Support Specialist

1 day ago

San Juan, National Capital Region, Philippines beBeeSupport Full time ₱40,000 - ₱58,000

We are seeking a highly organized and adaptable support specialist to assist in our bookkeeping and administrative operations.

This role offers a blend of administrative and client-facing responsibilities, with opportunities to grow as our business expands.

  • Administrative Support:
    • Input client information into our CRM system.
    • Manage email communication, including drafting and sending follow-ups and scheduling discovery calls.
    • Assist in drafting scopes of work and other client documentation.
    • Implement and manage task and project management software (e.g., Asana), including importing templates and organizing tasks.
  • Client Communication:
    • Answer inbound calls via our online CRM system and respond to text messages integrated with our CRM.
    • Navigate client inquiries related to tax preparation services and facilitate next steps.
    • Transfer bookkeeping or tax planning leads to appropriate team members for further nurturing and follow-up.
    • Provide exceptional customer service, ensuring all client interactions are professional and courteous.
  • Social Media Management:
    • Use pre-designed templates to post content on social media platforms daily.
    • Respond to messages and comments on social media, ensuring timely and accurate engagement.
  • Project Implementation:
    • Complete online training courses for project management software (e.g., Asana) and implement processes based on the training.
    • Organize internal operations and create streamlined workflows for recurring tasks.

Requirements:

  • Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
  • Strong organizational and multitasking skills with a high level of attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to manage and prioritize multiple tasks effectively.
  • Self-starter who can work independently with minimal supervision.
  • Knowledge of Microsoft Outlook and CRM systems.
  • Availability to work U.S. business hours (9 AM – 5 PM CST)
About This Role

This is an exciting opportunity for a motivated and experienced support specialist to join our team.

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