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2 results for Records Manager in Ventura, CA

Account Manager
  • Ventura, CA
  • onsite
  • Temporary to Hire
  • 20.9 - 24.2 USD / Hourly
  • We are looking for an Account Manager to support medical customer service operations in Ventura, California. This contract opportunity is ideal for someone with a strong service mindset, experience handling healthcare-related inquiries, and the ability to manage customer needs with accuracy and care. In this role, you will coordinate follow-up on incoming leads, resolve account and service issues, and maintain complete documentation across key systems while contributing to a high-performing team environment.<br><br>Responsibilities:<br>• Manage inbound leads from partner teams, provide timely outreach, and present appropriate product or service options based on customer needs.<br>• Investigate customer questions and concerns, identify solutions, and communicate clear updates and outcomes in a thorough manner.<br>• Maintain accurate and compliant account documentation by entering and updating information in designated platforms according to corporate guidelines.<br>• Respond to inbound calls and voicemail inquiries promptly, ensuring a positive and helpful experience for each customer interaction.<br>• Contribute to departmental success by meeting established productivity and quality expectations on a consistent basis.<br>• Collaborate effectively with teammates and leadership, supporting training efforts, shared goals, and daily operational needs.<br>• Build strong working relationships with customers and colleagues through dependable communication and a service-focused approach.<br>• Stay current on required policies, procedures, and job-related knowledge to perform responsibilities effectively and in compliance with expectations.<br>• Follow workplace safety, cleanliness, and quality standards while remaining adaptable to changing schedules and business demands.
  • 2026-08-10T00:00:00Z
Office Manager
  • Canoga Park, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for an Office Manager to lead the financial and administrative activities that keep a CPA office running effectively. This position combines ownership of billing, receivables, payroll coordination, and daily office support in a fast-paced, team-oriented environment. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage both accounting-related tasks and operational priorities with confidence.</p><p><br></p><p>Responsibilities:</p><p>• Direct the full invoicing process for client services, preparing accurate billing documents and confirming charges are issued on schedule.</p><p>• Monitor outstanding receivables, post incoming payments, investigate account variances, and follow up on overdue balances until resolved.</p><p>• Administer semi-monthly payroll for a small employee population while maintaining confidentiality, accuracy, and adherence to required deadlines.</p><p>• Enter deposits, cash activity, and other routine financial data into QuickBooks and maintain well-organized accounting records.</p><p>• Review payment status tied to tax-related work and confirm electronic filings are released only after required client balances have been satisfied.</p><p>• Support bookkeeping and record maintenance across multiple business entities to ensure reliable financial documentation.</p><p>• Oversee office operations by managing supply levels, coordinating with service providers, and helping equipment and workplace resources remain functional.</p><p>• Assist with onboarding by organizing employment documentation, preparing workspaces, and coordinating orientation logistics.</p><p>• Maintain administrative files, office procedures, and internal records while identifying practical ways to improve efficiency.</p><p><br></p>
  • 2026-07-30T00:00:00Z