Accounting/bookkeeping Customer Service - onsite

Accounting/Bookkeeping Customer Service Representative

At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within!

But that's not all…we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work.

Job Summary

As an Accounting and Bookkeeping Customer Service Representative, you'll support small business clients with their day-to-day bookkeeping needs, serving as a trusted resource for QuickBooks-related inquiries and assisting with troubleshooting, financial data entry, reconciliations, and best practices for managing their books. This role is ideal for someone who combines solid bookkeeping expertise with excellent communication and problem-solving skills, playing a key part in helping small business owners feel confident and empowered in managing their finances effectively.

Responsibilities

• Provide responsive, empathetic, and accurate support to small business customers using QuickBooks Online/Desktop.
• Assist with account setup, bank reconciliations, chart of accounts, invoicing, expense tracking, and financial reporting.
• Troubleshoot and resolve QuickBooks errors, syncing issues, and general software functionality questions.
• Educate customers on best bookkeeping practices and how to effectively utilize QuickBooks features.
• Maintain accurate documentation of client interactions and solutions provided via CRM and support ticketing systems.
• Escalate technical issues or complex accounting questions to the appropriate internal team when necessary.
• Stay current on QuickBooks product updates and industry changes that affect small business bookkeeping.
• Contribute to knowledge base articles, training content, and process improvement initiatives.
• Sales-oriented customer interactions; leveraging customer interactions to identify sales opportunities, such as additional products or services, in order to sell directly to the customer, or pass leads to the sales team.

Qualifications

• High school diploma or GED
• Bookkeeping/Accounting Experience
• QuickBooks Certificate Strongly Preferred
• Customer service experience is a plus
• Strong computer navigational skills
• Familiarity with Microsoft Office applications (Word, Excel)
• Excellent oral and written communication skills
• Exceptional listening/comprehension skills
• Professional and courteous
• Customer oriented
• Sales/upselling experience

Work Environment

Regular work performed in a climate-controlled, call-center environment. Ongoing usage of phone and computer systems.

Physical Demands

Constant sedentary work

Benefits

• Health, dental, and vision coverage
• PTO
• Paid holidays and sick time
• Optional daily pay or weekly pay
• 401K retirement plan
• Leadership programs
• Paid training and tuition reimbursement
• Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies
• Employee assistance program
• Additional voluntary benefits

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.