Remote Bookkeeper/Cold Caller

Related keywords: bookkeeping remote jobaccounts payable remote jobremote job data entry

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Job Title

The job title for this position is Remote Bookkeeper/Cold Caller. This position involves a dual role requiring both bookkeeping and cold calling abilities.

Employer

The employer is The Ward Team, a company that appears to focus on financial management and customer engagement.

Job Location

The role is open for candidates located in the United States, indicating that applicants must either be residing there or available to work according to the U.S. time zones.

Job Overview

The Remote Bookkeeper/Cold Caller is accountable for managing the company's financial records and engaging in outbound sales or customer outreach. This is a full-time position that requires a focus on two major areas: bookkeeping and outbound sales through calls.

Key Responsibilities

Bookkeeping Duties:

1. Maintain accurate financial records, including managing income, expenses, and invoices.
2. Reconcile bank statements and conduct detailed review of financial transactions.
3. Process accounts payable and receivable efficiently.
4. Prepare insightful financial reports and assist in budget creation.
5. Ensure compliance with relevant financial regulations and internal company policies.
6. Collaborate with accountants or tax professionals as required.

Cold Calling Duties:

1. Conduct outbound calls to potential clients and customers, aiming to present the company's services or products effectively.
2. Build and maintain strong relationships with clients through high-quality communication.
3. Follow up on leads and keep a well-organized database of prospects.
4. Professionally handle client objections and provide accurate information.
5. Schedule appointments or relay qualified leads to the sales team for further engagement.

Required Skills

The ideal candidate should possess a range of skills that are crucial for success in this role:

1. Proven experience in bookkeeping and financial management.
2. Familiarity with accounting software such as QuickBooks, Xero, or FreshBooks is highly advantageous.
3. Strong organizational capabilities and exceptional attention to detail.
4. Ability to make outbound calls comfortably and handle various client interactions at ease.
5. Excellent verbal and written communication skills.
6. Capability to work independently and manage time efficiently.

Preferred Qualifications

While not mandatory, the following qualifications could give candidates an edge in their application:

1. Prior experience in sales, telemarketing, or customer service roles.
2. Knowledge of CRM tools to manage leads and sales pipelines effectively.
3. Previous experience working remotely, demonstrating self-motivation and discipline in a remote work setup.

Salary Information

The job listing does not specify a salary, but candidates can expect compensation to be competitive based on their experience and the nature of the remote role. It is important for applicants to discuss their salary expectations during the interview process.

Final Thoughts

This role calls for a motivated individual with a unique blend of financial expertise and robust communication skills. The Remote Bookkeeper/Cold Caller position at The Ward Team represents not only an opportunity for financial management but also for driving customer engagement and sales growth through proactive outreach. If you are someone who thrives in a dynamic environment and meets the above criteria, this position may be a great fit for you.

This job offer was originally published on himalayas.app