Customer Service Representative with QuickBooks Experience - Remote

Overview

We are seeking a detail-oriented and customer-focused Customer Service Representative with proven experience using QuickBooks to join our team. This role combines exceptional customer service skills with strong accounting software knowledge to ensure smooth client interactions, accurate transaction processing, and efficient issue resolution.

In Short

• Handle incoming calls, emails, and chat inquiries from customers in a professional and friendly manner.
• Provide accurate information about products, services, and company policies.
• Process invoices, payments, and refunds using QuickBooks.
• Assist in reconciling accounts and maintaining accurate financial records.
• Resolve customer complaints by identifying issues, determining solutions, and ensuring timely follow-up.
• Coordinate with the accounting and operations teams for billing, payment, and service-related issues.
• Maintain detailed records of customer interactions and transactions in the CRM and QuickBooks.
• Prepare basic financial and customer service reports as needed.
• Support administrative tasks related to customer accounts and order processing.

Requirements

• Proven experience in customer service, preferably in a remote setting.
• Strong knowledge of QuickBooks and accounting principles.
• Excellent communication skills, both verbal and written.
• Ability to multitask and manage time effectively.
• Detail-oriented with strong problem-solving skills.
• Proficient in using CRM software and Microsoft Office Suite.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary and benefits package.
• Flexible working hours.
• Opportunities for professional development and growth.
• Supportive and inclusive company culture.
• Work remotely from anywhere in the Philippines.