Remote: Customer Service Specialist

Customer Service Specialist

Come work for a thriving Bay Area based digital advertising agency! We have a lively team of creative geniuses, and we are eager for an ambitious addition to our team!

We are specifically looking for a forward thinking creative who can provide innovation and implement systems and processes to improve efficiency and productivity.

The Customer Service Specialist’s top priority is to deliver exceptional service to our clients, and to support the team, enabling them to do the same. Must be a quick learner, adaptable, and self motivated, with the ability to independently overcome challenges and provide solutions.

This work-from-home REMOTE position, full-time 40 hours per week. Compensation is $18-$20 per hour based on experience.

Job duties include, but are not limited to:

• Assistant to the CEO & COO
• Answer all inbound phone calls and texts
• Accounts receivable and accounts payable
• Onboarding new clients: retrieving all required client information, creating new customer accounts in QuickBooks online and internal systems
• Web Chat management: responding to all online chat conversations, answering potential client's questions, scheduling appointments and retrieving all required information, composition of lead message
• Google calendar management and appointment scheduling for office staff
• Using a range of office software, including email, spreadsheets, ClickUp, Google Drive, Excel, Microsoft, WordPress and other databases
• Reviewing security & safety policies and ensuring they are observed
• Consistent email/phone communication with clients regarding billing, work orders, and inquiries
• WordPress security & backup maintenance
• Present innovative ideas to increase efficiency and productivity
• Assist with miscellaneous projects and general office tasks (remotely)

QuickBooks Online bookkeeping

• Billable hour recording
• Vendor and client invoicing
• Receiving and processing all inbound payments
• Managing all office bills and executing their payments
• All receipt, transfer and deposit entries
• Monthly bank reconciliation for bank accounts and credit cards
• Collections on past due accounts

Payroll duties

• Time clock management: timesheet change requests, PTO, and submission of final timesheets
• Manage retirement plan contributions
• Staff commission tracking, recording and submission for payroll
• Process payroll using Gusto including independent contractor payments

Job Requirements

• Quiet home office free of distractions
• Personal computer/laptop and cell phone
• Professionalism
• Self motivated and disciplined
• Customer service oriented
• Strong attention to detail
• Advanced computer skills and typing

Benefits Include

● Paid time off (PTO)/Sick leave accrual
● Retirement contributionmatching
● Paid holidays

How to apply

Please submit your resume on our website and select the "Customer Service Specialist" position here: https://optimizeworldwide.com/careers/

Our Mission

By connecting individuals with service providers through award-winning digital advertising and web design, Optimize Worldwide is a respected partner for small businesses, helping them grow by ensuring exceptional Customer Service, fast turnaround times, and thriving digital presence.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: No more than 40 per week

Benefits:

• 401(k) matching
• Paid time off
• Referral program

Experience level:

• 3 years

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• Remote

Application Question(s):

• How many years of QuickBooks Online experience do you have?
• Do you have a quiet home office, cell phone, and computer with reliable internet?

Experience:

• Microsoft Excel: 3 years (Required)

Work Location: Remote