Customer Success Manager
Noetica | Comunicazione e Web Marketing
Bilingual Bookkeeper / Payroll Specialist, Client Success Manager
20four7VA
contract
Posted on:
Origin: • 🌎 Anywhere in the World
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Maintain clean monthly books – ensure all transactions are recorded, categorized, and reconciled by month-end
- Manage accounts payable/receivable, bank reconciliations, and financial reporting
- Process payroll efficiently and in compliance with U.S. tax regulations
- Track contractor payments across multiple projects
- Ensure proper recording and classification of expenses, income, and payroll
- Follow up on late payments – implement systematic collection procedures and maintain payment tracking
- Coordinate with CPA or tax advisor to prepare for quarterly and annual filings
- Be prepared to pursue CPA training and certification within the next 1–2 years (professional development supported)
- Document and organize all financial transactions with supporting documentation
- Serve as primary point of contact for client communications and inquiries in both English and Spanish
- Onboard new clients, ensuring clear understanding of service agreements
- Monitor client satisfaction and proactively resolve issues or escalate concerns
- Schedule and coordinate assignments using Boostlingo platform
- Track and report client feedback, retention, and overall satisfaction
- Manage client contracts and service agreements
- Collaborate with internal teams and contractors to ensure service continuity
- Conduct cold calls and outreach to expand client base
- Develop and maintain prospect lists
- Build operational cash reserves with goal of achieving 6–12 months of operating costs
- Track conversion rates and follow up on sales leads
- Collaborate with leadership on pricing strategies and service expansion opportunities
- Maintain organized filing systems for both digital and physical documents
- Generate monthly financial reports for management review
- Support compliance requirements and grant reporting for nonprofit-related tasks
- Manage vendor relationships and service provider communications
- All services will be rendered remotely and must be performed in alignment with any scope of work agreed upon with the client. Contractors are expected to follow client-supplied SOPs, timelines, and service expectations.
Requirements
- 3–5 years of proven experience in bookkeeping and payroll processing
- Strong understanding of U.S. accounting principles and tax regulations
- Experience maintaining clean monthly books with accurate month-end closing procedures
- Client-facing experience with strong communication and relationship management skills
- Bilingual in English and Spanish (Required ) – must be comfortable conducting business in both languages
- High attention to detail, organizational skills, and ability to manage multiple priorities
- Self-starter, able to work independently and collaboratively in a remote environment
- Experience with contractor/1099 management preferred
- Ability to maintain strict confidentiality regarding financial information and client data
- CPA designation preferred (not required)
- Experience with service-based businesses or language services industry
- Familiarity with nonprofit bookkeeping and compliance requirements
- Experience with collections and accounts receivable follow-up
- QuickBooks – for accounting
- Gusto – for payroll processing
- Microsoft Office Suite and/or Google Workspace
- Boostlingo – scheduling and management platform (Preferred)
- Nonprofit accounting software (Preferred)
- Collections management tools or CRM systems (Preferred)
