SummitNext

Accounting Manager

• Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP
• Maintain general ledger, balance sheet reconciliations, and P&L analysis
• Oversee month-end and year-end closing processes ensuring accurate and timely reporting
• Manage federal, state, and local corporate tax filings in the US
• Prepare documentation for tax returns, audits, and regulatory requirements
• Ensure compliance with accounting standards, IRS regulations, and internal controls
• Liaise with external auditors, tax consultants, and regulatory bodies
• Review vendor invoices, reconciliations, and ensure timely payment cycles
• Maintain audit-ready documentation and organised financial records

Certified Public Accountant, CPA

• Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP
• Maintain general ledger, balance sheet reconciliations, and P&L analysis
• Oversee month-end and year-end closing processes ensuring accurate and timely reporting
• Manage federal, state, and local corporate tax filings in the US
• Prepare documentation for tax returns, audits, and regulatory requirements
• Ensure compliance with accounting standards, IRS regulations, and internal controls
• Liaise with external auditors, tax consultants, and regulatory bodies
• Review vendor invoices, reconciliations, and ensure timely payment cycles
• Work with accounting systems such as QuickBooks, Sage, NetSuite, or Xero
• Maintain audit-ready documentation and organised financial records
• Implement best practices for data integrity, reporting, and financial governance

Certified Public Accountant, US Accounting

Sales Development Rep

• Generate, qualify, and nurture new sales leads through outbound calls, emails, and online channels.
• Conduct consultative conversations in Mandarin and English to identify client pain points.
• Maintain accurate lead and opportunity data in the CRM system.
• Collaborate closely with account executives and project leads to convert qualified prospects into active clients.
• Research and identify potential business opportunities within targeted industries.
• Schedule product demonstrations and follow up with clients to ensure engagement.
• Achieve weekly and monthly KPIs related to lead generation and conversion.
• Maintain a strong understanding of the platform, features, and value propositions.

Sales Development Representative, Mandarin Speaker

Financial Planning and Analysis

• Prepare and manage monthly financial forecasts, variance analysis, and performance reports
• Analyze revenue and cost drivers, linking call center metrics (AHT, SLAs, Occupancy, Shrinkage, Attrition, etc.) to financial outcomes
• Develop financial models to evaluate the impact of operational and workforce decisions on profitability
• Partner with Operations, Workforce Management, and HR teams to align staffing and productivity with financial goals
• Track and report business KPIs across clients, projects, and delivery centers
• Provide insights and recommendations to maximize revenue realization and margin improvement
• Support pricing, costing, and profitability analysis for existing and new client engagements
• Drive accountability for budget adherence across cost centers and client programs
• Collaborate with cross-functional teams to identify cost optimization opportunities and operational efficiencies.

Business Finance Manager, BPO Experience

Chief Marketing Officer

• Provide unrivalled support to our clients in the lending facilities.
• Pitch and sell loan products to clients.
• Negotiate terms and close deals.
• Build and maintain strong client relationships.
• Analyze financial statements and assess clients' creditworthiness.
• Manage leads and customer data using CRM software.

Telemarketing Executive, Mandarin Support

Business Development Rep

• Execute business development strategies to increase market share, focusing on new client acquisition, IB recruitment, and partner onboarding.
• Proactively source and engage new IBs, affiliates, partners, and retail clients; build and manage a sales pipeline and conversion cycles.
• Develop long-term relationships with existing clients and partners to drive engagement, retention, upsells, and revenue growth.
• Cultivate strategic partnerships with financial institutions, trading educators, fintech communities, and affiliate partners to expand acquisition channels.
• Maintain ownership of personal revenue targets and contribute to regional forecasting, pipeline management, and cost-efficiency.
• Coordinate with marketing teams to deliver regionally tailored campaigns, promotions, and client engagement initiatives.
• Ensure all business development activities comply with regulatory requirements and internal compliance policies.
• Monitor competitor activity, client feedback, and market trends to refine sales strategies and maintain a competitive advantage.
• Represent the company at industry events, client meetings, and professional forums to enhance visibility and credibility.

Business Development Executive – FX & CFDs

Customer Support

• Respond to customer inquiries and obtain customer information in a timely manner through calls, emails, and other contact tools. Resolve customer complaints to achieve high customer satisfaction Record and submit customer complaints using the internal system according to the provided SOP.

Customer Service Specialist, Logistics

• Process client requests and solve issues via inbound phone calls and email while navigating multiple programs
• Escalate issues to appropriate specialists via CRM tools when needed
• Update clients on their request status
• Achieve quarterly KPI targets set by the CS manager
• Perform other ad hoc tasks assigned by the manager

Customer Service Executive, Mandarin Speaker

• Respond to customer inquiries via calls, emails, and other communication platforms. Record and submit customer feedback/complaints using the internal system according to company SOP. Provide accurate information and solutions to ensure high customer satisfaction. Assist in resolving customer complaints in a timely and professional manner. Collaborate with team members to achieve overall service goals.

Customer Service Specialist

Therapist

• Design and deliver customized fitness sessions, including Thai boxing, Pilates, functional training, mobility, and strength workouts.
• Teach Thai boxing fundamentals stance, striking techniques, pad work, defense in a safe and engaging way.
• Monitor progress and adapt training plans as needed.
• Provide professional massage therapy sessions (sports massage, deep tissue, or recovery-focused).
• Incorporate stretching and mobility techniques to support overall wellness and injury prevention.
• Maintain a high standard of professionalism, hygiene, and client confidentiality.

Personal Trainer / Licensed Massage Therapist, Thai

• Design and deliver customized fitness sessions, including Thai boxing, Pilates, functional training, mobility, and strength workouts.
• Teach Thai boxing fundamentals: stance, striking techniques, pad work, defense.
• Monitor client progress and adapt training plans as needed.
• Provide professional massage therapy sessions (sports massage, deep tissue, or recovery-focused).
• Incorporate stretching and mobility techniques to support overall wellness and injury prevention.
• Maintain a high standard of professionalism, hygiene, and client confidentiality.
• Provide in-home and on-site sessions as required; manage own equipment when delivering in-home sessions.

Personal Trainer / Licensed Massage Therapist, Indonesian Speaker

Solutions Engineer

• Deploy, configure, and maintain Microsoft Endpoint Manager (SCCM and Intune)
• Manage Windows device lifecycle including patching, software distribution, and asset tracking
• Implement Mobile Device Management (MDM) and Mobile Application Management (MAM) policies
• Collaborate with security teams to enforce device compliance and data protection policies
• Support BYOD and corporate device enrollment and policy deployment
• Troubleshoot and optimize endpoint management system performance
• Travel to client offices when required and provide on-site technical support