Accounting and CRM Specialist Position Available In Hillsborough, Florida
Tallo's Job Summary: This job listing in Hillsborough - FL has been recently added. Tallo will add a summary here for this job shortly.
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