Bookkeeper & Lead Management Specialist

This is a remote position.

Schedule:

• Part-time (less than 20 hours/week), including weekend coverage - Saturday, Sunday & Tuesday
  

Client Timezone: EDT

Client Overview

Join a thriving healthcare and aesthetic services provider that’s revolutionizing patient care through innovative treatments and exceptional service. This established practice combines cutting-edge medical technology with a commitment to an outstanding customer experience. As a growing multi-practitioner organization, we’re seeking talented professionals to support our continued expansion and maintain our high standards of service excellence.

Job Overview

This unique dual-role position offers an exciting opportunity to leverage both financial expertise and customer service skills in a dynamic healthcare environment. You’ll be responsible for maintaining detailed financial records using QuickBooks while also engaging with potential clients through our lead management system. This role is perfect for detail-oriented professionals who enjoy variety in their work and want to contribute to business growth through both financial accuracy and customer engagement. The position offers the flexibility of remote work while being an integral part of our success story.

Responsibilities

• Manage comprehensive financial records across multiple accounts using QuickBooks
  
• Prepare and maintain monthly accrual-based financial statements
  
• Track service-based revenue and maintain unearned revenue accounts
  
• Process and categorize expenses across multiple bank accounts and credit cards
  
• Handle incoming customer inquiries and manage lead follow-up
  
• Provide professional weekend coverage for customer support
  
• Maintain detailed communication records with prospects
  
• Support the team with various administrative tasks as needed
  

• Proven experience in bookkeeping with strong understanding of accrual accounting
  
• Proficiency in QuickBooks and general accounting software
  
• Previous customer service or lead management experience
  
• Excellent written and verbal English communication skills
  
• Professional phone manner and customer service orientation
  
• Ability to work US hours including weekend availability
  
• Strong attention to detail and organizational skills
  
• Multi-tasking capabilities in a fast-paced environment
  
• Remote work experience preferred
  

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job