Virtual Accounting and Project Management Support

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TYPE OF WORK

Full Time

SALARY

To be discussed

HOURS PER WEEK

40

DATE UPDATED

Mar 10, 2026

JOB OVERVIEW

Best Technology has a rare opportunity available within their growing team for an Accounting and Customer Support Specialist. Your days will be kept busy with AR, AP, ACH, Collections, general accounting functions, project management and customer support with the sales teams. This well-rounded position plays a critical cross-functional role supporting accounting operations, equipment project management, and customer service. Quickbooks as well as Intermediate MS Office/Google Workspace skills are required for this opportunity. You will be able to utilize your excellent communication skills, your teamwork ability and your excellent attention to detail.

Our core value starts with People Matter, People First and is supported by our servant leader work culture centering around faith, family, fun, integrity, trust, and daring to be different.

The successful candidate will be responsible for accounting/daily bookkeeping, customer service support, project management, sales and operations support. Candidates must possess meticulous attention to detail, exceptional organizational skills, advanced computer proficiency, and a solid background in accounting/bookkeeping, customer service and project management. An individual who thrives in a fast-paced setting and excels at managing multiple tasks concurrently is a great fit at Best Technology.

Responsibilities:

Bookkeeping/Accounting
- Accounts Receivable - Invoicing for chemical, parts, and equipment billing including progress billing
- Accounts Payable - Enter billing from vendors for parts, chemicals, and equipment
- Resolve vendor billing issues
- Banking - Daily QBO feeds matched
- Downloading bills and receipts
- Setting customers up with terms
- Setting customers up in QBO
- AR Past Due follow ups with customers
- Weekly ACH/Check payment runs/Upload check file to Bank
- Month end processing - Financial Prep
- Maintain Company Accounting Process Handbook

Equipment Project Management
- Process equipment orders
- Actively manage project flow and cross-functional execution by processing equipment orders and maintaining proactive communication with the sales team, customers and vendors throughout the entire project lifecycle—from purchase order issuance through delivery and post-delivery closeout
- Monitor fabrication, shipping, and delivery schedules; proactively identify risks and escalate as needed
- Primary coordinator for communicating with vendors and customers regarding project timelines, shipping, logistics, and customer service requests throughout the entire project lifecycle
- Post equipment delivery - confirm manuals, pictures, drawings, and documents are complete and in the digital file. All items necessary to close the sale are uploaded to the digital file.
- Documentation and checklist for closed sales processes updated and maintained
- Supplier paperwork for equipment and chemical customers filled out and maintained
- Maintain and update Hubspot CRM throughout the project

Spare Parts
- Communicate with customer on equipment parts orders from customer on urgent, line down situations and non line down spare parts
- Work with vendors to ensure proper parts are ordered
- Accounts Receivable - Invoicing for parts
- Maintain vendor price sheets for parts

Chemical Project Management
- Process chemical orders by communicating proactively with the sales team and customers from the issuance of purchase orders to delivery and post-delivery closeout.
- Review all customer purchase orders for accuracy
- Create sales order and shipment documents for fulfillment by warehouse
- Accounts Receivable - Invoicing for consumable orders
- Accounts Payable - manage vendor billing for accuracy and entry
- Assist in inventory control and order fulfillment for warehouse
- Send final invoices and post sale documentation to customer

Requirements:
Possess high energy, ethical values, honesty, and integrity
Excellent attention to detail with both written and verbal communication skills
A minimum of 2-4+ years experience in Quickbooks accounting, project management
Ability to work independently and coordinate well with tea ---------- mbers
Willingness to exhibit initiative in daily work
Exceptional customer service practices, professional presence and business acumen
Google Apps for Business products: Gmail, Google Sheets, Drive
Quickly embrace, learn and apply new technology and procedures
Ability to manage time well and handle multiple priorities while maintaining a positive attitude and composure
Work collaboratively with all departments as well as customers and vendors to resolve open issues

Preferred Experience:
Accounting or related degree or education
QBO Pro Advisor
Hubspot CRM proficiency
SOS Inventory or Oracle, Netsuite, SAP, etc ERP system proficiency
Strong interpersonal and organizational skills
Challenge oneself into learning something new
Willingness to exhibit initiative in daily work

Benefits: Paid time off

Schedule: 8 hour day shift U.S. CST Timezone

Location: Virtual

Contact ---------- for more information.

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