Overview
This role offers an opportunity to support small businesses by enhancing their bookkeeping experience through direct customer engagement. The position involves working remotely with a flexible schedule and provides potential for career advancement within the organization.
Responsibilities
- Conduct live video onboarding calls with new customers to collect essential business information and complete bookkeeping setup
- Assist customers via chat and email by addressing bookkeeping inquiries, diagnosing issues, and driving resolutions
- Maintain accurate customer notes and status updates in internal systems to ensure effective follow-through
- Collaborate with other teams to improve processes and provide product feedback based on customer interactions
- Deliver detailed and exceptional support to exceed partner and customer expectations
Requirements
- Minimum of 2 years of experience in a customer-facing role such as support or onboarding, or in bookkeeping
- Familiarity with small business bookkeeping fundamentals and basic financial concepts
- Strong live communication and active listening skills
- Excellent written communication skills
- Strong attention to detail and ability to manage multiple tasks simultaneously
Preferred Qualifications
- Experience with bookkeeping software or tools commonly used by small businesses
- Previous experience in a fast-paced startup environment
- Demonstrated ownership and growth mindset in previous roles
- Ability to work independently and collaboratively as part of a team
Compensation & Benefits
- Remote work with flexible scheduling
- Supportive and collaborative work environment
- Opportunities for career growth and advancement
Location
Remote position with flexible scheduling
This opportunity is with a customer-focused organization in the digital product development industry. The role involves direct interaction with small business customers to support their bookkeeping needs.