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Accounting and Project Management Support (Remote)
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Accounting and Customer Support Specialist
Best Technology has a rare opportunity available within their growing team for an Accounting and Customer Support Specialist. Your days will be kept busy with AR, AP, ACH, Collections, general accounting functions, project management, and customer support with the sales teams. This well-rounded position plays a critical cross-functional role supporting accounting operations, equipment project management, and customer service. Quickbooks as well as Intermediate MS Office/Google Workspace skills are required for this opportunity. You will be able to utilize your excellent communication skills, your teamwork ability, and your excellent attention to detail.
Our core value starts with People Matter, People First and is supported by our servant leader work culture centering around faith, family, fun, integrity, trust, and daring to be different.
Responsibilities
Bookkeeping/Accounting
- Accounts Receivable - Invoicing for chemical, parts, and equipment billing including progress billing
- Accounts Payable - Enter billing from vendors for parts, chemicals, and equipment
- Resolve vendor billing issues
- Banking - Daily QBO feeds matched
- Downloading bills and receipts
- Setting customers up with terms
- Setting customers up in QBO
- AR Past Due follow ups with customers
- Weekly ACH/Check payment runs/Upload check file to Bank
- Month end processing - Financial Prep
- Maintain Company Accounting Process Handbook
Equipment Project Management
- Process equipment orders - Actively manage project flow and cross-functional execution by processing equipment orders and maintaining proactive communication with the sales team, customers, and vendors throughout the entire project lifecycle—from purchase order issuance through delivery and post-delivery closeout
- Monitor fabrication, shipping, and delivery schedules; proactively identify risks and escalate as needed
- Primary coordinator for communicating with vendors and customers regarding project timelines, shipping, logistics, and customer service requests throughout the entire project lifecycle
- Post equipment delivery - confirm manuals, pictures, drawings, and documents are complete and in the digital file. All items necessary to close the sale are uploaded to the digital file.
- Documentation and checklist for closed sales processes updated and maintained
- Supplier paperwork for equipment and chemical customers filled out and maintained
- Maintain and update Hubspot CRM throughout the project
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Spare Parts
- Communicate with customer on equipment parts orders from customer on urgent, line down situations and non line down spare parts
- Work with vendors to ensure proper parts are ordered
- Accounts Receivable - Invoicing for parts
- Maintain vendor price sheets for parts
Chemical Project Management
- Process chemical orders by communicating proactively with the sales team and customers from the issuance of purchase orders to delivery and post-delivery closeout.
- Review all customer purchase orders for accuracy
- Create sales order and shipment documents for fulfillment by warehouse
- Accounts Receivable - Invoicing for consumable orders
- Accounts Payable - manage vendor billing for accuracy and entry
- Assist in inventory control and order fulfillment for warehouse
- Send final invoices and post sale documentation to customer
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Requirements
- Possess high energy, ethical values, honesty, and integrity
- Excellent attention to detail with both written and verbal communication skills
- A minimum of 2-4+ years experience in Quickbooks accounting, project management
- Ability to work independently and coordinate well with team members
- Willingness to exhibit initiative in daily work
- Exceptional customer service practices, professional presence, and business acumen
- Google Apps for Business products: Gmail, Google Sheets, Drive
- Quickly embrace, learn, and apply new technology and procedures
- Ability to manage time well and handle multiple priorities while maintaining a positive attitude and composure
- Work collaboratively with all departments as well as customers and vendors to resolve open issues
Preferred Experience
- Accounting or related degree or education
- QBO Pro Advisor
- Hubspot CRM proficiency
- SOS Inventory or Oracle, Netsuite, SAP, etc ERP system proficiency
- Strong interpersonal and organizational skills
- Challenge oneself into learning something new
- Willingness to exhibit initiative in daily work
Benefits
- Paid time off
Schedule
- 8 hour day shift U.S. CST Timezone (8:00 am - 5:00 pm)
Location
- Virtual
Contact for more information.
Job Type: Full-time
Pay: $140.00 - $210.00 per hour
Experience
- Quickbooks Onlince Accounting: 2 years (Required)
- working remotely with US Clients: 2 years (Required)
Work Location: Remote
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