Bookkeeper/Intake Coordinator

Job Description

Job Description

Benefits:

• Competitive salary
• Dental insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Are you organized, detail-driven, and great with people? Do you enjoy both numbers and customer service? Do you want to be part of a small, local business that helps families and businesses recover after disasters?

Paul Davis Restoration of Greenville and Spartanburg is locally owned and part of a national network of over 350 offices. We specialize in restoring homes and businesses after fire, water, mold, and storm damage. 

We are looking for a Bookkeeper/Intake Coordinator who will be the first point of contact for our customers and the backbone of our office operations.
This role combines bookkeeping, job intake, scheduling, and customer communication.

What You Will Do
Front Office and Intake

• Answer all incoming calls in a professional and caring manner
• Gather all required information from insurance carriers and homeowners when new jobs are received
• Enter new jobs accurately into our CRM system
• Schedule estimators for property inspections
• Take detailed messages and ensure they are entered into the CRM and routed correctly
• Follow up with callers to make sure their questions are answered
• Provide excellent customer service to homeowners during stressful situations

Bookkeeping and Office Administration

• Manage all phases of job costing
• Maintain accurate financial and job records
• Use QuickBooks Online for daily bookkeeping tasks
• Prepare and process vendor and subcontractor payments
• Reconcile bank accounts and prepare deposits
• Track work in progress and job cost reports
• Review and correct cost variances
• Coordinate accounting records with CPA
• Prepare monthly sales reports for ownership
• Maintain organized digital and paper filing systems
• Assist with collections and customer billing questions

What We Are Looking For
Experience with QuickBooks Online is required
Strong attention to detail and accuracy
Ability to multitask and prioritize in a fast-paced environment
Excellent phone and communication skills
Comfort working with both numbers and people
Professional, dependable, and self-motivated
Customer-focused mindset

Why Work With Us
Locally owned small business with strong support from a national brand
Meaningful work helping people after property disasters
Stable, long-term position
Positive team environment and culture
Opportunity to grow with the company

If you enjoy keeping things organized, helping people, and being the person everyone depends on, this may be the perfect role for you.

To be considered for this position, please click on the apply button and then complete the brief survey below: