Posted 4 months ago
Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support
AI Summary
Handles inbound client calls for US customers and performs light admin and bookkeeping tasks in QuickBooks. Must be available during US Pacific Time hours.
About this role
Client Calls Specialist — Phone-First Role with Admin & QuickBooks Support (Remote — US PST hours)
Location: Remote (work from home, must overlap US Pacific Time)
Type: Part-time (24 hrs/wk) with strong possibility to transition to Full-time (40 hrs/wk)
Hours: 8:00 AM – 12:00 PM PST, Monday–Saturday (must be available these windows)
About the role
This is a phone-first position: you’ll spend most of your time handling inbound client calls for US-based customers, providing friendly, professional support in clear English (Spanish a strong plus). Secondary responsibilities include light admin and bookkeeping tasks in QuickBooks (invoicing, AR/AP, basic reconciliations) as needed. Start part-time to demonstrate fit; strong performers will be offered full-time and greater bookkeeping/placement responsibilities. Training and close support provided — we want someone with a positive attitude who enjoys talking with clients.
What you’ll do (high level)
- Handle inbound client calls in clear, professional English.
- Perform bookkeeping tasks in QuickBooks: invoices, AR/AP, reconciliations, basic reporting.
- General admin: email management, scheduling, client follow-ups, document organization.
- Support onboarding/training for new accounts and communicate status to the US-based team.
- Maintain accurate notes and follow-up items in our project tool.
Requirements
Must-have
- Very good English (spoken and written) and strong Spanish.
- Proven remote experience working for US companies.
- Availability 8:00 AM–12:00 PM PST, Monday–Saturday (required).
- Comfortable talking on the phone and providing friendly customer service.
- Basic bookkeeping experience; QuickBooks experience preferred.
Nice-to-have
- Experience in car dealership or autoparts industry.
- Experience taking calls + transitioning into increasingly responsible bookkeeping/admin work.
Benefits
• Competitive compensation aligned with experience and location.
Skills
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