Propelus

Accounts Receivable

• Manage Accounts Receivable operations: process payments (ACH/checks) and maintain financial records in Maxio and NetSuite.
• Coordinate local deposits: visit Jacksonville Beach office 2-3 times per week to process incoming mail and deposit checks at the bank or lockbox.
• Drive customer collections and resolution: send collection emails and partner with Customer Success Managers to resolve outstanding balances and billing questions.
• Provide billing support: serve as the primary point of contact for billing inquiries and manage the billing inbox.
• Maintain financial data integrity: monitor Accounts Receivable aging, generate bi-weekly reports for management, and ensure records are audit-ready.
• Process Accounts Payable: assist with AP transactions, ensure proper three-way match and adherence to company policies.
• Perform reconciliations and reporting: perform basic monthly reconciliations and assist with ad-hoc financial reporting as needed.
• Support general finance and office admin: assist with internal and external audits, handle incoming mail, and support People Operations with administrative tasks.

Accounts Receivable Specialist

Human Resources

• Assist with day-to-day operations of the People team and contribute to a positive employee experience
• Serve as a primary point of contact for employee questions and support tickets, providing timely and empathetic responses
• Help manage onboarding workflows and paperwork, prepare new hire documents, conduct initial orientations
• Support recruiting by reviewing applications, conducting initial candidate screen calls, and scheduling interviews
• Maintain and update employee records in HRIS, ensuring accuracy and confidentiality
• Assist with benefits administration including enrollment, changes, terminations, reconciliation, and employee support
• Contribute to planning and coordinating employee engagement activities and events
• Prepare and distribute HR-related communications and policy updates
• Provide administrative support including HR-related invoicing, calendar management, and preparing presentations
• Support compliance with labor laws and regulations by assisting with audits and record-keeping
• Assist in identifying opportunities to enhance and streamline People Operations processes

HR Generalist

Customer Success Manager

• Own Customer Onboarding and Education: partner with Professional Services to guide new customers through onboarding and provide tailored education
• Proactive Relationship Management: build and maintain strong relationships with a portfolio of customers, acting as a trusted advisor
• Monitor Customer Health & Engagement: monitor and analyze usage metrics, customer health scores, and key data points; deploy playbooks to increase satisfaction and minimize churn
• Collaborate on Issue Resolution: partner with Customer Support to escalate critical issues, ensure timely resolution, and uncover recurring trends
• Drive Revenue Growth: guide customers through renewals and collaborate with Sales to identify upsell, expansion, and cross-sell opportunities
• Contribute to Team Success: exchange best practices, share insights, and contribute to team-wide goals

Customer Success Specialist

Accounts Payable

• Manage Accounts Receivable operations including daily AR activities, processing payments (ACH/checks), and maintaining records in Maxio and NetSuite
• Coordinate local deposits by visiting Jacksonville Beach office 2-3 times per week to process incoming mail and deposit checks at the bank or lockbox
• Drive customer collections and resolution by sending collection emails and partnering with Customer Success Managers to resolve outstanding balances and billing questions
• Provide billing support as primary point of contact for billing inquiries and proactively manage the billing inbox
• Maintain financial data integrity by monitoring Accounts Receivable aging, generating bi-weekly reports for management, and ensuring records are audit-ready
• Process Accounts Payable transactions assisting with three-way match and adherence to company policies
• Perform basic monthly reconciliations and assist with ad-hoc financial reporting as needed
• Support general finance and office administration including assisting with internal and external audits, handling incoming mail, and supporting People Operations administrative tasks

Accounts Receivable Specialist

HR Generalist

Customer Success Specialist

Accounts Receivable/Accounts Payable Specialist