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Job Overview

Don't wait, take the next step in your career today. IdealTraits Product Demo in Freeland, Michigan, is looking for a motivated and dynamic individual to join our team as a Full-Time Customer Service Representative. If you have a passion for delivering excellent customer service and enjoy working in a proactive environment and building rapport with others, this is the role for you. No prior experience in [INDUSTRY]? No problem! This is the perfect opportunity to transfer your experience to break into a new industry. You'll have the opportunity to grow your knowledge and you'll benefit from additional avenues for growth and advancement. We will teach you everything you need to know. Are you an Experienced CSR? Incredible! You will benefit from continued training and education as well as career development and advancement opportunities. Continue growing your knowledge with our mentorship and training. You will also have the opportunity for advancement and the option to transition into sales if desired. Apply now to join our team and our commitment to customer satisfaction and success.

Salary Range: $30.00 - $31.00 per hour

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)
Work from Home

Requirements

Bachelor's degree in Accounting, Finance, or a related field.

Three or more years of experience in corporate accounting or financial reporting.

Technical proficiency in accounting software like QuickBooks or similar platforms.

Advanced Microsoft Excel skills, particularly with pivot tables and VLOOKUP functions.

Strong organizational habits and a keen eye for detail when reconciling accounts.

CPA certification or working toward licensure is highly valued.

Responsibilities

Oversee the full-cycle accounting process, ensuring every ledger entry is accurate and accounted for.

Prepare monthly and quarterly financial statements that give our leadership team a clear picture of our performance.

Manage accounts payable and receivable, making sure our vendors and partners are supported efficiently.

Conduct regular bank reconciliations to keep our cash flow data current and reliable.

Collaborate with the broader team to assist with budget forecasting and year-end planning.

Maintain internal financial controls to ensure we remain compliant and transparent in our operations.

About Us

IdealTraits provides a comprehensive recruiting platform designed to assist small to mid-sized businesses with their hiring processes. The company offers a suite of tools that includes job board distribution, applicant tracking, personality assessments, and automated video interviewing. These services allow employers to consolidate candidate management, evaluate job fit through specialized testing, and facilitate faster communication. While the platform serves various sectors, including automotive, restaurant, and franchise operations, it has a significant presence in supporting insurance agencies. By integrating these functions into one system, IdealTraits helps organizations manage their hiring pipelines, organize candidate information, and improve their ability to identify and hire qualified personnel efficiently.