Role Overview:
We are seeking experienced finance professionals to provide omnichannel chat support for SMB (small and medium-sized business) owners. This role involves answering both general help questions and complex, data-heavy accounting queries.
Requirement:
Active user of QuickBooks Online (QBO)
Proven experience in accounting or bookkeeping
Prior experience with omnichannel chat support
Strong understanding of financial concepts and data analysis
Ability to handle complex, data-driven accounting questions
Experience working with SMB clients is preferred.
Responsibilities:
Respond to customer queries via omni chat platforms
Handle accounting-related questions requiring deep financial expertise
Support SMB business owners with bookkeeping and financial guidance
Analyze and interpret financial data to provide accurate responses
Complete assigned PPT-based tasks as needed
Nice to Have:
SMB business owners with hands-on accounting experience
Previously engaged experts with relevant domain expertise
Accountants/bookkeepers comfortable with high-volume, data-heavy queries
Skills Required
- Active user of QuickBooks Online (QBO)
- Proven experience in accounting or bookkeeping
- Prior experience with omnichannel chat support
- Strong understanding of financial concepts and data analysis
- Ability to handle complex, data-driven accounting questions
- Ability to complete Microsoft PowerPoint (PPT)-based tasks
- Experience working with SMB clients
- SMB business owners with hands-on accounting experience
- Previously engaged experts with relevant domain expertise
- Accountants/bookkeepers comfortable with high-volume, data-heavy queries
What We Do
Careerflow.ai is an AI-powered career management platform and 'career copilot' dedicated to helping job seekers land their dream jobs. The company provides a comprehensive end-to-end toolkit featuring an AI resume builder, LinkedIn profile optimizer, and job tracking tools. By streamlining the application process and optimizing professional profiles, Careerflow helps users navigate the competitive job market and get hired at top tech and startup companies faster.
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