Client Scheduler

ABOUT THE ROLE

At Momentum Accounting, we’re more than just a remote accounting firm. We’re a people-first, tech-savvy team that helps small businesses grow with confidence. We believe accounting should be empowering, not overwhelming. That’s why we blend smart systems, strategic thinking, and human connection to deliver financial clarity our clients can act on.

The Client Scheduler keeps our clients showing up. You own client meetings from start to finish: booking them, confirming them, sending reminders, and rebooking no-shows. You’ll have access to every team member’s calendar, so you’re the person who makes sure the right people are in the right meetings at the right time.

Right now, this work is eating time from our controllers and senior staff who shouldn’t be doing it. You’ll take it off their plates. You partner closely with the Client Coordinator: they handle client follow-up on documents and open items, and you focus exclusively on getting clients into meetings.

WHAT YOU’LL DO

• Manage team calendars: Book, confirm, and reschedule client meetings across all team calendars. Keep calendars accurate at all times.
• Send meeting reminders: Reach out by text, email, or phone ahead of every client meeting so clients show up prepared.
• Chase no-shows: When a client misses a meeting, follow up the same business day and get them rebooked.
• Be the friendly voice of Momentum: Every call and text is warm, professional, and persistent without being pushy.
• Log meeting activity: Record bookings, confirmations, cancellations, and no-shows so the team always knows what’s on the calendar.
• Support restoration clients: Our restoration clients need extra hand-holding. Give them the meeting reminders and confirmations that keep their projects on track.
• Flag patterns early: Escalate clients who repeatedly miss or cancel meetings, so the team can address it before it becomes a bigger problem.
• Help improve the system: Partner with the team on the scheduling and reminder tools we use, and suggest ways to make booking smoother.

NICE-TO-HAVES

• Experience in an accounting, bookkeeping, or professional services firm
• Familiarity with Dialpad, Teamwork, Calendly, or similar tools
• Experience with SMS or text-based client outreach tools
• Experience working with restoration industry clients
• Experience supporting a US-based firm from an offshore location (Philippines, LATAM, or similar)

RESULTS YOU’LL DRIVE

• Clients show up: Meeting attendance goes up and last-minute cancellations go down.
• No-shows get rebooked: Every missed meeting gets a same-day follow-up and a new time on the calendar.
• Reclaimed senior time: Controllers and senior staff stop spending their day scheduling client meetings.
• Accurate calendars: Team calendars reflect reality, with no double-bookings or surprise meetings.
• Smooth rescheduling: Changes get handled quickly, with no back-and-forth landing on the team.
• Clear visibility: The team always knows the status of every client meeting without having to ask.

OUR CORE VALUES

• Raise the Bar: We don’t aim to keep up; we aim to lead. Whether it’s setting industry standards or creating new ones, we’re always pushing to be the best at what we do.
• GSD (Get Sh*t Done): We move fast, stay focused, and make it happen. When we commit, we deliver. No drama. No excuses. Just results.
• Keep It Real: We believe business should be real and enjoyable. That means being honest, owning our mistakes, showing up with personality… and yes, we laugh a lot too.
• We Give A Damn: We care deeply about our clients, their businesses, and the outcomes we help create. We show up, follow through, and go the extra mile.

Requirements

WHO YOU ARE

• 2+ years in scheduling, appointment setting, customer service, or client outreach, ideally supporting US-based clients
• Confident on the phone: You’re comfortable calling clients, including ones you’ve never spoken to before.
• Clear, professional English: Spoken and written. Your calls and texts are friendly and easy to understand.
• Persistent and polite: You follow up as many times as it takes, and clients still like hearing from you.
• Calendar pro: You’re fluent in Google Calendar or Outlook and comfortable juggling many calendars at once.
• Organized: You log everything and never lose track of who you’ve contacted and what they said.
• Available during US business hours: Our clients are US-based, so your schedule needs to match when they pick up the phone.
• Remote work discipline: You manage your own time and stay reliable without supervision.

Benefits

ADDITIONAL INFORMATION

Compensation & Benefits

• Compensation: $4.50 - $7.00/hr
• Schedule: Part-Time, 100% remote, with reliable overlap with US business hours
• Focus Fridays: No meetings, allowing for dedicated focus and rejuvenation.
• Career growth: Training, mentorship, and room to grow with a fast-growing, people-first firm.