Remote Bookkeeping Support Specialist

Role Summary

We are seeking a Remote Bookkeeping Solutions Specialist to join our growing team and help ecommerce and marketplace sellers succeed with our accounting and bookkeeping solutions. This unique role combines bookkeeping expertise, customer support, and customer-facing product consulting. The ideal candidate is an experienced bookkeeping or accounting professional who enjoys working directly with customers, explaining accounting concepts, troubleshooting financial and system-related issues, and guiding clients through successful implementation and use of our platform. This is not a sales role; rather, you will serve as the accounting subject matter expert, helping prospects and customers understand, adopt, and maximize the value of our main software.

Responsibilities

Sales & Demo Support

• Join product demonstrations alongside our Account Executives.
• Serve as the bookkeeping and accounting subject matter expert during customer meetings.
• Answer accounting, reconciliation, and workflow-related questions from prospects.
• Help prospects understand how to solve their accounting and operational challenges.

Customer Support

• Assist customers with troubleshooting and resolving product-related issues.
• Investigate accounting discrepancies and reconciliation challenges.
• Work closely with our Product and Engineering teams to resolve complex customer questions.
• Provide clear and professional communication to customers.
• Customer Success & Training
• Help onboard and train new customers.
• Guide customers on accounting best practices and workflow optimization.
• Create and maintain support documentation and knowledge base content.
• Provide feedback to our Product team based on customer needs and requests.
• Perform other duties related to the position as assigned.

Requirements

• Qualifications & Requirements
• Proficient level of English (written and spoken).
• Excellent communication and problem-solving skills, allowing for effective collaboration with clients, vendors, and teammates.
• 3+ years of bookkeeping, accounting, or financial operations experience.
• Strong understanding of accounting principles and bookkeeping best practices.
• Experience with QuickBooks Online.
• Ability to explain complex accounting concepts in a simple, customer-friendly way.
• Comfortable working directly with customers in meetings and support interactions.
• Ecommerce accounting experience is preferred.
• Experience working with Amazon, Walmart, Shopify, or marketplace sellers is preferred.
• Experience in customer support, consulting, implementation, or training roles is preferred.
• Familiarity with software integrations and data troubleshooting is preferred.
• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.
• Ability to quickly learn new systems, software, and workflows.
• Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management).
• Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach.
• Positive attitude and the ability to learn and adapt quickly.
• Ability to understand and follow established processes accurately with minimal supervision.
• Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs.
• Interested in long-term career opportunities.
• Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.
• Compensation in USD.
• Full-time position with 40 hours weekly.
• Please note that this is a long-term opportunity.
• Great work environment with potential for growth.