Customer Support Specialist, Bookkeeping

Over the last decade, a vibrant ecosystem of SMB software tools has emerged to help SMBs manage and run their businesses. These tools help SMBs with everything from payments to payroll , but accounting has lagged behind . Small business owners are still struggling with disconnected, generic, accounting software and expensive bookkeepers .

At the company, they are building a new kind of accounting software and bookkeeping that lives within the existing software tools SMBs use every day. With their platform, software companies can quickly launch modern accounting and bookkeeping services to their SMB customers, eliminating the need for them to use legacy accounting software or bookkeepers .

As a Customer Support Specialist at the company, the candidate will help small businesses get set up on their bookkeeping service smoothly and serve as their ongoing point of contact . They will leverage their bookkeeping knowledge to answer users' questions, troubleshoot issues, and provide an exceptional customer experience .

- Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.). - Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically . - Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs. - Collaborate with other company teams to improve workflows and surface product feedback based on recurring customer needs. - Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support.

Many backgrounds could fit this role, but ideal candidates will have some or all of the following:

- 2+ years of experience in a customer-facing (support, onboarding, etc.) 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