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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in invoicing, bookkeeping, and client onboarding processes while effectively utilizing cloud applications like Zoho Books and Notion. Exhibits strong organizational skills and clear written communication to manage project documentation and client interactions.
Highest-signal resume keywords
InvoicingBookkeeping AdministrationZoho BooksNotionClear Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
InvoicingBookkeeping AdministrationFormatting SkillsDocument ManagementTask List Management
Soft Skills
Self-MotivatedProactiveIndependent WorkEffective Communication
Tools & Technologies
Zoho BooksNotionIndyPodiaGoogle Workspace
Industry Keywords
Client OnboardingExpense UploadsProject ManagementCloud ApplicationsRemote Work
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Create and send client invoices.
- Upload expenses and capture basic transactions from Stripe, PayPal, and South African and UK bank accounts into Zoho Books.
- Help onboard new clients by generating contracts using Indy templates, emailing clients about required documents, and setting up shared Google Drive folders.
- Copy, format, and schedule written content in Podia for newsletters and course updates.
- Format client documents, proposals, and project templates.
- Pull action points from call notes/transcripts and update task lists.
- Keep project boards and folders organized using Notion and Google Workspace.
Requirements
What you’ll need- Confident working in cloud apps and quick to pick up new tools.
- Familiarity with (or willingness to learn) Zoho Books, Notion, Indy, and Podia.
- Experience with invoicing, receipt uploads, and basic bookkeeping admin.
- Great formatting skills and clear written communication.
- Self-motivated and proactive; gets things done, asks the right questions, and works well independently.
- Solid remote setup with consistent weekly capacity.
Benefits
Comp & perks- Fully Remote & Flexible: Work from anywhere with flexible hours around your schedule.
- Streamlined Workflows: Clear tasks and supportive leadership.
- Scalable Hours: Potential to take on more hours as new projects launch.