Bookkeeping Assistant
ScaleSource
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇰🇪 Kenya
Visit company websiteSalary
💰 $1,200 per month
Job Level
Mid-LevelSenior
About the role
- Respond promptly and professionally to customer inquiries via phone, email, and text.
- Address questions, concerns, and requests with accuracy and courtesy.
- Provide detailed information about products, services, and pricing.
- Assist customers in scheduling appointments and consultations.
- Follow a structured script to pre-qualify potential clients.
- Assess if customers meet the service criteria.
- Collect relevant client details to support the sales process.
- Efficiently schedule appointments based on availability and logistics.
- Use calendar software to maintain an organized system.
- Communicate appointment details clearly with customers and staff.
- Assist the sales team with administrative functions.
- Follow up with sales staff to ensure timely completion of appointments and action items.
- Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
- Support Accounts Receivable (AR) and Accounts Payable (AP) processes.
- Run inventory processes.
- Create and manage sales orders.
- Create and manage contracts.
- Maintain accurate financial and product records.
- Ensure timely and accurate data entry and reconciliation.
- Track assigned tasks and follow through to completion.
- Provide reminders and support to ensure accountability within the team.
- Compile closed client lists for follow-up.
- Reach out to clients to request feedback and online reviews.
- Guide clients through the review process and follow up as needed.
Requirements
- Proven experience with QuickBooks Online
- Experience in inventory
- Experience in bookkeeping, including invoicing, and basic financial reporting.
- Comfortable creating contracts and sales orders.
- Tech-savvy with the ability to learn new tools quickly.
- Highly organized with excellent attention to detail.
- Strong written and verbal communication skills in both English and Spanish.
- Background in customer service, administrative support, or sales coordination.
- Ability to work independently and manage multiple priorities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
QuickBooks Onlinebookkeepinginvoicingfinancial reportinginventory managementcontract creationsales order managementdata entryappointment schedulingcustomer inquiries
Soft skills
organizational skillsattention to detailwritten communicationverbal communicationcustomer serviceadministrative supportsales coordinationindependencemulti-taskingcourtesy