B Lab US & Canada is hiring a

Senior Associate, Finance & Customer Success (New York, NY)

New York, United States


We have made it a priority to meet with, and hire from, a diverse pool of candidates - as we believe that a range of lived experiences, voices, and perspectives directly contributes to the success of our team.


 

We are a remote-first workplace but the candidates for this role must be resident of Denver CO, Philadelphia PA, New York NY, Oakland CA, Washington, DC or Toronto, Canada at the start of employment. B Lab is not set up to provide work permit sponsorship and candidates will need to have unrestricted, permanent work authorization for the location they are applying for. Please visit our Careers page to review all opportunities and submit your application for the role(s) that best fit your experiences and location. This is a Full-Time Role (40 hours per week) with the option to apply for reduced hours per week after one year in the role.


About the Opportunity

This role is a member of B Lab U.S. & Canada’s Certification Team. The team's purpose is to support new companies in their journey to becoming B Corps and existing companies in recertifying and meeting obligations such as an annual fee. This team works together, and with B Lab Global to develop systems, processes, and resources for B Corps to successfully complete each of the tasks required to become or remain a B Corp.

We are looking for a Senior Associate, Finance & Customer Success with 2-3 years of experience in a finance role to join our team. The ideal candidate would also have customer service experience in replying to customer inquiries regarding their invoices and account. The candidate will be organized and self-motivated with the ability to plan and manage their workload with limited supervision and thrive in a remote-first environment. They will have the ability to collaborate effectively as part of a team as well as across departments, and possess excellent interpersonal and communication skills. Additionally, the candidate will be proficient in Microsoft Excel/Google Sheets, and have experience with financial accounting systems (Sage Intacct preferred), and a Customer Relationship Manager platform (e.g. Salesforce).


Core Responsibilities 

Accounts Receivable [40%] 

    • Full cycle of accounts receivable including: invoicing all B Lab U.S. & Canada customers, managing customer billing and collection, and recording payments from check, wire, and credit card transactions.
    • Prepare and analyze aging of receivables, and monitor customer account details for delayed payments, non-payments, and other irregularities. Collaborate with key accounts managers to follow up on overdue payments.
    • Recognize problem accounts and assist in problem resolution and communications.
    • Manage equity discounts offered to a certain segment of customers. 

Financial Reporting [20%]

    • Develop a deep understanding of B Lab’s invoicing policies and procedures to maintain efficient and accurate processes.
    • Reconcile B Lab’s bank accounts monthly, identifying and solving any accounting discrepancies timely.
    • Assist in the preparation of monthly and quarterly financial reporting.
    • Maintain excellent accounting records, maintaining retention, access, and storage protocols. 
    • Support the annual audit process with external auditors. 
    • Implement appropriate technology tools to improve performance and reduce inefficiencies (e.g. Salesforce).
    • Develop standard operating procedures and implement process improvements where necessary.
    • Assist with ad-hoc finance, facilities, and operations requests.

Customer Success: Ticket response and queue management [40%]

    • Assist in the proactive outreach and fulfillment of invoicing systems.
    • Respond to customer support requests in a timely, clear and kind manner regarding their invoices and vendor management so that customer wait times are improved.
    • Analyze customer requests to spot trends, bugs and user frustrations, and identify and implement fixes.

About You

We encourage you to apply if you have: 

  • 2-3 years of professional experience in accounting/finance role preferred, with direct experience managing invoices, revenue reports, and engaging with customers and vendors
  • Working knowledge of accounting and financial reporting practices
  • Familiarity with accounting software that is comparable to Sage Intacct
  • High degree of emotional intelligence with fluency in customer service, preferably in a Business-to-Business context
  • Highly organized and self-motivated with the capacity to manage a fluctuating volume of customer communications and support requests by leveraging our ticketing platform, Freshdesk; familiar with a comparable platform or an interest in being trained on Freshdesk
  • Experience with or a willingness to be trained with Customer Relationship Management tools and how invoicing integrates with them (e.g. Salesforce)
  • Proactive problem solver with the ability to assess and implement solutions to drive operational efficiency
  • Ability to thrive in a remote-first environment and work effectively with little oversight as well as collaborate productively as part of a team, across departments, and with external stakeholders
  • Solid interpersonal and communication skills with an emphasis on clear, concise and inclusive communication
  • Strong appreciation for Justice, Equity, Diversity, and Inclusion (JEDI) principles and a commitment to applying those principles in how you approach your work

While not required, please note in your application if you have:

  • Bachelor's degree or equivalent in education, training, and experience 
  • Business proficiency in languages other than English is a plus
  • Fluency in navigating Google Suite, Slack, Asana (or a comparable tools)
  • Have a passion for using business as a force for good, and support the B Lab team focused on this mission

 


Compensation Details

B Lab has a compensation plan that includes:

  • An annual salary of $68,000.00
  • Excellent health benefits package including access to medical, vision and dental coverage
  • Paid time off for vacation - in your first year, you’ll start with 15 days (prorated to your start date)
  • Additional paid time off for organizational closures
  • 403(b) with a match of up to 3%
  • After your first year of employment, 40 hours paid time off for community service; paid parental leave; and time and budget for your professional development (we assess this PD budget annually)
  • Wellness and professional development initiatives
  • A remote-first workplace
  • 4 day work week with a flexible work environment

 

Hiring Process

We require the following in order to consider your application:

  • Resume
  • In lieu of a cover letter, we ask that all candidates respond to a standard set of application questions

If you progress through additional stages in the hiring process, you can expect to:

    • Step 1: Participate in a 60-minute interview with a panel via Google Meet
    • Step 2: Participate in a 75-minute interview with a panel via Google Meet

We will begin reviewing applications on April 22 and will continue until we identify a diverse and qualified candidate pool.

Please note: All applications will be reviewed by our team, and all candidates will receive a status update via email after their application has been reviewed, which we expect to complete by May 13. Due to capacity constraints on our hiring team, we are unable to provide you with a specific status update beyond these parameters. Our ideal start date for this role is July 15, 2024

If we can offer reasonable accommodations to you in the application or interview processes, or if you have feedback on how we could improve the equity or accessibility of our recruitment, you are welcome to contact us at careers @ bcorporation.net with the subject line “Accommodation request - Senior Associate, Finance and Customer Success”. Please note that we are unable to respond to general status inquiries or other messages that are unrelated to accessing our application or interview processes.


About B Lab

 

B Lab is transforming the global economy to benefit all people, communities, and the planet. A leader in economic systems change, our global network creates standards, policies, and tools for business, and we certify companies—known as B Corps—who are leading the way. To date, the B Lab community includes over 8,500 B Corps across over 85+ countries in over 160 industries who manage their impact with the B Impact Assessment and the SDG Action Manager. 

Recognized as one of Fast Company’s 2020 Most Innovative Companies, B Lab is home to an innovative and enthusiastic team committed to building an inclusive, equitable, and regenerative economy. B Lab U.S. & Canada is part of the B Lab Global network and we pride ourselves on creating an inclusive and flexible workplace that allows all staff to flourish. Our teams are innovative and enthusiastic about building an inclusive and sustainable economy. We pride ourselves on creating an inclusive and flexible workplace that allows all staff to flourish. To learn more and join the movement, visit usca.bcorporation.net

B Lab U.S. & Canada is headquartered in New York City, NY, with offices in Philadelphia, PA; Denver, CO; and Toronto, ON.

 

 

B Lab believes an equitable and inclusive work environment and a diverse, empowered team are key to achieving our mission. We’re not looking for candidates who are “culture fits.” We’re looking for candidates who can expand our perspective and challenge business as usual. We strive to foster an environment where all staff can bring their whole selves to work, by their own definition.

As an organization, we stand against anti-Black racism and all forms of oppression including transphobia, classism, sexism, and xenophobia. We commit to a focused and sustained action to dismantle racist systems, policies, practices, and ideologies within ourselves and our networks. As we continue to learn about injustice, we embrace radical reorientation of our consciousness and will listen to the voices of Black, Brown, Indigenous and marginalized peoples to catalyze equitable outcomes for all.

At B Lab an equitable, diverse and inclusive workplace is one where all workers, whatever their gender, race, ethnicity, national origin, age, sexual orientation or identity, education or disability, feel valued and respected. We are committed to a nondiscriminatory approach and provide equal opportunity for employment and advancement in all of our teams, programs. We respect and value diverse life experiences and heritages and ensure that all voices are valued and heard.

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