The Helper Bees

Accountant

• Manage all general ledger transactions
• Prepare monthly balance sheet reconciliations
• Prepare and analyze monthly, quarterly, and annual financial statements
• Manage and reconcile large and complex data sets to ensure financial accuracy
• Analyze discrepancies and resolve data variances in a timely manner
• Collaborate with internal teams to streamline reconciliation processes
• Prepare, file, and reconcile sales and use tax returns across multiple jurisdictions
• Research and ensure compliance with state and local sales tax regulations
• Liaise with tax authorities to resolve discrepancies or inquiries
• Ensure compliance with GAAP standards and company policies
• Support the annual audit process by preparing necessary documentation and responding to auditor inquiries
• Develop and maintain internal control procedures to safeguard company assets
• Support and mentor junior accountants and staff as needed
• Collaborate with cross-functional teams to support company-wide initiatives
• Deliver accurate monthly financial statements, reconciliations, and supporting schedules within 8 days of month-end
• Scale sales tax accounting with company growth, including managing sales tax software
• Identify and resolve variances promptly, addressing discrepancies within 8 business days

Senior Accountant

Marketing

• Build and execute the field marketing strategy in partnership with Sales and Marketing
• Evaluate conferences and events based on audience, account opportunity, cost, and expected business impact
• Plan integrated field programs with objectives, target accounts, outreach, on-site engagement, and follow-up
• Partner with Sales and BDRs to identify priority accounts and contacts and create coordinated engagement plans
• Own post-event follow-up across Marketing and Sales, including lead/account handoff, CRM capture, nurture opportunities, and pipeline tracking
• Build event ROI reporting connecting spend and activity to engagement, meetings, opportunities, pipeline, deal progression, and expansion
• Establish conference scorecards and recommend changes to field investment
• Identify executive dinners, private meetings, speaking opportunities, customer advocacy, and partner activations
• Coordinate pre- and post-event campaigns, messaging, content, sales enablement, and account-based outreach
• Create executive briefing materials for priority events
• Own event logistics end to end, including venues, contracts, budgets, registration, guest lists, food and beverage, run-of-show, shipping, staffing, and on-site coordination
• Host dinners and events, welcome guests, make introductions, guide conversations, and create memorable experiences
• Collaborate with Sales, Partnerships, Customer Success, Product Marketing, and leadership on event goals and follow-up
• Manage conference presence, booth or meeting-space execution, sponsorship and speaking logistics, executive schedules, customer meetings, and follow-up
• Build repeatable playbooks, vendor standards, and checklists
• Track attendance, engagement, pipeline contribution, spend, and lessons learned
• Support the Marketing team with special projects and assigned duties
• Deliver conferences, dinners, and field programs on time, on budget, and at the required quality standard

Field Marketing Manager

Benefits Coordinator

• Facilitate and manage service fulfillment within the assigned region
• Engage and support health plan members, long-term care insurance policy holders, and direct-to-consumer customers
• Assist with benefit/service understanding, resource optimization, service coordination, and communication with providers
• Cultivate professional relationships with The Helper Bees’ aging-in-place service provider network
• Promote best practices in platform utilization, customer engagement, referral management, scheduling, service completion, and invoicing
• Monitor referral activity to ensure timely assignment, acceptance, and service fulfillment
• Resolve referral escalations and customer service tickets by reviewing platform/dashboard activity and engaging providers or customers
• Prioritize timely referral fulfillment to meet program requirements and ensure customer satisfaction
• Self-manage scheduled follow-up engagements
• Perform high-volume inbound and outbound telephonic coordination
• Collaborate with Account Managers on reporting, escalations, grievances, eligibility, and referral issues
• Collaborate with management to assess performance and redirect efforts as needed
• Meet or exceed monthly encounter fulfillment goals and performance metrics

Regional Benefits Coordinator

Inside Sales

• Conduct outbound calls to senior adults to introduce and promote products and services
• Build and maintain relationships with potential customers by understanding their needs and concerns
• Maintain current knowledge of products and services and communicate their benefits and features
• Educate senior adults and their families about benefits offered
• Guide members through THB’s marketplace platform to purchase products and services
• Listen to customers, answer questions, and provide accurate information
• Meet and exceed weekly and monthly sales targets by converting leads into customers
• Conduct timely follow-up calls to ensure customer satisfaction and resolve post-sale questions or issues
• Record customer interactions and sales activities accurately in the CRM system
• Collaborate with the sales team and other departments to improve sales strategies
• Act as the primary point of contact for churn escalations and re-engage customers when applicable
• Maintain target opt-in rate, turnaround time within SLAs, and convert work in progress within 14 days
• Complete a minimum of 40 outbound calls per day
• Perform other duties as assigned or necessary

Inside Sales Representative

Data Engineer

• Lead and manage The Helper Bees' Data Engineering & Analytics team
• Provide mentorship, guidance, and support for technical and professional development
• Design, implement, and maintain data products using Python, SQL, dbt, Airflow, BigQuery, and modern technologies
• Own and manage work intake, triage, prioritization, and Jira scheduling
• Establish a dbt-first, governed approach with tested, traceable, automated models
• Lead expansion into predictive and prescriptive analytics, including forecasting, recommendation engines, and clustering/segmentation
• Set strategic team goals aligned with company data objectives
• Collaborate with Product, Accounts, Operations, C-suite leaders, external clients, and partners
• Monitor team performance through feedback, code reviews, and training
• Produce quality, testable, maintainable code and set coding standards
• Improve deployment, sprint planning, monitoring, incident response, escalation, and workflows
• Drive adoption of AI tooling such as Cursor and Claude Code
• Debug complex issues across data pipelines and models
• Own the data team's contribution to monthly close and scorecard reporting, including client and partner reports and invoices
• Measure and improve data quality, reporting timeliness, code quality, stakeholder satisfaction, scalability, and team productivity

Senior Accountant

Field Marketing Manager

Regional Benefits Coordinator

Inside Sales Representative

Manager, Data Engineering, Analytics