Accounting and CRM Specialist Position Available In Hillsborough, Florida

Accounting and CRM Specialist 4.4 4.4 out of 5 stars 11515 Prosperous Drive, Odessa, FL 33556 Job Overview We are seeking a detail-oriented and tech-savvy professional to join our team as an Accounting & CRM Specialist. This role is ideal for someone who thrives in a fast-paced environment and brings expertise in QuickBooks Online, Microsoft Excel, and Customer Relationship Management (CRM) systems. You’ll play a key role in managing financial operations and optimizing customer data to support strategic business decisions. Key Responsibilities

• Maintain and reconcile financial records in QuickBooks Online
• Generate reports, track budgets, and analyze data using Microsoft Excel
• Manage and update customer data in the CRM system
• Assist with accounts payable/receivable and general ledger entries
• Collaborate with sales and customer service teams to enhance CRM usage
• Equipment Order and Supply Processing
• Identify process improvements in accounting and customer data workflows

Requirements:

• Proven experience with QuickBooks Online
• Proficiency in Microsoft Excel and a plus for (pivot tables, formulas, data analysis)
• Familiarity with CRM platforms such as Salesforce, HubSpot, or Zoho
• Strong analytical skills and attention to detail
• Excellent organizational and communication skills
• Preferred Qualifications
• Experience in a small to mid-sized business environment
• Knowledge of other financial tools or integrations a plus Join our UBS Team, where your expertise will help shape our customer engagement strategies while ensuring our financial goals.

Job Type:

Full-time Pay:

$35,000.00

• $45,000.

00 per year

Schedule:

8 hour shift Monday to

Friday Work Location:

In person