YOUR CORE SKILLS AND CHARACTERISTICS

• Data analysis skills - able to review workflow data and communicate clearly and efficiently to the Fulfillment Manager a summary report each week
• High follow through skills - you can bring your own tasks/projects to the finish line
• Intentional and detail oriented in your work
• Capable of managing multiple tasks, projects and timelines
• Good time management skills
• Capable of managing information flow in a timely and accurate manner
• Tech savvy - comfortable working with a variety of different programs and systems
• Must be proficient in Asana
• Proactive - capable of finding the answers and finding solutions you need
• Excellent verbal and written communications skills - able to communicate clearly, kindly and efficiently with your manager and the team members when needed

• Verifying bookkeepers hours in our tracking software/system to ensure correct data
• Analyze if a team member is going over hours on a client or admin time and provide reporting to the Account Manager.
• Verifying bookkeepers Scorecards where they track their client work to ensure that they have filled everything out per our standard operation procedure, reviewing completion and comments of tasks in our project management system and report to Account Manager on bottlenecks or concerning workflows that are not completed
• Assist Account Manager to stay organized with team requests in project management system (Asana)
• Monitor Fulfillment workflows and support in resolving bottlenecks
• Review Dext workflow for overdue work/projects.
• Prepare notes for Client Roundtable meetings with actionable items.
• Help with giving team members access to client accounts for platforms such as QBO, CRA, Dext, etc.
• Help create efficiencies in client-related workflows that can be found in Asan