Bookkeeping Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct live video onboarding sessions with new clients to gather essential business information and finalize bookkeeping setups (including bank/credit card integrations and historical bookkeeping requirements, etc.).

• Assist clients via chat and email by addressing bookkeeping inquiries, diagnosing problems, and efficiently guiding them to resolutions with empathy.

• Keep precise customer records and status updates in internal systems to ensure effective follow-through and seamless transitions.

• Work collaboratively with other teams within Layer to enhance workflows and gather product feedback based on common customer needs.

• Surpass partner and customer expectations by delivering thoughtful, proactive, and meticulous support.

⛳️ Requirements

• A minimum of 2 years of experience in a customer-facing role (such as support or onboarding) or in bookkeeping.

• Knowledge of small business bookkeeping principles and basic financial concepts.

• Strong skills in live communication and active listening.

• Exceptional written communication abilities.

• High attention to detail and capability to manage multiple tasks concurrently.

• A mindset geared towards ownership and growth.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Flexible work arrangements to promote work-life balance.

• Opportunities for professional development and career advancement.