Client Success & Accounting Operations Lead (QBO Certified)

Job Description Job Description Company Overview At EcommTea , we’re pouring profits into every business. We’re a Manhattan-based ecommerce accounting and advisory firm helping Shopify, Amazon, and digital brands streamline bookkeeping, financial analysis, and compliance using QuickBooks Online, Xero, A2X, and modern automation tools. We blend technology, accounting, and business intelligence to help clients scale confidently — and we’re looking for someone who can bring polish, accountability, and proactive leadership to our client operations. Position Summary We’re seeking a Client Success & Accounting Operations Lead who’s QuickBooks Online Certified and experienced in ecommerce accounting. You’ll manage client onboarding, quality control, and communication between our U.S. clients and our overseas bookkeeping team. This is a part-time, remote role (starting Mondays 9 AM – 1 PM EST, with occasional hours Tues–Fri as needed). Perfect for a seasoned accountant or senior bookkeeper who enjoys client-facing work and wants flexible hours with a growing firm. Key Responsibilities Lead client onboarding , ensuring accounts, workflows, and expectations are properly set up (QBO, Xero, A2X, Shopify, Amazon, etc.). Review bookkeeping deliverables completed by our backend team (accuracy, timeliness, consistency). Provide monthly client insights — cashflow notes, margin flags, or recommendations. Manage and update workflows in Asana, Slack, or Financial Cents . Prepare light advisory summaries for client review (no tax filing required). Communicate directly with clients for updates, scheduling, and progress reporting. Identify workflow bottlenecks and recommend process improvements. Assist in developing SOPs, onboarding templates, and system documentation during slower periods. Qualifications ✅ Required QuickBooks Online Certification (active) 4 years of accounting/bookkeeping experience Experience working with Shopify, Amazon, or ecommerce integrations (A2X, Synder, etc.) Excellent written and verbal communication Familiarity with Slack , Asana , or Financial Cents/Karbon Strong attention to detail, self-motivated, and proactive ✅ Preferred Basic tax prep experience (Schedule C, LLC, or ecommerce clients) Experience with Xero and financial analysis dashboards (Excel, Power BI, or Tableau) Prior experience working in a remote accounting firm Schedule & Compensation Schedule: Mondays 9 AM – 1 PM EST (required) Additional flexible hours (Tues–Fri) as workload grows Hours: 6–10 hours per week initially Compensation: $30–$35 per hour (1099 Contractor) Work Location: Remote (U.S. only – preference for Texas, Florida, North Carolina, Georgia, or Midwest regions) What We Offer Flexible remote hours Benefits after 6 months with Part time min 20 hours per week. Starting off with 4-20 hours per week — ideal for experienced professionals seeking part-time work Opportunity to help shape internal systems and processes for a modern accounting firm Long-term growth potential as we scale client volume Collaborative, tech-driven environment (we integrate accounting, automation, and analytics) About EcommTea EcommTea is reimagining ecommerce accounting by combining smart automation with human expertise. We work daily with platforms like Shopify, Amazon, Walmart, and Etsy, using QBO and Xero to automate bookkeeping and deliver real-time insights that drive profitability. We’re passionate about helping brands scale — efficiently, transparently, and intelligently. How to Apply Please include: Your QuickBooks Online Certification link or screenshot A brief note describing your experience with ecommerce clients (Shopify/Amazon) Your preferred hourly rate and availability Optional: Any examples of reports or client deliverables you’ve created (redacted)

Location: New York, New York, US

Posted Date: 11/7/2025