Heard is an all-in-one financial solution for therapists that combines software and human support to handle bookkeeping, taxes, payroll, and more. Our mission is to help therapists be therapists by acting as their financial back office to empower therapists to spend less time running their business and more time giving clients the help and support they need through an affordable, easy-to-use software tool with real-time human support.
Heard is growing rapidly, and could use your expertise to help us become an industry-leading software services provider for independent mental health practitioners!
Role Overview
We are seeking a motivated and detail-oriented Quality and Compliance Associate to join our growing team. In this role, you will be responsible for ensuring that Heard’s products, processes and practices meet all regulatory requirements and internal quality standards. This role involves developing and implementing quality control systems, monitoring compliance through audits, and managing quality assurance processes to ensure continuous improvement. You will be a key part of ensuring our clients have a smooth and positive experience with Heard.
Responsibilities
Stay up-to-date on Heard’s products, services, and operational processes to ensure accurate quality and compliance assessmentsEstablish and conduct regularly cadenced audits to ensure adherence to quality standards and regulatory requirementsProvide detailed reports and actionable insights from audits to relevant internal teams to support decision-making and continuous improvement initiativesDevelop, deliver and update SOPs to ensure they reflect current practicesProactively educate and train relevant internal teams on best practices and monitor adherence to ensure consistency across the organizationRegularly track and evaluate customer NPS to gauge customer satisfaction and loyaltyAnalyze feedback to identify trends, strengths, and areas for improvementContribute to cross functional projects and initiativesFoster a culture of continuous improvement - identifying opportunities for process improvements and implementing changes to further enable customer experienceQualifications
Minimum 2+ years of experience in quality assurance and compliance management, preferably in a SaaS B2B settingProven experience in tax and accounting compliance, including familiarity with relevant tax laws, regulations and accounting standardsStrong analytical skills and experience reporting key metrics and learningsExcellent attention to detail and a commitment to high standardsEffective communication and interpersonal skillsAbility to manage multiple projects and meet deadlinesProficient in Google Suite (Gmail, Docs, Sheets, Slides)What You Get In Return
Opportunity to revolutionize the mental health industry and build both relationships and teams that make a tangible impact on our customers and their patientsAn environment that prioritizes your psychological safety always. We empower team members to be relentlessly curious and act with 100% ownership, believing that we can go the extra mile, togetherCompetitive salary package and benefits, which include flexible PTO, medical coverage, retirement support, and wellness stipendsHeard is an equal-opportunity employer. We aim to build a workforce of individuals from different backgrounds, with different abilities, identities, and mindsets.
Compensation is variable and is subject to a candidate’s personal qualifications and expectations. For candidates based in the SF Bay Area we offer the following OTE range: $65,000 - $85,000 per year.
Tags
accounting
go
saas
bookkeeping
payroll
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