Customer Service Bookkeeper (Remote)

JOB MOBZ; A distancia; MXN 40,000 - 60,000; Jornada completa

Descripción de la vacante

A dynamic financial services company is seeking a client-focused accounting professional to support small business owners. The role involves bookkeeping, communication, and problem-solving, ensuring client satisfaction through detailed financial guidance. Candidates must have at least a year of accounting experience, proficiency in English, and be based in Mexico to work North American business hours. The company offers remote flexibility and opportunities for career development.

Servicios

Remote-first flexibility

Collaborative culture

Learning and development opportunities

Formación

• 1+ year of experience in bookkeeping, auditing, or tax preparation.
• 2+ years of customer-facing or client service experience supporting U.S.-based clients.
• Excellent spoken and written English proficiency.

Responsabilidades

• Accurately categorize transactions and maintain clean ledgers.
• Serve as the main point of contact for clients.
• Take initiative to identify and resolve client concerns proactively.

Conocimientos

Customer service mindset

Attention to detail

Problem-solving skills

Clear communication

English proficiency

Educación

Degree in Accounting, Finance, or related field

Herramientas

QuickBooks

Xero

Salesforce

Slack

Descripción del empleo

Why You’ll Love Working Here:
If you're passionate about helping small businesses succeed, thrive in a collaborative environment, and value candor, impact, and care — you’ll feel right at home at Mainstreet (Bench).
We offer a remote-first culture, career growth opportunities, and a supportive, people-first team that celebrates clear communication and client success.

Job Description

Accurately categorize transactions, reconcile accounts, and maintain clean ledgers

Identify and resolve discrepancies with care and attention to detail

Conduct monthly financial reviews to ensure every client’s books are accurate and up to date

Client Support & Communication

Serve as the main point of contact for your clients — small business owners who rely on your guidance

Provide empathetic, professional, and clear communication across chat, email, and phone

Build strong relationships by explaining financial information in a way clients can easily understand

Problem Solving & Ownership

Take initiative to identify and resolve client concerns proactively

Own the client experience from start to finish, ensuring satisfaction and trust

Collaborate with internal teams using tools like Bench App, Salesforce, and Slack

Qualifications

1+ year of experience in bookkeeping, auditing, or tax preparation

2+ years of customer-facing or client service experience — ideally supporting U.S.-based clients

Excellent spoken and written English proficiency (clear, confident, and professional communication is a must)

A strong customer service mindset with the ability to explain financial information clearly and empathetically

Proficiency in QuickBooks, Xero, or similar accounting software

High attention to detail, strong problem-solving skills, and a proactive approach

Degree in Accounting, Finance, or related field (or equivalent experience)

Additional Information

Must be based in Mexicoand available to work North American business hours (9 AM – 5 PM EST or PST)

Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow

What We Offer

100% remote-first flexibility

A collaborative, tech-savvy, and people-focused culture

Ongoing learning and development opportunities to grow your career