Bookkeeper - Part-Time

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February 16

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CrewBloom

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B2B • SaaS • Recruitment

CrewBloom is a remote staffing agency dedicated to connecting businesses with top-tier remote talent across various industries. They streamline the hiring process by sourcing, screening, and onboarding qualified candidates tailored to the specific needs of their clients, ensuring a seamless integration into teams. With a focus on global talent acquisition, CrewBloom empowers companies to scale their operations efficiently while reducing costs and maintaining compliance with HR regulations.

201 - 500 employees

Founded 2016

🤝 B2B

☁️ SaaS

🎯 Recruiter

📋 Description

• We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. • This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. • If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you. • Maintain and update financial scorecards and Excel spreadsheets weekly. • Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting. • Record and manage investor logs, maintaining current and accurate data for internal use and reporting. • Reconcile records to align financial data with current transactions and forecasts. • Proactively contact clients who have been declined to provide guidance and explore alternative solutions. • Collaborate with the special financing department to facilitate customized client solutions. • Communicate professionally and empathetically with clients via phone and email. • Conduct regular audits to identify and resolve discrepancies in financial records. • Uphold strict confidentiality of all financial documentation and client information.

🎯 Requirements

• Proven experience in bookkeeping, accounting, or a related field. • Advanced proficiency in Microsoft Excel and familiarity with financial management tools. • Exceptional organizational skills and a keen attention to detail. • Strong mathematical aptitude and analytical skills. • Comfortable and confident communicating with clients, particularly in sensitive or declined situations. • Experience in client relations, customer support, or sales tracking systems is preferred. • Empathy and professionalism when handling client inquiries or challenges.

🏖️ Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.