Bookkeeping Assistant

Job not on LinkedIn

November 6

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ScaleSource

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Recruitment • HR Tech • B2B

ScaleSource is a remote staffing and hiring platform that connects U. S. employers with vetted international, timezone-aligned professionals for long-term roles. The company focuses on dedicated, reliable team members (not freelancers or temps), offering candidate sourcing, vetting, and payroll/administrative support to simplify hiring and reduce costs. ScaleSource positions itself as a B2B solution for businesses seeking scalable, remote talent and ongoing team growth.

11 - 50 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

📋 Description

• 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.