Customer Support Specialist, Bookkeeping
Skills
Active ListeningContextCustomer ExperienceFinancial ConceptsFundamentalsMicrosoft SurfaceSMB
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2+ years in customer-facing support onboarding 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
- Ability to manage multiple tasks simultaneously
- Ownership and growth mindset
Nice to have
- Proactive
- Detail-oriented
- Empathetic
- Growth mindset
- Collaborative
Day to day
- Run live video onboarding calls to gather business context and complete bookkeeping setup
- Support customers across chat and email by answering bookkeeping questions and diagnosing issues
- Maintain accurate customer notes and status updates in internal systems for smooth follow-through
- Collaborate with other teams to improve workflows and surface product feedback
- Provide thoughtful proactive and detail-oriented support to exceed expectations