• 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.

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.

Account Representative Location: Altoona, PA United States Job ID: 7947962401 Status: Full-Time Regular/Temporary: Regular Shift: Day Job Work Arrangement: Hybrid Facility: Home Nursing Agency Department: Billing/Ins Ver/Auth Union Position: No Salary Range: $ 18.79-28.03 USD Job Description: Account Representative Hybrid Work from Home Manage all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed to the provider by insurers and patients. Ensure claims are submitted accurately and timely, communicate with insurance companies, patients and physicians regarding payment issues, establish reasonable payment arrangements and recommend adjustments according to UPMC policies. Review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts. Identify and assign appropriate status codes. This position will work under Home Health and Hospice business unit. - Collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred. - Work Monday-Friday (flexible work hours) mostly from home. Some office workdays required. - UPMC benefits and perks Responsibilities: - Understand Third Party Billing and Collection Guidelines. - Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures. - Perform duties and job responsibilities in a fashion, which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians, and other departments within the organization. - Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt. - Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies. - Demonstrate knowledge of the current functionality of the patient accounting systems. - Manage assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards. - Meet quality assurance, benchmark standards and maintain productivity levels as defined by management. - Identify issues and submit corrective action recommendations. Qualifications: - High school graduate or equivalent. - Excellent interpersonal, organizational, communication and effective problem solving skills are necessary. - Ability to communicate with patients, payors, outside agencies, and general public through telephone, electronic and written correspondence. Working experience on personal computers, electronic calculators and various office equipment is needed. - Collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred. - Familiarity with third party payor guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial. Licensure, Certifications, and Clearances: UPMC is an Equal Opportunity Employer/Disability/Veteran

• Understand and influence customer's business models and objectives to ensure their success. • Oversee and manage the product development process from customer briefing to final approval, deployment, and order acceptance. • Oversee the end-to-end sales process, including inventory reports, customer sales reports, and product development trackers using digital systems and processes (Oracle SalesCloud, Oracle Commerce Cloud, Eloqua, pricing, and product specification tooling). • Resolve complex order, quality, or deployment issues to ensure high levels of client satisfaction. • Maintain and strengthen customer relationships by answering questions and providing detailed information about our services. • Strong experience and proficiency in prospecting, social selling, and customer outreach. • Participate in store audits, lead customer meetings, and maintain account planners. • Stay up-to-date on industry trends and product innovations. • Collaborate across different teams to support sales growth and product development initiatives. • Maintain strong pipeline