Bilingual Customer Support & Bookkeeping Specialist - Freelance, Remote
Department: Support & Leadership
Employment Type: Full Time
Location: Global+
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
About the ClientA well-established service company is seeking to streamline its customer service and financial operations. They prioritize excellent customer experience and efficient service delivery through their team of field technicians. With a growing client base, they're looking to enhance their administrative support to maintain quality service standards.
Why does this role exist?
We're seeking a Bilingual Customer Support and Bookkeeping Specialist to bridge communication gaps and ensure smooth financial operations. This role is crucial in maintaining excellent customer relationships while managing essential bookkeeping functions, enabling field technicians to focus on their core responsibilities and improving overall operational efficiency.
The Impact you’ll make
Customer Service Excellence- Handle incoming client calls professionally in both English and Spanish
- Resolve customer inquiries and concerns promptly
- Maintain clear communication channels between clients and technicians
- Provide timely updates and follow-ups
- Create and send accurate quotes and invoices
- Manage accounts receivable
- Maintain organized financial records in QuickBooks
- Process billing and payments efficiently
- Coordinate with field technicians for job details
- Manage scheduling and follow-ups
- Maintain detailed documentation of all communications
- Organize and update client records
- Utilize various communication channels, including phone, email, messaging platforms, and text messages, for efficient coordination
- Ensure accuracy in all financial transactions
- Monitor and verify service completion
- Maintain high standards of customer satisfaction
- Track and resolve any discrepancies in billing or service
Skills, Knowledge and Expertise
Required:- Fluent bilingual proficiency in English and Spanish (written and verbal)
- Proven experience with QuickBooks or similar accounting software
- Minimum 2 years of customer service experience
- Experience in creating quotes and managing invoices
- Demonstrated ability in accounts receivable management
- WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
- Excellence in both English and Spanish communication
- Strong attention to detail and organizational skills
- Quick problem-solving abilities
- Proficiency in QuickBooks
- Outstanding multitasking capabilities
- Natural ability to build rapport with clients
- Adaptability in fast-paced environments
- Strong sense of ownership and responsibility
- You thrive in roles requiring both customer service and financial accuracy
- You're passionate about helping others and solving problems
- You're self-motivated and can work independently
- You're comfortable managing multiple priorities
- You have a strong work ethic and commitment to excellence
- You enjoy being the bridge between clients and service providers
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
- Monday to Friday, 8 AM to 5 PM PST (Pacific Standard Time)
- Occasional weekend availability for urgent matters
- 40 hours per week
- $7 per hour
- No benefits package included
United States
Colombia only
Mexico only
Philippines only
DM and DO only
Argentina only
CA and US only
