Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support

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.