Qureos Mentor

Togetherwork

<p></p><div><h2 class="jobSectionHeader"><b>Accountant - Client Services Manager (Remote - EST/CST)</b></h2>
<h4 class="jobSectionHeader"><b>Accountant - Client Services Manager</b></h4>
<p><b>
Location:</b> Remote (U.S. &mdash; Eastern and Central Time Zones Only)</p>
<p><b>
Compensation: $75,000 - $85,000 USD per year</b></p>
<h4 class="jobSectionHeader"><b>
About the Role</b></h4>
<p>
We are looking for a full-time Accountant - Client Services Manager to join our growing team. This position supports a portfolio of clients by overseeing all areas relating to their general ledger. Working directly with client staff and lay leaders, the Accountant - Client Services Manager is expected to take initiative in maintaining each client's financial health and serve as a trusted accounting resource across their organization.</p>
<h4 class="jobSectionHeader"><b>
What You'll Do</b></h4>
<ul><li>Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.</li>
<li>Assist clients with budget entry, expense tracking, and monthly contributions management.</li>
<li>Work closely with internal AP and AR team members to oversee accurate bank reconciliations and ensure precision.</li>
<li>Manage year-end 1099 preparation for vendors and collaborate with the Accounts Payable Manager.</li>
<li>Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.</li>
<li>Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives.</li>
</ul><h4 class="jobSectionHeader"><b>What You'll Bring</b></h4>
<ul><li>Bachelor's Degree in Accounting with 5+ years of accounting experience.</li>
<li>Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, and external audits.</li>
<li>Proficiency in Excel, O365, and QuickBooks with demonstrated success managing multiple clients and projects simultaneously.</li>
<li>Outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize financial information for non-finance audiences.</li>
<li>Adaptability, self-motivation, exceptional attention to detail, and the ability to manage multiple high-priority projects in a remote team environment.</li>
</ul><h4 class="jobSectionHeader"><b>Nice to Have</b></h4>
<ul><li>Experience with project management software such as Monday.com or Asana.</li>
<li>Controller-level experience at a small to mid-sized company or nonprofit.</li>
<li>Experience with nonprofit and restricted funds accounting and reporting.</li>
<li>Strong analytical and problem-solving skills.</li>
</ul>
<p></p><p><i>Excited about this role but don't meet every single requirement? Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace. If your past experience doesn't align perfectly with every qualification listed, we encourage you to apply anyway. You may be just the right candidate for this or other roles.</i></p>
<p></p>
<h4 class="jobSectionHeader"><b>Benefits</b></h4>
<ul><li>Medical, dental, and vision insurance options</li>
<li>100% employer-paid short and long-term disability</li>
<li>Basic Life Insurance</li>
<li>401(k) with 100% company match</li>
<li>Flexible paid personal and vacation time built on mutual trust and accountability</li>
<li>10 sick days annually</li>
<li>10 company-paid holidays</li>
<li>6 weeks paid parental leave</li>
<li>Pet Insurance</li>
<li>Medical Travel Benefits</li>
<li>Infertility Benefits</li>
<li>Teladoc</li>
<li>Employee Assistance Program</li>
<li>Wellness Benefits and Engagement Platform</li>
</ul><h4 class="jobSectionHeader"><b>Inclusion and Diversity</b></h4>
<p>
Togetherwork is an Equal Employment Opportunity Employer. We value diverse backgrounds, experiences, and perspectives. Employment decisions are made without regard to race, color, religion, gender, gender identity, sexual orientation, disability, veteran status, age, national origin, or any other protected category under applicable law.</p>
<h4 class="jobSectionHeader"><b>
Interview Process and Expectations</b></h4>
<p>
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.</p><br>
<p></p>
<p><b>
Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.</b></p><p></p><div><p><br>
CCPA Disclosure Notice: Click Here</p></div></div>

Accountant - Client Services Manager

<div><p><b>Tier 1 Support Agent</b></p>
<p><b>
Location: Atlanta, GA</b></p>
<p><b>
Schedule: </b>Full-time | Hybrid (2-3 days in office) - weekends may be required</p>
<p>
As a <b>Tier 1 Support Agent</b>, you'll be the friendly, knowledgeable first point of contact for our Pet Care software customers. You'll help users via email, chat, and phone&mdash;answering &quot;how-to&quot; questions, solving common issues, and ensuring every interaction leaves them feeling supported and confident.</p>
<p>
You'll play a key role in triaging requests, resolving problems, and escalating complex cases to Tier 2 when needed. Along the way, you'll grow your product expertise and contribute to improving the customer experience.</p>
<h4 class="jobSectionHeader"><b>
What You'll Do</b></h4>
<ul>
<li><p>Deliver exceptional support through email, chat, and phone</p>
</li>
<li><p>Help customers with &quot;how-to&quot; questions and common technical issues</p>
</li>
<li><p>Troubleshoot and document inquiries using internal tools and resources</p>
</li>
<li><p>Escalate complex issues to Tier 2 when needed, with clear context</p>
</li>
<li><p>Maintain ownership of each case, ensuring follow-up and resolution</p>
</li>
</ul><h4 class="jobSectionHeader"><b>What You'll Bring</b></h4>
<ul>
<li><p>6+ months of customer service experience (helpdesk, customer service, or pet care preferred)</p>
</li>
<li><p>A love of problem-solving and helping others</p>
</li>
<li><p>Comfort learning new tools like Zendesk, HubSpot, and Teams</p>
</li>
<li><p>Ability to work independently while contributing to a highly collaborative remote team</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Bonus Points</b></h4>
<ul>
<li><p>Experience in SaaS or software support</p>
</li>
<li><p>Background in pet care, grooming, boarding, or veterinary services</p>
</li>
<li><p>Passion for animals and helping pet businesses succeed</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Why You'll Love Working Here</b></h4>
<ul>
<li><p><b>Growth from within:</b> every Tier 2 Agent was promoted internally</p>
</li>
<li><p><b>Supportive team culture:</b> independent work meets constant collaboration</p>
</li>
<li><p><b>Meaningful work:</b> help pet businesses run smoothly and care for the animals we all love</p>
</li>
<li><p><b>Work-life balance:</b> hybrid flexibility, rotating weekends, and a close-knit team that values you</p>
</li>
</ul><p><b>The Company offers a comprehensive employee benefits program, including:</b></p>
<ul>
<li>Medical, dental, and vision insurance options</li>
<li>100% Employer paid short/long term disability</li>
<li>Basic Life</li>
<li>401(k) option with company match up to 4%</li>
<li>Flexible paid personal/vacation time built on mutual trust and accountability</li>
<li>10 sick days annually</li>
<li>10 company paid holidays</li>
<li>6 weeks paid parental leave</li>
<li>Pet Insurance</li>
<li>Medical Travel Benefits</li>
<li>Infertility Benefits</li>
<li>Teladoc</li>
<li>Employee Assistance Program</li>
<li>Wellness Benefits &amp; Engagement Platform</li>
</ul>
<p><b>Inclusion and Diversity:</b> Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. <i>.</i></p>
<p>
Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities &amp; sororities, gyms, dance studios, religious congregations, pet services, and more.</p>
<p>
Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.</p><br>
<p></p>
<p><b>
Interview Process &amp; Expectations</b><br>
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.</p>
<p>
To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.</p>
<p></p>
<p><b>Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.</b></p><p></p><div><p><br>
CCPA Disclosure Notice: Click Here</p></div></div>

Tier 1 Support Agent (Hybrid- Atlanta, GA)

<div><p><b>BI Product Owner &ndash; Reporting &amp; Analytics (Sigma)</b></p>
<p><b>
Department: </b>Product Management</p>
<p><b>
Reports To: </b>VP of Product and Strategy - Platform</p>
<p><b>
Location: </b>Austin, TX (Hybrid)</p><br>
<p></p>
<h1 class="jobSectionHeader"><b>
Overview</b></h1>
<p>
At Togetherwork, we set a high bar for clarity, collaboration, and execution. While our Product &amp; Strategy leaders own portfolio outcomes, our individual contributors are equally essential&mdash;bringing curiosity, precision, and a commitment to excellence to every initiative. We work in deep partnership with Engineering, Revenue, CX, Operations, and Support, sharing accountability for delivering stable, modern, insight-driven products that help our customers thrive.</p>
<p>
We expect ICs to bring strong analytical thinking, operational rigor, and a willingness to roll up their sleeves to solve complex problems. Hard work is the norm&mdash;not for recognition, but for the greater good of our customers and the long-term health of our company. We embrace innovation, including responsible AI usage, to deepen insight, improve execution, and accelerate impact.</p>
<p>
This role reflects those expectations: collaborative, data-informed, customer-centered, delivery-oriented, and grounded in professionalism and positive intent.</p>
<h1 class="jobSectionHeader"><b>
Role Summary</b></h1>
<p>
The Business Intelligence Analyst &ndash; Reporting &amp; Analytics is a hands-on BI role responsible for defining, building, and delivering Togetherwork's reporting experience in Sigma. This role owns the full reporting lifecycle&mdash;from auditing and consolidating the existing report landscape, to defining use cases and requirements, to directly building report layouts and queries in Sigma alongside Design, Database, and App Dev teams.</p>
<p>
This is not a strategy or architecture role. The ideal candidate is a builder first: someone who can write queries, drive Sigma report implementation with confidence, and translate design specs into shipped reporting experiences. They work directly with Database and App Dev teams to ensure the right data structures are in place, then own the Sigma layer from query to customer-facing report. AI fluency is central&mdash;used to accelerate audits, generate and refine queries, and drive rapid iteration in Sigma.</p><br>
<p></p>
<h1 class="jobSectionHeader"><b>
Key Responsibilities</b></h1>
<h2 class="jobSectionHeader"><b>Requirements Definition</b></h2>
<ul><li>Define functional and non-functional reporting requirements, including data freshness expectations, performance thresholds, and role-based access needs.</li>
<li>Document use cases, user roles, and report-level requirements to guide prioritization and delivery.</li>
<li>Translate stakeholder and customer needs into clear, implementation-ready specifications for Sigma.</li>
</ul><h2 class="jobSectionHeader"><b>AI-Assisted Audit &amp; Consolidation</b></h2>
<ul><li>Use AI tools to audit existing reports across the portfolio, establishing a structured baseline of current coverage, gaps, and redundancies.</li>
<li>Leverage AI to summarize and consolidate reporting requirements into a rationalized set that Sigma can efficiently implement.</li>
<li>Identify consolidation opportunities and eliminate reporting sprawl before new build begins.</li>
</ul><h2 class="jobSectionHeader"><b>Report Layout &amp; Query Building</b></h2>
<ul><li>Drive report build directly in the Sigma editor, translating visual specs and use case requirements into fully configured, customer-facing reports.</li>
<li>Write and refine queries to power Sigma reports, working within the data structures provided by the Database and App Dev teams.</li>
<li>Use AI to accelerate query writing, validate logic, and rapidly iterate on report implementations.</li>
<li>Ensure reports are accurate, performant, and consistent across the Sigma reporting layer.</li>
</ul><h2 class="jobSectionHeader"><b>Role-Based Reporting &amp; Access Controls</b></h2>
<ul><li>Define user roles and reporting personas to establish a clear, access-appropriate reporting framework.</li>
<li>Implement role-based reporting constraints in Sigma, ensuring each user persona sees only the data they are authorized to access.</li>
<li>Validate role configurations against defined use cases prior to launch.</li>
</ul><h2 class="jobSectionHeader"><b>Design Collaboration</b></h2>
<ul><li>Partner with Design to develop visual specifications for reports, grounded in Sigma's capabilities and host product design standards.</li>
<li>Build reports that faithfully reflect design specs&mdash;including layout, formatting, and interactivity.</li>
<li>Surface Sigma rendering constraints or data gaps early so design specs can be adjusted before build begins.</li>
</ul><h2 class="jobSectionHeader"><b>Database &amp; App Dev Partnership</b></h2>
<ul><li>Work closely with Database and App Dev teams to communicate reporting requirements, including data structure needs, freshness expectations, and performance constraints.</li>
<li>Ensure the underlying data exposed to Sigma supports the report use cases and user roles defined during requirements.</li>
<li>Serve as the primary point of accountability for the Sigma layer&mdash;owning report build and query logic while partnering with Database and App Dev on what sits beneath it.</li>
</ul><h2 class="jobSectionHeader"><b>Backlog Ownership &amp; Delivery</b></h2>
<ul><li>Own and maintain a prioritized reporting backlog aligned to roadmap outcomes and customer value.</li>
<li>Ensure sprint readiness through story refinement, clear acceptance criteria, and dependency mapping.</li>
<li>Track delivery progress and proactively surface blockers, risks, or scope changes to stakeholders.</li></ul><br>
<p></p>
<h1 class="jobSectionHeader"><b>
Qualifications</b></h1>
<h2 class="jobSectionHeader"><b>Required Qualifications</b></h2>
<ul><li>3&ndash;5+ years of experience in a BI Analyst, Reporting Analyst, or analytics-focused role with hands-on delivery experience.</li>
<li>Hands-on experience building reports and dashboards in Sigma Computing or a comparable embedded BI platform (e.g., Looker, Tableau, Mode).</li>
<li>Demonstrated ability to write and refine SQL queries to support reporting and analytics use cases.</li>
<li>Experience defining functional and non-functional requirements for reporting products, including data freshness and access control needs.</li>
<li>Proven ability to audit, consolidate, and rationalize a complex reporting landscape.</li>
<li>Experience implementing role-based access and user-level reporting constraints within a BI tool.</li>
<li>Strong design collaboration skills&mdash;able to work from visual specs and build reports that match intent.</li>
<li>Comfortable working cross-functionally with Database and App Dev teams to align on data structures and delivery dependencies.</li>
<li>Hands-on experience using AI tools to accelerate query writing, report auditing, or Sigma iteration.</li>
</ul><h2 class="jobSectionHeader"><b>Bonus Points</b></h2>
<ul><li>Direct experience with Sigma Computing, including dataset configuration, workbook management, and Sigma-native query patterns.</li>
<li>Background in SaaS, platform, or B2B products with embedded analytics.</li>
<li>Experience working alongside app development teams in an Agile delivery environment.</li>
</ul><h1 class="jobSectionHeader"><b>Interview Integrity &amp; Use of AI</b></h1>
<p>
We value authenticity, expertise, and real-time problem solving during our interview process. Candidates are expected to represent their own knowledge, experience, and thinking without the use of AI-assisted tools.</p>
<p>
The use of any AI tools during interviews &mdash; including but not limited to real-time scripting, recording, transcription, response generation, or coaching tools &mdash; is strictly prohibited. This applies to phone, video, in-person, and technical or case-based interviews.</p>
<p>
We are seeking individuals who can clearly articulate their thinking, engage in thoughtful discussion, and answer questions independently. While we strongly value candidates who understand how to use AI tools effectively and responsibly, interviews must reflect the candidate's own abilities and perspectives.</p>
<p>
Any candidate found to be using AI-assisted tools during the interview process will be immediately disqualified from consideration.</p><br>
<p></p>
<h1 class="jobSectionHeader"><b>
Why This Role Matters</b></h1>
<p>
Reporting is one of the most visible and high-impact surfaces in our products. This role ensures customers get the data insights they need&mdash;delivered clearly, accurately, and in a modern Sigma-powered experience. By owning both the requirements and the hands-on Sigma build, this analyst eliminates the gap between requirement and delivery, accelerating the quality and pace of reporting outcomes across the Togetherwork portfolio.</p><div><p>
CCPA Disclosure Notice: Click Here</p></div></div>

BI Product Owner - Reporting & Analytics

Join Togetherwork and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Togetherwork

About Company

Accountant - Client Services Manager

Tier 1 Support Agent (Hybrid- Atlanta, GA)

BI Product Owner - Reporting & Analytics