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Bookkeeper

growth means keeping the books clean  

Welld is growing fast and the money is moving even faster. We need a detail-oriented bookkeeper to play a crucial role in managing our financial records, ensuring accuracy, and supporting the overall financial health of the company. Think you've got what it takes? We move millions each month in reimbursement, and every penny is accounted for. This position is part- or full-time, and open to hybrid local work or located in our office in Charlottesville, VA. 

WHAT WE NEED YOU TO DO:

  • Accounts Receivable and Payable: Process and record customer invoices in a timely manner. Manage vendor invoices and ensure timely payments. Reconcile accounts payable and receivable transactions.
  • General Ledger Maintenance: Maintain accurate and up-to-date general ledger entries. Reconcile bank statements and other financial accounts. Monitor financial transactions and resolve discrepancies.
  • Financial Reporting: Generate financial reports, including income statements and balance sheets. Prepare regular financial statements for internal and external stakeholders. Assist in budgeting and forecasting processes.
  • Expense Tracking: Track company expenses and ensure adherence to budgetary constraints. Process employee expense reports and reimbursements.
  • Tax Compliance: Collaborate with external accountants to ensure timely and accurate tax filings. Keep abreast of changes in tax regulations and implement necessary adjustments.
  • Financial Analysis: Provide financial analysis and insights to support strategic decision-making. Assist in identifying opportunities for cost savings and process improvements.
  • Payroll Processing: Collaborate with HR to process payroll accurately and on time. Ensure compliance with payroll tax regulations.
  • Communication and Collaboration: Work closely with cross-functional teams to gather financial information. Communicate financial updates and information to relevant stakeholders.

WHAT WE NEED YOU TO BE:

  • Passionate - about helping our customers improve the health of their customers
  • A translator - we need someone who knows accounting, but can also work with us using our business language
  • Collaborative - share work early and often, and provide constructive feedback to your peers as needed.
  • A problem solver - someone who possesses a highly tuned thought process that yields creative solutions to big challenges.
  • Someone who actually reads through the whole bullet list.

WHAT WE NEED YOU TO DEMONSTRATE:

  • Proven experience as a Bookkeeper or in a similar role.
  • Solid understanding of accounting principles and financial practices.
  • Proficiency in accounting software (e.g., QuickBooks).
  • Excellent attention to detail and organizational skills.
  • Strong communication and interpersonal abilities.
  • Familiarity with SAAS business models is a plus.

ABOUT WELLD HEALTH:

Founded in 2017, Welld Health is a small technology business seeking to change the way people receive their healthcare. Rather than visiting a doctor twice a year for 15 minutes, Welld’s innovative health record platform turns gyms, YMCAs, and other community-based organizations into healthcare providers.

 

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Customer Success Rock Star

HELP OUR CUSTOMER HELP THEIR MEMBERS  

Innovation comes from a customer success team that knows how to deliver tech to non-technical experts. We're looking for a customer engagement superstar who wants to help us change the healthcare system for the better, while applying their skills to help people lead healthier lives. The successful team member will join an experienced team in supporting gyms, studios, YMCAs, and other community organizations all over the country. We need someone who can wake up in the morning and help with a dozen support tickets, and then consult with a national brand manager on their future strategy in the afternoon. This is a full time position open to hybrid work or located in our office in Charlottesville, VA. It involves limited travel, with the occasional trip to Vegas for a private Ludacris concert or to South Carolina for a pilates expo. 

WHAT WE NEED YOU TO DO:

  • Provide support for our clients by troubleshooting for program training opportunities, platform training opportunities, misconfigurations, and the occasional bug.
  • Multi-task and track dozens of open tickets at various stages of completion.
  • Work with the product and customer success teams to find, analyze, and resolve client issues.
  • Communicate the root cause to clients in non-technical terms, and effectively set expectations for resolution.
  • Proactively identify clients experiencing repeated issues or requests that are not resolved to the client’s satisfaction. Escalate issues, as needed.
  • Provide recommendations to the Product team regarding how to improve customer experience.
  • Stay up to date and knowledgeable on all programs configured in Welld.
  • Work closely with other Customer Success Team Members to maintain continuous knowledge of accounts.

WHAT WE NEED YOU TO BE:

  • Passionate - about helping our customers improve the health of their customers
  • Tech savvy - know your way around Zoom, Google Docs/Sheets/Slides, CRM tools, and internet based SAAS tools.
  • An entrepreneurial thinker - drive better products through understanding customer problems
  • Collaborative - share work early and often, and provide constructive feedback to your peers as needed.
  • A problem solver - someone who possesses a highly tuned thought process that yields creative solutions to big challenges.
  • Someone who actually reads through the whole bullet list.

WHAT WE NEED YOU TO DEMONSTRATE:

  • Experience using web technologies
  • Experience with client management situations
  • Ability to convey technical information to a non-technical audience
  • Aptitude for learning new technologies quickly
  • Aptitude for learning health outcomes and claims/billing processes quickly
  • Detail oriented and highly organized
  • Ability to prioritize tasks and carry out responsibilities with minimal direction

ABOUT WELLD HEALTH:

Founded in 2017, Welld Health is a small technology business seeking to change the way people receive their healthcare. Rather than visiting a doctor twice a year for 15 minutes, Welld’s innovative health record platform turns gyms, YMCAs, and other community-based organizations into healthcare providers.

 

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