Administrative & Customer Service Specialist (DV)
职位：管理和客户服务专家概述 我们正在寻找一个专门的，全日制的行政和客户服務专家来支持我们的不断增长的家庭服务业务。这一角色结合了客户服务，行政支持，会计协助和运营协调。理想的候选人是主动，细节导向，组织，并能够在登录后承担任务。关键责任客户服务和行政支持 · 专业地回答进来的电话，帮助客户询问。· 安排估算，安装和服务约会。· 跟踪领先者并保持一致的沟通。· 保持 Jobber 和 RepCard 的客户信息及工作状态准确。· 发送账单，管理总体后台行政任务。· 支持日常运营以确保流动的工作和客户满意度。财务和现金流支持。· 协助基本会计和会计任务。·跟踪支出并记录财务记录。· 支援付款帐号 (AP) 和领取账户 (AR) 过程。· 帮助与薪水相关的行政任务。• 在完成安装之后立即发送账本。· 关注未偿还的账单和存款收藏。· 通过持续的监测和组织来帮助维持健康的现金流程。系统和 SOP 开发 ·协助创建，记录和改进标准运营程序 (SOP). ·将 Loom 录音和过程步行转换为：·书面程序 ·检查列表 ·培训材料 ·工作流文档 ·帮助在整个业务中创造结构，一致性和运营效率。资格 ·强大的客户服务和沟通技能。·经验管理支持，安排和 CRM 管理。·熟悉 Jobber,RepCard 或类似平台是优势。·基本账本，AP/AR 和薪酬支持经验优先。·卓越的组织和时间管理技巧。· 专注于细节，并能够精确地跟踪过程。· 自主工作的能力和承担责任的能力。我们正在寻找什么？· 一个全职团队成员，而不是自由职业者。· 能成为企业的可靠扩展者。·舒适的工作时间美国。· 响应性，可靠性和积极识别和解决问题。· 开放 t
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Position: Administrative & Customer Service Specialist
Overview
We are seeking a dedicated, full-time Administrative & Customer Service Specialist to support our growing home service business. This role combines customer service, administrative support, bookkeeping assistance, and operational coordination. The ideal candidate is proactive, detail-oriented, organized, and capable of taking ownership of tasks after onboarding.
Key Responsibilities
Customer Service & Administrative Support
- Answer inbound calls professionally and assist customers with inquiries.
- Schedule estimates, installations, and service appointments.
- Follow up with leads and maintain consistent communication.
- Keep Jobber and RepCard updated with accurate customer information and job statuses.
- Send invoices and manage general back-office administrative tasks.
- Support daily operations to ensure smooth workflow and customer satisfaction.
Financial & Cash Flow Support
- Assist with basic bookkeeping and accounting tasks.
- Track expenses and maintain financial records.
- Support Accounts Payable (AP) and Accounts Receivable (AR) processes.
- Assist with payroll-related administrative tasks.
- Send invoices promptly following completed installations.
- Follow up on outstanding invoices and collect deposits.
- Help maintain healthy cash flow through consistent follow-up and organization.
Systems & SOP Development
- Assist in creating, documenting, and improving Standard Operating Procedures (SOPs).
- Convert Loom recordings and process walkthroughs into:
- Written procedures
- Checklists
- Training materials
- Workflow documentation
- Help create structure, consistency, and operational efficiency across the business.
Qualifications
- Strong customer service and communication skills.
- Experience with administrative support, scheduling, and CRM management.
- Familiarity with Jobber, RepCard, or similar platforms is a plus.
- Basic bookkeeping, AP/AR, and payroll support experience preferred.
- Excellent organizational and time management skills.
- Strong attention to detail and ability to follow processes accurately.
- Ability to work independently and take ownership of responsibilities.
What We're Looking For
- A dedicated full-time team member, not a freelancer.
- Someone who can become a trusted extension of the business.
- Comfortable working U.S. business hours.
- Responsive, reliable, and proactive in identifying and solving problems.
- Open to regular check-ins and team huddles, especially during onboarding.
- Professional, trustworthy, and able to represent the company positively in all customer interactions.
Success in This Role
Success means creating a seamless customer experience, maintaining organized systems, supporting healthy cash flow, and helping the business operate more efficiently through strong administrative ownership and process improvement.
Originally posted on Himalayas