Customer Support Specialist, Bookkeeping

Overview

This opportunity involves supporting small businesses by enhancing their bookkeeping experience through direct customer engagement. The role offers remote work with a flexible schedule and opportunities 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 answering bookkeeping questions, 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 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