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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and client relationship management, ensuring accurate financial records and exceptional customer service. Proficient in QuickBooks Online and effective communication, fostering trust and satisfaction among clients.
Highest-signal resume keywords
QuickBooks Online CertificationBookkeeping ExperienceCustomer Service ExperienceFinancial Communication SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAuditingTax PreparationFinancial ReviewProblem-Solving
Soft Skills
Empathetic CommunicationClient Relationship BuildingProactive Approach
Tools & Technologies
QuickBooks OnlineSalesforceSlackBench App
Certifications & Qualifications
QuickBooks Online Certification
Industry Keywords
Client ServiceU.S.-Based ClientsAccountingFinance
About the role
Key responsibilities & impact- Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
- Identify and resolve discrepancies
- Conduct monthly financial reviews to ensure every client’s books are accurate and up to date
- Serve as the main point of contact for small business owner clients
- Provide empathetic, professional, and clear communication across chat, email, and phone
- Build strong client relationships by explaining financial information clearly
- Identify and resolve client concerns proactively
- Own the client experience from start to finish, ensuring satisfaction and trust
- Collaborate with internal teams using tools like Bench App, Salesforce, and Slack
Requirements
What you’ll need- QuickBooks Online Certification is required (active certification)
- 1+ year of experience in bookkeeping, auditing, or tax preparation
- 1+ years of customer-facing or client service experience — ideally supporting U.S.-based clients
- Excellent spoken and written English proficiency (clear, confident, and professional communication is a must)
- Strong customer service mindset with the ability to explain financial information clearly and empathetically
- Hands-on experience using QuickBooks Online
- High attention to detail, strong problem-solving skills, and a proactive approach
- Degree in Accounting, Finance, or related field (or equivalent experience)
- Must be based in the Mexico City area
- Available to work North American business hours (9 AM – 5 PM EST or PST)
- Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow
Benefits
Comp & perks- Employees can work remotely
