Commitments Required: 40 hours per week with overlap of 6 hours with PST. Engagement type: Contractor (no medical/paid leave). Duration of contract: 6 months with opportunity to extend; expected start date is 1st week of Jun-2026. Location: North America and LATAM.
QBO and Omni Experts
Location
United States
Posted
3 days ago
Salary
$31 / hour
Seniority
Mid Level
No structured requirement data.
Job Description
QBO and Omni Experts
Careerflow.ai
Role Description We are seeking experienced finance professionals to provide omnichannel chat support for SMB (small and medium-sized business) owners. This role involves answering both general help questions and complex, data-heavy accounting queries. Qualifications - Active user of QuickBooks Online (QBO) - Proven experience in accounting or bookkeeping - Prior experience with omnichannel chat support - Strong understanding of financial concepts and data analysis - Ability to handle complex, data-driven accounting questions - Experience working with SMB clients is preferred Requirements - Respond to customer queries via omni chat platforms - Handle accounting-related questions requiring deep financial expertise - Support SMB business owners with bookkeeping and financial guidance - Analyze and interpret financial data to provide accurate responses - Complete assigned PPT-based tasks as needed Benefits - SMB business owners with hands-on accounting experience - Previously engaged experts with relevant domain expertise - Accountants/bookkeepers comfortable with high-volume, data-heavy queries
Related Guides
Related Job Pages
More Account Manager Jobs
Territory Manager - Manufacturing
EpicorWe’re the essential partner to the world’s most essential businesses.
• Owns the assigned territory strategy and execution based on overall business strategy and territory growth targets. • Responsible for achieving or exceeding quota for the assigned territory. • Applies expert knowledge of Epicor products' solutions to the customer and its differentiation with the competition. • Prospects in the assigned territory to achieve a qualified pipeline of 5X the annual quota. • Coordinates cross-functionally to maximize revenue from prospects in the assigned territory. • Acts as an effective sales team leader with the ability to work cross-functionally within and outside of the sales organization. • Updates and maintains CRM database and performs weekly, monthly and quarterly reporting for the assigned territory.
Territory Manager – Distribution
EpicorWe’re the essential partner to the world’s most essential businesses.
• Owns the territory strategy and execution based on overall business strategy and territory growth targets • Responsible for achieving or exceeding quota for the assigned territory • Applies expert knowledge of Epicor Distribution products' solutions to the customer and its differentiation with the competition • Prospects in the assigned territory to achieve a qualified pipeline of 5X the annual quota • Coordinates cross-functionally to maximize revenue from prospects in the assigned territory • Acts as an effective sales team leader with the ability to work cross-functionally within and outside of the sales organization • Updates and maintains CRM data base and performs weekly, monthly and quarterly reporting for the assigned territory
Role Description We are looking for a Founding Head of Partnerships to build and own the function that makes Elevare the standard maternal care program for health plans and self-insured employers. - Work directly with our CEO, with a front-row seat to building a venture-scale company. - Own partnerships zero-to-one: the pipeline, the playbook, the deal structures, and eventually the team underneath you. - Turn first conversations into signed pilots, and pilots into commercial contracts. This is built for someone recently post-MBA who has either founded something or plans to within the next couple of years, and who wants to own a function before they do. If you want a structured BD seat at a mature company with a finished playbook, this is not it. Qualifications - Recently post-MBA or equivalent, with a founder's mindset. - 4-7 years in enterprise GTM, partnerships, business development, or strategy, ideally touching healthcare, payers, employers, or benefits. - Comfortable structuring deals with sophisticated buyers: benefits leaders, payer medical directors, and health system executives. - Strong commercial instincts. - A credible communicator who can hold a clinical conversation and an economic one in the same meeting. - Energized by ground-floor building and comfortable with ambiguity, shifting priorities, and building the process while running it. - Healthcare, payer, or employer-benefits experience is a strong plus but not required. Requirements - Build and own the partnership pipeline across self-insured employers, health plans, and health systems, from first conversation to signed agreement. - Turn pilots into commercial contracts, structuring scope, pricing, success metrics, and value-based terms with benefits teams, procurement, and clinical leadership. - Own executive relationships across Chief Health Officers, benefits leaders, and payer medical directors, and make Elevare the easy yes. - Position Elevare as the orchestration layer that activates a buyer's existing investments, not another point vendor in a crowded stack. - Build the partnerships function from scratch: process, materials, CRM hygiene, and the first hires under you. - Partner with clinical and product so that what we sell is what we can deliver, with clinical integration scoped up front, never improvised. - Represent Elevare in design partnerships, accelerators, and across the maternal benefits ecosystem. - Feed market signal back into product priorities and GTM strategy. Benefits - Competitive salary: Depending on experience. - Equity: Meaningful founding-team equity. - Health benefits: Full medical, dental, and vision coverage. - Unlimited PTO. - Incredible learning working directly with the founder and founding team. - A mission-driven team building something that matters. Why This Role Is Special - This is a founding seat at an early company with a real wedge into a large, fast-moving market and the relationships to scale fast. - Founding team role: You will be one of our first key hires and you will own a function from day one. - Real ownership: You will define how Elevare goes to market and work shoulder-to-shoulder with the founder to learn directly from experienced operators. - Uncapped upside: Founding-team equity to participate as we grow. - Massive impact: Your deals directly determine how many mothers Elevare reaches. - Meaningful mission: Help bring continuous, guideline-based maternal care to the women and communities the system leaves behind.
• Managing and developing key accounts across QSR, coffee chains, licensed outlets and vending operators • Leading on commercial negotiations, pricing and joint business planning • Driving both branded and customer-specific growth opportunities • Working cross-functionally with teams across marketing, category, supply chain and NPD to bring new ideas to market • Keeping a close eye on trends within foodservice and out-of-home channels to spot opportunities

