Customer Success Associate

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Gather and oversee client financial information.

• Classify transactions and accurately reconcile accounts.

• Maintain general ledgers while ensuring the completeness of data.

• Adjust accounts as necessary to resolve any discrepancies.

• Conduct monthly assessments to confirm the accuracy and timeliness of financial records.

• Finalize bookkeeping to deliver dependable monthly financial statements.

• Act as the main point of contact for assigned clients.

• Proactively follow up to obtain necessary documentation.

• Assist clients in navigating financial reports and processes.

• Identify potential discrepancies in financial records and suggest solutions.

• Collaborate closely with your Team Lead to review the progress of the portfolio.

⛳️ Requirements

• Over 2 years of experience in customer-facing roles, ideally supporting small to medium-sized U.S. businesses.

• Excellent written and verbal communication skills in English.

• Familiarity with bookkeeping software such as QuickBooks, Xero, or similar platforms.

• Understanding of accounting principles and basic financial reporting.

• High level of attention to detail and accuracy.

• Capability to manage multiple clients and prioritize tasks effectively.

• Proactive attitude and a sense of ownership.

• Comfortable working during North American business hours.

🏝️ Benefits

• Competitive USD monthly compensation based on experience and location.

• Permanent work-from-home arrangement with company-provided equipment (laptop, monitor, accessories) that meets required specifications.

• 20 days of paid time off annually, plus Canadian statutory holidays.

• Exposure to a variety of U.S. industries and modern bookkeeping technologies; includes tight feedback loops and documented processes.