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Manage B2B client accounts, serving as the primary liaison between clients and internal teams. Coordinate implementations, daily account tasks, print and mail production workflows, technical troubleshooting, documentation, billing accuracy, and client reporting. The role requires strong organization, communication, critical thinking, technical aptitude, and process improvement skills in an onsite SaaS-based production environment.

Provide end-to-end HR operations and compliance support: manage leaves of absence and workers' comp, administer reward and recognition programs, respond to employee inquiries, maintain HR systems and documentation, conduct investigations, assist with payroll and benefits, and ensure federal and state law compliance.

Process and reconcile customer billing and accounts receivable: prepare and review invoices, maintain billing files, upload and mail invoices, prepare cash reports, apply deposits, assist collections, and perform related scanning and data entry tasks using company accounting systems.

Manage full-cycle recruiting for production and office roles: source and screen candidates, coordinate interviews, manage background checks and verifications, partner with hiring managers, maintain compliant records, and support recruiting process improvements.

The Senior Staff Accountant is responsible for core accounting functions including reconciliations, ledger maintenance, audit support, and financial reporting while ensuring compliance and efficiency.

The Relationship Manager will manage key client partnerships, drive revenue growth, and identify new business opportunities within the Credit Union sector.