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 CAD$67,600
Excellent supplemental health package inclusive of medical, vision and dental coverage
Employer matched pension plan
Paid time off for vacation - in your first year, you’ll start with 3 weeks (prorated in to your start date)
Unlimited sick and personal time - if you need it, use it
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.