The Account Coordinator is responsible for processing paid services requests and facilitating demonstrations of upsell modules. KEY ACCOUNTABILITIES/RESPONSIBILITIES Monitor accounts@unionware.com mailbox for incoming requests. Qualify incoming paid services request from customers (mostly delivered by UnionCare and Accounts email box, but some coming from other sources). Evaluate, categorize, and apply consistent naming convention to incoming request.  If a simple task: Entering request into SalesForce. Determine pre-requisite items and information required to generate a quote. Qualify request with customer, verifying timeline for delivery, urgency and budget while also collecting pre-requisite items and information not included in the original request. Where necessary, schedule request read more ...
Note for Remote Applicants: This position will require 4 weeks of onsite training in Montvale, NJ.   We are continuing to expand and are looking for a full-time Account Manager to be based remotely within the U.S. or in our Montvale, New Jersey office. The Account Manager supports the Kesef client base by overseeing all areas relating to budgeting, financial reporting and accounting functions of assigned clients. Working with key stakeholders from assigned clients, the Account Manager is expected to take initiative in developing and maintaining accounting principles, practices and procedures towards accurately reporting and forecasting the financial health of Kesef’ client read more ...
The Accounting Specialist is responsible for vendor register management and reconciliation of bill pay enrolled chapter clients, as well as completes some administrative support tasks. This role requires in depth review and entry of invoices, prompt and correct payment entry, adjustment and processing, vendor information updates, and vendor communication. The Associate Accounting Specialist monitors chapter accounts receivable and membership management operations with the prioritization and completion of time sensitive tasks. Responsibilities Accounts Payable (90% of the time) Assist clients in vendor and expense management Assist client vendors with prompt payments and information. Work with Accounting Managers to accurately allocate client expenses read more ...
NOTE: This role is not open to remote and will need to travel to the office daily.  Pennington & Company, part of Togetherwork and the premier fundraising and public relations firm for fraternities, sororities, and alumni programs for more than 25 years, is seeking a qualified individual for an administrative assistant position. For the past five years, Pennington & Company has been in the top 3 Best Places to Work (under 100 employees) and been awarded three Best of Lawrence awards. P&C is a people-driven organization, with several employee-focused initiatives aimed at helping our team members grow both personally and professionally. Learn more at www.penningtonco.com    Administrative Assistants at P&C provide support to the Capital and Alumni Relations Departments while read more ...
Note: (Location) This person may work remote from any location with occasional travel required. Expected to visit HQ in Columbus, Georgia, at least quarterly.  As a member of the Omegafi Professional Services team, the Business Analyst (BA) is a project-based role, focused on the elicitation of Customer User Stories, their documentation and analysis, and the declarative configuration of the Omegafi solution that results from this documentation. Note that the BA is the owner of all User Stories for a given implementation, whether the Story work is declarative or custom.     The Business Analyst collaborates with the Project Manager and Solution Architect read more ...
Responsibilities Facilitate customer meetings, either virtually or in person as required by the Project. Lead requirements elicitation and User Story documentation. Execute Fonteva and Salesforce configurations in alignment with the documentation and contracted scope/budget. Create a backlog of Stories, by project, for review and collaboration with the Project Manager. Work with the Solution Architect and Developer roles to document solutions Develop test scripts and acceptance criteria for the user stories Prioritize and assign user stories to the development team Perform configuration of the Fonteva application, including Salesforce configuration Validate all customization work and provide Customer-facing demonstrations. Prepare and analyze data conversion read more ...
We are looking for a Client Operations Specialist to support the team by effectively and efficiently managing all customer communication related to accounts receivable, accounts payable, and membership management activities. This position is expected to take initiative in training and advising customer software users to enhance service, financial operations, and Greek organizational performance. Each Client Operations Specialist collectively manages the company’s main customer service inbox and is responsible for the prioritization and completion of time sensitive tasks and reduction of response rate times for overall customer satisfaction. Internal Communication Initiate communication and follow up on customer tasks to the Accounting team relating read more ...
Fonteva, LLC Customer Support Engineer Job location: Arlington, VA.  Duties: Design, development, testing, and deployment of company software solutions for customers, using Apex and VisualForce, and leverage HTML, CSS, JavaScript and other technologies. Responsibilities: design and develop functionalities and application components using Apex, SOQL and JavaScript on Force.com; design, code, test, and document complex scripts; provide estimates for work effort required; provide technical expertise related to Software Solutions; working on custom extensions;  preparing technical designs for modifications and integrations; and lead transition from Product Delivery to the Customer Success Team. Requirements: U.S. Master’s degree in Computer Science, Software Engineering, Information Systems read more ...
We are looking for an outstanding Customer Support Manager to join our world-class support team. The Fonteva Support team’s primary focus is to support associations and membership organizations to engage their customers by leveraging the Fonteva membership and event management product suite. All of which are built on top of the world's #1 CRM - Salesforce.We are supporting and advocating for our customers day in and day out, so if you're passionate about providing great customer experiences, aren't afraid to roll up your sleeves, and can reason through highly complex issues, this might be the job for you! Responsibilities Managing/ Creating read more ...
We are looking for an experienced Customer Support Representative to join the team and provide top-notch service for our customers.  A detail-oriented, self-learner who enjoys troubleshooting software issues and providing clients with solutions that meet their business needs.  The right individual will be comfortable answering both process (how-do-I?) and business (how-should-I?) inquiries and requests.  Their role is to ensure that the customer is successful using our product and that they have a great experience doing so. Ideal candidates are eager to join us at the ground level, knowing there is room for growth.  Responsibilities Responding to client questions and issues including bugs, feature requests, and read more ...