Bookkeeping Support Specialist

Reposted 5 Days Ago
Hiring Remotely in United States
Remote
Junior
Software
The Role
Conduct live video onboarding and ongoing chat/email support for small-business bookkeeping customers. Set up bank/credit card connections, troubleshoot issues, maintain accurate notes, collaborate across teams, and provide proactive, detail-oriented service.
Summary Generated by Built In
About Layer

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 Layer, we’re building a new kind of accounting software and bookkeeping that lives within the existing software tools SMBs use every day. Our platform allows software companies to quickly launch modern accounting software and bookkeeping services to their SMB customers, eliminating the need for them to use legacy accounting tools or bookkeepers.

The Role

As a Bookkeeping Support Specialist at Layer, you’ll help small businesses get set up on our bookkeeping service smoothly and serve as their ongoing point of contact. You’ll leverage your bookkeeping knowledge to answer users’ questions, troubleshoot issues, and provide an exceptional customer experience.

In this role, you will:

  • 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 Layer 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.

Skills & experience

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

Skills Required

  • 2+ years in a 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 and ability to manage multiple tasks simultaneously
  • Ownership and growth mindset
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
6 Employees

What We Do

Layer provides embedded accounting software for vertical SaaS platforms and neobanks that serve small and medium-sized businesses.

Similar Jobs

Rockstar Logo Rockstar

Customer Support Specialist

Agency • Artificial Intelligence • HR Tech • Professional Services
Remote
United States
6000 Employees

Zscaler Logo Zscaler

Threat Response Engineer (TRE) - Early Shift (6am-2pm MT)

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
Location, WV, USA
8697 Employees
104K-148K Annually

Zscaler Logo Zscaler

Threat Response Engineer (TRE) - Day Shift (10am-6pm MT)

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
Location, WV, USA
8697 Employees
104K-148K Annually

ServiceNow Logo ServiceNow

Database Engineer

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Remote or Hybrid
Santa Clara, CA, USA
29000 Employees
146K-256K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account