WFH Quickbooks Customer Support

Job Description

Responsibilities Manage and respond promptly to incoming customer inquiries via phone, email, and website channels. Coordinate customer quotation requests and work closely with the estimating team to provide timely proposals. Process customer orders, forms, applications, and requests in accordance with company procedures. Enter and maintain accurate customer information in Zendesk CRM. Create and track orders in ClickUp to ensure efficient project management and fulfillment. Convert approved estimates into production orders using QuickBooks. Communicate customer requirements clearly to internal departments, including production, engineering, accounting, estimating, and logistics. Review and communicate engineering shop drawings to customers and obtain approvals when required. Manage order acknowledgments and coordinate balance payments prior to production or shipment release. Monitor customer accounts and coordinate with accounting regarding payment status, delayed payments, and outstanding balances. Provide customers with regular updates regarding order progress, production schedules, and shipment status. Maintain organized and up-to-date customer records and correspondence. Assist in maintaining and improving process documentation and internal procedures. Handle customer concerns and complaints professionally and work with internal teams to achieve satisfactory resolutions. Learn company products thoroughly to provide accurate information and recommendations to customers. Identify customer needs and opportunities to recommend appropriate products and services. Provide feedback to management and other departments to improve customer experience, sales processes, and operational efficiency. Provide administrative support to the marketing department, including assistance with CEU programs and sample requests. Ensure compliance with company policies, procedures, and quality standards. Participate in team meetings and collaborate effectively with colleagues across multiple departments. Requirements Minimum 2 years of experience in customer service, account coordination, order processing, or a related role. Experience using QuickBooks or similar accounting/order management software. Experience working with CRM systems; Zendesk experience is preferred. Excellent verbal and written English communication skills. Strong customer service mindset with the ability to build positive relationships with clients. Strong organizational skills with the ability to manage multiple projects and priorities simultaneously. High attention to detail and accuracy in data entry and record keeping. Ability to follow established processes while identifying opportunities for improvement. Comfortable coordinating with multiple departments and stakeholders. Strong problem-solving and conflict-resolution skills. Proficiency with Microsoft Office and Google Workspace applications. Experience working in a manufacturing, construction products, engineering, architecture, or project-based environment is an advantage. Ability to work independently, take initiative, and thrive in a fast-paced environment. Reliable computer, internet connection, and a professional remote work setup. Independent Contractor Perks Permanent work from home Immediate hiring Health Insurance Coverage for eligible locations Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review. Unlock job insights Hirer responsiveness Salary match Number of applicants Sign In Register Company profile 3.3 · 7 reviews Business Support Services 5,001-10,000 employees From entrepreneurs to globally listed companies, BruntWork helps scale & deliver quality labor solutions on time and well below the equivalent cost of hiring locally. The jobs we offer are permanent work from home or remote. Just make sure your have the following: your own computer that you have admin access to; a computer that has at least 8 GB RAM and at least an i3/Ryzen 3 ISP of 25 MBPS that can sustain long video calls; and a quiet place to work in. Work as an independent contractor, aka freelancer, which means you get to manage your own government contributions and taxes while getting all of your salary intact. Pay goes straight to your personal bank account. More about this company ⁠