Bookkeeper

Overview

This Bookkeeper role supports inbound and outbound customer support operations (including chat, email, and related quality and workforce workflows), as well as CRM and client-service operations. The focus of the position is maintaining accurate financial records, performing reconciliations, and handling financial exceptions.

Work should be traceable and auditable—showing the source used, what changed, what remains open, and who owns the next action.

Responsibilities

• Review financial inputs against supporting records, ensuring traceability within inbound and outbound customer support, chat, email, quality, workforce, CRM, and client-service operations.
• Reconcile discrepancies before reporting or processing, maintaining evidence that is traceable to the originating support and operational workflow.
• Track unresolved financial exceptions and ensure they are properly documented and assigned an owner.
• Maintain audit-ready documentation, with clear recordkeeping that supports verification by an authorized teammate.
• Protect confidential account information throughout reconciliation, exception handling, and documentation.

Requirements

• Confidently perform document review to support inbound and outbound customer support operations (chat, email), quality, workforce, CRM, and client-service workflows.
• Maintain a clear bookkeeper-focused workflow without losing track of evidence, owners, or deadlines.
• Document inbound and outbound customer support reporting decisions clearly enough for another teammate to follow the reasoning.
• Use sound judgment for payment tracking, escalating rather than assuming when needed.

Desired Skills and Experience

• Financial records, reconciliation, invoice review, payment tracking
• Financial reporting and variance analysis
• Spreadsheet analysis, account review, and data accuracy
• Exception resolution, record maintenance, and audit support
• Documentation and approval tracking
• Confidentiality and confidentiality-aware documentation

Compensation & Benefits

• Base salary: $43,000–$68,000 per year

Location

• 100% remote within the United States

Employment Type / Level

• Full-time
• Associate level