INFOMAX is a wholly owned Filipino company that was incorporated and registered to SEC in February 1998. 
Infomax aims to provide world class solutions in the area of Content Integration and Business Intelligence.  Our goal is to maximize the IT investments of our clients by providing them with high-value solutions that will improve their business processes and increase their revenue stream. 
We aim to be the preferred Partner in their business initiatives.
We enable and empower our employees to render innovative and high quality services to our customers. We will empower our employees with industry skills and product knowledge to become highly respected professionals in their fields.

Infomax Systems Solutions and Services Inc.

We are seeking a highly skilled Senior .NET Developer with experience in VB.NET, Bootstrap, jQuery, SQL, and C#. The ideal candidate will have a strong background in developing and maintaining complex software systems, as well as the ability to work in a fast-paced environment.

Responsibilities:

<ul>
	<li>Design, develop, and maintain software applications using VB.NET, C#, and other Microsoft technologies.</li>
	<li>Work with a team of developers to create and implement new features and functionality.</li>
	<li>Write clean, efficient, and well-documented code.</li>
	<li>Troubleshoot and debug software issues.</li>
	<li>Collaborate with other teams to identify and resolve technical challenges.</li>
	<li>Participate in code reviews and ensure that all code is thoroughly tested and meets quality standards.</li>
	<li>Create and maintain technical documentation.</li>
	<li>Stay up-to-date with the latest technologies and industry trends</li>
</ul>

HTML

Angular.js

jQuery

Bootstrap

Senior .Net Developer

ACES CALL CENTER JOBS INC. offers jobseekers, with or without experience, the opportunity to work in top BPO and Call Centers in the Philippines in the shortest time possible.

www.acesjobs.com.ph 

ACES 
HIRES 
Get 
3,000 
Gift 
Reward 
(e.g,, Globe
Prepaid Load Card)

FaceBook 
Messenger 

m.me/acesjobs 

https://www.facebook.com/acesjobs/ 

http://youtube.com/acesjobs 

 
Why Join Us?
 
DISCOVER UNLIMITED JOB POSSIBILITIES
 
CONVENIENCE One Stop Shop - One Day Hiring
 
Get Hired in One (1) day. Don't waste hours going to different call centers and waiting a few more hours in long lines only to find out that you are not qualified or the job you are interested is not available. After you arrive in ACES CALL CENTER JOBS, you will be processed within 30 minutes and know your possible options on where you are qualified.

Since 2011, over 10,000+ jobseekers found their job through ACES!
 
CHOICES Comprehensive Active Jobs
 
Choose from the 20+ Top Call Centers, 150+ locations, 800+ positions, 10,000+ vacancies. There is a perfect job for you in ACES. In ACES, we only endorse you to clients that you have the highest chance of getting hired. Come during our ACES Days and get Hired On The Spot (HOTS)

Since 2011, ACES has consistently been awarded as the Top 3 Recruitment Partner of choice of the Biggest BPOs and Call Centers.
 
CHARGES It is FREE to apply and ACES gives you 3,000.00 Gift Reward to qualified hires.
 
It is FREE to apply with us. ACES Call Center Jobs is the only company in the Philippines that gives an extra Php 3,000.00 Gift Reward to its successful hires. This is on top of the incentives that you get from the call centers and is given by ACES.

Since 2011, ACES has given over 30,000,000.00 (Thirty million) worth of Gift Rewards to thousands of jobseekers hired through ACES.
 
________________________________________
 
 
Work at your preferred site! Our clients from Top Multinational companies need more than 200 agents to work in various areas within:
•	Makati City
•	Ortigas Center
•	Mandaluyong City
•	Pasig City
•	Masinag, Antipolo
•	Taguig City - Fort Bonifacio
•	Quezon City - Cubao, Eastwood, Commonwealth, Fairview, North EDSA
•	South Luzon Area - Sucat, Alabang, Laguna
•	Cebu, Iloilo, Pampanga, Baguio, Davao, Cagayan de Oro
•	Other Areas

Start as a Customer Service Representative CSR, Technical Support Representative TSR or Choose from the following CALL CENTER AGENT positions:
•	Inbound and Outbound Customer Service Reps (CSR)
•	Hotel Reservations and Sales or Online Hotel Booking Agents
•	Technical Support Representatives (TSR) for various industries
•	IT Helpdesk Officers
•	Insurance Account Services
•	Financial Services - Banking, Fraud, Mortgage, FinTech
•	Collections Account - Collection Officers, Medical collection
•	Multilingual or Bilingual (English, Japanese, Bahasa, Japanese, Mandarin, Cantonese, Thai, Spanish, French and other Bilingual) - Salary can be as high as 120,000 pesos
•	Billing Account Services
•	Travel Booking / Airline Ticketing Account
•	Pioneer Account / Local accounts
•	DAYSHIFT - CSR / TSR
•	BPO jobs in the Philippines in Sales, Finance, Customer Service, CSR, TSR, technical support, Healthcare, Insurance, Telco, Banking and thousands of other vacancies

Aces Call Center Jobs Inc.

<ul>
	<li>Ensure high levels of accuracy in all patient files to ensure proper service delivery.</li>
	<li>Review the patient medical notes and documentation provided by attending physicians and determines the most appropriate corresponding code.</li>
	<li>Abstracts data elements to satisfy statistical requests by the hospital, health system, medical staff, etc. and enters all coded/abstracted information into designated system.</li>
</ul>

Salary Package

<ul>
	<li>Basic Salary and allowances Php 55,000 to P65,000</li>
	<li>Night differential pay</li>
	<li>Holiday pay</li>
	<li>HMO Benefits</li>
</ul>

Inpatient Medical Coders | Work from Home

M2.0 Communications specializes in business, technology and lifestyle communication, with emphasis on public relations, stakeholder management and digital communication. We focus on public relations, social media marketing and media analytics, and pride ourselves as experts in earned media communication.

Starting with one employee in 2003, M2.0 now has a total of around 50 full-time staﬀers composed of a dozen manager/director level employees and more than 40 specialists. During this time, the company came to work with dozens of national and international brands including Intel, Dell, Carrier, Bank of the Philippine Islands. Currently, we work with brands including UNICEF, Philips, OPPO, Del Monte, Bayo and the Government of the Philippines.

M2.0's diﬀerentiation lies in the robust support oﬀered by its diﬀerent service units, as well as its knowledge and experience in stakeholder management, technology and business PR. The agency also oﬀers a unique media monitoring service that is currently one of the most responsive and comprehensive in the Philippines today.

M2.0 Communications Inc.

Media Meter is a technology company that tracks mentions across thousands of media channels including newspapers, magazines, radio, TV, blogs, and social media. For us, it’s all about helping organizations understand what is happening in their world so that they can build more effective communications strategies. We do this by revealing conversations about issues and brands in the media, and extracting insights from these conversations so that organizations can build strategies around them.

Media Meter

Media Meter is a technology company that tracks mentions across thousands of media channels including newspapers, magazines, radio, TV, blogs, and social media. For us, it’s all about helping organizations understand what is happening in their world so that they can build more effective communications strategies. We do this by revealing conversations about issues and brands in the media, extracting insights from these conversations so that organizations can build strategies around them.

Key Role

Prepare reports, analysis of available data and interpret client reports both qualitatively and quantitatively. He/She will be responsible for creating reports that maybe classified under the following terms. Basic data to which is the most frequent and easier to prepare and analyze. Extensive data report to which includes massive data and longer duration of content and data analytics is heavy. Last is the analysis report where one requires reading and analyzing each content of clips and coming up with a summary or recommendation based on the data gathered. To do this, the Report Analyst will have to work directly with the Operations Manager and the Assistant Operations Manager to ensure that reports are accurate and delivered in a timely manner and with a level of quality that ensures client satisfaction with every report submitted. The Media Analyst, in cooperation with the Operations Manager, is also responsible for establishing work processes that maximize the time and efficiency of creation of reports and thus ensure pro-activity in achieving company and client objectives.

 

Key Responsibilities

<ul>
	<li>To interpret and understand gathered and available data both qualitatively and quantitatively</li>
	<li>Create reports and presentations providing clear analytics story based on assigned clients and can accomplish reports based on scheduled deadlines.</li>
	<li>To present to clients accomplished media data report and can communicate the gathered data with clear understanding of the content data.</li>
	<li>Create and manage report deliverables against detailed scope of work with clear communication of applicable insight and data.</li>
	<li>Responsible for managing media data and other research work for completion of reports and presentations.</li>
	<li>Coordinate across different functioning business units for proper interpretations and development of reports.</li>
	<li>Identify, analyze, and interpret trends or patterns in complex data sets</li>
	<li>Proactively cooperate in joint company strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones.</li>
	<li>Updating of data information in the company website.</li>
	<li>Use statistical methods to analyze data and generate useful business reports</li>
	<li>Must be up to date with current news and social media noise, trends and other current events</li>
</ul>

Media Analyst | MMI

<ol>
	<li>Performs business requirements gathering from external and internal stakeholders using elicitation techniques and ensures proper documentation of these business requirements</li>
	<li>Reviews, analyzes and evaluates client's requirements to implement system solutions to support the client's requirements</li>
	<li>Translates client requirements into functional requirements in a clear manner that is comprehensible to developers/project team.</li>
	<li>Conducts software design sessions with Solutions Architect and Development to define functionalities of a software for Infomax developed product and services.</li>
	<li>Define project requirements by identifying project milestones, phases and activities and creating a project timeline based on the milestones and activities</li>
	<li>Monitoring of the deliverables and ensuring timely completion of projects.</li>
	<li>Function as a liaison between business users and the technical team.</li>
	<li>Conducts regular checkpoints/meetings with the business users to ensure that issues are appropriately addressed.</li>
	<li>Conducts functional testing of software releases and ensures that it's aligned with the business requirements</li>
	<li>Monitors software problems of Infomax developed products and services from problem reporting to resolution.</li>
	<li>Supports project delivery by working with the Project Team to document and coordinate user acceptance testing and training plans</li>
	<li>Provides the necessary support to ensure that all issues encountered during User Acceptance Test are properly addressed and resolved on a timely manner.</li>
	<li>Manages development of Infomax developed products and services, features and enhancements, as aligned with each product’s roadmap.</li>
	<li>Conducts Risk Assessment with Project team for identifying risks ang mitigating plans for each assigned project.</li>
	<li>Consolidates &amp; Validates Build Packages and Patches, as endorsed by QA, for proper commercial versioning and documentation, and handover to implementation team.</li>
	<li>Formulates pricing strategies in delivering product to the marketplace.</li>
	<li>Researches on new technologies for use in improving usage of the product.</li>
</ol>

Business Analyst  Hybrid Work Set Up

Magic is a 24/7 personal assistant on demand in your pocket - text Magic any request, any time, from anywhere in the world and we’ll get to work. From managing calendars of busy entrepreneurs, exclusive restaurant reservations for celebrities, to booking last minute private jets for executives, our groundbreaking service can do it all. Come join our radically innovative venture-backed startup founded in 2015 and be a part of our amazing team of go-getters in our offices in San Francisco and Manila. 

Kalibrr has given Magic Inc. the following awards: Top Performing Recruiter Award (2018), Leading Employer of the Year Award (2019), Most Admired Employer of the Year Award (2019) and Top Performing Recruiter Award (2019). 


Magic, Inc.

We are seeking a reliable and highly organized Virtual Assistant to provide administrative and clerical support to our team. As a Virtual Assistant, you will work remotely and collaborate with team members to ensure smooth daily operations. You will be responsible for managing various administrative tasks, scheduling appointments, coordinating travel arrangements, conducting research, and handling correspondence. The ideal candidate should possess excellent communication skills, attention to detail, and the ability to multitask effectively.

 

Responsibilities:

<ul>
	<li>Provide general administrative support including managing emails, scheduling appointments, and organizing calendars.</li>
	<li>Conduct research and compile data on various topics as required.</li>
	<li>Prepare and edit documents, presentations, and reports.</li>
	<li>Coordinate travel arrangements, including flight bookings, hotel reservations, and transportation.</li>
	<li>Act as the point of contact for internal and external stakeholders, maintaining excellent communication and professionalism.</li>
	<li>Assist in the preparation and organization of meetings, including taking minutes and distributing relevant materials.</li>
	<li>Handle incoming and outgoing correspondence, ensuring timely responses and appropriate follow-up actions.</li>
	<li>Maintain and update databases, records, and files.</li>
	<li>Perform basic bookkeeping tasks, such as processing expenses and invoices.</li>
	<li>Assist in the creation and management of social media content and campaigns.</li>
</ul>

General Virtual Assistant

Voice Account / Fixed Weekends Off

<ul>
	<li>Verify eligibility and medical benefits of patients/customers</li>
	<li>Evaluate the appropriateness of treatment plans and services provided to the patients covered under the plan</li>
	<li>Review documentation and interpret data obtained from clinical records or systems to apply appropriate clinical criteria and policies in line with regulatory and accreditation requirements for member and/or provider issues</li>
</ul>

USRN Healthcare Associates | North EDSA Quezon City

We are fast growing US based healthcare BPO supporting medical groups, dental groups, diagnostic laboratories, urgent care centers and other ancillary health care providers. Join us now and become one of our leaders as we continue to grow.

Vision:
To improve healthcare delivery by placing the needs of both providers and patients at the forefront and delivering exceptional customer service

Mission:
To provide world class customer service, that drives efficiency and progress within the healthcare system, by working together in a culture of continuous improvement and innovation

Values:
Transparency
Honesty
Accountability
Trust
Responsibility
Efficiency
Adaptability
Innovation
Respect

Vector Outsourcing Solutions Phils., Inc.

<ul>
	<li>Responding to inbound calls and outbound calls to patients, providers, and healthcare insurance companies regarding inquiries, appointments, and data verification.</li>
	<li>Responding to Emails and Managing Voicemail and providing administrative support that includes data entry, record management, and time-keeping.</li>
	<li>Obtaining medical history by navigating through different Electronic Medical Records systems.</li>
	<li>Establishing a professional relationship with medical professionals and patients by acting as a primary liaison between patients and providers.</li>
	<li>Strictly adhering and complying with the HIPAA policy.</li>
	<li>Perform appropriate duties and tasks as assigned.</li>
</ul>

Virtual Front Desk | Spanish Bilingual | Healthcare

<ul>
	<li>Provide documentation coverage for assigned healthcare providers, which involves listening to audio records of patient clinic visits.</li>
	<li>Summarize medical facts, findings and prescribed treatment plan into a professional clinical report/provider note format.</li>
	<li>Review clinical reports and data summaries such as history of present illness, physical exam, results, assessment, and plan for accuracy, completeness and in adherence to guidelines</li>
	<li>Accept and apply client provider feedback to improve documentation.</li>
	<li>Meet on-going training and education requirements, productivity, and quality metrics. 
	 </li>
</ul>

Health Management Analysts | Hybrid Work Arrangement

This position is on Fixed weekends off. Work from Arrangement during quarantine.

Remote interview process for all applicants.

<ul>
	<li>Interact with patients and health care providers on health insurance coverage and concerns</li>
	<li>Review documents for completeness and request any missing documents and information to substantiate the claims.</li>
	<li>Record, analyze, and report data elements that could help improve the quality of care of a patient.</li>
</ul>

USRN Associate Illinois License | Mall of Asia Pasay

August 99 is a company of startups with 23 years experience and expertise in the world of tech and digital. We help other businesses succeed through the use of cutting-edge technology and innovative strategy. We also offer a suite of web-based digital products for clients world-wide: full web design, internet marketing, content creation, and app development.

Going beyond startups, we also believe in empowering individuals to excel in their chosen careers. August 99 fosters an exciting collaborative working environment that encourages our people to go beyond their job descriptions and achieve more. It’s all a part of our core values: dare something worthy, find your awesome, and earn your beef!

August 99 is part of Venture Studio 12 (VS12). Learn more about VS12 and its global companies and brands at vs12.com.

August 99, Inc

Your will be responsible for technical &amp; strategic implementation of SEO, driving exceptional performance and results across our portfolio of clients. We're looking for an experienced and data-driven SEO Specialist to join our team. In this role, you would develop, execute, report on and continuously improve SEO Campaigns for a broad range of our clients. You will also learn a LOT through a collaborative crew that specialises in all things SEO, SEM, social media, and web design.

You should be passionately engaged with the ever-evolving digital marketing landscape, and have a finger on the changes that can help drive client success. This role is an opportunity for the right candidate to take on an exciting position in a fantastic workplace.

Your Responsibilities

<ul>
	<li>The planning and execution of SEO campaign &amp; strategy – research, technical implementation &amp; reporting</li>
	<li>Strong understanding of all aspects of SEO; technical, on-site &amp; off-site</li>
	<li>Multi-channel approach – strong understanding of digital channel integration (SEO/PPC/Content/Social)</li>
	<li>Providing data rich campaign performance insights &amp; recommendations</li>
	<li>Delivering exceptional SEO results across local &amp; international campaigns</li>
	<li>Campaign audits &amp; strategy reviews</li>
	<li>Outside the box thinking – one size does not fit all approach</li>
	<li>Strong capabilities and experience with various digital tools such as Google Analytics, SEMRush, ahrefs and other industry platforms</li>
	<li>Experience across various CMS platforms; Wordpress, Magento, Shopify</li>
	<li>Strong communication skills working with both internal/external stakeholders</li>
	<li>Driven to be the best with an insatiable appetite for learning &amp; development</li>
</ul>

 

This is your opportunity to work with some of the best digital talent in the industry and be part of a high energy, collaborative and fun team.

Google Analytics

Google Adwords

Analyzing Data

Digital Marketing

Search Engine Optimization (SEO)

SEO Specialist

<ul>
	<li>Responsible for the review, audit and data entry of medical bills to initiate payment process.</li>
	<li>Examine documents for accuracy, such as patient records, referrals, authorizations and insurance policies.</li>
	<li>Request for any missing patient information.</li>
	<li>Develop and maintain a tracking system of incoming and late payments.</li>
	<li>Initiate payment notices to relevant parties and keep records of payments up-to-date.</li>
</ul>

 

Salary Package

<ul>
	<li>Basic Salary and allowances Php 29,000</li>
	<li>Plus night differential pay</li>
	<li>HMO benefit</li>
	<li>Performance incentives</li>
</ul>

PH Registered Nurses | Medical Billing | Pasay

Boldr | Outsourcing With Impact. 

Boldr is a purpose-driven outsourcing partner to fast-growing businesses. We provide custom solutions in Customer Experience, Data Management, and Sales Enablement.
At Boldr, we foster an environment where the energetic, the curious, and the passionate thrive. We never shy away from difficulties and have fun taking them on. We see challenges as opportunities to learn because we believe that the finest blades are forged in fire. Our door is always open to like-minded individuals who are looking for a new and exciting BPO culture — ordinary is not in our vocabulary.

If you’re bold enough and want to contribute to making a lasting impact, we want you!

Boldr

WHAT IS YOUR ROLE

The Technical Services Data Integration Engineer is a member of our Professional Services team who is responsible for the successful implementation and continued success of our clients. In this role, you will primarily be responsible for managing the ins and outs of complex data-related software and supporting clients’ data related issues. In addition, you will be helping clients align to, implement, and optimize data management schemes and practices in adherence to our standardized methods. You will also be responsible for assisting with the design and implementation of an ETL solution to standardize, optimize and scale client’s data ingestion capabilities. As you familiarize yourself with our software you will hep to build and expand our ETL solution, interacting with product engineering to help define API use cases and our team’s requirements. There will be continued opportunities to migrate clients from the legacy system to the new tool.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

Understand and execute complex client data operations and troubleshooting within a PHP application

Help to build a data load system using an ETL platform (Matillion) with existing APIs and new constructs

Work collaboratively with clients to understand, adhere to, and adopt data integration methodologies &amp; formatting

Possess client-centered mindset around delivery &amp; communications, focused on client delight and success

Implement data extraction &amp; insertion procedures

Work effectively with our internal and external clients to ensure timely delivery of implementation and ongoing tasks

Build and foster strong relationships with all levels of technical and non-technical staff at client institutions

Identify, recognize, and proactively act on opportunities for improvement in order to advance business process goals

Ability to identify challenges, accept and implement change, and quickly adapt to dynamic situations

Possess strong verbal and written communication skills.

Data Integration Engineer

UTAK POS (www.utak.ph) is one of Asia's leading Cloud POS + Inventory Management Fintech Start-ups, helping business owners manage their real-time sales, inventory, employee attendance, and much more, and all you need is a tablet and subscription! We even provide a FREE e-commerce platform, so they can take your business online and get your own website to start accepting orders and payments!

We're also an award-winning, proudly Filipino Fintech Start-up built from scratch in Manila to support MSMEs (Micro, Small, and Medium Enterprises) with affordable technology solutions like cloud-based POS (point of- ale) inventory, time attendance, and e-commerce software on an iPad/Tablet or phone. Our social mission and advocacy is to help local businesses grow, so they can create more jobs, which reduces poverty and supports the local economy.

We serve thousands of clients across the Philippines in industries as diverse as cafes, restaurants, food kiosks, franchises, milk tea stores, retail, services, pharmacies, spas, groceries, and sari-sari stores.

Our work culture is friendly, fun, entrepreneurial, and humble. We believe in continually training, rewarding, encouraging, and supporting every member of our team to realize their full potential and become the best version of themselves. If that sounds like a company you would be interested in working at, do come and join us!

UTAK POS

<ul>
	<li>Lead and inspire a team of professionals, fostering a culture of innovation and excellence</li>
	<li>Set and ensure the reach of relevant team KPIs to help maintain excellent performance</li>
	<li>Provide guidance, mentorship, and professional development opportunities</li>
	<li>Acquire new clients through effective sales pitches and presentations</li>
	<li>Manage and nurture client relationships to ensure their success and satisfaction</li>
	<li>Identify opportunities for upselling and cross-selling UTAK POS products and services</li>
	<li>Collaborate with third parties to develop strategic partnerships that enhance our offerings</li>
	<li>Negotiate and execute partnership agreements that drive business growth</li>
	<li>Generate original ideas and initiatives to expand our client base and improve departmental performance</li>
	<li>Implement data-driven practices to derive insights and make informed decisions</li>
	<li>Develop strategies for client retention and loyalty</li>
	<li>Address client concerns promptly and effectively, ensuring their long-term satisfaction</li>
	<li>Analyze departmental data to identify areas for process optimization</li>
	<li>Streamline department protocols and workflows for enhanced efficiency</li>
</ul>

Head of Sales and Acquisitions

<ul>
	<li>Take on a leadership role by formulating and executing strategic plans in line with company objectives</li>
	<li>Set and ensure the reach of relevant team KPIs to help maintain excellent performance</li>
	<li>Develop and execute data-driven financial strategies for high client satisfaction and retention rate</li>
	<li>Engage with clients via chat, email, and phone to facilitate timely monthly subscription renewal payments</li>
	<li>Follow up on pending payments and provide gentle reminders to clients</li>
	<li>Collect proof of payments and accurately record transactions in the client database</li>
	<li>Assist in generating invoices and quotations based on client requests</li>
	<li>Address client inquiries regarding accounts, payment history, subscriptions, availed package details, and other finance-related matters</li>
	<li>Prepare and distribute Statements of Account to clients monthly via email</li>
	<li>Conduct regular calls to clients and maintain open lines of communication</li>
	<li>Collaborate with the finance team and other departments to ensure smooth operations and cascade necessary information as needed</li>
	<li>Contribute to the upkeep and accuracy of the client database, financial transactions, payment trackers, etc.</li>
	<li>Participate in tracking and monitoring financial performance, KPIs, churn, competitor activity, and the like to identify strategic opportunities for financial and operational growth as well as client acquisition and retention</li>
</ul>

Finance and Billing Specialist

B4B Solutions Inc. is operating under the Clear Admin People brand, an outsourcing company based in Makati City. We offer remote admin services to business owners (dentists, labour hire operators, accounting firm, etc) in any states/territories in Australia. 

We call ourselves admin people because we put people first. We are invested in having a positive impact on everyone’s lives. 

Our management team is dedicated to empowering you to grow personally and professionally to be the very best you can be for years to come in an environment where the best idea wins, no matter where it comes from.

We also place great emphasis on characteristics rather than qualifications. We have established a recruitment framework called 6-Tool players to ensure we work with excellent people.

A 6-tool player possesses these six characteristics: Adult, Professional, Smart, Empathetic, Competitive, and has an insatiable Thirst for Learning.

B4B Solutions Inc.

Clear is looking for a Client Data Manager to virtually work with our client, an independent, privately-owned business in Western Australia. Our client develops customised energy management solutions for private, public organisations, and non-profit institutions. As independent consultants, they provide their clients with cost-effective and technically sound energy advice and solutions.

Role and Opportunity 

The Client Data Manager will “Work-from-Home” to remotely provide administrative support to the onsite teams. The role requires efficient and sensitive data management and preparation.

Purpose

As a remote Client Data Manager, you will:

<ul>
	<li>Manage a workflow process as outlined overleaf</li>
	<li>Work directly with onsite teams and ensure accurate details are entered into the system</li>
	<li>The workflow process is managed and followed through to cycle completion</li>
	<li>Check the completeness and clarity of information of the received data</li>
	<li>Transcribe data received into MS Excel and into the company’s database</li>
	<li>Compile electricity meter readings into MS Excel</li>
	<li>Convert MS Excel invoices into PDF</li>
	<li>Xero login and invoice preparation</li>
	<li>Prepare the invoice by copying previous versions to send to clients</li>
</ul>

As a Client Data Manager, your daily tasks may include: 

<ul>
	<li>Ongoing diary management

	<ul>
		<li>Maintain calendar utility meter reading cycle</li>
	</ul>
	</li>
	<li>Handle Type "A Clients"
	<ul>
		<li>Start a job cycle
		<ul>
			<li>Data processing items required:
			<ol>
				<li>
				Source meter data for period/from file
				</li>
				<li>
				Open the master sheet excel sheet from the previous month/from the file
				</li>
				<li>
				Convert the updated master sheet data for the period into PDF
				</li>
				<li>
				Save the Excel version of #3 with ‘no formulas’
				</li>
			</ol>
			</li>
		</ul>
		</li>
		<li>Finalize the cycle
		<ul>
			<li>XERO Login for Invoice Preparation
			<ol>
				<li>
				Login to Xero
				</li>
				<li>
				Find site or client details
				</li>
				<li>
				Copy the previous month’s invoice
				</li>
				<li>
				Copy to update the current month
				</li>
				<li>
				Approve the updated invoice
				</li>
				<li>
				Convert the invoice into a PDF
				</li>
				<li>
				Use the client details to send an email – add along the two attachments with data from below
				</li>
			</ol>
			</li>
			<li>Email sending along with the Xero Invoice
			<ol>
				<li>
				Convert into PDF the updated master sheet data for the period
				</li>
				<li>
				Save the Excel version of #3 with ‘no formulas’
				</li>
				<li>
				Save the PDF Xero Invoice outlined above.
				</li>
			</ol>
			</li>
		</ul>
		</li>
	</ul>
	</li>
</ul>

<ul>
	<li>Handle Type "B Clients"

	<ul>
		<li>Ongoing diary management – as above</li>
		<li>Start a job cycle - as above</li>
		<li>Finalize the cycle
		<ul>
			<li>
			Login to client portal
			</li>
			<li>
			Upload the required information to the client portal
			</li>
			<li>
			Wait three days prior to uploading the XERO invoice to the same client portal
			</li>
		</ul>
		</li>
	</ul>
	</li>
</ul>

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