drjobs *Bookkeeper / Client Account Manager -

*Bookkeeper / Client Account Manager -

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1 Vacancy
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Job Location drjobs

Mexico City - Mexico

Monthly Salary drjobs

$ 2500 - 3000

Vacancy

1 Vacancy

Job Description

Job Title: Bookkeeper / Client Account Manager
Location:
Remote (EST Time Zone)
Salary Range:
up to 3000 USD

Work Schedule:
Full-time flexible hours with required availability during core collaboration hours: 10:00 AM - 4:00 PM (EST) Monday to Friday

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Sagan provides a high-performance remote work environment ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a fast-growing women-owned bookkeeping firm that supports small businesses and nonprofit organizations across the US. The team is nimble values loyalty and communication and has built a friendly systems-oriented culture where everyone contributes to delivering exceptional service.

Position Overview:

Were looking for a highly organized and relationship-oriented Bookkeeper / Client Account Manager to take ownership of a personal portfolio of 10-12 small-business clients. This role includes full-cycle bookkeeping responsibilities and all client-facing communication including emails check-ins and vendor coordination. Youll work independently backed by a collaborative and supportive team that values clear communication client care and attention to detail.

Key Responsibilities:

  • Handle bookkeeping tasks for multiple clients including:
    >> Bank reconciliations
    >> Transaction categorization
    >> Journal entries
    >> Accounts Receivable and Payable
    >> Payroll
  • Maintain ongoing communication with clients via email phone and Google Meet.
  • Collaborate with clients teams and vendors to resolve bookkeeping queries.
  • Organize and update financial data in QuickBooks Online.
  • Work independently while keeping managers informed of any uncertainties; no question is too small.
  • Support internal improvements to systems and workflows as needed.


Qualifications:

  • Friendly positive personality with a high degree of professionalism.
  • 3-5 years of bookkeeping or accounting support experience.
  • Strong QuickBooks Online proficiency.
  • Comfortable with client calls vendor coordination and independent account ownership.
  • Proficient in Google Workspace (Gmail Sheets Drive).
  • Excellent English communication skills (written and verbal).
  • Reliable self-directed and service-oriented.
  • Strong organizational skills and attention to detail.
  • High sensitivity to handling confidential financial data.


Nice-to-Haves:

  • Knowledge of basic accounting principles and practices.
  • Experience managing multiple client accounts.
  • Critical thinking and analytical problem-solving ability.
  • Ability to learn and build systems independently.
  • Experience working with US-based clients or small businesses.


What We Offer:

  • Remote flexibility with EST-aligned working hours.
  • Generous paid time off with unlimited PTO available after the first year.
  • Supportive and friendly team environment.
  • Small health and internet stipends after 90 days.


Resume Submission Guidelines:

To help us review your application efficiently please submit your resume in text-based PDF format only.

Avoid uploading scanned documents image files (JPG/PNG) or Word documents (DOC/DOCX) format to prevent your application from being overlooked.

Important: For timely processing both your resume and introductory video must be submitted in English.

Employment Type

Full Time

Company Industry

About Company

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