Associate Specialist – Firm %26 Business Operations

American Institute of CPAs; Petaling Jaya; Hybrid; MYR 30,000 - 60,000; Full time

Job summary

Join a forward-thinking organization as a Customer Sales Support Specialist, where you will play a pivotal role in promoting membership retention and growth. This dynamic position allows you to leverage your customer service and technical skills to ensure data accuracy and compliance in billing activities. With a hybrid work schedule, you'll be part of a diverse team that values inclusion and personal development. Enjoy a comprehensive benefits package that supports your well-being and work-life balance while contributing to the transformation of the accounting and finance profession.

Benefits

Healthcare

Retirement Plan

Annual Leave

Parental Leave

Employee Assistance Program

Flexible Benefits Options

Qualifications

• 2-4 years of related accounting experience preferred.
• Strong attention to detail and diligence in processing.

Responsibilities

• Ensure CRM data accuracy and provide operational support.
• Process invoices and maintain documentation for sales.

Skills

Customer Service

Technical Skills

Attention to Detail

Analytical Skills

Communication Skills

Excel Proficiency

Education

Bachelor Degree in Accounting/Finance

Tools

CRM Software

Excel

Outlook

Job description

About the Role:

You will be responsible for customer sales support operations to promote membership retention, growth and sales support to organisations. You will use your customer service and technical skills to ensure concierge service data accuracy and compliance to contractual requirements in billing activities. You will report to the Lead Manager - Firm & Business Operations and use a hybrid work schedule from our offices in Petaling Jaya. This is a 6 months contract role.

You Will:

• Ensure CRM data is accurate
• Ensure that operational support is provided to business by assisting with all the complex issues large firms face
• Facilitate sales to organisations including invoicing and receipting.
• Coordinate any required technical enhancements with IT to enhance self serve facilities
• Maintain and archive documentation and files for sales and business cases.
• Process invoices and allocate unapplied payments promptly
• Perform necessary reconciliation within the billing to payment activities
• Coordinate and follow up with our teams to ensure billing and receipting activities are completed
• Help develop reporting to track the performance of sales channels and collections.
• Ensure data quality to help create dashboards.
• Escalate potential delays and service degradation to Lead Manager and support resolution.

You Have:

· Bachelor Degree in Accounting/Finance or related field.

· Ideally 2-4 years of related accounting experience.

· OTC background or some part of OTC related experience

· Excellent attention to detail and diligence in processing

· Strong verbal and written communication skills.

· Good understanding of AICPA & CIMA products, system and processes promptly.

· Good Analytical skill and critical thinking in resolving operational issues.

· Strong proficiency with Excel and Outlook

How We Support You:

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options in and out of the workplace, including healthcare, retirement, annual leave, parental leave, an employee assistance program. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family and your lifestyle.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

About Us:

At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

Learn more about The Association on LinkedIn and our Career Site.

#LI-Hybrid #GreatPlacetoWork

We are committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.