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Client Data Manager | Work from Home | Dayshift
B4B Solutions Inc.
- Makati, Philippines110, H. V. Dela Costa, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Penuh waktuFULL_TIME
Deskripsi Pekerjaan
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:
- Manage a workflow process as outlined overleaf
- Work directly with onsite teams and ensure accurate details are entered into the system
- The workflow process is managed and followed through to cycle completion
- Check the completeness and clarity of information of the received data
- Transcribe data received into MS Excel and into the company’s database
- Compile electricity meter readings into MS Excel
- Convert MS Excel invoices into PDF
- Xero login and invoice preparation
- Prepare the invoice by copying previous versions to send to clients
As a Client Data Manager, your daily tasks may include:
- Ongoing diary management
- Maintain calendar utility meter reading cycle
- Handle Type "A Clients"
- Start a job cycle
- Data processing items required:
-
Source meter data for period/from file
-
Open the master sheet excel sheet from the previous month/from the file
-
Convert the updated master sheet data for the period into PDF
-
Save the Excel version of #3 with ‘no formulas’
-
- Data processing items required:
- Finalize the cycle
- XERO Login for Invoice Preparation
-
Login to Xero
-
Find site or client details
-
Copy the previous month’s invoice
-
Copy to update the current month
-
Approve the updated invoice
-
Convert the invoice into a PDF
-
Use the client details to send an email – add along the two attachments with data from below
-
- Email sending along with the Xero Invoice
-
Convert into PDF the updated master sheet data for the period
-
Save the Excel version of #3 with ‘no formulas’
-
Save the PDF Xero Invoice outlined above.
-
- XERO Login for Invoice Preparation
- Start a job cycle
- Handle Type "B Clients"
- Ongoing diary management – as above
- Start a job cycle - as above
- Finalize the cycle
-
Login to client portal
-
Upload the required information to the client portal
-
Wait three days prior to uploading the XERO invoice to the same client portal
-
Kualifikasi Minimum
- Bachelor’s Degree or equivalent diploma, must be finance-related
- At least 2 years of relevant work experience
- Advanced knowledge of MS Office applications, highly skilled in MS Excel
- Intermediate knowledge of PDF
- Subscribed with a minimum 50mbps internet speed in a postpaid plan
- Fit to work status upon completion of the pre-employment medical exam with drug test and a valid NBI Clearance
Required Attributes
- Proactive mindset with disciplined time management
- Excellent verbal and written communication skills, including email management
- Technologically adept and highly trainable in new skills and software
- Excellent attention to detail with the ability to multitask and manage competing deadlines
- Flexibility to perform other relevant tasks as required by the client
- Strong organizational skills
Advantageous (Optional)
- Experience in handling Australian accounts
- Has a clear neutral accent
Fasilitas dan Tunjangan
Work from Home
Lain-Lain
Clear Admin People is a B4B Solutions company that provides career opportunities to great Filipino talents to work remotely with our Australia-based clients. At Clear, employees are enjoying the following benefits on top of the government’s mandatory contributions:
- Work-from-home (WFH) setup
- PC set with freight expense coverage
- Monthly and annual subsidies/incentive
- HMO & group term life insurance coverage
- Employee referral incentive
- Quarterly engagement activities
- Special leave benefits
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Accounting and Finance
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Always
- Alamat Kantor
- permanent Work-from-Home
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