Job Overview

Our client is seeking a sharp, multi-talented Merchant Bookkeeper - Administrative Coordinator to support their expanding merchant financing operations. This full-time remote role combines proactive sales administration, customer communication, and daily financial record-keeping. You will act as a key operational anchor, utilizing industry-specific scripts to connect with business owners while maintaining meticulous financial trackers in Excel and Google Sheets.

Schedule

• Monday – Friday, 8:00 AM – 6:00 PM Eastern Time [EST] (40 work hours per week)

Key Responsibilities

• Merchant Outreach: Contact business merchants via text message using strategic communication scripts to facilitate loans and capital advances.
• Email Management: Manage the company inbox, responding to business inquiries promptly and maintaining professional correspondence.
• Bookkeeping & Categorization: Categorize daily bank transactions and maintain clean, up-to-date bookkeeping records.
• Loan Tracking: Maintain high-integrity records of active loans, payment schedules, and financial balances within Excel and Google Sheets.
• Administrative Operations: Oversee standard administrative tasks, including processing bill payments and managing scheduling as required.
• Workflow Optimization: Maintain a proactive, efficient daily workflow to directly support sales progression and operational velocity.

Requirements

• Technical & Numerical Literacy: Strong experience with Microsoft Excel and Google Sheets, backed by basic bookkeeping experience and numerical precision.
• Communication: High level of English proficiency, with the ability to write polished, professional emails and clear text outreach.
• Adaptability: Exceptional learning agility and the ability to quickly adopt industry-specific communication frameworks and script guidelines.
• Autonomy: A proven ability to work independently, multitask under structured timelines, and think critically without constant supervision.
• Remote Workspace: A highly reliable home internet connection and a fully equipped computer system suitable for full-time remote support.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations
  

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.