Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support
Client Calls Specialist — Phone-First Role with Admin & QuickBooks Support (Remote — US PST hours)
Location: Remote (work from home, must overlap US Pacific Time)
Type: Part-time (24 hrs/wk) with strong possibility to transition to Full-time (40 hrs/wk)
Hours: 8:00 AM – 12:00 PM PST, Monday–Saturday (must be available these windows)
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.
Skills
As published by workable · 7 questions · 5 written answers
Basics
First name, Last name, Email, Headline, Phone, Photo, Resume, Cover letter
Pick from a list (2)
- Are you fluent in spoken and written English?
- Are you available Monday–Saturday, 8:00 AM–12:00 PM PST?
Written answers (5)
- Do you have experience working remotely for US companies? If yes, briefly state how long and in what role.
- Do you have experience in the car dealership or autoparts industry? If yes, one-line summary of duties.
- Do you have QuickBooks experience? If yes, indicate years / typical tasks.
- Do you have experience speaking by phone with US-based people (customer service, sales, appointment-setting, or attending client calls)? If yes, briefly describe the role, typical call volume (approx. calls/week), and rate how much you enjoy phone communication on a scale of 1–5 (1 = dislike, 5 = love).
- What is your expected monthly compensation (USD) for a Part-time position (24 hrs/week, Mon–Sat 8–12 PST): $_______ / month; And for a Full-time (40 hrs/week) position: $_______ / month