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
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.
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