Overview

Join a dynamic and growing professional services firm that specializes in helping entrepreneurs and startup businesses scale and achieve their goals. In this role, you will manage the full bookkeeping lifecycle for a portfolio of small business clients while providing vital administrative, customer support, marketing, and e-commerce operations assistance. Working closely with passionate business owners, your expertise will directly impact client success through accurate financial management and versatile operational support. It is an exciting opportunity to become a key player in an innovative team where financial precision meets strategic, comprehensive business growth.

Schedule:

• Monday to Friday, 9:00 am to 1:00 PM PT

Responsibilities

• Serve as a point of contact for client inquiries and provide timely, professional responses
• Assist in managing helpdesk tickets, email correspondence, and client follow-ups
• Maintain positive client relationships through clear, proactive communication
• Assist in identifying new business opportunities through research and prospecting
• Support sales outreach by preparing proposals, quotes, and follow-up emails
• Update and maintain CRM systems with lead and client information
• Assist in creating and scheduling content for social media, email marketing, and blog posts
• Conduct basic market research to support marketing campaigns and strategies
• Help track marketing metrics and prepare performance reports
• Support product listing creation and updates on e-commerce platforms (Shopify, Amazon, etc.)
• Monitor inventory levels and coordinate with suppliers or fulfilment teams

Requirements

• Exceptional English communication skills with clear, professional pronunciation
• Strong customer service orientation with the ability to handle challenging client interactions
• Proven client-facing experience managing multiple business relationships simultaneously
• Understanding of financial planning concepts and tax optimization strategies
• Ability to work independently while managing competing priorities and tight deadlines
• Experience supporting complex financial strategies beyond basic transaction categorization
• Availability during standard business hours for direct client communication and collaboration

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

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.