This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Within the Accounting function at BenchPrep, you'll play a pivotal role in our finance team. Your focus will be on maintaining accurate financial records, preparing reports, analyzing data, and ensuring regulatory compliance. You'll contribute to budgeting, forecasting, audits, and process improvements, supporting our financial health and strategic decision-making. The ideal candidate has a strong background in accounting, financial analysis, and reporting, along with excellent analytical skills, attention to detail, and the ability to communicate financial information effectively across the organization. Proactivity, problem-solving abilities, and a commitment to continuous improvement are also essential. - Manage accounting function including account reconciliations, journal entries, AR, AP, and Billing - Analysis and review of company expenditures, confirming proper allocation of expenses to the various departments, and reporting to these departments as necessary - Review transactions to ensure accounting treatment is in accordance with GAAP and company policies and procedures - Analyze billing transactions to ensure proper allocation of revenue recognition policies - Review general ledger accounts and making all necessary journal entries including posting monthly, quarterly, and yearly accruals - Assist in building financial statements including balance sheet, income statement, and changes in financial position, as well as budget variance analysis - Assist in the design and preparation of budgets for review by management - Prepare year-end schedules for the annual tax returns - Look for ways to improve upon accounting processes and procedures Qualifications - Bachelor’s degree in accounting; CPA preferred - 3-5 years (Staff Accountant), or 5-8 (Sr Accountant) years in accounting or auditing; public accounting experience preferred - Team player with a positive attitude towards contributing and learning - Thorough knowledge and experience in the areas of financial statement preparation, GAAP, and revenue recognition - Strong verbal/written communication skills - Excellent analytical and problem solving skills - Ability to work well independently and in a team environment - Self starter, quick learner, and ability to multitask on a regular basis - Detail-oriented with excellent organizational skills and deadline driven - Capacity to thrive in a fast-paced environment - Strong sense of ownership on issues and following through to completion - Advanced proficiency with Microsoft Excel - Experience working in accounting systems (NetSuite, Intacct, Quickbooks, etc.) strongly preferred Benefits - Medical and ancillary benefits - Potential for yearly bonus - Stipends for work-from-home expenses - Flexible paid time off (our version of unlimited PTO) - Annual professional development stipend dollars - Competitive base salary Company Description We deliver the most advanced and flexible learning experience for certification, credentialing, test prep, continuing education, and training. Our cloud-based learning platform helps training organizations, associations and the extended enterprise deliver a highly engaging and effective learning experience for individuals looking to advance their careers. We incorporate the latest in learner-centered technology, including personalization, gamification, data science, usability and omni-channel delivery. We’re sitting in a pivotal time in the BenchPrep history. The number of learners on our cloud-based learning platform has reached nearly 11 million as of 2024. We’re committed to helping people learn better, and that starts with our own people. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are looking for high performing and motivated professionals who are excited about the chance to leverage technology to impact the lives of millions of learners. Join us.

• Support end‑to‑end execution of lead management initiatives, including intake & prioritization, strategic brief, requirements definition, technical execution, QA, and launch readiness. • Own the day‑to‑day functioning of lead management initiatives. • Maintain operational program roadmaps and define interdependencies between teams; facilitating mitigation of potential risks to milestone delivery • Own the creation and facilitation of ‘last mile’ go to market activities: planning, training materials & communications • Support initiative business valuation and prioritization of initiatives in assigned area • Support initiative execution by sharing cross-functional inputs to strategy, go to market, and continuous improvement initiatives • Facilitate creation of cross-functional initiative strategy briefs, priority plans and project charters • Monitor revenue growth targets by partnering with strategic leads to create initiative reports and recommendations • Own operational checklists, SOPs, and workflow documentation • Coordinate with internal partners to ensure tasks are completed on schedule • Track and manage incoming requests, prioritizing and routing them as needed • Drive project timelines, status updates, and issue resolution • Maintain status documentation & RAIDD log • Assist in coordinating cross‑functional tasks & dependencies with business, marketing, and technology. • Support budget management & forecasting

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role offers the opportunity to lead and coordinate strategic initiatives within a Customer Success organization, ensuring teams operate efficiently and deliver maximum value to clients. The Customer Success Program Manager will work cross-functionally with Product, Sales, Marketing, and Support teams to track, analyze, and report on critical initiatives, enabling informed decision-making and operational improvements. You will act as a key liaison between leadership and execution teams, proactively identifying process enhancements and ensuring alignment across projects. The role requires a data-driven, organized, and collaborative professional with strong communication skills and the ability to manage complex, multi-team initiatives. This position is fully remote, providing flexibility while contributing to high-impact customer success outcomes. - Coordinate and facilitate internal initiatives across Customer Success and cross-functional teams to ensure alignment and timely execution. - Track, analyze, and report on project progress, milestones, and risks, providing visibility to leadership and stakeholders. - Identify and implement process improvements to enhance team efficiency and initiative effectiveness. - Act as a representative of Customer Success in cross-functional collaborations with Product, Sales, Marketing, and Support. - Proactively communicate updates, successes, and challenges to stakeholders to maintain transparency and alignment. - Support leadership in driving continuous team improvements and operational excellence. Qualifications - 5+ years of experience in project management or related roles within customer-facing or technical organizations. - Bachelor’s degree or equivalent in a relevant field. - Strong verbal and written communication skills, with the ability to clearly convey complex information. - Data analysis proficiency to inform decision-making and optimize outcomes. - Proven ability to coordinate multiple initiatives and manage complex, cross-functional projects. - Comfortable working in collaborative, dynamic environments with diverse teams. - Familiarity with modern software development life cycles and related tooling is a plus. Benefits - Competitive salary with performance-based incentives. - Fully remote role with flexible working hours. - Paid parental leave and Volunteer Time Off (VTO). - Wellness-focused policies including company-wide wellness initiatives. - Professional growth opportunities within a recognized innovative organization. - Inclusive and supportive work environment with diversity and inclusion initiatives.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Client Success Specialist in Retirement Services, you will serve as a trusted client contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and effective communication skills to deliver exceptional client support and ensure seamless account servicing. - Provide service and technical support to retirement investment customers, including guidance on IRA account activity, wealth management processes, and recordkeeping requirements. - Manage inbound and outbound communications (phone, live chat, email) with customers, ensuring timely and accurate responses to IRA-related and account recordkeeping questions. - Support day-to-day IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes. - Help customers and advisors navigate our technology platform, including account setup, transaction history, reporting, and compliance documentation. - Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations. - Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction. - Consistently deliver an above-and-beyond customer experience by blending technical accuracy with empathy, patience, and professionalism. - Demonstrate integrity and responsibility when handling sensitive financial and personal data. Qualifications - Demonstrated proficiency in retirement account operations, with 3+ years of experience in financial services, IRA administration, or wealth management client support. - Proven track record of delivering exceptional client service and maintaining high standards of accuracy, confidentiality, and compliance in all account-related activities. - Proficient in computer applications, including Microsoft Office Suite (Excel, Outlook, Word) and CRM/customer support platforms. - Outstanding communication abilities, both written and verbal, with the capacity to translate complex financial information into clear, client-friendly terms. Spanish fluency is a plus. - Strong organizational and analytical skills, with the ability to manage multiple priorities in a dynamic, fast-paced environment. - Demonstrated ability to collaborate effectively within cross-functional teams while maintaining accountability for individual performance and service outcomes. - Detail-oriented, resourceful, and committed to continuous improvement in client experience and operational excellence. - Bachelor’s degree preferred in Finance, Business Administration, or a related discipline. - Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States. Benefits - Join a FinTech innovator transforming the retirement services industry. - Collaborative team culture with career growth opportunities. - Competitive compensation and comprehensive benefits. Company Description IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. We empower financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks—to deliver scalable, compliant, and efficient retirement solutions through modern technology. IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D