Bookkeeper & Customer Service Agent
This is a half-time remote role for a Bookkeeper & Bilingual Customer Service Agent. We are looking for someone who is proactive, dependable, and eager to grow with our company.
Role Description
The Bookkeeper will This role combines bookkeeping/accounting responsibilities with bilingual (English/Spanish) customer service support for our U.S.-based employee benefits (insurance) business.
Key Responsibilities
- Bookkeeping (QuickBooks, 3 Entities)
- Manage bookkeeping in QuickBooks Online for three separate but related entities
- Handle accounts payable and receivable
- Conduct cash flow management and prepare reports
- Support ad hoc finance and accounting projects
- Provide phone, email, and chat support in English and Spanish to enrolled employees and clients regarding benefits programs
- Assist with benefit-related questions with a warm and friendly demeanor
- Coordinate with internal teams to ensure smooth resolution of issues
- Document interactions and follow up to ensure customer satisfaction
Qualifications
- Proven bookkeeping experience with QuickBooks Online
- Strong knowledge of cash flow management and financial processes
- Fluency in English and Spanish (written and spoken)
- Excellent organizational skills and attention to detail
- Strong communication and customer service skills
- Availability for consistent overlap with U.S. Pacific Standard Time (PST) business hours
- Commitment to a long-term, full-time role
- Bachelor's Degree in Finance, Accounting or Public Accounting
- Department
- ADMIN Area
- Role
- Bookkeeping & Customer Service
- Remote status
- Fully Remote
- Employment type
- Full-time
- Employment level
- Executive / Senior Level
About Impact BPO
Your future starts here.
Don’t just work—build a career with impact.
At Impact BPO, we bring together talented professionals from various fields, including legal, medical, and marketing, to deliver high-quality services that truly make a difference.
We are not a call center — we are a professional outsourcing company with specialized roles that empower our clients and our people alike.
Our success is built on empathy, teamwork, and trust. Every member of our team plays an essential part in creating an environment where innovation thrives and people feel valued.
We offer specialized career opportunities in areas such as:
⚖️ Legal Services
🩺 Medical Support
📊 Marketing & Digital Strategy
💼 Professional Business Support
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