המקום בו המומחים והחברות הטובות ביותר נפגשים
דרושים Bookkeeping ב-United States
ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Bookkeeping בUnited States והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Bookkeeping עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
עיר
נמצאו 2 משרות
19.05.2025
BOA
Bank Of America Transaction Management Ops Analyst - BPRO ML Bookkeeping United States, New Jersey
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
תיאור:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Line of Business Job Description:
Perform Bookkeeping for Merrill Clients team supports the validation of financial transactions for Merrill brokerage accounts.
- Gains a full understanding of each request with careful reading, research and application of product knowledge
- Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems
- Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request
- Documents all actions taken in the applicable system accurately and in a business writing style
- Meets or exceeds productivity and quality goals
- Adapts to ever changing products and services
- Complies with all Bank of America policies
Required Skills:
- Account Management: ability to provide services and support to clients
- Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages
- Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
- Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
- Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience
- Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request
- WrittenCommunications:ability to clearly convey information in written form through email in a way that easily enables the resolution of request
- Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
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משרות נוספות שיכולות לעניין אותך
06.05.2025
M
Melio Outbound Account Executive – SMB Accounting/Bookkeeping Focu... United States, New York, New York
2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments. Proven ability to hit and exceed quota in outbound/new business roles. Excellent communication and storytelling skills—both verbal...
תיאור:
Location: Hybrid in New York City(3 day in-office requirement)
Qualifications:
- 2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments.
- Proven ability to hit and exceed quota in outbound/new business roles.
- Excellent communication and storytelling skills—both verbal and written.
- Experience selling with a defined sales methodology (Sandler, Challenger, MEDDIC, etc.). Sandler is preferred.
- Consultative mindset with the ability to identify real pain points and tailor value.
- Experience with SMBs, accounting/bookkeeping firms, or financial platforms (QuickBooks Online, Xero, etc.) is a major plus.
- Bonus points if you've sold payments software, AP/AR solutions, or worked with channel partners.
A day in the life and how you’ll make an impact:
- Prospecting & Pipeline Generation
- Identify and engage decision-makers through outbound outreach—cold calls, emails, and social selling (e.g., LinkedIn).
- Build a robust pipeline of qualified leads using strategic prospecting and consistent follow-up.
- Leverage tools and data to personalize outreach and increase response rates.
- Discovery & Consultative Selling
- Schedule and run discovery calls to uncover pain points and understand operational workflows.
- Position Melio as a value-driven solution tailored to each customer’s business needs.
- Act as a trusted advisor by deeply understanding prospects’ AP/AR challenges and how Melio solves them.
- Product Demonstrations & Deal Execution
- Deliver compelling, customized product demos that resonate with both technical and non-technical stakeholders.
- Manage the full sales cycle—from first contact through commitment—with a focus on speed and precision.
- Recommend solutions that align with business goals and deliver mutual value.
- Target Achievement & Pipeline Management
- Consistently meet or exceed monthly, quarterly, and annual sales targets.
- Maintain accurate pipeline data in Salesforce for forecasting, reporting, and performance analysis.
- Use insights from call recordings and CRM data to improve conversion rates and sales efficiency.
- Customer Relationships & Feedback Loop
- Build long-term relationships with key stakeholders.
- Provide ongoing feedback from customer conversations to help improve product-market fit and go-to-market strategy.
About Melio USA:
- Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
- The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component
- Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
- 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
- Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
- Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
- Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
- Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
- Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
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משרות נוספות שיכולות לעניין אותך
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
תיאור:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Line of Business Job Description:
Perform Bookkeeping for Merrill Clients team supports the validation of financial transactions for Merrill brokerage accounts.
- Gains a full understanding of each request with careful reading, research and application of product knowledge
- Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems
- Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request
- Documents all actions taken in the applicable system accurately and in a business writing style
- Meets or exceeds productivity and quality goals
- Adapts to ever changing products and services
- Complies with all Bank of America policies
Required Skills:
- Account Management: ability to provide services and support to clients
- Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages
- Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
- Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
- Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience
- Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request
- WrittenCommunications:ability to clearly convey information in written form through email in a way that easily enables the resolution of request
- Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
Show more
משרות נוספות שיכולות לעניין אותך
תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Bookkeeping באזור United States, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.