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Job Title: Account Manager (Client Services Lead)

Department: Business Development

Reports To: Global Vice President, BD

Environment: Drug Free Workplace

HQ Office: Houston, TX 77046

Location: Remote, requires Travels

Position Summary:

The Account Manager, also known as Client Services Lead (CSL), will primarily focus on strengthening and deepening client relationships and overall account health, ensuring clients receive value from the services provided. Account Managers will be responsible for up-selling and cross-selling of additional service lines that align to both client and Revenew objectives.

Ideal CSL Candidate Profile:

• Seasoned Account Manager with 10+ years of consultative selling at a national/enterprise level
• Current resident of the Houston area with willingness to travel (20-30%)
• A driven sales professional with consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas
• Preference will be given to candidates with an existing rolodex of contacts/relationships at prospective client companies
• Ideal prospective clients are those with $3B+ in annual revenue in Pharma, Automotive, Chemical, Mining, and/or Industrial Manufacturing industries

Essential Duties and Responsibilities:

Client Relationship Management:

• Act as the primary point of contact for clients
• Foster strong relationships at multiple levels within the organization
• Develop relationships with all identified buyer personas in key departments
• Ensure clients are satisfied and address any concerns or feedback
• Address operational concerns - audits taking too long, lack of communication from planner or auditor, etc.
• Address client concerns – known items, giving away issues without fair compensation, etc.
• Monitors and communicates/presents overall audit/project progress, findings, program metrics, and corrective actions to clients (quarterly, but at least annually)
• Creates and develops account delivery plans, i.e. audit/project plans (at least annually)
• Assist operations with client roadblocks (e.g. delayed kick-offs, settlements, timely response to data and system access requests)
• Conduct regular check-ins and strategic discussions to understand evolving client needs (executive summary meetings)
• Responsible for gathering data and compiling presentations for client engagement meetings (including specified portions of status calls) while also leading and guiding these discussions
• Maintain regular onsite presence at clients’ offices (i.e. quarterly visits)
• Assist Operations with escalating disputes to client sponsor when necessary
• Hosting and cultivating client relationships through high-level engagements, such as meals, charitable sponsorships, golf outings, concerts, and sporting events

Account Strategy & Growth:

• Develop strategic account plans that meet both client objectives and our revenue targets
• Work to expand scope of existing services (e.g. larger number of CC audits, expand SPR to cover international locations, etc.)
• Meet annual account growth targets established during annual planning cycles
• Identify and propose additional services that align with the client's and Revenew’s goals
• Monitor market trends to identify opportunities for growth

Contract & Financial Oversight:

• Handle contract renewals, negotiations, and pricing discussions (with client and internally)
• Ensure accounts are profitable, managing forecasted revenue
• Address any billing issues, invoicing and ensure timely payment

Other

• Facilitate regular collaboration with operations teams (PI, SPR, STR, Severance Tax, CC) to continually assess emerging opportunities and address ongoing challenges
• Responsible for status reports, executive summary materials, RFPs, presentations, etc.
• Perform CRM, marketing, social media and internal reporting duties, as assigned
• Leverage client relationship to get peer leads/referrals for the BD Hunters

Qualifications:

Education/Experience:

• Bachelor’s degree in Business Administration, Sales, or relevant field
• At least 10 years of experience as an Account Manager, Key Account Manager, Sales Account Manager, or relevant role
• Demonstrated ability to communicate, present, and influence key stakeholders at all levels of an organization, including executive and C-Level sponsors
• Strong business acumen with a consultative approach to managing complex client relationships
• Proven track record of meeting and exceeding quotas and receiving positive customer feedback
• Adept at handling multiple account management projects simultaneously, while maintaining sharp attention to detail
• Proficient with common CRM software, such as HubSpot, ZoomInfo, LI Sales Navigator etc.

Language Ability:

Dynamic personality with exceptional communication, negotiation, and presentation skills while being an active listener.

Computer Skills:

Strong working knowledge of computers, Microsoft Office Suite, and applicable CRM tools.

Traveling Demands:

Travel is required and will depend on the geographical location of assigned clients. An average of 20-40% of time may be spent traveling to visit clients to perform the above-described roles and responsibilities. Company will reimburse for business-related travels as described in Revenew’s Travel and Business Expense Guidelines.

Compensation:

Competitive base salary commensurate with experience and incentive bonus program, which is based on individual performance.

Pre-engagement requirements:

Revenew International is a Drug Free workplace. All employees and contractors are required to successfully complete background checks and drug tests as part of the pre-employment screening process and prior to starting work for the Company.

E-Verify:

Revenew participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work in the U.S., Revenew is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Company Description:

Revenew International is a professional services consulting firm specializing in five complementary services – Contract Compliance Reviews, Supplier Payment Reviews, Sales Tax Recovery, Severance Tax Consulting, and Performance Improvement engagements. Headquartered in Houston, TX, the company offers its services across North America. In its 26-year history, Revenew has successfully performed thousands of engagements throughout the U.S., generating more than two billion dollars ($2B) in revenue, cost recovery, and cost reduction benefits for our clients.

Overview

The VP, Account Director leads senior client relationships and drives strategic growth across key healthcare and pharmaceutical accounts within a healthcare advertising environment. This role leads integrated teams to deliver high-impact marketing initiatives while ensuring alignment with client business objectives and regulatory requirements.

The VP, Account Director provides strategic oversight, mentors account teams, and collaborates closely with cross-functional partners to ensure the successful execution of integrated campaigns across multiple channels. This leader plays a critical role in driving client satisfaction, operational excellence, and business growth.

This position is based in New York City and follows a hybrid work model, requiring three days in the office (Tuesday–Thursday).

Key Responsibilities

Client & Account Leadership

• Serve as the senior strategic partner for key healthcare and pharmaceutical clients, building trusted relationships and providing proactive counsel.
• Lead account teams to deliver work that aligns with client objectives, timelines, and quality expectations.
• Champion brand strategy and ensure consistent execution across campaigns and deliverables.

Strategic Direction & Growth

• Translate client business goals into integrated marketing strategies across multiple channels, including digital, social, print, and medical communications.
• Identify opportunities for organic growth and support new business development efforts and pitches.
• Lead strategic planning discussions and contribute to quarterly business reviews.

Team Leadership & Collaboration

• Lead and mentor account team members, fostering a collaborative, high-performing culture.
• Partner with creative, strategy, medical, digital, and project management teams to ensure seamless campaign execution.
• Provide clear strategic direction and guidance to internal teams.

Financial & Operational Management

• Oversee account financial performance including forecasting, SOW development, and budget management.
• Ensure accounts operate efficiently while maintaining profitability and strong client satisfaction.
• Monitor project scope, timelines, and resources to ensure successful delivery across work streams.

Compliance & Industry Expertise

• Ensure all work adheres to healthcare industry regulations, including FDA and MLR requirements.
• Maintain a strong understanding of the pharmaceutical advertising landscape and evolving industry trends.

Qualifications

• 10–15+ years of healthcare or pharmaceutical advertising experience, with a proven track record leading integrated accounts.
• Demonstrated ability to build strong client relationships and deliver strategic marketing programs in regulated healthcare environments.
• Proven leadership experience managing cross-functional teams and mentoring account staff.
• Strong financial acumen with experience managing account budgets, forecasting, and profitability.
• Excellent communication and presentation skills with the ability to influence senior clients and internal stakeholders.
• Experience in ophthalmology and/or rare disease strongly preferred.
• Bachelor’s degree required.

Equal Opportunity Employer

Moon Rabbit embraces and celebrates diversity, inclusivity, and equal opportunity. We are committed to building a team that reflects a wide range of backgrounds, perspectives, and experiences. As a global agency serving global clients, we believe that a more inclusive workplace enables us to produce stronger, more impactful work together.

Moon Rabbit is proud to be an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

The Senior Account Executive is a key client partner responsible for managing day-to-day relationships and leading the execution of integrated pharmaceutical and healthcare marketing initiatives in a regulated environment. This role serves as the central liaison between clients and internal teams, ensuring projects are delivered on time, within budget, and aligned with client business objectives.

Working closely with strategy, creative, media, medical, and project management teams, the Senior Account Executive helps drive the successful execution of campaigns while maintaining compliance with Medical, Legal, and Regulatory (MLR) review processes, FDA guidelines, and healthcare marketing best practices. The role also supports account growth, contributes to strategic discussions, and mentors junior team members to ensure strong collaboration and high-quality deliverables.

Candidates with experience at the Senior Account Executive or Account Supervisor level are encouraged to apply; title and compensation will be commensurate with experience.

This position is based in New York City and follows a hybrid work model, requiring three days in the office (Tuesday–Thursday).

Key Responsibilities

Client Partnership & Account Leadership

• Serve as a primary point of contact for assigned healthcare and pharmaceutical clients, building trusted relationships and ensuring clear communication across projects and initiatives.
• Manage day-to-day account activities, ensuring work is aligned with client objectives, timelines, and budgets.
• Lead the development of project briefs and ensure internal teams are aligned on deliverables, timelines, and expectations.

Campaign Execution & Cross-Functional Collaboration

• Partner with strategy, creative, medical, digital, media, and project management teams to deliver integrated marketing campaigns across channels.
• Ensure work is on strategy, compliant with healthcare regulations, and delivered with high quality and accuracy.
• Support the development of client presentations, status updates, and strategic recommendations.
• Mentor and support junior account team members, helping maintain strong team collaboration and performance.

Financial Management & Account Growth

• Support account leadership in managing project budgets, scopes of work, and financial tracking.
• Monitor timelines and budgets to ensure projects remain within scope and identify potential risks early.
• Contribute to identifying opportunities to expand client partnerships and grow the agency’s scope of work.
• Participate in strategic discussions and long-term planning for key accounts as appropriate.

Qualifications

• 3–6 years of experience in account management within an advertising, marketing, or healthcare communications agency.
• Experience supporting pharmaceutical, biotech, or healthcare brands within a regulated marketing environment.
• Familiarity with Medical, Legal, and Regulatory (MLR) review processes and development of compliant marketing materials.
• Demonstrated ability to manage multiple projects and timelines in a fast-paced agency environment.
• Experience collaborating with cross-functional teams including creative, strategy, media, medical, and analytics.
• Strong communication and presentation skills with the ability to interact confidently with clients and internal teams.
• Understanding of integrated marketing campaigns across multiple channels.
• Bachelor’s degree in Marketing, Advertising, Communications, Business, or a related field.
• Title and compensation will be commensurate with experience.

EQUAL OPPORTUNITY EMPLOYER

Moon Rabbit embraces and celebrates diversity, inclusivity, and equal opportunity. We are committed to building a team that reflects a wide range of backgrounds, perspectives, and experiences. As a global agency serving global clients, we believe that a more inclusive workplace enables us to produce stronger, more impactful work together.

Moon Rabbit is proud to be an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Job Title: Sr. Customer Account Rep

Location: Simi Valley, CA 93063

Duration: 06 Months contract (Potential temp to perm)

Payrate: $35/hr.- $38/hr. (depending on experience).

Shift: 1st shift, M - F | 8:00am - 4:30pm

Must Haves (Required): SAP and Aerospace experience (reference the job description for more)

Position Summary:

The Senior Customer Account Representatives will manage a variety of customer accounts to deliver world-class service and support by directly overseeing score cards, immediately responding to inquiries, and joining with the planning team to accurately forecast demand. By utilizing the High Performance System, the Senior Customer Account Representative will serve as the primary interface for a variety of customers, responsible for ensuring the most efficient and positive relationship with customers, while enabling level-loading of production and expeditious resolution of customer assertions. They will also work closely with key internal stakeholders and have a solid internal network relevant to the customers they support.

Responsibilities:

• The Senior Customer Account Representative will oversee different customer accounts, particularly those with Long Term Arrangement (LTA) contracts as well as some more bespoke customers.
• Support the strategic account managers working on new business due to their knowledge and understanding of the existing customer portfolio and may be required to support bid-related activities.
• The Senior Customer Account Representative has responsibility for ensuring that the price is accurate for customer orders such as miscellaneous repairs or spares quotes, which may include orders of significant value.
• Seeking buy-in from various key internal stakeholders before responding to new customer requests and presenting information back to the customer.
• Responsible for the contract review process, working closely with Commercial colleagues internally.
• Act as the voice of the customer and ensure timely resolution to all customer orders and enquiries.
• Support the production of the monthly and annual forecasts based on historical sales and customer trends, supporting forecasting and planning.
• Receive, review, and enter purchase orders into the enterprise resource planning (ERP) system and delegate to the administration team as required.
• Responsible for ensuring the PO is accurate and internal stakeholders have provided agreement. Formally acknowledge the PO with the customer.
• Responsible for ensuring customers are responded to in a timely manner and they are accountable for the communication both internally and externally.
• Works closely with all internal functions, including Trade Compliance, Finance etc. to ensure everything is placed to enable Parker Meggitt is able to deliver to the customer.
• Able to escalate matters to the Customer Account Manager and use judgement as to when this appropriate.
• Be aware of legislation requirements and keep up to date with Parker Meggitt internal training on such topics.
• Track and reconcile internal and external customer score cards, which includes verification of the metrics by which Parker Meggitt is judged.
• Collaborate directly and attend meetings with the Finance function, including shared service teams, to manage and reduce accounts receivables, accountable for resolving disputes that affect cash collection.
• Deliver quotations to customers and coordinate with various functional leaders to ensure questions are answered until the order is received or the opportunity is closed as lost.
• Monitor and actively manage customer portals to ensure prices, quantities, lead times and contract terms are acceptable in accordance with authority delegated by appropriate functional leaders (i.e., Finance, Commercial, and Operations).
• Utilize business systems, including CRM, portal management and workflow tools, to expedite the process of receiving, reviewing, responding and booking orders.
• Resolve customer complaints, which may include warranty, delivery, or quantity disputes, and in the most beneficial manner.

Qualifications:

• Awareness of the regulations pertaining to the products and customers for which the employee is responsible (i.e., FAR, DFARS, DEFCONS, etc.)
• Ability to understand and follow specific instructions and procedures
• Ability to gather data, to compile information, and prepare reports
• Strong verbal and written communication skills
• Presentation skills
• Ability to influence stakeholders
• Excellent customer service orientation
• Track record of building and maintaining customer/client relationships
• Well-organized, detail-oriented, and ability to multi-task
• Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines
• Strong prioritization skills
• Ability to visualize and plan objectives and goals strategically
• Conflict management skills
• Decision making skills

Education: High School Diploma/Equivalent and work experience that will allow successful performance of job expectations

Years Experience:

• 4-6 years of experience in customer account management or similar.
• Customer service, Microsoft Office Suite, SAP, , Robot Morning/Demand Line.

Nice To Haves (Optional): customer portal experience, backlog reconciliation experience, scorecard reconciliation experience

Years of Experience (Required): 4+ years

Preferred but NOT required: Bachelor's Degree and equivalent industry experience

• Build and maintain strong, long-term relationships with assigned accounts
• Conduct regular meetings and engagements to review program performance and objectives

• Serve as the primary point of contact for account communications, including written correspondence, virtual meetings, and ticket coordination

• Develop and implement plans aligned with account goals to support program growth and success

• Analyze program data to evaluate performance and identify opportunities for improvement

• Partner with internal teams to ensure accurate, timely delivery of services and aligned communication

• Provide education and guidance on internal platforms, tools, and operational processes

• Address concerns efficiently to support satisfaction and retention

• Stay informed on industry trends and regulatory updates related to the 340B program

• Identify and mitigate risks to support program integrity and organizational interests

Qualifications

Education

• Bachelor’s degree required

• 2+ years of experience in 340B administration or account management
• Strong understanding of the 340B program and operations
• 2+ years of experience in a direct, client-facing role providing one-on-one support
• 340B ACE certification preferred

• Excellent written and verbal communication skills
• Strong organizational and time-management abilities
• Ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office Suite, with strong Excel skills
• Experience using CRM platforms (e.g., Salesforce)
• High attention to detail and accuracy
• Ability to work independently in a remote environment while collaborating with a team
• Customer-focused, service-oriented mindset

Service Account Manager

The Service Account Manager is a vital part of the U.S. Engineering Service team that is responsible for sales and operations activities. Oversees all aspects of the service business for specific customers. It is the responsibility of the Service Account Manager to cultivate existing customer relationships, maintain and enhance service agreements, identify and sell additional service repair and project work, and work closely with other service team members to provide value to U.S. Engineering Company customers. The selected Service Account Manager will be located in either Topeka, KS or Manhattan, KS.

Principal Duties and Accountabilities:

• Overall responsible for account management, and customer satisfaction for specified customers.
• Responsible for selling, managing, and the renewal of preventative maintenance and other service agreement offerings for specified customers.
• Responsible for developing the appropriate repair or replacement approach, estimating repairs / replacements / services, and presenting proposals to specified service customers.
• Manages all assigned accounts to achieve sales plan volume and profitability goals.
• Responsible for identifying, qualifying, managing, and executing solutions / special projects for specified customers.
• Surveys and generates proposals for Planned Maintenance Agreements and Projects leveraging technical experts for estimating and identifying the best customer solution.
• Identifies opportunities for future service work / projects. Responsible for networking internally and externally to pursue opportunities.
• Works with the operations team to ensure project is delivered as proposed.
• Continuous customer engagement of assigned accounts to include problem solving, proposal generation, qualifying and selling quoted repair or project solutions, selling additional lines of service, and identifying additional work opportunities to maximize value to customer base.
• Provides technical and estimating support as needed for sales team within assigned region.
• Ensures customer expectations are consistently met or exceeded. Service Account Managers support the invoice approval process for assigned accounts and House accounts as identified.
• Develop and execute a written account plan for assigned accounts.

Education:

• Bachelor’s Degree in Construction Management or HVAC not required, but a plus or equivalent years of experience.

Experience:

• In-depth knowledge of HVAC and/or PLUMBING systems as well as servicing of those systems.
• Equivalent combination of field and relevant leadership experience will be considered.
• Minimum of 6 years of relevant experience is required. This could include any of the below, or a combination of:
• Project management, service management, and sales within commercial and industrial environments in the mechanical construction industry.
• Field experiences servicing and/or installing HVAC and/or PLUMBING systems.

Knowledge, skills, and abilities:

• Knowledge of mechanical service and construction industry practices, processes, and standards – including systems design, installation, and servicing.
• Must possess technical knowledge of HVAC systems, as well as a basic knowledge of plumbing systems (Will be required to also manage plumbing accounts).
• Ability to maximize performance of project team through innovative and effective management techniques.
• Superior communication and interpersonal skills, such as diplomacy, persuasion, etc… are essential to develop and foster effective professional relationships.
• Time management and organizational skills.
• Basic level of financial acumen necessary to manage project budget / performance.
• Knowledge of the following computer programs: MS Word, Excel.
• Strong problem-solving, negotiation, and conflict-management skills.

Physical and/or travel demands:

• Routine daily driving to Flint Hills region customer account sites required.
• Infrequent overnight travel may be required, based on customer account assignments.
• Physical demands include walking on uneven surfaces, climbing ladders, bending, kneeling, and lifting. Position includes sitting and standing, use of telephone, keyboard, and computer monitor.

Benefits and Compensation:

• The range for this position has been established at $90k to $127K annually and is U.S. Engineering Service’s good faith and reasonable estimate at the time of the posting. The compensation offered to the finalist selected for this role will be based on a variety of factors, including but not limited to internal equity, experience, education, specialty, and training. Compensation for this role includes a base salary complemented by commission opportunities based on the Account Manager’s individual sales performance and attainment of sales targets
• Your total compensation will go beyond the number on your paycheck. Team members are eligible for a year-end bonus based on company and/or individual performance as well as paid time off. An industry-leading benefits package, including health, dental, and vision plans, matching retirement contributions, and matching 529 contributions all add to your bottom line.

This position will be posted until April 30th, 2026. To apply, please visit must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status.

U.S. Engineering Service is an Equal Employment Opportunity Employer and shall provide equal employment opportunities to all people in all aspects of employer-employee relations, without regard to race, color, creed, national origin, religion, sex, age, sexual orientation, gender identity, disability or veteran status.

U.S. Engineering Service is compliant with the Drug Free Workplace Act, and all offers of employment are contingent upon the completion of a pre-employment drug screen.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees so classified. U.S. Engineering reserves the right to revise as needed. The job description does not constitute a written or implied contract of employment.

Title: Sales Operations / Account Support Specialist – Hybrid Role (Plymouth, MA)

Location: Plymouth, MA – Hybrid (Remote Thurs, Onsite Fri)

Pay: $22–$27/hour

Position Type: Contract-to-Hire (Start ASAP)

About the Role

We’re partnering with a fast-growing consumer products company specializing in hydration products to hire two Sales Operations / Account Support Specialists. This role is ideal for someone with a strong administrative and customer service background who is fluent in Spanish and wants to grow into sales operations.

The team supports Latin American business customers and works closely with Sales leadership to manage accounts, operations, and customer communication. This is a contract-to-hire role with the opportunity to prove your value and transition to a permanent position.

What You’ll Do

• Support existing Latin American customer accounts via email and phone (Spanish required)
• Manage account transitions, contacts, invoicing, and other operational tasks
• Partner closely with Sales leadership and internal teams to ensure smooth account management
• Assist with internal documentation, reporting, and coordination as needed
• Focus on account management and sales operations—no cold calling or new business development
• Maintain accurate records and account data while providing exceptional customer service

What We’re Looking For

• Fluent in Spanish (written and spoken)
• Strong customer service and administrative background
• Experience supporting sales teams or managing existing client accounts
• Professional email communication skills (Spanish preferred for client contact)
• High attention to detail and ability to manage invoices, contacts, and account data
• Self-starter who can work independently while collaborating with cross-functional teams
• Comfortable in a business casual, hybrid work environment

Why You’ll Love It

• Competitive hourly pay: $22–$27/hour
• Hybrid work schedule (remote Thurs, onsite Fri)
• Opportunity to work closely with Sales leadership on operational and account management tasks
• Exposure to a growing, globally recognized consumer products company
• Contract-to-hire opportunity with potential for permanent conversion
• Perfect for someone with administrative or customer service experience looking to grow into a sales operations role

Addison Group is an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with federal, state, and local laws. Reasonable accommodations are available for qualified individuals with disabilities upon request.

Job Overview – Commercial Insurance Account Manager

Compensation: $65,000 – $75,000/year + bonus

Location: Springfield, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Commercial Insurance Account Manager in Springfield, MA for our client. In this role, you will support commercial lines account management, client service, renewals, and policy marketing across an existing book of business. You will partner with Producers, carriers, and underwriters to manage day-to-day account needs, prepare proposals, review policy information, and help drive responsive service and long-term account retention.

Responsibilities as the Commercial Insurance Account Manager:

• Account Management: Service an existing book of commercial insurance accounts while providing responsive support throughout the policy lifecycle.
• Client & Carrier Communication: Communicate with clients, carriers, and underwriters to resolve issues and support ongoing account needs.
• Renewal & Marketing Support: Assist with renewals, remarketing efforts, and carrier submissions to support retention and coverage options.
• Proposal & Quoting Support: Prepare insurance proposals and support quoting across commercial lines.
• Policy Servicing & Documentation: Process policy changes, review coverage documentation, and maintain accurate account records.

Qualifications for the Commercial Insurance Account Manager:

• Experience: 2+ years of commercial insurance, commercial lines account management, or insurance client service experience is required.
• Industry Knowledge: Knowledge of commercial insurance products including commercial auto, workers’ compensation, general liability, and property coverage is required.
• Technical Skills: Experience with agency management systems, rating tools, insurance carrier portals, and Microsoft Office is preferred.
• Skills & Attributes: Strong written and verbal communication skills, relationship management ability, organization, problem-solving skills, and the ability to lead conversations and navigate client challenges effectively are essential.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #48304

Advanced Environmental Laboratories, Inc. (AEL) is Florida's largest environmental, chemical, analytical testing laboratory network with eight locations in the State. We are a professional services firm working mostly with government agencies, utilities, and engineering firms.

We are looking for a full-time highly organized Administrative Assistant and Accounts Payables/Payroll Specialist for our AEL Headquarters in Jacksonville, Florida.

The ideal candidate will be responsible for providing administrative support to ensure efficient operation of the office. The Administrative Assistant will support managers and the corporate team through a variety of tasks related to organization and communication. The candidate must be comfortable with general office operations, scheduling, and have excellent communication skills. They must also have some experience dealing with Accounts Payables and Payroll related tasks which require high attention to detail and advanced computer skills.

The position reports directly to the President of AEL and our Business Manager but also works closely with the entire corporate team.

Duties and Responsibilities:

Administrative Assistant

• Schedules appointments, signs for incoming packages, and assist’s clients and other visitors.

a. Provide general support for visitors.

b. Act as the point of contact for internal and external clients.

• Provides administrative support to ensure efficient office operations.
• Maintains filing system.
• Maintains a clean and organized office environment.
• Works with sensitive information with discretion to maintain confidentiality, security and ensure compliance with privacy policies and regulations.
• Presents a positive and professional image for the organization.
• Ordering of office supplies and other related items.
• Organizes travel plans (booking hotels, travel arrangements) for corporate and management team.
• Assists with reaching out to client credit references during new client onboarding when credit terms are requested.
• Company-wide Amazon orders

a. Managing approval queue.

b. Reconciling monthly statement.

• Assisting with the processing of AMEX Orders.

Accounts Payables/Payroll Specialist

• Maintains purchase order system (PLANERGY)
• PO Approval Queue
• Accurately invoices against received POs
• Maintains current item pricing
• Add/Remove Items as needed
• Sends out bi-weekly reporting on unreceived purchase orders to the management team.
• Monitor AP Outlook Inbox
• Monitor PLANERGY MS Teams Chat
• Charges expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries.
• Issues purchase order amendments.
• Verifies vendor accounts by reconciling monthly statements and related transactions.
• Runs bi-weekly payroll for the company
• Protects organization’s value by keeping information confidential.
• Updates job knowledge by participating in educational opportunities.

Qualifications

• 1-2 Years of Office Experience
• Interpersonal skills, professional and courteous demeanor, excellent office and phone etiquette, and the ability to diffuse tense situations.
• Intermediate to Advanced proficiency in related office platforms.

a. Microsoft Office

i. Teams

ii. Excel

iii. Outlook

b. Some accounting related system

i. Preferred – QuickBooks Online

c. Some payroll related system

i. Preferred - Paychex

d. Some purchase order system

i. Preferred - PLANERGY

e. Adobe Acrobat

• Ability to work well independently and in collaboration with others
• Attention to detail and problem-solving skills is a must.
• Excellent written and verbal communication skills.
• Solid understanding of basic accounting principles.
• Solid understanding of basic payroll operations.
• Ability to communicate effectively with vendors and internal stakeholders.

PREFERRED EDUCATION

• Degree in Business, Accounting, Finance or related field
• 1-2 years of experience with QuickBooks Online or equivalent Accounting System
• 1-2 years of experience with Paychex or equivalent Payroll System
• 1-2 years of experience with PLANERGY or equivalent Purchase Order System

Benefits

This position is full time, and eligible for all our benefits as follows:

• Paid Time Off (PTO): Annual vacation and personal days.
• Floating Holiday: One additional paid day off per year.
• Paid Holidays: 7 company-observed holidays.
• Health Insurance: Medical, vision, and dental coverage.
• Flexible Spending Account (FSA): Pre-tax account for eligible medical and dependent care expenses.
• Retirement Plan: 401(k) with company match (up to 4%)
• Insurance Coverage: Short-term disability, long-term disability, and life insurance fully paid by AEL.
• Employee Assistance Program (EAP): Confidential counseling and resources available at no cost to employees.

In order to be considered for the position, all applicants must apply through AEL's job application website at:

Summary/Objective:

Under the supervision of the Founder & CEO this position provides

clerical/para-professional accounting support required for maintenance of accurate financial

records and correct processing of financial transactions. Prepares, processes and maintains

accounting records and summarizes business and financial transactions. Reviews source

documents for accuracy and completeness and ensures that all transactions are properly

documented.

Essential Functions:

Performs a variety of paraprofessional accounting functions required to ensure the accurate

processing of all financial transactions and proper accounting for all funds received and disbursed

by the agency.

Maintains and reconciles subsidiary and control accounts.

Create and/or processes budget adjustments, and journal entries.

Reviews source documentation to ensure that payables and/or receivables transactions comply

with all substantive and procedural requirements, are accurately calculated and properly

authorized, and allocated to the proper fund and cost center.

Develops and maintains a variety of databases and/or spreadsheets.

Contacts departments of origin to resolve documentation problems and/or problems with respect to proper

authorization for disbursement and/or collection of funds.

Audits and verifies requests for disbursement of Agency funds, including vendor invoices,

recurring bills, employee reimbursement requests, and transfers of funds to the state, ensuring that

expenses are allowable, properly authorized, and charged to proper accounts.

Inputs payables data for verified transactions; for accounts payable checks on a daily, weekly, and

monthly basis; and assists in balancing check runs.

Receives and credits payments to appropriate billing accounts and to appropriate funds and cost centers.

Verifies all cash, check, echeck and credit card transactions from all payment sites, balances

against the daily cash reports and updates the cash receipt ledger.

Prepares and reconciles daily deposit of payments received by mail, in person, on the WEB, and through

EFT and ACH transactions.

Prepares deposits for the Bank.

Liaise with internal staff at all levels.

Coordinate and complete project-based work.

Review clerical practices and implement improvements where necessary.

Other duties as assigned by CEO, including but not limited to:

Assisting Sales Reps in Booking Travel for Tradeshows/Conferences/Sales Trips

Sales Support Duties/Order Processing

Competencies:

Proficient communications; oral and written.

Good working knowledge of standard accounting principles and practices.

Good working knowledge of the principles and practices of fund accounting.

Good working knowledge of accounts payable, accounts receivable, and general ledger processes and

practices.

Understands importance of collaboration and exhibits community relations skill.

Demonstrates leadership and ability to work independently.

Demonstrates excellent organizational skill and attention to detail.

Provides and exemplifies team orientation.

Exhibits high level of understanding of information technology; high technical proficiency.

Proficient computer skill and in-depth knowledge of relevant software (MS Office Suite (365,

PowerPoint, Excel, and database management).

Excellent time management.

Good organizational skills and ability to prioritize the workload.

Knowledge of administrative practices and procedures.

Knowledge and understanding of issues related to individuals and families in poverty.

Ability to maintain client and organization confidentiality.

Experience with IQ Reseller / IQReseller a plus

Work Environment: This job operates in a professional office environment, in off- site venues

and outside event areas. Role routinely uses standard office equipment such as computers,

phones, photocopiers, filing cabinets

Physical Demands: The physical demands described here are representative of those that must

be met by an employee to successfully perform the essential functions of this job. While

performing the duties of this job, the employee is regularly required to talk and/or hear. The

employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach

with hands and arms. The employee must frequently lift and/or move objects up to 10 pounds

and occasionally lift and/or move objects up to 25 pounds.

Position Type and Expected Hours of Work:

This is a full-time position. Days and hours of

work are Monday through Friday, 8 a.m. to 4:30 p.m. (exact schedule to be determined). Evening

and weekend work may be required as job duties demand.

Travel: Travel is primarily local during the business day, although some out-of-the-area and

overnight travel may be discussed.

Preferred Education and Experience:

High school diploma or GED combined with

Associates/Bachelor's degree in accounting, business information systems, data processing or

closely related field. Three plus years of successful work experience in non-profit or a related

field preferred. Three (3) years of progressively responsible experience in the appropriate area

of general office functions.