Back Office Executive Job Description

In essence, your company’s back office is the lifeblood of everything your business does and will do. Are able to move multi-skilled resources between teams to address peaks and valleys in work volumes. Process Assistant is like having a personal coach and recommends next steps based on the current work type and process. Workforce Management automates Time off management and the creation of employee schedules. Traditional back offices are also very transaction-oriented vs. customer-oriented as noted by Aberdeen. Teams focus on just their part of the process, vs. ensuring the end deliverable to the customer meets or exceeds expectations.

Read the guest blog by Ken Landoline, Principal Analyst, OVUM, Back-Office Integration Coming to the Forefront in Customer Engagement, to learn more about the merging of contact centers and back-office operations. The front office is also seen as the revenue-generating part of the business, whereas the back-office is a cost center. The efficiency and reliability of the back office ensures the health of your business and allows you to continue to do what you do best – focus on your core competencies.

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What Are The Common Roles In A Traditional Back

Don’t provide managers with real-time data on their people performance and productivity . Customer support operations will typically have access to the company’s Customer Relationship Management solution. This houses customer-related data such as name, address, company, products owned, and potentially activity history depending on the sophistication of the solution and integration with other data systems. They are also constantly in a reactive state vs. being able to proactively manage volume fluctuations.

With back office management software integrated with workforce management data, you have all the information you need to accurately prep payroll for processing, no matter which software you use to run the checks. Reduce errors, manual data entry and redundancies to cut processing time and scale your payroll operations. Aberdeen Group found that one of the top two challenges of both traditional and modern back offices is inconsistent management processes (the other being outdated technology – see section above).

  • Managers have their own processes and way of managing and reporting on the work .
  • “I trust IBO to take care of all of my client projects. Your team is solid and are experts in their field.”
  • Reduce errors, manual data entry and redundancies to cut processing time and scale your payroll operations.
  • Although the operations of a back office are seldom prominent, they are a major contributor to a business’ success.
  • A neglected back office is one that seems to work against you rather than for you.

In fact, organizations often have multiple BPM/workflow solutions across their organizations. Knowing how to transform these solutions to maintain functions without disrupting product development and business demands of a rapidly-changing landscape can be challenging. These solutions were created for different work types, functional groups, and/or gained through a merger or acquisition. When customers, clients and entrepreneurs visualize any business, they usually imagine the operation’s storefront, logo, products, services or marketing campaigns. In other words, most people choose to define businesses by their brands, products, services, ideas and messages. To ensure success as a back office executive, you should have extensive experience in office management, the ability to work as part of a team, and the ability to respond quickly to requests from management.

Integrated Accounting Tools

In this environment, it is difficult to know if you are delivering your services accurately, on time, and as cost efficiently as possible. Traditional back-office spaces likely have less flexibility than a modern office. There are a lot of management decisions made that are reactive vs. proactive, based on past experience and anecdotal evidence vs. real-time operational data, and are limited in scope vs. a back office team holistic view of the entire back-office operations. And efficient management of back-office, customer support operations can help companies keep their promises to customers for accurate and timely delivery of goods and services. In fact, according to Aberdeen Group report, The Business Value of a Next-Generation Back-Office, the #2 cause of customer dissatisfaction is errors and delays in the back-office.

back office team

Top 5 office administrator interview questions with detailed tips for both hiring managers and candidates. Top 5 office coordinator interview questions with detailed tips for both hiring managers and candidates. Top 5 back office executive interview questions with detailed tips for both hiring managers and candidates. 15.3X average year-over-year decrease in operational costs, vs. a -1.5% for traditional back offices. Be sure to assess the level of productivity your employees can average with better systems to aid with tasks that can be automated.

We know you want your property management staff to have an intimate understanding of the owners, their properties and their tenants. In addition, most back-offices have one or more workflow or business process management solutions, case management, or a legacy transaction processing system. These are often custom designed to automate the process and document management of specific work types.

This visual was how the manager judged workloads and whether they were going to meet their end-of-day processing goals. Traditionally, back-office was the paper pusher of the organization, with hundreds of forms and documents that needed recording, classification, analysis, processing, and filing. Compliance/risk management identify and correct non-compliant behavior before penalties are incurred.

The Digital BackOffice data centers are designed to eliminate single points of failure, provide customers with expansion options, and satisfy customer needs beyond the highest expectation. A non-profit healthcare insurer used Operations Visualizer to create a standardized framework for managing employee productivity, resulting in a 16% improvement in employee productivity, or almost 800 hours per week. Managers have their own processes and way of managing and reporting on the work .

The Back Office: Your Foundation For Financial And Operational Success

Broadly speaking, back office work includes roles that affect the costs side of a business’ trading statement and front office work includes roles that affect the income side of a business’ trading statement. Securely track and maintain all employee information to streamline business operations across your business from hiring to service delivery to payroll. Plus manage pay rates and monitor training and compliance requirements ensuring your employee records are always in tip-top shape. We offer all of the law firm back office services you need to run your business. We are looking to hire an experienced back office executive to join our busy back office team.

In today’s highly competitive market, great customer experience is a competitive differentiator. And recent research from Aberdeen Group proves that companies who improve or modernize their back-office operations dramatically outperform their more traditional peers. Policies and Procedures – The design and implementation of your company’s policies and procedures, covering everything from daily financial operations, weekly and monthly reporting, due diligence and bookkeeping and accounting best practices.

Whats The Difference Between Traditional And Modern Back

Unfortunately, as we mentioned, there are a lot of complex processes and a wide variety of activities performed in the back-office – many of which are still manual. These activities are performed by different teams and functions that operate as siloes, each with its own systems and way of working. This article provides a high-level overview of back-office operations, answering the most common questions asked about back-office. We’ll illustrate how managing the many types of work, people and processes can be very challenging for traditional back-office operations and how modern back-offices are overcoming these challenges. Although the operations of a back office are seldom prominent, they are a major contributor to a business’ success.

back office team

Researching traditional business operations versus progressive back-office operations can reveal which is more fitting for your company culture. They followed my detailed 6 point instructions and the finished product was exactly as I wanted it to be. BackOffice Pro has made this possible by investing in the latest technology, hiring only the best people, and working from the client’s point of view. Learn more about how we have helped clients with extreme HR issues to build successful businesses. “I trust IBO to take care of all of my client projects. Your team is solid and are experts in their field.” Plus, you are a W-2 paid employee and not a freelancer or contractor, so we find the work for you!

What Systems Do Modern Back

They can include functions such as accounting, planning, inventory management, supply-chain management, human resources and logistics. What sets a successful back office accounting solution apart from a struggling one is its ability to help business owners foresee cash flow issues and take proactive steps to avoid these sorts of challenges before they occur. Accounting system to maintain and manage all of your company’s bookkeeping, payroll, and accounting functions, streamlining financial operations and reporting.

They perform key administrative duties as well as research, data analysis, and accounting functions. The Customer Care Center of a large UK bank was comprised of 7 teams who managed both phone requests and processing work. Tasks ranged from customer complaints and name changes, to credit card disputes and foreign transactions, as well as handling and distributing postal requests and managing a number of customer helplines. The bank wanted all employees within the center to work as one in order to achieve consistency and improve end-to-end performance.

“Great team and versatile like a Swiss army knife. Seamless integration into our workflow. Already referred several other agencies to IBO.” Verint is committed to treat and protect your personal data in accordance with our Privacy Policy. Management techniques are evolving, harnessing creativity and furthering employee wellness. Modern back-offices will continue to explore AI-enabled solutions as they become available.

back office team

Our 24×7 customer service will ensure that you have experts working for you and the security to help you rest easy. Back office executives provide administrative and managerial support for the staff working in the front office of a company. Back office executives do not interact directly with clients but work behind the scenes to ensure the smooth running of the company.

What Can Inbound Back Office Do For Your Agency?

Additionally, when different managers create their own tools, there’s no way to roll these up into comprehensive reporting for the entire organization. No matter what your business is based on, if you want a firm, productive back-office team, you need a well-integrated, formal management system. No matter where you are or how you do business, we have a product that can support you.

This makes it difficult to roll up reporting, share resources, and get a true picture of the end-to-end process. While digital technologies are helping streamline operations, they have created their own challenges. Let’s explore this by comparing what is back-office in a traditional and modern sense.

This is because back-offices are made up of multiple functions and teams which tend to operate in silos. With more than 20 years of experience providing professional bookkeeping and accounting services to businesses like yours, our back office experts can help you eliminate the learning curve by setting up your back office right the first time. We will help you optimize your small business back office efficiency to improve operations, streamline technology and leverage financial information to accelerate your company’s growth. Advanced general ledger accounting and budgeting tools in our ERP software help you go beyond basic bookkeeping. By tying all direct costs to a job or site, you get a complete picture of profitability down to the individual site level. That makes it easier to manage budgets and cash flow and create detailed financial statements.

What Are The Top Challenges Of A Modern Back

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Visit our software overview page to learn which products are the best fit for your cleaning, security or facilities management business. Our BPO services help businesses grow and move on to a bigger and better venture. While you concentrate on growing your business, we manage non-essential parts of your business and help you focus on core functions.

Smart back office helps create operational efficiency and build a strong financial foundation for your business.. With a streamlined, integrated system and accurate data, you can leverage a wealth of financial information to optimize every business decision you make. Management accounting and cash flow forecasting can be tailored to accommodate successful strategic planning. We at Integra understand that you want every part of your business done your way.