Discover exactly what tasks you can empower offshore staff to complete and grow your business faster than ever before.
Job Description
As our Member Financial Success Specialist, you are the vital engine keeping member financial data accurate and member communications flowing. You will ensure that every founder arrives at their coaching sessions with complete, review-ready financial reports, while maintaining a clear, responsive support inbox.
Job Title
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Financial Success Specialist
Work Schedule
- Day Shift
Job Qualifications/Requirements
- Good written English. All external member communication is written (Email, Skool DMs, WhatsApp) no phone or video calls.
- Understanding of P&L statements, COGS, gross vs. net calculations, discounts, and refunds.
- Background in ecommerce, bookkeeping, or financial administration is highly preferred.
- High accuracy in data management and a commitment to keeping queues and inboxes completely clear.
- Strong judgment to flag backlogs and communicate potential issues early.
- Comfortable working with Xero, Google Sheets, Gmail, Slack, Skool, Monday.com, and Stripe.
Job Responsibilities
- Complete Profit & Loss (P&L) data uploads, reconcile discount and refund lines, ensure Cost of Goods Sold (COGS) accuracy, and troubleshoot line-item mapping issues across marketplaces.
- Log and prioritize incoming files, manage the support queue, and ensure reports are fully prepared for the coaching team without needing rework.
- Manage inbox, resolve inquiries, route technical support with full context, and manage member follow-ups.
- Guide new members through the onboarding portal, conduct proactive outreach for flagged or disengaged members, and coordinate group onboarding setups.
- Participate in weekly status meetings to report on queue health and Axeman file processing.
Good luck and God Bless!