Why This Role You'll be the person who keeps the money moving and the calendar full at a stable, locally owned company that's been growing every year. You won't be buried under a corporate accounting department

• you'll own invoicing and collections start to finish, book the appointments that drive our sales, and be the voice clients hear when they call.

Leadership works alongside you, builds the tools, and gets out of your way. If you like clear ownership, a small team that keeps its word, and a job where you can see the results of your work every week, keep reading. About Us We're a family-owned commercial services company serving Central Florida. Our clients are businesses that need things done right and done on time. So do we. What You'll Own Billing & Collections (your #1 priority) Prepare and send monthly and one-time invoices in QuickBooks Online; check amounts before anything goes out Post payments daily (check, ACH, card, autopay) and keep deposits reconciled Run the A/R aging weekly and work a set collections cadence: reminder, phone call, escalation Answer client billing questions the same day; research disputes and bring a recommended fix to leadership Report the A/R numbers weekly: total outstanding, 30/60/90-day buckets, cash collected Appointment Scheduling (your #2 priority) Book walk-throughs and sales appointments for inbound leads and log follow-ups in the CRM Confirm appointments the day before, send reminders, and reschedule fast when plans change Keep sales and leadership calendars accurate: right address, contact, notes, drive time Follow up after every appointment so the next step is always on the calendar Phones & Front Office Answer inbound calls with urgency and friendliness

• our standard is the second ring Give callers a real answer or a clean handoff to the right person Keep the office professional, stocked, and client-ready Systems & AI Maintain internal processes, checklists, and digital files Use AI tools (Claude, ChatGPT, Copilot, or similar) to draft emails, summarize threads, and clean up data
• leadership builds the workflows; you keep up and follow the process Review every AI-generated draft before it goes to a client What Success Looks Like After 90 Days Invoices go out on time, every cycle, with no errors Every past-due account has a documented next step
• nothing sits without follow-up Appointments are booked fast, confirmed, and land on the right calendar with the right details Phones are answered by the second ring Systems stay clean: QuickBooks, CRM, files, trackers Nothing falls through the cracks What You Bring Required Fluent in English and Spanish, spoken and written Hands-on experience with invoicing, payment posting, and collections Experience scheduling appointments for a sales team or a busy office Comfortable using AI tools for everyday work and willing to learn new ones Highly organized, detail-oriented, strong follow-through Professional phone manner and a customer-service mindset Proficient in Microsoft Office and Google Workspace Able to handle confidential information and work independently Preferred QuickBooks Online (invoicing, payments, deposits, A/R aging) CRM experience (HubSpot, Salesforce, or similar) Background in a service or B2B environment Prior office management or operations admin experience This Role Is Not a Fit If You need constant direction to stay on task You avoid the phone You'd rather let a past-due balance sit than make the call Our Values We're a faith-based, family-owned business.

We care about people, we do what we say, and we do the right thing when no one is watching.

Benefits:

2 weeks PTO + Holidays 401k How to Apply Apply through Indeed with your resume. In your application, tell us your level of QuickBooks experience and confirm you're fluent in Spanish. Applications are confidential.

Job Type:

Full-time Pay:

$50,000.00

• $65,000.

00 per year

Work Location:

In person