Teams at Wellvana

Maintains accurate financial records, including general ledger, accounts payable, accounts receivable, invoices, payments, payroll support, and bank reconciliations. Prepares bookkeeping reports and supports month-end, year-end, audits, tax preparation, budgeting, and forecasting. Investigates discrepancies, maintains confidential financial information, organizes documentation, communicates with vendors and customers, and ensures accounting tasks are completed accurately and on time.

Provides clerical and office-management support by coordinating calendars, meetings, communications, documents, records, data entry, invoices, supplies, travel, visitors, and onboarding. Maintains organized and confidential files, supports internal events and special projects, responds to inquiries, coordinates vendors and office services, and identifies process improvements. Requires strong organization, communication, accuracy, computer skills, confidentiality, and multitasking abilities.

Supports customers through onboarding, routine questions, follow-ups, account updates, renewals, and retention activities. Maintains accurate CRM records, coordinates internally with Sales, Support, Billing, Operations, and Product, schedules meetings and training, tracks issues and milestones, prepares reports, and escalates complex concerns. The role also helps improve engagement, product adoption, satisfaction, and customer experience while managing administrative tasks and multiple priorities.