Accounting and CRM Specialist Position Available In Hillsborough, Florida

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Company:
Universal Business Solutions
Salary:
$40000
JobFull-timeOnsite

Job Description

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

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