Customer Support Specialist, Bookkeeping

Reposted 11 Hours Ago
Hiring Remotely in United States
Remote
Junior
Agency • Artificial Intelligence • HR Tech • Professional Services
The Role
Provide onboarding and ongoing support for SMB customers using the bookkeeping platform: run live video onboarding, troubleshoot bookkeeping questions via chat and email, maintain accurate customer notes, collaborate across teams, and proactively exceed partner and customer expectations.
Summary Generated by Built In

Rockstar is recruiting for a mobile-first digital product studio that turns ideas into extraordinary experiences. They are a team of dynamic and savvy professionals who know how to create killer digital products. Our lean structure and remote team mean we can move fast while still delivering top-notch technology and design.

The Opportunity

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.

The Role

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.

In this role, the candidate 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 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.
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 of experience in a customer-facing (support, onboarding) or bookkeeping role
  • Familiarity with small business bookkeeping fundamentals and basic financial concepts
  • Ability to run live video onboarding calls and gather business context
  • Experience supporting customers across chat and email; troubleshooting and resolving issues quickly
  • Excellent written communication skills
  • Strong live communication and active listening skills
  • Strong attention to detail and ability to manage multiple tasks simultaneously
  • Ability to maintain accurate customer notes and status updates in internal systems
  • Ownership and growth mindset; ability to collaborate cross-functionally and surface product feedback
Am I A Good Fit?
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The Company
6,000 Employees
Year Founded: 1998

What We Do

Rockstar is a full-service recruitment company that leverages a blend of human expertise and artificial intelligence to help businesses hire better and faster at a lower cost. They offer comprehensive recruitment services across a wide range of professional roles, utilizing proprietary AI to efficiently match candidates to job descriptions and conducting custom screening calls to ensure high-quality hires.

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