Libertana logo
Libertana

Libertana is a revolutionary home health care agency providing families with exceptional medical and non-medical care.

Account Coordinator

Location

California

Posted

3 days ago

Salary

$24 - $27 / hour

Seniority

Junior

1 yr expEnglishSpanish

Job Description

Account Coordinator

Libertana

• The FMS Account Coordinator will report to the Reimbursement Manager and will assist with the process of the Financial Management Services program. • Perform duties such as processing referrals, contacting clients, family members, vendors, and Regional Center Case Managers. • Provide excellent customer service when interacting with vendors and regional center case managers regarding referrals, authorizations, and payments, including communicating with clients and family members. • Primary point of contact for case managers, vendors, clients, and family members. • Process, review, and track referrals, and authorizations. • Maintain, input, update, research and analyze patient account activity to maintain accuracy. • Reviews patient accounts identify any missing information, follows up, and corrects accordingly. • Keep up regular attendance and punctuality are essential for the smooth operation of this company. • Working closely with both regional center case managers and accounting departments. • Prepares reports as needed for census, tracking, and identifying on-reconciled authorizations. • Other duties as assigned.

Job Requirements

  • 1-2+ years of customer service and billing experience.
  • Bilingual in English and Spanish preferred.
  • Excellent customer service and communication/phone skills.
  • Strong organizational, prioritizing, and analytical skills.
  • Attention to detail and accuracy in data entry and documentation.
  • Ability to work with substantial amounts of data and make correct judgments.
  • Ability to work independently and with others, including management.
  • Ability to multi-task and prioritize needs to meet required timelines.
  • Proficiency with Word, Excel, and Outlook (or similar e-mail software applications).
  • A can-do attitude and willing to jump in to assist with additional tasks.

Related Job Pages

More Account Manager Jobs

Role Description As an Account Specialist, you are responsible for the development of strategic programmatic recommendations for your book of business. Upon client approval, you will also manage campaign development across selected Demand Side Platforms and social/search channels, serving as the primary contact for campaign optimizations, adjustments, and progression. You are responsible for ensuring high-quality execution and service levels while collaborating across multiple internal and external teams. Note: This is a 12-month contract to cover a leave with the potential to turn full-time, and can be based anywhere in the US. What You’ll Do - Delivery: - Work hand in hand with the national team to ensure client demands are met and expectations are exceeded. - Accountable for delivering all client materials to the highest standard and on schedule. - Craft and present best-in-class insight reports that merge campaign performance with real business challenges, providing a clear narrative with 2045 campaign data. - Contribute to business growth by identifying incremental opportunities through analysis of past campaign performance and market trends. - Project Management: - Manage all stages of the programmatic campaign workflow, including initial setup, campaign download to the trader, ongoing performance monitoring, and post-campaign reporting. - Proactively address any issues that arise during campaigns to ensure smooth execution. - Efficiently manage multiple campaigns, reports, timelines, and priorities simultaneously. - Serve as the key liaison between the client and webmaster to ensure the timely creation and successful implementation of pixels prior to campaign launch. - Internal Collaboration: - Build strong relationships with internal stakeholders to collaboratively find solutions. - Collaborate with cross-functional teams to align on campaign goals, KPI benchmarks, budget allocations, and strategy for impactful results. - Work with traders to identify campaign insights, trends, and develop optimization strategies. - Communication: - Act as the programmatic and paid social account lead, effectively communicating with clients, partners, and internal teams. - Keep clients informed and engaged through transparent campaign updates, POVs (Point of Views), and optimization notes. - Adapt communication style to effectively influence and drive positive outcomes. - Proactively seek opportunities to manage and exceed client expectations and enhance their experience. - Innovation: - Strategize with seller in pre and post-sales process to grow and develop existing client business and work alongside sales to win net new business. - Acting with curiosity; find new and better ways of working, applying or implementing solutions to unarticulated needs, new or existing market requirements. - Open to receiving and trying new ideas, processes, or ways of working. - Obtain DSP certifications within the first six months of joining to enhance programmatic expertise. Qualifications - 1-2 years experience of the digital media landscape and its fast-paced nature. - A proactive, street-smart approach and the ability to think three steps ahead. - Strong communication and presentation skills; able to articulate ideas clearly and confidently. - Strong analytical skills and attention to detail. - Proven ability to manage competing priorities and stay organized under pressure. - Comfort working collaboratively with teams and clients alike. - Proficiency in Excel and PowerPoint. - Strong interpersonal and customer service skills. - A general understanding of business sales processes. - Proven experience planning Paid Social (e.g., Meta, LinkedIn, TikTok) and Search (e.g., Google Ads). - Obtain certifications across major Demand Side Platforms (DSPs), including Google DV360, The Trade Desk, Yahoo, and Amazon. - Ability to travel to headquarters in Toronto, Canada when required. - Must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. Benefits - We’re a collective of world-class media experts powered by AI, strategy, and creativity. - We move quickly, think strategically, and care deeply about the work we do. - We reward curiosity, accountability, and growth because when our people level up, so does our business.

United States
$60K / year
Weekday (YC W21) logo

Assistant Manager - Account Management

Weekday (YC W21)

We are a Y-Combinator-backed startup building your AI-powered Recruiter Agent

Account Manager3 days ago
Full TimeRemoteTeam 11-50Since 2021H1B No Sponsor

Role Description We are looking for a proactive and client-focused Assistant Manager – Account Management to build and nurture strong client relationships while driving exceptional service delivery. The ideal candidate will have proven expertise in Account Management, Client Servicing, and Brand Management, with the ability to understand client objectives, coordinate cross-functional teams, and ensure successful execution of projects and campaigns. This role requires a strategic thinker with excellent communication and stakeholder management skills who can balance business objectives with client expectations while identifying opportunities for long-term growth and partnership. Key Responsibilities - Serve as the primary point of contact for assigned clients, ensuring a seamless and high-quality client experience. - Build and maintain strong, long-term relationships with key stakeholders and decision-makers. - Understand client business goals, brand positioning, and market challenges to provide effective solutions and recommendations. - Manage end-to-end account servicing, including project planning, execution, delivery, and post-delivery support. - Coordinate with internal teams such as creative, operations, strategy, product, and delivery to ensure timely and successful project completion. - Monitor project timelines, budgets, deliverables, and quality standards while proactively addressing risks and escalations. - Develop account growth strategies by identifying upselling and cross-selling opportunities within existing client portfolios. - Collaborate with brand and marketing teams to ensure campaigns and initiatives align with client objectives and brand guidelines. - Present reports, performance updates, and strategic recommendations to clients in a clear and professional manner. - Track key account metrics, client feedback, and service quality to continuously improve customer satisfaction and retention. - Support business development initiatives by participating in client presentations, proposals, and strategic discussions. - Stay updated on industry trends, competitor activities, and market developments to provide valuable insights to clients. Qualifications - 4–12 years of relevant experience in Account Management, Client Servicing, Brand Management, or Client Relationship Management. - Strong understanding of client lifecycle management and stakeholder engagement. - Demonstrated ability to manage multiple accounts and projects simultaneously in a fast-paced environment. - Experience working closely with cross-functional teams to deliver client-focused solutions. - Excellent verbal and written communication, presentation, and negotiation skills. - Strong problem-solving abilities with a proactive and solution-oriented mindset. - Commercial awareness with the ability to identify growth opportunities and contribute to revenue expansion. - Strong organizational skills with attention to detail and the ability to manage priorities effectively. - Proficiency in Microsoft Office and familiarity with CRM or project management tools is an advantage. - Bachelor's degree in Business, Marketing, Communications, or a related field; a postgraduate qualification is a plus. Preferred Candidate Profile - Proven experience in managing high-value client relationships and delivering measurable business outcomes. - Strong understanding of branding, campaign execution, and customer engagement strategies. - Ability to thrive in a collaborative environment while taking ownership of client success. - A customer-first mindset with excellent interpersonal skills and a commitment to delivering exceptional service.

India
Full TimeRemoteTeam 10,001+Since 1888H1B Sponsor

• Possess and apply detailed product knowledge as well as thorough knowledge of client's business. • Responsible for the direct sales process, aiming at meeting and/or exceeding sales targets. • Is in charge of sales expansion, introduce new products/services to clients and organize visits to current and potential clients. • Submit short and long-range sales plans and prepare sales strategies utilizing available marketing programs to reach nominated targets. • Responsible for retaining long-term customer relationships with established clients. • Ensure that clients receive high quality customer service. • Inform clients of new products and services as they are introduced, Migrate information to appropriate sales representative when clients have additional service needs.

India
Jackson Hewitt logo

Account Manager - Bookkeeping and Client Advisory

Jackson Hewitt

Jackson Hewitt is a full-service tax services company with a mission to transform the way its customers engage with their personal finances. Headquartered in Je

Account Manager3 days ago

Title: Account Manager - Bookkeeping & Client Advisory Location: co-Alamosa US Full Time Hybrid Job Description: Replies within 24 hours Benefits: - 401(k) - 401(k) matching - Bonus based on performance - Company parties - Employee discounts - Flexible schedule - Opportunity for advancement - Training & development - Wellness resources We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide clients toward better financial clarity and support the company's growth into advisory-focused services. Key Responsibilities: - Client Relationship Management: Serve as the primary point of contact for assigned bookkeeping clients, building strong, professional relationships through timely communication, follow-through, and proactive support. - Client Communication: Respond to client questions, concerns, and requests in a clear, helpful manner, and communicate regarding missing information, document requests, transaction questions, and payroll needs. - Bookkeeping Oversight: Oversee the bookkeeping process for assigned accounts, monitoring for accuracy, completeness, and consistency according to company standards. - Work Review: Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to ensure deadlines are met. - Team Leadership & Guidance: Provide guidance, feedback, and support to bookkeepers assigned to client accounts, helping them understand client-specific workflows and improve their judgment and efficiency. - Team Development: Support the development of bookkeepers, assist with training and workflow clarification, and encourage accountability and high-quality work within the team. - Advisory & Client Insight: Review client financial information to identify trends, concerns, and opportunities, helping clients better understand their financial reports and bookkeeping results. - Service Expansion: Communicate observations to leadership when a client may benefit from advisory services, tax planning, payroll support, cleanup work, or additional services. - Workflow Optimization: Follow and help refine established bookkeeping workflows, company procedures, and quality standards to eliminate bottlenecks and improve scalability. - System Utilization: Use company tools and systems effectively to track work, maintain visibility across accounts, and partner with leadership to improve internal service delivery. Qualifications: - Strong understanding of bookkeeping principles and basic accounting concepts. - Ability to review bookkeeping work for accuracy, completeness, and consistency. - Strong written and verbal communication skills for direct client and team interaction. - Excellent organizational and time management skills to manage multiple client accounts, deadlines, and priorities. - High attention to detail and a strong commitment to quality and problem-solving. - Ability to support, guide, and mentor team members with patience, clarity, and accountability. - Alignment with company standards, values, and client service expectations, with a willingness to adapt as services evolve. Education & Experience: - QBO Certification Level 1 and 2 required. - QBO Payroll Certification required. - Minimum of 2 years of QuickBooks Online (QBO) experience required. - Minimum of 2 years of management or team leadership experience required. - Prior experience managing bookkeeping clients or reviewing bookkeeping work is preferred. - Experience leading, training, or mentoring bookkeepers is highly desired. - Experience with QuickBooks Online Payroll, month-end close processes, reconciliations, and financial reports. - Comfort using technology, automation, and workflow management tools. - Interest in advisory services, financial insight, and helping small business owners better understand their numbers. Flexible work from home options available. Compensation: $25.00 - $27.00 per hour Working at Jackson Hewitt Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Colorado
$25 - $27 / hour