responsibilities Enter bank and credit card expenses into QuickBooks Online (QBO) and maintain accurate reconciliations Perform QBO “clean-up” by reviewing entries and reconciling with bank statements Import invoices and payment data between WellSky and QBO, including private pay, VA, and county payments Reconcile accounts receivable between WellSky and QBO on a monthly basis Run credit card payments and apply service deposits to correct invoices Manage overdue invoices and follow up with clients for timely collection Assist in long-term care billing submissions once QBO clean-up is complete Prepare and deliver monthly financial reports: Income Statement, Balance Sheet (YTD), Key Metrics: Gross Profit %, Admin Wages %, ODP (monthly and YTD) Support year-end financial activities including tax prep and 1099 generation Assist with county payment calculations using Excel templates Perform administrative tasks as needed to support the accounting team Requirements College educated (accounting or finance-related course preferred) Candidates must provide either an NBI Clearance or Police Clearance (preferred) upon hiring Candidates must provide a proof of separation from their previous/current employer with an indication/confirmation of their last date of employment Must be comfortable with using Hubstaff, a time-tracking application Professional-level English (written and verbal/voice) Experience in bookkeeping, AR/AP, and reconciliations Proficiency in QuickBooks Online Prior experience with Wellsky is a plus but NOT required Must be comfortable using Hubstaff for remote time tracking Strong Excel skills (including V-Lookup and formula functions) Strong Excel skills (including V-Lookup and formula functions) Excellent organizational and communication skills High attention to detail and a strong sense of ethics and confidentiality Hardware Requirements At least a 720p HD Webcam A noise-canceling headset At least a 25mbps primary internet connection A backup laptop, backup internet connection device, and backup power supply in case of power outage and emergencies Minimum recommendation for your main computer: Intel Core i5 or equivalent with 8 GB RAM or higher Minimum recommended for your backup computer: Intel Core i3, 4 GB RAM Compensation and Benefits Full-time: Up to PHP50,000 a month (Based on experience) 100% Remote (Permanent work from home) Prepaid HMO Bonuses and incentives Paid training Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com). Show more Show less

Company Overview ClearDesk was founded based on years and years of our own experience in prior businesses in outsourcing amazing talent from places like Colombia, India, and the Philippines. We now live in a world where high-speed internet and the latest technology allow us to build a team of amazing people all across the world. At ClearDesk, we handle the sourcing, recruiting, and management of our overseas talent as they work with our clients. Our goal is to provide exceptional service that exceeds expectations, and we take pride in our ability to match each client with the right talent to suit their unique needs. Our Mission At ClearDesk, we're passionate about helping people succeed. Our mission is to assist clients in building top-performing teams in the most cost-effective way possible, enabling them to thrive in today's competitive business landscape. Additionally, we're committed to helping our remote talent develop their careers within outstanding teams while supporting their families. But we don't stop there. We're constantly pushing ourselves to grow and learn by surrounding ourselves with the very best talent. This culture of continuous improvement enables us to provide even better service to our clients and team members alike. At ClearDesk, we believe that when everyone succeeds, we all succeed. Job Description We are looking for an outstanding Customer Success Manager to join our team to provide excellent support for our clients. The position will ensure the success of our clients by providing support throughout their journey with ClearDesk talent. Core Responsibilities Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their business goals and providing strategic guidance, acting as the face of the ClearDesk organization to our clients. Churn Protection: act as a trusted agent of change to support our clients in achieving the right level of user adoption to ensure the stickiness of ClearDesk and to protect from churn risks by delivering continuous and incremental value. Customer Trusted Advisor: Develop and nurture trusted advisor relationships with key customer stakeholders and executive sponsors to build and execute a collaborative ClearDesk roadmap to deliver expected benefits and high return on investment. Expansion: Identify opportunities for account growth and work closely with clients to influence and accelerate expansions, while collaborating internally with ClearDesk teams to provide the right recommendations and guidance at the right time. Customer Advocacy: Act as the voice of the customer within the company, providing feedback to the sales, services and recruitment teams to drive continuous improvement. Reporting: Monitor customer health metrics and key performance indicators (KPIs) to anticipate risks and opportunities, address them tment, and support teams to ensure a cohesive and exceptional customer experience. Requirements Bachelor’s Degree Holder 3 - 5 years experience working in a Customer Success, Account Management, or related role proactively, and report monthly internally on customer health status, risks and opportunities. Cross-Functional Collaboration: Collaborate with sales, recruiExcellent communication, presentation, and interpersonal skills Analytical mindset with the ability to derive insights from customer data Must be comfortable with using Hubstaff (if outside the US), a time-tracking application. Professional-level English (written and verbal/voice) Hardware Requirements (If outside the US) At least a 720p HD Webcam. A noise-canceling headset. At least a 35mbps primary internet connection. A backup laptop, backup internet connection device, and backup power supply in case of power outage and emergencies. Minimum recommendation for your main computer: Intel Core i5 or equivalent with 8 GB RAM or higher Minimum recommended for your backup computer: Intel Core i3, 4 GB RAM Compensation and Benefits Earn a competitive hourly rate, based on experience. 100% Work from home HMO Bonuses and incentives Paid training Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com). Show more Show less