Requirements
Experience Needed:
- Scheduling and calendar management
- Staff communication coordination
- Email management and responses
- Responding to referrals and appointment setting
- Reaching out to older clients for win-back campaigns
Good to have: - Preferred Industry Background: CPA firms, Accounting firms, Architectural firms
Non-negotiable Requirements:
- Strong written and verbal communication
- Sales experience or sales oriented attitude for (no direct sales) appointment setting
- Extreme attention to detail
Industry/Tools Experience: - Google Suite, Canopy Tax (back office system), Dropbox
Benefits
We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community!
Competitive Salary – We recognize your skills and experience with a great compensation package.
13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
US Holidays Off – Enjoy 12 paid US holidays throughout the year.
Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.
Some benefits may vary. Full details will be provided during the onboarding process.