• Establish long-term client relationships through regularly attending onsite meetings and events • Grow client accounts by identifying opportunities to cross sell or upsell from inception through to close • Lead the development of strategic account plans that outline the full client landscape • Support the team on strategic/business development and tactical implementation • Achieve specific revenue and margin targets on a monthly, quarterly, and annual basis as defined by annual planning and forecasting • Provide accurate and timely forecasts and maintain Salesforce records for open opportunities with a strong focus on driving towards close dates and converting opportunities into revenue • Coach and mentor team members, prioritizing activities amongst accounts • Partner with the business development team to create compelling proposals that advance Velir to the final stages of RFPs and participate in pitch presentations • Stay up to date on the latest industry trends and technologies • Remain AI forward, curious, and savvy • Provide thought leadership within industry aligned to the portfolio • Handle supplementary duties as necessary

• Coordinate accounting functions and programs. • Prepare financial work papers and reports. • Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable. • Maintain and reconcile balance sheet and general ledger accounts as required. • Prepare annual compliance reports: 1099s, City Tax, etc. • Prepare financial statements, including a Balance Sheet, Income Statement, General Ledger, Trial Balance, and other Ad Hoc reports. • Coordinate financial statement preparation and supporting documents for annual tax preparation and quarterly extension payments. • Investigate and resolve account discrepancies and issues of non-compliance by communicating with all levels of management, clients, and third parties. • Contribute to developing new or amended accounting systems, programs, and procedures. • Perform other accounting research, accounting duties, and supporting staff as required or assigned additional training staff

Role Description As a Bilingual Client & Case Management Specialist, you'll be the friendly voice and helping hand that guides clients through their legal journey. You'll play a vital role in ensuring they feel supported, understood, and cared for from their very first call to the resolution of their case. - Handle phone calls, emails, and text messages with professionalism and empathy. - Listen carefully to clients' needs and provide clear, compassionate guidance. - Collaborate with attorneys and paralegals to ensure clients always have accurate and timely information. - Follow up on cases, maintain organized records, and ensure every detail is managed properly. - Approach challenges with a calm, solution-oriented attitude. Qualifications - Bilingual (English & Spanish) – fluent or native in both languages. - A people person who enjoys making others feel heard, understood, and cared for. - A natural problem-solver who stays calm under pressure and enjoys finding solutions. - Highly organized, detail-oriented, and able to multitask effectively. - Comfortable using Google Workspace, Microsoft Office, and online communication tools. - Reliable, self-motivated, and comfortable working remotely with a quiet, professional workspace and high-speed internet connection. - Experienced in customer service, hospitality, tourism, or the legal field (preferred). Requirements - Compensation: $9–$10 USD per hour (based on experience) - Performance-based bonuses - Paid bi-weekly - Paid time off eligibility after 6 months - 1-hour paid lunch break after 3-month probationary period - Ongoing training and opportunities for career growth within a respected, client-centered law firm Benefits - 100% Remote (Work From Home) - Requires your own computer, noise-canceling headset, and quiet workspace - Supportive, positive team culture focused on growth, integrity, and client care

• Maintain regular communication with mid to large size clients to understand their needs, concerns, and feedback • Align existing client practices and procedures with validated HCM Cloud methods to solve client needs and challenges • Troubleshoot issues • Propose a best practice solution to resolve challenges • Identify business requirements and map them to the Oracle Cloud functionality • Identify functionality gaps and develop solutions to them, through process or design • Configure the Oracle Cloud to meet client requirements and document application set-ups • Analyze and resolve functionality issues as well as proactively identifying long-term solutions • Lead and present to clients and internally • Advise clients on options, risks and any impacts on other processes and/or systems • Manage scope and client expectations on individual assignments and in day-to-day activities • Lead and support clients with the execution of test scripts • Participate in internal forums for training, teamwork, issue resolution and innovative design • Provide knowledge transfer to clients • Create specification documents for technical object development • Be leaders with a vision in the Oracle Cloud space with innovative solutions around the product • Constant Implementation and testing of advanced enhancements as well as new functionality • Manage and oversee client accounts, including contract renewals, upselling, and cross-selling products or services • Develop account plans to maximize value for both the client and Argano • Focuses on maintenance, reconfiguration, new functionality or modules • Ensure high levels of client satisfaction by delivering exceptional client service and addressing any client issues or complaints • Collaborate with clients to understand their business goals and objectives • Provide strategic insights and recommendations to help clients achieve their goals through the company's products or services • Work closely with internal sales, marketing, Project managers, etc. to align client needs with Argano’s offerings • Prepare and present regular reports to management and clients, outlining key performance metrics and the status of client accounts