Bookkeeping Support Specialist

🕒 June 26

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The Hello Team

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

📦 Logistics

Healthcare • Insurance • Logistics

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

📋 Description

• 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 • 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 • 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

• Proficient level of English (written and spoken) • Excellent communication and problem-solving skills • 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.

🏖️ Benefits

• 100% remote work • Great work environment with potential for growth