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Remote Customer Service & Data Entry Specialist (QuickBooks)

Key Facts

Remote From: 
Full time
English

Other Skills

  • Customer Service
  • Microsoft Excel
  • Google Sheets
  • Microsoft Word
  • Microsoft Outlook
  • Professionalism
  • Email Etiquette
  • Communication
  • Creative Thinking
  • Multitasking
  • Teamwork
  • Decisiveness
  • Organizational Skills
  • Detail Oriented
  • Reliability
  • Problem Solving

Roles & Responsibilities

  • Proficient level of English (written and spoken)
  • Basic knowledge of QuickBooks (required)
  • Excellent interpersonal and communication abilities to collaborate with teams, leadership, providers, and clients
  • Strong problem-solving, multitasking, and organizational abilities with high data-entry accuracy

Requirements:

  • Answer incoming calls and provide support regarding customer account balances
  • Perform accurate and timely data entry across relevant systems
  • Assist with a variety of customer service tasks to ensure a positive client experience
  • Support billing-related activities, including reviewing and updating account information

Job description

Job Summary:

We are seeking a reliable and detail-oriented Remote Customer Service & Data Entry Specialist (QuickBooks) to assist with customer service, data entry, and billing functions. The role includes answering calls regarding account balances, maintaining accurate records, supporting billing tasks, including basic QuickBooks use and Excel, and organizing digital files for efficient access. In this role, you will also collaborate with the team to improve workflows and conduct data analysis to identify inconsistencies. The ideal candidate has strong English communication skills, high attention to detail, and solid problem-solving abilities. Basic QuickBooks knowledge is required, along with prior experience in administrative support or related roles.

Key Responsibilities:

  • Answer incoming calls and provide support regarding customer account balances.
  • Perform accurate and timely data entry across relevant systems.
  • Assist with a variety of customer service tasks to ensure a positive client experience.
  • Support billing-related activities, including reviewing and updating account information.
  • Receive training on data analysis and identifying red flags.
  • Organize, update, and manage digital records to ensure accuracy and easy retrieval.
  • Collaborate with leaders and team members to streamline workflows and improve processes.
  • Utilize QuickBooks for basic billing, account updates, or financial entries as needed.
  • Perform other tasks related to the role.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Excellent interpersonal and communication abilities to collaborate effectively with teams, leadership, providers, and clients.
  • Strong problem-solving, multitasking, and organizational abilities.
  • High accuracy in data entry with the ability to follow established processes and identify issues.
  • Basic knowledge of QuickBooks (required).
  • Reliable, detail-oriented, with a positive attitude and a professional approach to problem-solving.
  • Excellent Email etiquette.
  • Prior experience in roles such as administrative assistant, data entry, secretary, personal assistance, operations support, or other relevant positions.
  • Sound judgment and the capacity to comprehend and execute instructions promptly with minimal supervision.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.
  • Out-of-the-box thinker, reliable, and professional.
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and Google Workspace (Docs, Sheets), preferred.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • Great work environment with potential for growth.

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