Client Success & Accounting Operations Lead (QBO Certified) Job at EcommTea, New York, NY

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  • EcommTea
  • New York, NY

Job Description

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)

Job Tags

Hourly pay, Part time, For contractors, Remote work, 10 hours per week, Flexible hours,

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