4 дня назад
Client Services Rep 1 (Speaker Bureau Financial Close & Review Planner)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Rep 1 (Speaker Bureau Financial Close & Review Planner): Reviewing and auditing post-meeting financials for compliant life sciences meetings, with an accent on expense accuracy, budget categorization, Transfer of Value reporting, and stakeholder coordination. Focus on reconciling financial systems, resolving attendance and payment discrepancies, validating receipts, and escalating risks to meeting compliance.
Location: Taguig City, Philippines; hybrid work with frequent onsite reporting based on business needs. Must be available during US standard business hours and may need to work extended hours during peak season.
Company
provides clinical research services, commercial insights, and healthcare intelligence for the life sciences and healthcare industries.
What you will do
- Audit and review post-meeting financials for Speaker Bureau programs.
- Validate management fees, speaker travel expenses, honoraria, venue charges, and catering costs against approved budgets and calculators.
- Reconcile expenses between EFX and Centris, move charges to the correct budget categories, and resolve attendance discrepancies.
- Collect receipts and supporting documents and ensure they are uploaded to the appropriate meeting records.
- Coordinate with meeting planners, speaker bureau planners, logistics planners, vendors, and other stakeholders to resolve inquiries and complete tasks.
- Apply client compliance rules, identify risks, and escalate issues that may affect meeting compliance and Transfer of Value reporting.
Requirements
- At least 2 years of customer service or equivalent experience, including experience serving US clients, preferably in a phone-based role.
- Bachelor's degree required.
- Strong financial calculation, analytical, problem-solving, communication, and information-gathering skills.
- Proficiency with Microsoft Office, including Word, Excel, PowerPoint, Teams, and Outlook.
- Ability to manage multiple meetings simultaneously with strong attention to detail and work effectively both independently and in a team.
- Ability to work US standard business hours and report onsite frequently in Taguig City as required.
Nice to have
- Relevant audit experience.
- Pharmaceutical industry experience.
- Knowledge of SharePoint, Salesforce, Smartsheet, Twilio, CRM systems, and related technologies.
- Familiarity with US cultural norms and practices.
Culture & Benefits
- Work in a fast-paced team environment supporting compliant in-person, hybrid, and virtual life sciences meetings.
- Remote work requires a suitable workspace, reliable internet, company-provided dual monitors, and the ability to make and receive calls during the shift.
- Flexible scheduling and extended hours may be required to meet client needs during peak periods.
- Accurate timekeeping in Sprout and PSA is required.
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