Customer Service Representative / Data Entry

At Xendoo, Inc., we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016, we've been on a mission to fuel the ambitions of entrepreneurs across the country — handling the bookkeeping, accounting, financial reporting, and taxes that keep businesses moving, so owners can focus on what they do best. As a VC-backed, tech-forward company, we've built proprietary technology that sits at the core of everything we do, and as a preferred partner of QuickBooks Online and Xero, our clients benefit from seamlessly integrated, best-in-class tools. With our recent acquisition of an AI platform purpose-built for CPAs, we're not just keeping pace with the future of accounting — we're leading it.

We serve the builders: franchise owners, ecommerce founders, tradespeople, medical practices, tech startups, and hospitality operators. And we don't just manage their numbers — we help them understand them, giving owners the knowledge they need to make their next big move.

Our team runs on five values that aren't just words on a wall: Care Deeply, Be Curious, Think Critically, Own It, and Be Relentless. They shape every decision we make and every relationship we build.  The goal? To champion the success of 50,000 small business owners by 2030. We're growing fast, and we're just getting started.

• →Answer inbound calls and video calls promptly, professionally, and with a positive attitude
• →Listen to customer questions and concerns, troubleshoot issues, and find the right solution
• →Make outbound follow-up calls to resolve open issues and confirm customer satisfaction
• →Look up, update, and document customer accounts accurately in our computer systems
• →Keep track of open cases, callbacks, and deadlines so nothing falls through the cracks
• →Escalate complex issues to the right team member with clear, complete notes
• →Handle light collections work: friendly reminder calls on past-due balances, setting up payment arrangements, and noting outcomes on the account
• →Stay calm and courteous with frustrated customers and turn difficult conversations into good outcomes

• Customer service: At least 1 year of customer-facing experience, ideally by phone; a clear, friendly speaking voice and comfort on camera for video calls
• Computer skills: Confident using a computer, multiple windows, email, and customer account or CRM software; able to type accurately while talking
• Organization: Keeps track of multiple customers, follow-ups, and tasks at once; detail-oriented with notes and records
• Critical thinking: Asks the right questions, figures out the real problem, and finds practical solutions on your own
• Professionalism: Patient, dependable, and calm under pressure, including during payment conversations
• High school diploma or GED

• No college degree or accounting background is required. We'll train you on our systems and the collections process.

You'll stand out if you've worked in a fast-paced, tech-oriented customer role such as: