Offer summary

Qualifications:

Proven experience in administrative tasks and customer service., Strong English communication skills and professional phone presence., Background in accounting or familiarity with QuickBooks is preferred., Ability to quickly learn and master new software platforms..

Key responsibilities:

Handle incoming and outbound customer calls related to accounts receivable.

Provide customer service and resolve inquiries professionally.

Manage scheduling, appointment bookings, and administrative tasks.

Support accounting functions and maintain accurate financial records.

Job description

This is a remote position.

Schedule:

35-40 hours per week, 8 AM - 4 PM

Client Timezone: Eastern Time (EST)

Job Description

This is an exceptional opportunity to become the first virtual team member for a growing service company, where you’ll play a pivotal role in streamlining operations and enhancing customer relationships. You’ll start by managing essential communication and accounts receivable functions, with tremendous potential for growth into comprehensive administrative and accounting responsibilities. This role offers the perfect blend of customer interaction, administrative support, and financial management, allowing you to develop diverse skills while building a career-defining position. The company’s commitment to employee development means you’ll have ongoing opportunities to expand your responsibilities and advance your career as the business continues to grow.

Responsibilities

Handle all incoming phone calls with professionalism and take detailed, accurate messages
Conduct outbound customer calls for accounts receivable management and payment collection
Provide exceptional customer service and resolve inquiries with a solution-focused approach
Coordinate scheduling and manage appointment bookings efficiently
Process accounts receivable transactions and maintain persistent follow-up on outstanding payments
Master the ServiceBridge platform (similar to Salesforce) for comprehensive customer relationship management
Utilize RingCentral phone system to manage all business communications seamlessly
Execute general administrative tasks that support daily business operations
Support QuickBooks accounting functions and maintain accurate financial records
Handle invoicing processes and respond to billing-related customer inquiries
Manage company email correspondence for administrative and billing matters
Adapt to evolving business needs and take on additional responsibilities as the company grows

Requirements

Excellent English communication skills with a professional phone presence for customer interactions
Proven experience in administrative tasks and customer service excellence
Background in accounting or QuickBooks experience strongly preferred
Demonstrated ability to quickly learn and master new software platforms
Professional demeanor with strong customer service orientation
Reliable high-speed internet connection and dedicated quiet workspace
Flexibility to work during US Eastern Time business hours (8 AM - 4 PM EST)
Experience handling accounts receivable and comfortable making collection calls
Detail-oriented with exceptional organizational and time management skills
Self-motivated with ability to work independently while maintaining regular communication
Commitment to long-term employment and professional growth within the organization