Wellworks For You

Account Manager

• Build and maintain long-term, positive relationships with clients, brokers, and vendor partners
• Support the design, launch, and daily execution of wellness programs tailored to client goals
• Facilitate regular strategy and review calls with clients and brokers
• Lead or support client renewal discussions and planning processes
• Identify and support opportunities for program expansion, upsell, or cross-sell
• Customize wellness platforms and conduct virtual or on-site demonstrations as needed
• With the support of our Marketing Department, develop and distribute marketing and educational communications to drive engagement
• Monitor participation metrics and provide actionable insights to clients
• Generate and interpret program utilization and performance reports
• Escalate risks or challenges to ensure timely resolution
• Stay informed of industry trends and best practices through ongoing training
• Occasionally travel for client meetings, health fairs, or on-site visits (up to 10%)

Accountant

• Own the Accounts Payable function, including vendor management, receiving/processing invoices, getting necessary approvals and managing credit card expenses utilizing QuickBooks and Bill.com
• Accurately research and post cash deposits in QuickBooks
• Create and maintain Balance Sheet Reconciliations
• Maintain the deferred revenue schedule and reconcile monthly
• Maintain and review sales tax filings and set-up, as needed
• Track and maintain records for all reimbursable transactions
• Prepare monthly journal entries, including payroll, accruals, and prepaid expenses
• Prepare a weekly cash flow report
• Create and manage schedules to track and accrue expenses material to the business
• Aid in workpaper preparation for the year-end audit process
• Define, execute, and lead process improvement initiatives to achieve lean and efficient workflows
• Propose enhancements to the department and organization that will improve operational excellence and automate business processes
• Performs other related duties as assigned

Account Manager

Senior Accountant