Intogreat Solutions Philippines

Role Description - This is a remote position. - Research and build lists of ideal target companies and decision-makers. - Conduct outbound campaigns via cold calling, LinkedIn, email, and HubSpot sequences. - Qualify leads by understanding their business pain points, decision-making process, and readiness to offshore or automate. - Book discovery calls for the senior sales team. - Maintain accurate records of all outreach, leads, and activities in HubSpot CRM. - Collaborate with marketing on outbound messaging and lead nurturing. - Participate in weekly alignment sessions to review strategy, refine outreach, optimize sequences, and ensure consistent improvement. - Provide weekly reporting on outreach activity, conversions, and feedback from the market. - Stay current on industry trends, competitor activity, and client use cases. Qualifications - 2+ years of outbound B2B sales experience (preferably in professional services, SaaS, outsourcing, or automation). - Experience working with CRMs (HubSpot preferred) and sales prospecting tools, including Seamless.AI and LinkedIn Sales Navigator for list building and research. - Strong communication and persuasion skills; confident over the phone, in writing, and on LinkedIn. - Ability to quickly learn and understand challenges faced by AU-based SMBs across Insurance, accounting, finance, and related sectors. - Interest or experience in offshoring, outsourcing, automation, or BI is a strong plus. Requirements - Highly motivated self-starter who thrives on achieving targets and KPIs. - Comfortable researching industries, building prospect lists, and qualifying leads independently. - Team player who collaborates effectively and communicates proactively. - Flexible and adaptable, able to adjust messaging, techniques, and target segments based on evolving outbound strategies. Benefits - Familiar with online booking systems, cloud scheduling, and multiple calendars. - Experience in scheduling and facilitating significant travel. - Excellent skills in Microsoft Office (Excel, Word).

Role Description This is a remote position. We are looking for a Senior Tax Accountant to join our team remotely from the Philippines. This is a hands-on preparation and review role – you will be working behind the scenes to produce high-quality workpapers, financial statements, and tax returns for our ecommerce business clients and their families. You will review work completed by junior accountants, support the Director with tax planning, and assist with client queries when needed. - Prepare workpapers, financial statements, and income tax returns for ecommerce business clients and their associated family groups across a range of entity types (companies, trusts, partnerships, and individuals). - Review financial statements and tax returns prepared by junior accountants for small group engagements, ensuring accuracy and compliance with Australian tax legislation and accounting standards. - Assist the Director with tax planning, structuring advice, and other advisory projects as required. - Assist with client queries where required, communicating in a timely and professional manner and escalating complex issues where appropriate. - Ensure all work is completed within agreed deadlines and to a consistently high standard of quality. - Stay current with changes to Australian tax legislation and accounting standards relevant to our ecommerce and SME client base. - Contribute to the development and improvement of internal processes, templates, and workflows. Qualifications - Minimum 4 years’ experience in an Australian accounting firm. - You must have at least four years of hands-on experience working within an Australian public practice environment. - Proficient in Xero, Xero Workpapers, and XPM. - Proficient in Microsoft Excel. - Strong technical knowledge of Australian income tax, GST, and business structuring for SMEs, ecommerce businesses, and family groups. Benefits - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.

Role Description This is a remote position. We are seeking an experienced and detail-oriented Tax Accountant to join our finance team. This role is responsible for managing end-to-end tax compliance, preparing tax returns and provisions, supporting tax audits, and delivering accurate tax reporting in accordance with Australian Tax Office (ATO) regulations. The ideal candidate will bring strong technical knowledge in Australian tax law, solid accounting experience, and a proactive approach to advising on tax planning and process improvement. - Consult with partner on progression of jobs & clients - Efficient workflow management - Maintain effective client WIP & billings regime - Ensure client work is completed within time allocation and job budgets - Achieve monthly billings targets - Ensure integrity of ATO lodgment program - Understand the concept of “Value Add Services” & “Cross Selling Services” within Client - Preparation of client reports including: - Financial Statements - Standard working papers - Preparation of tax returns for SMSF funds - Provide ongoing professional support for team members - Contribute to regular team meetings - Achieve personal budgeted production targets - Initiate opportunities to secure repeat business from existing clients - Ensure retention of clients through service excellence & client focus - Ensure profitable outcomes from team activities - Monitor & review aging WIP Qualifications - Minimum of 3 years AU Tax Accounting experience - CA or CPA preferred - Xero and MYOB experience required Benefits - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.

Role Description Mortgage Loan Processor plays a critical role in ensuring loan applications are accurate, compliant, and smoothly progress from pre-approval to settlement, while supporting brokers and keeping clients informed. - Perform administrative duties required for processing a client’s loan application with a lender from Pre-approval to post Settlement - Receive pre-approved sales files from mortgage broker and check to ensure that the file meets minimum lodgment criteria/compliance checklists - Check finance due and settlement dated on land contracts against the dates recorded in BBS/Mercury - Support Mortgage Brokers with loan Lodgments/preparation of appointments where required - Liaise with clients and building companies to arrange for collection of paperwork to satisfy conditions of approval and help manage through to post settlement - Order valuations and process FHOG applications if applicable - Send HIA plans received from building companies with land contract to the lender on behalf of the client/broker - Track progress to Formal Approval and update comments in CBS/Mercury on a regular basis - Ensure all files meet Resolve’s and Regulatory minimum compliance standards - Regular and consistent contact/communication with our external customers and internal ABN customer on progress of loan application - Ensure all Broker Support tasks have been marked as complete and that all standard letters have been sent - Complete ‘File Review Checklist’ check compliance and place the file in standard order - Ensure all Broker Support Standard Operating Procedures are always up to date - The Client Support/Office Administrator may be required to cover other team members work in times of leave of as workload dictates - Ensure KPI targets are met each month - Assistance with pre and post approvals - Handling Sales Trekker - Manual client list management – through manual follow ups - Maintaining Ongoing data base engagement and retention - Client profiling assistance - Managing Settlements - Assistance with Accessing and actioning emails on behalf of the client and banks Qualifications - Intermediate experience - Strong knowledge of mortgage lending process - Excellent Microsoft Office Skills - Knowledgeable in Australian Mortgage, preferred - Previous finance broking or banking experience preferred - Nice to Have - Experience in using Sales Trekker preferred - Knowledgeable in Quickli and One note - Experience using Mortgage Calculators and Bank comms

Role Description This is a remote position. Purpose of the Role: To support the broker role and, in their absence, ensuring clients receive seamless quality service. Key responsibilities: - Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided. - Accurately process policy changes, eg new business, renewals, cancellations, etc. - Manage Monthly Statement process in accordance with Credit Control procedures. - Assist broker to manage renewals in accordance with Renewal process procedures. - Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer’s cancellation date. - Understand Broker’s client base and connections and promote yourself as the key contact in their absence. - Manage own and broker’s incoming and outgoing post. - Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily. - Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested. - Comply with Company standards, processes, procedures and policies. - Adhere to the obligations required of a Financial Service Provider. - Daily banking. - Payments to underwriters/licensee/referrers. - Refunds to clients. - Following up debtors/declarations etc from clients. - Operating a trust account & banking operations in the broking system Winbeat. - Experience in general Insurance – Personal and commercial. Qualifications - Must at least have 2 years AU General Insurance experience. - Knowledge in Personal and Commercial insurance products/lines. - Winbeat and SCTP experience. - SME Broker experience as nice to have. - Experience with supporting / assisting AU insurance broker is a must. Benefits - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles. Company Description Ready to Shape the Future? Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Role Description The Senior Account Executive plays a critical role within the broking team and is responsible for the end‑to‑end servicing, administration, and technical support of commercial insurance accounts. This role ensures exceptional client service delivery, accurate processing, underwriting coordination, and strong workflow management. Operating at a senior level, the position requires advanced knowledge of Australian General Insurance products, the ability to work autonomously, and a proactive approach to problem‑solving. The Senior Account Executive supports brokers with complex placements, prepares high‑quality client documentation, and upholds compliance standards across all activities. Key Responsibilities - Data processing in WinBeat: including to keep clients' files updated & record payments made and received; - Contact independent experts in the case of disputes and attend disputes tribunals; - Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships; - Monitor all claims status until settlement is complete; - Reviews and analyses loss histories for a wide variety of exposures and recommend appropriate measures to minimise losses; compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history; - Reviews and analyses insurance premiums and recommend appropriate products; - Review to meet review list timetables; - Obtain renewal invitations; - Obtain information from clients as necessary/requested; - Obtain quotes within compliance/ability level as requested/required (no client advice); - Provide general advice within compliance/ability level as requested by clients; - Prepare necessary client documentation; - Deal with incoming calls/documentation within compliance/ability level; - Manage Endorsements and Cancellations within compliance/ability level; - Prepare and submit documentation in support of various claims activities; - Analyse the claim and decide whether it is covered by the policy; - Appoint insurance loss adjusters and private investigators when required; - Manage long-term claims and reassess them regularly; - Make recommendations for the settlement of claims; - Inform clients if claims are accepted and how they will be allocated; - Organise payments to clients; - Organise the repair or replacement of lost items; - Make sure all enquiries and payments are dealt with quickly; - Delegate tasks to Assistant as negotiated/necessary; - Other tasks as requested/necessary. Qualifications - At least 5 years of Australian General Insurance - Must have Tier 2 ANZIFF certification - Must have experience in using Winbeat insurance software/tools - Must be working in an Insurance Brokerage company - Must have experience managing portfolio for multiple insurance lines - Experience with multiple insurance products/lines Benefits - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles. Company Description Ready to Shape the Future? Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Role Description This is a remote position. We are seeking an experienced Adobe Journey Optimizer (AJO) Specialist to design, build, and optimize customer journeys across multiple channels. This role will be responsible for leveraging Adobe Experience Platform (AEP) and AJO to deliver personalized, data-driven customer experiences that improve engagement, conversion, and retention. You will work closely with marketing, data, and technology teams to translate business objectives into scalable journey orchestration strategies. Key Responsibilities: - Journey Design & Execution - Design and build end-to-end customer journeys in Adobe Journey Optimizer - Configure triggers, events, and decisioning logic for real-time and batch journeys - Develop and manage cross-channel campaigns (email, SMS, push, web, etc.) - Implement personalization strategies using customer data and segmentation - Platform Management - Configure and maintain AJO and Adobe Experience Platform (AEP) components - Manage schemas, datasets, identities, and audience segmentation - Ensure data quality, governance, and compliance across the platform - Personalization & Optimization - Develop and test personalized content and offers - Conduct A/B testing and multivariate testing within journeys - Monitor campaign performance and continuously optimize journeys - Data & Integration - Collaborate with data teams to integrate data sources into AEP - Ensure accurate real-time data flow and event tracking - Work with APIs and connectors to enable seamless system integration - Reporting & Insights - Analyze journey and campaign performance metrics - Provide actionable insights to improve engagement and ROI - Build dashboards and reporting frameworks - Stakeholder Collaboration - Partner with marketing, CRM, digital, and product teams - Translate business requirements into technical journey builds - Provide guidance on best practices for journey orchestration Qualifications - Essential - Proven experience with Adobe Journey Optimizer and/or Adobe Experience Platform - Strong understanding of customer journey orchestration and lifecycle marketing - Experience with segmentation, personalization, and campaign execution - Familiarity with data models, schemas, and identity resolution - Experience with email/SMS/push campaign tools - Strong analytical and problem-solving skills - Desirable - Experience with Adobe Campaign, Marketo, or other marketing automation platforms - Knowledge of APIs, JSON, and data integration concepts - Understanding of privacy regulations (GDPR, CCPA, etc.) - Experience in financial services, insurance, or other regulated industries Requirements - Strong attention to detail and quality assurance - Ability to balance technical execution with marketing outcomes - Collaborative and able to work cross-functionally - Proactive, with a continuous improvement mindset - Comfortable working in a fast-paced, evolving environment

Role Description This is a remote position. We’re looking for a Tax Manager to join a thriving accounting and advisory firm based in Melbourne Australia. Our client works with ambitious small to medium business owners across Australia and pride themselves on being modern, proactive, and relationship-driven. They are 100% cloud-based, use Xero exclusively, and have built a strong tech stack and team culture around innovation, efficiency, and great client service. The firm offers exceptional perks, priding themselves on work life balance. They offer a 9-Day Fortnight and work-from-home flexibility. They are also a Sponsor Company – for the right candidate they offer pathway plans to sponsorship, including relocation to work directly for the Melbourne firm. - Manage workflow and lodgements while training and leading a team of up to 5 accountants - Review workpapers, financial statements, BAS, and tax returns for companies, trusts, and individuals - Ensure all work is accurate, compliant, and completed to a high standard - Oversee complex tax matters and provide technical support where needed - Provide technical training, mentoring, and guidance to the team - Contribute to the leadership and growth of the team - Liaise directly with clients to provide tax support and advice - Ensure all financial documentation and reports are prepared with a high level of accuracy and attention to detail Qualifications - Bachelor’s degree in Accounting, Finance, or related field - 7+ years of experience in Australian Tax and Accounting - 2+ years of managing a team in Australian Tax and Accounting - Proficiency in Xero and strong financial statement and tax return knowledge - Exceptional communication skills—both written and verbal - A detail-oriented, analytical mindset and an ability to juggle multiple clients and deadlines - With Accounting Firm Experience Benefits - 9-Day Fortnight Policy - Work from Home - Relocation sponsorship and visa support for the right candidate! - A modern, tech-driven working environment - Leadership and career growth opportunities Company Description - Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. - Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. - Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. - Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.