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Bookkeeping Support Specialist
Skills
Active ListeningBusinessContextCustomer ExperienceFinancial ConceptsFundamentalsMicrosoft Surface
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2+ years of experience in a customer-facing role or bookkeeping role
- 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
- An ownership and growth mindset
Nice to have
- Empathetic
- Detail-oriented
- Proactive
- Ownership mindset
- Growth mindset
Day to day
- Run live video onboarding calls with new customers to gather business context and complete bookkeeping setup.
- Support customers across chat and email by answering bookkeeping questions diagnosing issues and resolving problems quickly and empathetically.
- Maintain accurate customer notes and status updates in internal systems while collaborating with other teams to improve workflows and surface product feedback.