Customer Support Specialist, Bookkeeping

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

📋 Description

• Conduct live video onboarding sessions with new clients to obtain essential business context and finalize bookkeeping configurations (such as bank/credit card linkages and historical bookkeeping requirements).

• Assist customers through chat and email by addressing bookkeeping inquiries, identifying problems, and guiding them to swift and empathetic solutions.

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

• Work collaboratively with other teams within the company to enhance workflows and gather product feedback based on recurring customer needs.

• Surpass partner and customer expectations by delivering considerate, proactive, and detail-oriented support.

⛳️ Requirements

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

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

• Exceptional live communication and active listening abilities.

• Strong written communication skills.

• Keen attention to detail and capability to handle multiple tasks at once.

• A mindset oriented towards ownership and growth.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible working arrangements to support work-life balance.

• A collaborative and inclusive company culture.